szen Eighteen Full Manual 2010 szen Corp

Size: px
Start display at page:

Download "szen Eighteen Full Manual 2010 szen Corp"

Transcription

1 szen Eighteen Full Manual

2 I Full Eighteen Manual Table of Contents Part I Introduction 1 Part II Tee Sheet Operation 1 1 Using the... Tee Sheet 1 Booking Reservations... 2 Booking Reservations... for Mem bers 7 Adding a Mem ber... While Booking a Tee Tim e 9 Add a Golfer to... an Existing Reservation 10 Lagre Group Reservations Recurring Reservations Squeezing a Tee... Tim e 18 Ringing Up Golfers Moving a Reservation Copying a Reservation Canceling a Reservation Taking Rain Checks Adm inistrative... Blocks 32 No-Start Blocks Tee Sheet Notes Wait List Configuring... the Tee Sheet 42 Setting Up Tee... Tim es 43 Setting Up Season... Categories 46 Setting Up Day... Categories 48 Setting Up Tim... e Categories 50 Tw ilight Setting Up Round... Types 54 Setting Up Green... Fees 57 Reactivating Round... Types 58 Golf Preferences Part III Using the Retail System 67 1 Transactions Opening the Register Starting a New... Transaction 67 Adding Item s... to a Transaction 68 Adding Mem bers... to a Transaction 71 Attaching a Salesperson... to a Transaction 72 Discounting Item... s 73 Making a Transaction... Tax Exem pt 75 Recording Paym... ents 76 Suspending and... Restoring Transactions 79 Voiding Transactions Returning Item... s 82 Closing the Register Hints and Shortcuts Payment... Methods 87 Cash... 87

3 Contents II Credit Cards Check Event Credit Mem ber Account Gift Certificates Tournam ent Debit Cards Points Custom Prom o Gift Cards Setting... up Inventory 105 Departm ents Brands Vendors Inventory Item... s 114 Sale Prices Receiving Inventory... in the Inventor Module 120 Barcodes Inventory Reconciliation Reactivating... Inventory Purchase... Orders 130 Making a New... Purchase Order 131 Editing a Purchase... Order 133 Receiving a Purchase... Order Configuring... the Retail Screen 140 Speed Item s Drill Dow n Transaction Suspend... Notes 149 Requiring Passw... ords for Sales 152 Setting the Tax... Rate Advanced... Settings 155 Sales Preferences Part IV Members Member... Accounts Member... Types Note... Type Setup Custom... Flag Setup Merging... Member Accounts Reactivating... Members 180 Part V User Setup and Security User... Accounts Job Titles Payroll... Departments Reactivating... Users 197 II

4 III Full Eighteen Manual Part VI Tournaments and Events Creating... a New Tournament/Event Reactivating... Tournaments 199 Part VII Accounting Chart... of Accounts Setting... Up Payment Methods Posting... to the General Ledger Basic... System Associations 205 Index 0

5 Introduction 1 1 Introduction Welcome to the szen Corp Eighteen Full-Manual. Here you will find everything you will need to effectively use the szen Eighteen Management Software. This version of the manual includes all of the main parts of the program, from Tee Sheet Management, to Retail Sales and Inventory Management, and beyond. As always, if there are questions that don't seem to be answered by, or go beyond what is contained in this manual, the szen Corp Support team is available 24 hours a day, 7 days a week. Simply call or support@szencorp.com. Please don't hesitate to call us! 2 Tee Sheet Operation 2.1 Using the Tee Sheet This chapter details the basic Tee Sheet operations. Many of these task will be done by the whole staff of a daily basis. A few of these tasks may only be done by someone with the appropriate security rights. All the following operations take place in the Tee Sheet Screen. It is a simple procedure to open the Tee Sheet Screen. To do it: -SELECT the 'Golf Ball' button from the main Eighteen window or SELECT Tee Sheet from the File menu -This opens the Tee Sheet

6 Full Eighteen Manual Booking Reservations szen Eighteen provides the easiest tee sheet to use in the golf industry. You can quickly and efficiently book tee times for walk-in's, call-in's, or for members in the database. Booking a Tee Time Reservation Booking a Second Reservation for a Tee Time Booking Reservations on the Back 9 Booking a Tee Time Reservation Top To book a Tee Time: -HIGHLIGHT the desired time on the Tee Sheet -SELECT the 'New' button -This opens the Create Reservation Screen

7 Tee Sheet Operation 3 -ENTER the appropriate information -To complete the booking, SELECT a 'Number' button (for number of golfers) The only information required to book a Tee Time is a name in the Group Name field, and the number of golfers desired. The names of all the golfers may also be added, however this is optional. The number of holes and whether the golfers will be walking or riding will automatically be set the whatever the defaults have been set to by the administrator. Change these if necessary. Round types may be changed as well, for an individual golfer or for the whole group. To change the round type for one golfer: -SELECT the RT button next to the golfers name -This opens the Select Round Type Screen

8 4 Full Eighteen Manual -HIGHLIGHT the desired Round Type -SELECT the 'Ok' button To change the Round Type for the whole group: -SELECT the Round Type button from the bottom right of the Screen -This opens the Select Round Type Screen

9 Tee Sheet Operation 5 -HIGHLIGHT the desired Round Type -SELECT the 'Ok' button If no round type is selected, the golfers will be set to whatever the default round type is. The default round type is generally set to the Public round type.. Remember that these changes must be made before choosing a 'Number' button to create the reservation. Booking a Second Group for a Tee Time Top To fill the Tee Sheet more completely, szen allows smaller groups to be booked onto existing reservations. Keeping these groups separate on the tee sheet makes it easy for split moves or cancels later. To book a second group onto an existing reservation: -HIGHLIGHT the Existing Group and SELECT the 'New' button -This opens the Create Reservation Screen

10 6 Full Eighteen Manual The Screen will indicate that only a certain of golfers is allowed. For example, if 5 golfers total are allowed per group, and a new group wants to book a Tee Time on an existing reservation with a group of 3, then the system will only allow a group of 2 to be booked on that time. To book the Tee Time, continue with the reservation as normal by entering the Group Name and selecting a 'Number' button. Booking Reservations on the Back 9 Top To book a Reservation on the back 9, either: -SELECT the 'Course' button -This opens the Course Selector Screen -HIGHLIGHT the Course Reverse View -SELECT the 'Ok' button The back 9 will be displayed in the main Tee Sheet Grid. -OR-

11 Tee Sheet Operation 7 -SELECT the 'Backs' button on the right side of the screen The back 9 will be displayed in the secondary Tee Sheet Grid (on the right side of the screen). With either method that is chosen the process of booking a Reservation is essentially the same as booking a Reservation on the front 9. SELECT the 'New' button and follow the steps for booking a Reservation as detailed above. If the Secondary Tee Sheet Grid is the method being used, make sure to SELECT the smaller 'New' button on the right side of the screen Booking Reservations for Members Booking a Tee Time Reservation for a Member To book a Tee Time: -HIGHLIGHT the desired time on the Tee Sheet -SELECT the 'New' button -This opens the Create Reservation Screen

12 8 Full Eighteen Manual SELECT the 'M' (Member) button next the the Group Name field -This brings up the Select Authorized Account User Screen -Locate and SELECT the Member -SELECT the 'Ok' button There are a few ways to locate the Member. One way is to SELECT the first few letters of the last name with the green 'Letter' buttons on the right hand side of the screen. Another way is to type the last name into the text field in the middle of the left hand side of the screen. Both of these methods only narrow down the search, they will not locate the exact person desired. Once the search is narrowed, use either

13 Tee Sheet Operation 9 the scroll bar, or the blue 'Up/Down Arrow' buttons to locate the exact person desired. If the Member has a designated Personal Code, it may be entered into the Personal Code Lookup field at the top left of the screen. This is perhaps the quickest of the ways to locate a Member. Selecting the 'Ok' button enters the Member into the Create Reservation Window. To continue: -EITHER-SELECT a 'Number' button to choose the number of golfers and complete the booking -OR-SELECT the 'M' (Member) Button next to the Guest 2 field -Continue this for as many players as desired -Then SELECT a 'Number' button to choose the number of players and complete the booking Adding a Member While Booking a Tee Time Adding a New Member from the Create Reservation Screen' Guarding Against Duplicate Entries Add a New Member from the Create Reservation Screen Top To add a new Member in the above manner: -HIGHLIGHT the desired time -SELECT the 'New' button -This opens the Create Reservation Screen -SELECT the 'Add Golfer' button -This opens the Add to Database Screen

14 10 Full Eighteen Manual -ENTER the appropriate information (First and Last named required) -SELECT the 'New Member' button -This adds the New Member to the database and also to the Create Reservation Screen Continue Booking the Reservation normally. Guarding Against Duplicate Entries Top The Add to Database Screen is designed to help guard against creating duplicate accounts when golfers are already in the database. Notice when a last name is entered into the Last Name field, Members with that last name who are already in the database appear after the <ENTER> or <TAB> keys are pressed. Check to make sure the Member being entered has not already been created Add a Golfer to an Existing Reservation Often players want to add another person to their reservation. With szen Eighteen this is an easy process. Just click on a few buttons, and an additional player can easily be added to an existing group. Adding Another Golfer Removing a Golfer Adding Another Golfer Top To add a golfer: -HIGHLIGHT the desired Reservation on the Tee Sheet -SELECT the 'View' button above the tee sheet grid -This opens the Golfer Detail Screen with the Group Name already highlighted in the top field

15 Tee Sheet Operation 11 -SELECT the '+1' button to add an additional player -This opens a Confirmation Screen -SELECT the 'Yes' button to confirm Another golfer will be added to the reservation. Removing a Golfer Top To remove a golfer: -HIGHLIGHT the desired Reservation on the Tee Sheet -SELECT the 'View' button above the tee sheet grid -This opens the Golfer Detail Screen with the Group Name already highlighted in the top field

16 12 Full Eighteen Manual -HIGHLIGHT the golfer to be removed from the reservation -SELECT the '-1' button to remove the highlighted golfer from the reservation -This opens a Confirmation Screen -SELECT the 'Yes' button to confirm The highlighted golfer will be removed from the reservation Lagre Group Reservations Booking a Reservation for a Large Group There will be times when groups larger than 5 or 6 golfers will want to book a Tee Time. Obviously it is not possible to have them all tee off at the same time, so Eighteen has an easy was of booking a large group reservation without repetitive data entry. Just a few simple steps and the process is done leaving time to book more reservations per day! To book a reservation for a large group: -HIGHLIGHT the desired time

17 Tee Sheet Operation 13 -SELECT the 'New' button -This opens the Create Reservation Screen -ENTER a name into the Group Name field -OR-SELECT the 'M' (Member) button next the the Group Name field to choose a Member name from the system -ENTER the desired number of golfers into the Group Reservation Box -SELECT the 'Group Reservation' button This closes the Create Reservation Screen and adds the Reservations to the Tee Sheet as shown in the following image:

18 14 Full Eighteen Manual Notice: The system books the Reservations in groups of 4. Also notice that if the number of golfers does not divide evenly by 4, the system will create a Reservation with less than 4 golfers. In the above example, a Reservation for 3 golfers was created Recurring Reservations Creating a Recurring Reservation Booking a Recurring Reservation for a Member Creating a Recurring Reservation The szen Tee Sheet allows reservations to be made for multiple days at the same time for 1-4 golfers. A recurring reservation may not be created for more than 4 golfers. To create a recurring reservation: -SELECT the desired time using the Right Button on the mouse (right click) -This brings up a menu

19 Tee Sheet Operation -SELECT Create Recurring Reservation -This brings up the Select Date Range and Days to Include Screen -ENTER the desired date range, and the days of the week for the desired reservation -SELECT the 'Go' button -This brings up a screen to enter in the group name 15

20 16 Full Eighteen Manual -ENTER the group name -SELECT the 'Ok' button -This brings up a screen to enter the number of golfers -ENTER the desired number of golfers, up to 4 -SELECT the 'Ok' button -This brings a screen to enter the number of holes to play -ENTER the desired number of holes to play -SELECT the 'Ok' button This creates the Reservation and moves the Tee Sheet to the last reservation for the selected date range. Booking a Recurring Reservation for a Member Booking a Recurring Reservation for a Member is very much the same as booking one for a Public user with a few differences. To do it: -SELECT the desired Tee Time using the Right Button on the mouse (right click) -This brings up a menu

21 Tee Sheet Operation -SELECT Create Recurring Reservation for Someone in the Database -This brings up the Select Date Range and Days to Include Screen -ENTER the desired date range, and the days of the week for the desired Reservation -SELECT the 'Go' button -This brings up the Select Authorized Account User Screen 17

22 18 Full Eighteen Manual -SELECT the desired Member -SELECT the 'Ok' button From this point on, all the steps are the same as above. Continue to create the Reservation as previously specified Squeezing a Tee Time Tee Times are set up in regular increments. The most common increments are 7 minutes and 8 minutes intervals. For example, if the first tee time of the day was 7 minutes, then the second tee time of the day would be 8 minutes. Then the remaining tee times for the day would alternate between 7 and 8 minutes until the end of the day. Sometimes it may be desired to let a group tee off between two tee times. It is possible, and very easy to do this with Eighteen. Squeeze a Tee Time Deleting an Unneeded Squeezed Tee Time Setting the Squeeze Increment Squeeze a Tee Time To squeeze a Tee Time: -HIGHLIGHT the tee time just before the time desired to squeeze in -SELECT the 'Squeeze' button This will squeeze in a new tee time after the highlighted tee time

23 Tee Sheet Operation 19 The Squeeze Increment is determined in the Golf Preferences Screen. How to set the Squeeze Increment is detailed below. Deleting an Unneeded Squeezed Tee Time If a Tee Time has been squeezed in accidentally, or is unneeded for some reason, it can be deleted. To delete an unneeded Tee Time: -SELECT 'Golf' from the menu bar and then 'Delete Tee Time' -A warning screen will appear -SELECT the 'Yes' button The selected Tee Time will be removed from the Tee Sheet. Setting the Squeeze Increment To set the Squeeze Increment: -SELECT File from the main menu and choose Administrator from the drop down -This opens the Administrator Screen

24 20 Full Eighteen Manual -SELECT Tees and choose Golf Preferences from the drop down -This opens the Golf Preferences Screen -ENTER the desired number of minutes into the text field next to the words Squeeze Increment. The most common is 4 minutes -SELECT the 'Save' button to save the changes The new Squeeze Increment will be applied to all future Squeezed Tee Times Ringing Up Golfers There are a few ways to ring up golfers. They can be rung up individually, as a group, or multiple groups can be rung up at the same time. The nice thing is that all of these ways can be performed directly from the Tee Sheet. The Tee Sheet Sales Screen is very similar to the Retail Screen, with a few differences. For greater detail on using the Retail Screen see the Retail Manual. Contact szen Corp if this manual has not yet been provided.

25 Tee Sheet Operation 21 Ringing Up Golfers Individually Golfers can be rung up directly from the Tee Sheet individually. To do this: -SELECT the Reservation to be rung up -SELECT the 'View' button -This opens the Golfer Detail Screen with the Group Name already highlighted in the top field -HIGHLIGHT the golfer to be rung up -SELECT the 'Ring Up' button -This opens the Tee Sheet Sales Screen and enters the appropriate fees into the grid

26 22 Full Eighteen Manual -At this point, additional items may be rung up, such as golf balls or club rentals -SELECT a payment type from the lower left of the screen and take payment -This will bring up a Payment Screen -ENTER the appropriate information -SELECT the 'Receipt' button to finish the transaction This will close out the Retail Screen. The Golfer Detail Screen will again be visible, and the paid golfer will appear in green. Ringing Up More Than One Golfer, but Not the Whole Group In a group of golfers, there may be one person who wishes to pay for one or two other members of the group, but not the whole group. To do this: -SELECT the Reservation to be rung up -SELECT the 'View' button to open the 'Golfer Detail Screen' -HIGHLIGHT one of the golfers -SELECT the 'Pay Now' button

27 Tee Sheet Operation 23 -The selected golfer will be highlighted in a green yellow color -REPEAT this until all desired golfers are selected -SELECT the 'Ring Up' button once all desired golfers are highlighted -This will open the Tee Sheet Sales Screen with the appropriate fees for the selected golfers entered into the sales grid Continue to process the transaction normally. Ringing Up a Group of Golfers Often there will be one member of a group that wishes to pay for the whole group. This is possibly the easiest way to ring up golfers in Eighteen. To do this: -SELECT the Reservation to be rung up -SELECT the 'View' button to open the 'Golfer Detail Screen' -SELECT the 'All Pay Now' button -This will open the Tee Sheet Sales Screen with the appropriate fees for all of the golfers entered into the sales grid Continue to process the transaction normally. Ringing Up Multiple Reservations There may be times, such as tournaments, where it may be desired to ring up multiple groups at a time. To do this: -RIGHT CLICK on one of the Reservations on the Tee Sheet to be rung up -This brings up a menu

28 24 Full Eighteen Manual -SELECT the 'Multi-Pay' option -This brings up a Multiple Tee Time Check-In and Pay Screen -SELECT all the desired groups to ring up (place a check mark in the box next to them) -SELECT the 'Ok' button -This will open the Tee Sheet Sales Screen with the appropriate fees entered in for all the groups selected Continue to process the transaction normally.

29 Tee Sheet Operation Moving a Reservation Sometimes golfers may call and want to reschedule their existing Tee Time to another time. Rather than deleting the existing Tee Time, and then re-creating it for the new time, a simple maneuver can be performed to move the existing Tee Time to the new time. This can be done within the current day, or to any day where Tee Times have been built. Moving a Reservation With One Group Moving a Reservation With More Than One Group Moving a Reservation With One Group There will be times when a scheduled reservations will need to be moved to a different time. Rather than delete the existing Reservation and create a new one, the 'Move' button can be used. To do this: -HIGHLIGHT the Reservation to be moved -SELECT the 'Move' button again -The 'Move' button will remain depressed and a Confirm Screen will open -SELECT the 'Yes' button -HIGHLIGHT the time to move the Reservation to -SELECT the 'Move' button again The Reservations will be moved to the highlighted time and the 'Move' button will return to normal Moving a Reservation With More Than One Group There are two ways to move a Reservation with more than one group on it. The groups can be split apart and one can be moved and the other can stay, or they can both be moved at the same time. Moving As One To move all groups on one Reservation: -HIGHLIGHT the Reservation with the groups to be moved

30 26 Full Eighteen Manual -SELECT the 'Move' button -A Confirmation Screen will appear -SELECT the 'No' button -This will open up another Confirmation Screen -SELECT the 'Yes' button -HIGHLIGHT the time to move the Reservation to -SELECT the 'Move' button again -Both groups will be moved to the new time Performing a Split Move To split two groups apart and just move one: -HIGHLIGHT the Reservation with the groups to be moved -SELECT the 'Move' button

31 Tee Sheet Operation 27 -A Confirmation Screen will appear -SELECT the 'Yes' button -This will open the Split Move Screen -SELECT the group to be moved -This closes out the Split Move Screen -HIGHLIGHT the time to move the group to -SELECT the 'Move' button again The selected Reservation will be moved to the highlighted Tee Time Copying a Reservation A Reservation may be copied from one time to another on the Tee Sheet. This is useful if someone calls in and wants to book a Tee Time with all the same information on several different times. For example, a golfer calls in and wants to book Tee Times for Monday at 3:30 pm, Tuesday at 1:20 pm, and Friday at 9:00 am. Rather than having to enter in the same information 3 times, the original Reservation may be copied and then pasted on the other desired times. Copy the Reservation To perform the copy: -HIGHLIGHT the Reservation to be copied -SELECT the 'Copy' button

32 28 Full Eighteen Manual -This opens a Message Screen -SELECT the 'OK' button As the message indicated, the Reservation has been copied Paste the Reservation To paste the Reservation on the desired time: -HIGHLIGHT the time to paste the Reservation to -SELECT the 'Copy' button -A Confirmation Screen will appear -SELECT the 'Yes' button -Another Confirmation Screen will appear

33 Tee Sheet Operation 29 -SELECT the 'Yes' or 'No' button depending on preference The Reservation will then be pasted on the highlighted time Canceling a Reservation Things come up and life get's in the way. Sometimes Tee Time Reservations need to be canceled. There are several ways to cancel Reservations. A single Reservation can be canceled, a Reservation with more than one group on it may be canceled all together or a split cancellation can be performed, or multiple Reservations can be canceled all at once. Canceling a Single Reservation To cancel a single Reservation: -HIGHLIGHT the Reservation to be canceled -SELECT the 'Cancel' button -This will open a Confirm Screen -SELECT the 'Yes' button The Reservation will be erased from the Tee Sheet

34 30 Full Eighteen Manual Canceling Reservations With More Than One Group There are two ways to cancel a Reservation with more than one group on it. The groups can be split apart and one can be canceled and the others can be kept, or they can all be canceled at the same time. Canceling All Groups To cancel all groups on a Reservation: -HIGHLIGHT the Reservation with the groups to be canceled -SELECT the 'Cancel' button -A Confirm Screen will appear -SELECT the 'No' button -This will open up another Confirmation Screen -SELECT the 'Yes' button All Reservations from the selected Tee Time will be erased from the Tee Sheet. Performing a Split Cancellation To split off one group and cancel it: -HIGHLIGHT the Reservation with the group to be canceled -SELECT the 'Cancel' button

35 Tee Sheet Operation 31 -A Confirm Screen will appear -SELECT the 'Yes' button -This opens the Split Cancel Screen -SELECT the group to be canceled The selected group will be erased from the Tee Sheet. Canceling Multiple Reservations Sometimes multiple Reservations will need to be canceled. Rather than canceling them one at a time, there is an easy way to cancel them all at once. This is called a Multi-Cancel. To do this: -RIGHT CLICK on one of the Reservations on the Tee Sheet to be canceled -This brings up a menu

36 32 Full Eighteen Manual -SELECT the 'Multi-Cancel' option -This opens the Multiple Tee Time Cancel Screen -SELECT all the desired groups to canceled (place a check mark in the box next to them) -SELECT the 'Ok' button All Reservations will be erased from the Tee Sheet Taking Rain Checks Forthcoming Administrative Blocks Placing an Administrative Block on a Tee Time completely blocks off that tee time from any sort of scheduling. It cannot be used as either a start time or a turn time. This feature is useful for blocking off

37 Tee Sheet Operation 33 Tee Times for a many reasons, such as preparing for a tournament or course maintenance. Admin blocks can only be placed on or taken off of tee times by the Tee Sheet administrator. Placing Admin Blocks on Tee Time Admin Blocks may be placed on a single Tee Time on on multiple Tee Times. Either way the process is the same. To do it: -RIGHT CLICK on the desired Tee Time -This brings up a menu -SELECT 'Place Admin Block in this Tee Time' -This opens up the Create Tee Sheet Blocks Screen -ENTER a title for the block if desired -ENTER the number of Tee Times to block by either entering a number into the text field, or selecting a 'Number' button (1-16) SELECT the 'Ok' button

38 34 Full Eighteen Manual The Administrative Blocks will be placed on the Tee Sheet. Removing a Single Admin Block Administrative Blocks can be removed one at a time, or all at once. To remove a single Admin Block: -RIGHT CLICK the Tee Time with the Admin Block to be removed -This brings up a menu -SELECT 'Remove Admin Blocks' The Admin Block for that Tee Time will be removed from the Tee Sheet. Removing All Admin Blocks at Once To do this: -RIGHT CLICK on the Tee Sheet -This brings up a menu

39 Tee Sheet Operation 35 -SELECT 'Clear All Admin Blocks' -This opens a Confirmation Screen -SELECT the 'Yes' button All Administrative Blocks will be removed from the Tee Sheet No-Start Blocks No Start Blocks are essentially the same thing as Administrative blocks, the difference being that they can be used as a turn time. Placing No-Start Blocks on Tee Time Admin Blocks may be placed on a single Tee Time on on multiple Tee Times. Either way the process is the same. To do it: -RIGHT CLICK on the desired Tee Time -This brings up a menu

40 36 Full Eighteen Manual -SELECT 'Place "No Start" block on this Tee Time' -This opens up the Create Tee Sheet Blocks Screen -ENTER a title for the block if desired -ENTER the number of Tee Times to block by either entering a number into the text field, or selecting a 'Number' button (1-16) SELECT the 'Ok' button The No Start Blocks will be placed on the Tee Sheet. Removing a Single No Start Block No Start Blocks can be removed one at a time, or all at once. To remove a single Admin Block: -RIGHT CLICK the Tee Time with the No Start Block to be removed -This brings up a menu

41 Tee Sheet Operation -SELECT 'Remove No Start Blocks' The No Start Block for that Tee Time will be removed from the Tee Sheet. Removing All No Start Blocks at Once To do this: -RIGHT CLICK on the Tee Sheet -This brings up a menu 37

42 38 Full Eighteen Manual -SELECT 'Clear All No Start Blocks' -This opens a Confirmation Screen -SELECT the 'Yes' button All No Start Blocks will be removed from the Tee Sheet Tee Sheet Notes The Tee Sheet Notes are located on the right side of the Tee Sheet Screen. These are notes that can be used to communicate important information to all staff. They are also 'global', so they will be seen on any workstation on the network. Editing the Tee Sheet Notes To Edit the Tee Sheet Notes:

43 Tee Sheet Operation 39 -SELECT the 'Edit' button -This opens the Tee Sheet Notes Screen -ENTER the desired information -SELECT the 'Exit' button when finished The notes will appear in the Tee Sheet Notes Screen. Here there is a place to enter notes for staff, and also there are places to enter in the weather for the day along the right side of the screen. Notes for previous or upcoming days may be entered as well by using the arrow buttons to navigate to another day, or by using the calendar button next to the date Wait List When a golfer calls to schedule a Reservation, but their desired time range is completely booked, they can be placed on the Wait List. The golfer will provide contact information, and their desired time range, and this information will be stored in the Wait List. Then when an opening presents itself, the golfer can be booked from the wait list directly to the Tee Sheet. Add a Golfer to the Wait List

44 40 Full Eighteen Manual To add a golfer to the Wait List: -SELECT the 'Wait' button on the right side of the screen -This reveals the Wait List Screen -SELECT the 'Add Golfer' button -This opens the Add Player to Wait List Screen

45 Tee Sheet Operation -ENTER in the appropriate information -SELECT the 'Ok' button The golfer will be added to the Wait List. Booking a Reservation from the Wait List To move a Reservation from the Wait List to the Tee Sheet: -HIGHLIGHT the desired Tee Time -HIGHLIGHT the desired golfer in the Wait List -SELECT the 'Book' button -This opens a Confirm Screen -SELECT the 'Yes' button The selected golfer will be moved from the Wait List to the selected time on the Tee Sheet. Removing a Golfer from the Wait List To remove a golfer from the Wait List: -HIGHLIGHT the desired golfer in the Wait List -SELECT the 'Cancel' button 41

46 42 Full Eighteen Manual -This opens a Confirmation Screen -SELECT the 'Yes' button The golfer will be removed from the Wait List. 2.2 Configuring the Tee Sheet Configuring the Tee Sheet These are more advanced settings that will only be accessible to those designated to be Administrators within the program. Even then, it may be advisable to consult a szen Corp Support Technician before changing or adding to the settings from the original install of the program. Please do not hesitate to call. We are available 24 hours to assist with any questions or problems that may arise. Contact

47 Tee Sheet Operation Setting Up Tee Times Building Tee Times To build Tee Times: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen -SELECT Tees from the menu bar and then Tee Builder from the drop down. -This opens the Tee Sheet Builder Screen 43

48 44 Full Eighteen Manual -Choose the Front Nine and Back Nine -ENTER the desired Turn Minutes (this will vary, the average is 120 minutes) -SELECT the days of the week to build times for -ENTER a start date and an end date -ENTER a start time and an end time -ENTER the desired interval time in minutes, which is the time between tee times (the most common is to have 7 and 8 minute tee times, meaning Interval 1 would be set for 7 minutes, and Interval 2 would be set for 8 minutes or visa versa) -SELECT the 'Build Tee Times' button -A confirmation box will appear -SELECT the 'Yes' button Go to the Tee Sheet and verify that the correct times have been built. Deleting Tee times

49 Tee Sheet Operation 45 If Tee Times have been built incorrectly, they can be deleted. To do this: -Choose the Front Nine and Back Nine -ENTER the Start Date and End Date -SELECT the 'Delete a Date Range of Tee Times' button -A confirmation box will appear -SELECT the 'Yes' button -Another confirmation box will appear -SELECT the 'Yes' button -A notification box will appear -SELECT the 'Ok' button The Tee Times will be deleted for the date range defined. If the system detects that there are reservations with in the specified date range, it will warn that if the deletion is continued, that those tee times will be deleted.

50 46 Full Eighteen Manual CAUTION! Deleting Tee Times using this method will also erase all existing reservations and scheduled events. Only use this method when it is certain that there will be no adverse impact on previously scheduled items. If it is necessary to delete tee times even though there are reservations for them, make sure to write them down so that they can be re-entered once the tee times are rebuilt Setting Up Season Categories Many locations charge different rates for different seasons, days, and times of day. Once these different rates are configured into Eighteen, the program does all the thinking, and all the users have to do is book the Tee Times. Seasons, Days, and Times are almost always set up by szen Corp during the original install of the program. Occasionally however a situation may arise where there needs to be additional of these things created. Creating Seasons To create a new Season: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen -SELECT Tees from the menu bar and then Season Category Setup from the drop down. -This opens the Season Setup Screen

51 Tee Sheet Operation 47 -SELECT the 'New Season' button -This opens the following field -Enter the desired name -SELECT the green 'Check Mark' This saves the new Season into the grid. Now that a new Season has been created, the next step is to define the Date Range for that Season -SELECT the New Range button -This opens the following fields -Enter Start Date, End Date, and Season.

52 48 Full Eighteen Manual -SELECT the green Check Mark button. Before the new Season can be used, Green Fees must be defined for it. For instructions on how to do this, see the chapter on Green Fees *It is recommended that a szen Corp Support Technician is consulted before changing any of the pre-set Season Category settings.* Setting Up Day Categories Creating a New Day Category Assigning a Day Category to a Day of the Week Creating Exception Dates Creating a New Day Category To create a new Day Category: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen -SELECT Tees from the menu bar and then Day Category Setup from the drop down. -This opens the Day Category Setup Screen

53 Tee Sheet Operation 49 -SELECT the 'New Day Cat' button -This opens the following field -ENTER the name of the new Day Category -SELECT the green Check Mark The Day Category has been created. Now the category needs to be assigned to at least one day of the week. Assigning a Day Category to a Day of the Week To assign a day of the week to a Day Category: -HIGHLIGHT the desired day of the week in the Day of the Week grid at the lower left hand of the screen -SELECT the drop down next to the words 'Day Cat' -SELECT the desired Day Category to assign -SELECT the green 'Check Mark' This will assign the Day Category to the desired day of the week. Notice the changes in the Day of the Week grid. Creating Exception Dates There may be days during the year that it may be desired to create an exception for. For example, Holidays. Some years, holidays fall on a weekday, and some years they fall on a weekend. It may be desired to charge a weekend rate on a holiday, but the holiday may fall on a weekday. Rather than create a whole new Day Category called 'Holiday', and then assigning the Holiday day category to the

54 50 Full Eighteen Manual desired weekday the day before it happens, an Exception Date may be created To create an Exception Date: -ENTER the desired date into the Date field at the top right of the screen (mm/dd/yyyy format) -SELECT the Day Category to assign to that date from the drop down in the next field -SELECT the green 'Check Mark' This will add the date to the Exception Date grid. This feature is also very useful for promotional events. For example, a location may have an event where they want to charge the weekday rate on a certain weekend as a promotion. A Day Category called Promo could be created and used only for exception dates also, and set for a completely different rate than either the weekend or weekday rates in the Green Fees Screen. Before the new Day Category can be used, Green Fees must be defined for it. For instructions on how to do this, see the chapter on Green Fees *It is recommended that a szen Corp Support Technician is consulted before changing any of the pre-set Day Category settings.* Setting Up Time Categories Creating a New Time Category Assigning a Time Range to a Time Category Creating a New Time Category To create a new Time Category: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen

55 Tee Sheet Operation -SELECT Tees from the menu bar and then Time Category Setup from the drop down. -This opens the Time Category Setup Screen -SELECT the 'New Time' button -This opens the following field 51

56 52 Full Eighteen Manual -ENTER the name of the new Time Category -SELECT the green 'Check Mark' button The new Time Category has been created. Now a new Time Range must be created and assigned to this category. Assigning a Time Range to a Time Category To assign a Range to a Category: -SELECT the 'New Range' button -This opens the following fields -ENTER the times for the Range -SELECT the Time Category from the Time drop down -SELECT the green 'Check Mark' button The Time Range has been assigned to the Time Category. Before the new Time Category can be used, Green Fees must be defined for it. For instructions on how to do this, see the chapter on Green Fees *It is recommended that a szen Corp Support Technician is consulted before changing any of the pre-set Time Category settings.* Twilight Since it gets darker at different hours of the day during different times of the year szen Eighteen allows for different Twilight times defined by a date range. Creating a New Twilight Date Range To create a new date range for Twilight: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen

57 Tee Sheet Operation -SELECT Tees from the menu bar and then Twilight from the drop down. -This opens the Twilight Setup Screen -SELECT the 'New Range' button -This opens the following fields -ENTER the appropriate information, namely a Start Date, an End Date, and Start Time for the Twilight Range being created -SELECT the green 'Check Mark' 53

58 54 Full Eighteen Manual This creates the new Twilight Range. *It is recommended that a szen Corp Support Technician is consulted before changing any of the pre-set Twilight settings.* Setting Up Round Types Most of the desired Round Types will have been set up during the original install of szen Eighteen. However, that doesn't mean that new Round Type won't need to be created in the future. The following details the process of creating a new Round Type. Create a New Green Fee Creating a New Round Type Create a New Green Fee The first thing to do when setting up Round Types is to create a Green Fee inventory item to link the Round Type to be created to. To do this: -SELECT the 'Inventory Module' button -This opens the Inventory Module -SELECT the 'New' button -This brings up the New Inventory Item Screen

59 Tee Sheet Operation 55 -ENTER in the appropriate information The recommended way to enter this is to do the following: -Enter the Receipt Title in the following format: GF Round Type 9,18 (i.e. GF Senior Round 18 would be the green fees for a senior citizen round type for 18 holes) -Choose Green Fees from the drop down for the Department -Set the Brand -Set the Tax Rate -Leave the Retail Price at $0.00. This will be changed in a later step in another place -SELECT the 'Save' button Creating a New Round Type Once the Green Fee has been created as an inventory item, the next step is to create a Round Type and link the new Green Fee to it. To do this: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen

60 56 Full Eighteen Manual -SELECT Tees from the menu bar and then Round Type Setup from the drop down. -This opens the Round Type Setup Screen -SELECT the 'New' button -This activates the New Round Type section of the screen -Enter the Round Type name in the top left text field -SELECT the Green Fee that was created from the drop down for both the 18 hole option and the 9 hole option (if both were created in the inventory) -SELECT the Cart Fee from the drop down for both options as well. -SELECT the green 'Check Mark' button to save

61 Tee Sheet Operation Setting Up Green Fees Edit the Green Fees Remember that the Retail Price was left as $0.00 dollars when we created the Green Fees. This is because many locations have different Green Fees for different seasons, days, and even times of day. To edit the Green Fees: -SELECT File from the menu bar and then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Tees from the menu bar and then Green Fees from the drop down -This opens the Green Fees Screen -SELECT the 'Generate All Possible Combinations' button -All possible combinations of Green Fees will be brought in to the sreen -HIGHLIGHT the Green Fee to be edited -SELECT the 'Enter Fee Info' button -The following fields will appear -Enter in the desired prices -SELECT the green 'Check Mark' to save REMEMBER to set the desired prices for all seasons, dates, and times Sorting the Green Fees Screen by an Attribute There are generally a lot of Green Fees in the Green Fees Screen. Because of this, szen has made it possible to sort the screen by attributes. To do this:

62 58 Full Eighteen Manual -HOVER the mouse over the category header for the column with the desired attribute to sort by -A small down arrow will appear next to the header text, as shown in the following example -SELECT the down arrow -A drop down menu will appear -SELECT the desired attribute(s) to place a check mark in the box next to it -This will remove everything but the Green Fees with the selected attribute(s). Multiple attributes may be selected -EXIT the drop down menu by clicking anywhere on the Green Fees Screen Continue editing the Green Fees as desired Reactivating Round Types The Reactivate Screen To reactivate a Round Type that has been inactivated: -SELECT File from the menu bar and then choose Administrator from the drop down -This opens the Administrator Screen -SELECT General from the menu bar and then choose Bring Back from the Dead from the drop down -This opens the Reactivate Screen

63 Tee Sheet Operation -SELECT the 'Round Type' tab -The screen will change to look like this: -HIGHLIGHT the desired Round Type -SELECT the 'Reactivate Highlighted Record' button -A confirmation Screen will appear -SELECT the 'Yes' button 59

64 60 Full Eighteen Manual The highlighted record will be reactivated and will now be able to be used as normal Golf Preferences This subject details all the different things that can be done from the Golf Preferences Screen. To get to the Golf Preferences Screen: -SELECT File from the main menu and choose Administrator from the drop down -This opens the Administrator Screen -SELECT Tees and choose Golf Preferences from the drop down -This opens the Golf Preferences Screen There are quite a few things that can be done from this screen. Notice that this screen is divided into two sections. The green section is for Local Settings These are settings that only apply to the current workstation. The blue section is for Global Settings. These are settings that apply to all workstations on the network.

65 Tee Sheet Operation 61 Local Settings Perform a Check for Tee Sheet Duplicates Auto-Insert Membership from Wait List Open Tee Sheet at Startup Show Rounds Projections Show Last Years Rounds Show Actual Tee Off Time Show Shotgun Start Hole No Tee Times On This Workstation Hide 9/18 on Reservation Screen Hide Walk/Ride on Reservation Screen Detect no shows Show Notes In Reservation Screen Require Notes for First Reservation Show Dashboard Auto Refresh Tee Sheet [ ] Seconds Tee Time Booking Becomes Available Tee Sheet Font Squeeze Increment Tee Sheet Font Size Global Settings Maximum Guests Per Tee Time Minimum Age for Power Cart Rentals Fee For Lost or Broken Club (Rental Set) Event Credit Title Default Round Type Twilight Time Category Green Fee Department Cart Fee Department Default Golfer Name Reservation Defaults Resort Reservations Resort: Auto Insert Guests Use Cancellation Confirmations Force Password for Reservations Check for Mandatory Messages Audit Tee Sheet Activities Tee Time Confirmations New Golfer Requires CC # Except for Current Day Disallow Event Credit w/insufficient Tour Acct. Bal. Personal /code Lookups with <Enter Key> in Reservations Local Settings Menu Most of the things in the Local Settings section will have been taken care of during the original install if the program. Because of this, it will be a rare occasion to have to change any of these settings. However, this manual will cover what the settings are and how to change them in the event that there is a need for them to be changed.

66 62 Full Eighteen Manual Perform a Check for Tee Sheet Duplicates Menu Will show a warning if a Member already has a Tee Time Reservation, and another Reservation is created for that same member on the same day. There is not problem with a golfer playing more than one round in a day, the warning is simply there to notify the scheduler that there is already a Reservation for that Member, and to make sure that the two Reservations don't conflict in any way. Auto-Insert Membership from Wait List Menu This feature will be added in the future. Open Tee Sheet at Startup Menu Automatically opens the Tee Sheet when the program is opened. Show Rounds Projections Menu This feature will be added in the future. Show Last Years Rounds Menu When this box is checked, the actual rounds played for the current day being displayed in the Tee Sheet will appear in the upper left of the screen just above the 'New' button. Keep in mind that this shows the rounds played for the same day of the week from the previous year. In other words, if the day being displayed is a Wednesday in the second week of June, the number displayed will be from the previous year's Wednesday in the second week of June. Show Actual Tee Off Time Menu When this box is checked, a new column will appear on the Tee Sheet the next time it is opened, with a header that says 'Actual'. A new right click option will appear that says 'Record Actual Tee Off Time'. When this option is selected, this screen appears:

67 Tee Sheet Operation 63 -ENTER the actual tee off time -SELECT the 'Ok' button The entered time will appear in the 'Actual' column on the tee sheet next to the highlighted Reservation. Show Shotgun Start Hole Menu When this box is checked, a new column will appear in the Tee Sheet the next time it is opened, with a header that says 'S-H' (this stands for Start Hole). A new right click option will appear that says 'Set Shotgun Start Hole'. There also will appear an option that says 'Clear Shotgun Start Hole'. When the 'Set Shotgun Start Hole' is selected, this screen will appear: -SELECT the desired 'Number' and 'Letter' button The entered value will appear in the 'S-H' column on the Tee Sheet. If the 'Clear Shotgun Start Hole' is selected, this screen will appear:

68 64 Full Eighteen Manual No Tee Times On This Workstation Menu Disables the ability to schedule Tee Times on the current workstation Hide 9/18 on Reservation Screen Menu When this box is checked the '9' and '18' buttons will no longer be shown as options when booking a new Reservation. They will also be disabled in the Golfer Detail Screen ('View' button screen). Hide Walk/Ride on Reservation Screen Menu When this box is checked the 'Walk' and 'Ride' buttons will no longer be shown as options when booking a new Reservation. They will also be disabled in the Golfer Detail Screen ('View' button screen). Detect no shows Menu Forthcoming: Call for support. Show Notes In Reservation Screen Menu Forthcoming: Call for support. Require Notes for First Reservation Menu Forthcoming: Call for support. Show Dashboard Menu Call for support. Auto Refresh Tee Sheet [ Call for support. ] Seconds Menu Tee Time Booking Becomes Available Menu Forthcoming: Call for support. Tee Sheet Font Menu Selecting the 'Tee Sheet Font' button will bring up a screen to setup the font for the Tee Sheet. Squeeze Increment Menu A number entered into the text field here sets the number of minutes between a squeeze time and the previous time. Tee Sheet Font Size Menu This is a place to edit just the Tee Sheet font size Global Settings Menu Most of the things in the Global Settings section will have been taken care of during the original install if

69 Tee Sheet Operation 65 the program as well. Because of this, it will be a rare occasion to have to change any of these settings. However, this manual will cover what the settings are and how to change them in the event that there is a need for them to be changed. Maximum Guests Per Tee Time Menu There are three choices for how many guests per Tee Time are allowed; four, five, or six. Selecting one of these three buttons determines how many golfers may be booked onto one Tee Time on the Tee Sheet. Minimum Age for Power Cart Rentals Menu A number entered into this text field will set the minimum age for cart rentals. This will not allow anyone who is in the membership database that is under the given age to rent a cart. Fee For Lost or Broken Club (Rental Set) Menu A dollar amount entered into this field will set the free for lost or broken rental golf clubs. Event Credit Title Menu Changes the title of event credit to a custom title. (i.e. Sweeps, Credit Book, etc.) Default Round Type Menu The round type selected from the drop down list in this section will be the default round type for golfers not in the membership database. This is most often set to the 'Public' round type. Twilight Time Category Menu The time category selected from the drop down list in this section will be the time category used as the 'Twilight' category for green fees. This is most often set to the 'Twilight' category. Green Fee Department Menu This is where the department containing the green fees is selected for account linking purposes Cart Fee Department Menu This is where the department containing the cart fees is selected for account linking purposes Default Golfer Name Menu This option is for those courses that don't track customers. The name entered here will be auto entered

70 66 Full Eighteen Manual into the 'Group Name' field on the Create Reservation Screen when making a new tee time reservation. Reservation Defaults Menu Forthcoming: Call for support. Resort Reservations Menu The reservation defaults are what the Create Reservation Screen will default to when making a new tee time reservation. These defaults are the number of holes to be played, and whether or not the golfer will be walking the course or renting a cart. The number of holes to be played is set by selecting either the '9' or the '18' buttons. Whether or not the golfers will default to walking or renting a golf course is set be selecting either the 'Walk' or the 'Ride' buttons. Resort: Auto Insert Guests Menu Forthcoming: Call for support. Use Cancellation Confirmations Menu This will generate a cancellation confirmation number, and will force a user password in order to perform the cancellation. The cancellations can be reviewed with the Cancellation Confirmations report. This can be found in the reports under Golf Yeild Mgt. Force Password for Reservations Menu Will force a User Name and a Password to book a Tee Time Reservation. When the 'New' button is selected, this screen will open: -SELECT the User Name -ENTER the password -SELECT the 'Ok' button The Reservation can now be booked as normal. Check for Mandatory Messages Menu Forthcoming: Call for support.

71 Tee Sheet Operation 67 Audit Tee Sheet Activities Menu Forthcoming: Call for support. Tee Time Confirmations Menu Forthcoming: Call for support. New Golfer Requires CC # Except for Current Day Menu Forthcoming: Call for support. Disallow Event Credit w/insufficient Tour Acct. Bal. Menu Forthcoming: Call for support. Personal /code Lookups with <Enter Key> in Reservations Menu Forthcoming: Call for support. 3 Using the Retail System 3.1 Transactions Opening the Register Opening a register requires proper security clearance. Please see the System Administrator to gain access to this feature. Opening the Register To open a register: -From the Main Screen SELECT the 'Padlock' button (bottom left). Or SELECT Cash Registers from the File menu -SELECT the 'Yes' button when asked: "Would you like to open this register now?" -ENTER the appropriate information (beginning cash amount, user name and user password) -SELECT the 'Open this Register' button. A message will appear, stating that the register is open and ready to process transactions Starting a New Transaction To start a new transaction: -SELECT the 'New Sale' button, as in the following image:

72 68 Full Eighteen Manual -This opens the Retail Screen with no items and no payments, as in the following image: Adding Items to a Transaction This topic covers adding and removing items. Speed Items Scanning a Barcode Accessing the Drill Down Looking Up an Inventory Item Removing an Item from a Transaction There are 4 ways to add an item to a retail transaction, listed in order of quickness, quickest being first: -SELECT a 'Speed Item' button -SCAN the barcode or manually enter the SKU -Access the Drill Down

73 Using the Retail System 69 -Lookup the item Speed Items Top You will find the 6 'Speed Item' buttons on the left side of the screen, just to the left of the Items Grid. These buttons are designed for immediately access to the 6 most commonly sold items. To us a Speed Item: -SELECT a 'Speed Item' button from the left side of the Retail Screen Example: Scanning a Barcode Top The Retail Screen is always in ready mode for a barcode to be scanned. All you have to do is point the barcode scanner at a barcode on a product or product sheet, and the Inventory Item linked to the scanned SKU will immediately be added to the transaction. If the barcode label attached to the physical product is degraded to the point where it will not scan, or the product does not have a barcode -ENTER the SKU manually into the SKU Field, then press <ENTER>. Manually typing the SKU, and then pressing <ENTER> has exactly the same result as scanning in a barcode label with a barcode scanner. Keep in mind that the szen Retail system allows you to have as many SKU's as you wish for each Inventory Item. Having multiple SKU's is useful when you merge physical inventory from different stores or different systems, or simply when the manufacturer changes the SKU for a product without significantly changing the product, and you do not wish to re-label your existing inventory. Accessing the Drill Down Top The Drill Down is a convenient way to categorize commonly sold Inventory Items that do not fit within the limits of the Speed Items. The Drill Down does more than provide quick access to commonly sold items -it also guides your staff in selecting the correct Inventory Item, especially when many similar items exist.

74 70 Full Eighteen Manual The Drill Down, as its name implies, goes from general to specific, in one to four steps. To use the Drill Down: -SELECT the 'Drill Down' Button (looks like a yellow drill) -This brings up the Drill Down Screen Example -SELECT the category of the item you want. In some cases your item will be immediately available, and in other cases you may need to keep "drilling down" until you find the desired item Looking Up an Inventory Item Top The Inventory Lookup feature is provided as a last resort. If you cannot find the item you are looking for, you can always find it in the Lookup Screen, provided that it actually exists and is active! If you cannot find the item, it generally because of one of four reasons: -The Inventory Item has not been created -The Inventory Item is named something other than what is thought -The Inventory Item is in a different Department than what is thought -The Inventory Item has been inactivated, and is no longer available The first problem can easily be solved by having a user with sufficient rights create the Inventory Item. The second and third problem can usually be solved by going to the Inventory Lookup Screen and searching by various parts of words or phrases that might be in the description. And the fourth problem can be solved by re-activating the Inventory Item, or creating a new Inventory Item if the item being sold is different from the item that was inactivated. Removing an Item from a Transaction Top If an item has been added to a transaction by accident, or the item is no longer desired, it can be removed from a transaction. To remove an item from a transaction:

75 Using the Retail System 71 -HIGHLIGHT the item to be removed -SELECT the 'Delete' button in the Retail Screen. In order to prevent accidental taps on the touch screen from having unwanted side effects on your meticulously crafted transaction, you will be prompted to confirm the removal of the item from the transaction Adding Members to a Transaction Depending on the preferences set by the Administrator, Members can be referred to as Guests or Customers as well. However, for the purposes of this manual we will use the term Member. When Members are attached to transactions, you will have several privileges. First, you can view a Member's account status, including credit limit, purchase account balance, and event credit balance. Second, you can charge or credit a Member Account directly into the Point of Sale (if the Member has charge privileges). Third, you can create a purchase and spending history for each Member. In addition, szen also offers a security feature that displays a picture of the Member on the Retail Screen. For more information on this feature, contact your Sales Representative or szen directly. Select a Member to Attach A Member can be attached to a transaction either before or after you have added items to the Retail Screen. Just remember that a member's name must be attached to the transaction before you can charge (or credit) his or her member account. To attach a member to a transaction: -SELECT the 'M' (may be 'G' or 'C' depending on preferences) button on the Retail Screen (top center of the Retail Screen). -This opens the Authorized User Account Screen

76 72 Full Eighteen Manual -SELECT the Member you want to attach -SELECT the 'OK' button. This closes out the Authorized User Account Screen. The Member is now attached to the transaction. You will see the member's account information displayed at the bottom of the Retail Screen. You are now ready to continue processing the transaction Attaching a Salesperson to a Transaction By default, the user that is currently logged in to szen Eighteen will automatically be brought into the Retail Screen. Therefore, there will always be a salesperson attached to a transaction. It is possible however to change the salesperson that is attached to the transaction. Changing the Attached Salesperson To change the salesperson attached to a transaction from the default salesperson: -SELECT the 'Sales Person' button. Notice that the user name of the current salesperson appears next to this button -This opens the Select Sales Person Screen

77 Using the Retail System 73 -HIGHLIGHT the desired salesperson -SELECT the 'Ok' button The highlighted salesperson will be attached to the transaction, and their user name will appear next to the 'Sales Person' button Discounting Items Once an items have been added to a retail transaction, a discount may be applied to those items. This topic covers how to discount items in a transaction and how to reset already discounted items to their regular retail price. The Manual Discount or Coupon Screen Using a Coupon Entering a Discount Price Discounting By Percentage Resetting a Sale Item to its Regular Price The Manual Discount or Coupon Screen Top To apply a discount to an item: -HIGHLIGHT the desired item -SELECT the '%' (percentage) button. -This will bring up the Manual Discount or Coupon Screen.

78 74 Full Eighteen Manual This screen allows the user to apply a discount to an item in 3 different ways. Using a Coupon, Entering a Discount Price, or Discounting By Percentage. The user may also determine whether to discount only the item selected, or to discount all the items in the transaction, by selecting either the '1' or the 'ALL' button in the left center of the screen. Using a Coupon Top On the right side of the Manual Discount or Coupon Screen will be a list of coupons set up by the Sales Manager. To apply a coupon: -HIGHLIGHT the desired coupon -SELECT the 'Coupon' button. This will apply the coupon to the transaction and close out the Manual Discount or Coupon Screen. Entering a Discount Price* Top To apply a Discount Price: -SELECT the Discount Price field -ENTER the desired discounted price (i.e. entering "12" will yield $12.00) -SELECT the 'Ok' button at the bottom left of the screen This will apply the discounted price to the transaction and close out the Manual Discount or Coupon Screen. Discounting By Percentage* Top To apply a Percentage Discount: -SELECT the Discount % field -ENTER the desired percentage (i.e. "12" for twelve percent) -SELECT the 'Ok' button at the bottom left of the screen This will apply the percentage discount to the transaction and close out the Manual Discount or Coupon Screen. *For touch screen users, TAPPING the Pointer Finger button next to the Discount Price or Discount %

79 Using the Retail System 75 sections will bring up a virtual keyboard that corresponds to the section the Pointer Finger button was next to. Resetting a Sale Item to its Regular Price Top There are two ways to reset a Sale Item to its regular price. The first is to use the <F7> Hotkey. The second is to reset the price using the Manual Discount Screen. Using the <F7> HotKey To reset a Sale Item back to the regular price: -SELECT the item that you want to change (using one of the four methods: SKU, Speed Item, Drill Down, or Look Up). -Press the <F7> key on the top of your keyboard. -SELECT the 'Yes' button when presented with the question: "Revert to Retail Price for Highlighted Item?" Within the Retail Screen, the color for the price of a Sale Item will always be yellow. This is true for any item in which the price has been discounted or modified. Once you have selected the 'Yes' button the item will appear in the Retail Screen at regular price. The price for the item will no longer be yellow. Using the Manual Discount or Coupon Screen You can also use the Manual Discount or Coupon Screen to reset a Sale Item to regular price. This method is designed as a safety net or default method and should only be used if you are having problems using the <F7> HotKey. To reset a Sale Item to regular price: -SELECT the item that you want to change (using one of the four methods: SKU, Speed Item, Drill Down, or Look Up). -SELECT the '%' (Percentage) button in the Retail Screen -In the Manual Discount or Coupon window, make sure that '1' is highlighted -ENTER the price that you want to sell the item at in the Discount Price field -SELECT the 'Ok' button or press <ENTER> on the keyboard The item will appear in the Retail Screen with the regular price. However, when you use this method, the price for the item will still be yellow, because the price of the item has been modified. If you do not know the regular selling price for an item, you can use the Lookup button in the Retail Screen, or if you have security clearance you may use the Inventory Module Making a Transaction Tax Exempt This feature is most commonly used for customers who live in a state with no sales tax. This feature can also be used for charitable reasons, and for governmental reasons (for example, processing a Non-Tax Return). To set a sale to a Non-Tax sale: -SELECT the 'No Tax' button at the top right of the screen

80 76 Full Eighteen Manual -This opens the Tax Exempt Screen Note that you must select the 'No Tax' button before entering items into the Retail Screen. -ENTER the appropriate information into the Tax Exempt Screen -SELECT the 'Save' button or hit <ENTER> on the keyboard. This will close out the Tax Exempt Screen. The 'No Tax' button will change to a lime green color, which means that this is a Non-Tax transaction. Continue to process the sale normally would Recording Payments Entering Payment Finishing the Sale and Change Due Removing a Payment Type Using Multiple Payment Types The following steps detail how to accept payment once all desired items are entered in to the Retail Screen. Entering Payment Top To accept payment

81 Using the Retail System 77 - SELECT the appropriate 'Payment' button in the lower left of the Retail Screen -This opens the Payment Screen (cash in this example) -ENTER the correct payment amount into the Payment Screen. If the payment is different than what is displayed in the Payment Screen use the keypad on the screen or the keyboard to enter in the correct payment amount. Please note that you do not need to enter a decimal value for whole dollar amounts -SELECT the 'Ok' button or press <ENTER> on the keyboard.this closes out the Payment Screen The Payment Screen also gives you options to enter a Payment Note or make the Payment Amount "Negative" (for example, if an item is being returned). Note that the Payment Screen will be slightly different for each Payment Type. Detailed instructions for using each Payment Type will be given in a later chapter. Finishing the Sale and Change Due Top In the lower left of the Retail Screen the Payment Type and Payment Amount fields may be seen. In the lower right of the Retail Screen the Still Needed field will be seen. If the number in the Still Needed field is encased in parentheses this indicates the amount of change due to the customer.

82 78 Full Eighteen Manual At this point, the option to add or delete items to the sale is still available. If an item is added or removed from the transaction, the Still Needed field will adjust accordingly. To finish the sale: -SELECT the 'Receipt' button (first button on the left). This permanently closes the transaction. After printing the receipt, the New Sale Screen opens. The lower right hand corner of the New Sale Screen will show the change due from the previous transaction. Removing a Payment Type Top Sometimes it may be necessary to delete a payment type in a transaction (i.e. the wrong type was entered).to remove the incorrect Payment Type: -SELECT the 'Remove Pymt' button to the immediate right of the Payment Detail Screen. -SELECT the 'Yes' button when asked: "Remove This Payment?" The Payment Detail Screen is now empty and the Still Required field will show the amount due. Select the correct Payment Type for this transaction and continue to process the transaction normally. Using Multiple Payment Types Top Sometimes a customer will want to use two or more ways to pay for an item. This is easily accomplished, and not much different than using one payment type. To use multiple payment types in a transaction: -SELECT the Payment Type the customer wants to use first from the 'Payment' buttons -ENTER the amount the customer wants to pay with that Payment Type

83 Using the Retail System 79 -SELECT the 'Ok' button or press <ENTER> on the keyboard The Payment Detail Screen will show the payment type that has been entered, and the Still Needed field will show the amount still to be paid. To continue: -SELECT the Payment Type the customer wants to use next from the 'Payment' buttons -ENTER the amount the customer wants to pay with that Payment Type -SELECT the 'Ok' button or press <ENTER> on the keyboard Continue this process until the customer has paid the balance. Once the balance is paid continue to process the transaction normally by selecting the 'Receipt' button Suspending and Restoring Transactions Transactions may be suspended, and then restored it later on without having to reenter sales data. This feature is useful if a customer left their form of payment in their vehicle, and there were other customers in line. In this case, the first customer's transaction could be suspended while the customer went to retrieve their form of payment. This would allow the cashier to continue ringing up sales. When the first customer returned with their form of payment, the transaction could then be restored and processed normally. Suspend and Restore features can only be used in the Retail Screen and the Grill Module. Suspending a Transaction Restoring a Transaction from Suspension Suspending a Transaction Top To suspend a transaction after it has been started: -SELECT the 'Empty Trash Can' button (third button from the left, top row) -This opens the Suspend Note Screen

84 80 Full Eighteen Manual -SELECT the 'Yes' button when asked: "Would you like to Suspend this Transaction?" -You may also enter optional notes. This will aide in locating the transaction to Restore it After the transaction has been suspended, you will be prompted to start a new sale. Restoring a Transaction from Suspension Top To restore a transaction that has been suspended: -SELECT the 'Full Trash Can' button (the fourth button from the left, top row) -This opens the Select Suspended Transaction Screen

85 Using the Retail System 81 -SELECT the transaction that you want to restore -SELECT the 'Ok' button The transaction, along with its associated items, has now been restored to the Retail Screen. It may be processed normally or discarded Voiding Transactions Voiding a transaction requires proper security clearance. Please see the System Administrator to gain access to this feature. Open Daily Transaction Viewer Select the Correct Date and Transaction Void the Transaction The following steps detail how to void a previous transaction. Open Daily Transaction Viewer To void a past receipt: -SELECT the Sales menu from the menu bar at the top of the Retail Screen -SELECT Daily Tran Review from the drop down menu -This will open the Daily Transaction Viewer Screen.

86 82 Full Eighteen Manual Select the Correct Date and Transaction After the Daily Transaction Viewer Screen has been opened, there are three ways to look up a previous transaction. -If the Transaction Number is known, ENTER the number in the Find Transaction field and press <ENTER> on the keyboard. -Enter the date of the transaction in the Date field and hit <ENTER> on the keyboard. -Use the 'Calendar' button and the 'Arrow' buttons at the top of the screen to find the date needed Once the correct date has been found: -SELECT the transaction to void. Use the scroll bar on the right side of the screen to move up and down in the transaction list if necessary. Confirm that it is the correct transaction. The lower left screen will display the Inventory Detail for the transaction and the lower right screen will display the Payment Detail for the transaction. Void the Transaction To void the transaction: -SELECT the 'Void' button at the top right of the Daily Transaction Viewer Screen -ENTER the appropriate password -SELECT the 'Ok' button or press <ENTER> on the keyboard -SELECT the 'Yes' button when asked: "Change the Void Status of this Transaction?" The color of the transaction will be red, indicating that the transaction has been voided Returning Items Add the Item to the Point of Sale Credit the Payment Type Finishing the Transaction The following steps detail the process of returning items Add the Item to the Point of Sale Top To return an item you must first: -ADD the item to the Retail Screen by using one of the four methods (SKU, Speed Item, Drill Down or Lookup) -SELECT the 'Return Arrow' button (the button second from the right on the second row of the Retail Screen)

87 Using the Retail System 83 -SELECT 'Yes' when you are asked: "Return this Item?" You will know that the item has been recorded as a return when you see two things: First the item's price fields will be encased in parentheses and second, the quantity field will change from 1 to -1. Credit the Payment Type Top Next: -SELECT the correct Payment Type to be credited from the 'Payment' buttons This opens the Payment Screen. The Amount field will show the amount of credit due. Please note that the dollar value will be encased in parentheses. -SELECT on the 'Ok' button or press <ENTER> on the keyboard This closes the Payment Screen. In the lower left of the Retail Screen you will see the payment type and payment amount. The payment amount will be in parentheses, indicating a return. The Still Required field will be zero. Finishing the Transaction Top To finish the return: -SELECT on the 'Receipt' button (top left) and provide the customer with a refund, gift certificate, or other compensation The transaction will now permanently close Closing the Register When a register is closed, an audit trail is automatically created for each register. The Closeout Process is divided into two parts: Quick Close and Close. A Quick Close allows you to do a mid-day count or to change cashiers without permanently closing the register for the day. A Close procedure requires you to go through the Quick Close procedure and then beyond, shutting down the register for the day. Proper security clearance is required to perform the Closeout Process. See the System Administrator to gain access to this feature. Quick Closing a Register Continuing the Closing Process

88 84 Full Eighteen Manual Quick Closing a Register Top To quick close a register: -From the Main Screen SELECT the 'Padlock' button (bottom left). Or SELECT Cash Registers from the File menu -SELECT the 'Yes' button when asked: "Would you like to Quick Close this Register Now?" -ENTER the appropriate information (float left in till, user name and user password)* -SELECT the 'Quick Close the Till' button You will see a message informing you that the Register is currently Quick Closed. *A User Name and Password along with the amount of the float (cash) that is left in the till, so that an audit trail may be recorded for that register. Continuing the Closing Process Top If you wish to permanently close the register for the day: -SELECT the 'Yes' button when asked: "Would you like to Finish Closing this Register?" -ENTER the appropriate information: (cash counted, checks counted, and credit card report)*

89 Using the Retail System 85 -ENTER a user name and password* -SELECT the 'Close the Till' button. You will now see a message that the register has been successfully closed. SELECT the 'Ok' button to continue. *These must be provided so that an audit trail may be recorded for that register Hints and Shortcuts These are some helpful hints and shortcuts that may help to make day to day life a little bit easier. Using the <F7> Hotkey Using the <F12> Hotkey Using the Merge/New Line Button Entering a Gift Card SKU Manually Using the <F7< HotKey Top To reset a Sale Item back to the regular price: -SELECT the item that you want to change (using one of the four methods: SKU, Speed Item, Drill Down, or Look Up). -Press the <F7> key on the top of your keyboard. -SELECT the 'Yes' button when presented with the question: "Revert to Retail Price for Highlighted Item?" Within the Retail Screen, the color for the price of a Sale Item will always be yellow. This is true for any item in which the price has been discounted or modified. Once you have selected the 'Yes' button the item will appear in the Retail Screen at regular price. The price for the item will no longer be yellow. Using the <F12> Hotkey Top To toggle the Drill Down Between the Golf Drill Down and the Grill Drill Down: -Press the <F12> button on the keyboard. Using the Merge/New Line Button Top When multiples of the same item are added to a retail transaction, szen Eighteen allows for two different

90 86 Full Eighteen Manual styles of visual feedback for the entry: Merge and New Line. The button that toggles between these two options is located directly to the right of the Payment Detail Screen. 'Merge/New Line' Button shown on Merge When the button is set on 'Merge', multiples of the same item added to the retail transaction will cause the quantity field to increase. Also when the button is set on 'Merge, the '+1' and '-1' buttons will add or subtract 1 to the quantity. When the button is set on 'New Line', multiples of the same item added to the retail transaction will cause the item to be placed in a new "line" or row in the transaction screen with a quantity of 1. Also when the button is set on 'New Line', the '+1' button will add a multiple of an item in a new line. The '-1' button is disabled in 'New Line' mode. Use the 'Delete' button to remove an unwanted multiple of an item. Entering a Gift Card SKU Manually Top On occasion it may be necessary to enter a Gift Card SKU in manually. This may be necessary for a number of reasons; the magnetic strip may be worn or demagnetized, or the customer may have left their card at home but remembered the number. To enter a Gift Card SKU manually: -Make sure the cursor is in the SKU field in the Retail Screen. It is usually there by default -ENTER the Gift Card SKU in this format ;SKU? -Press <ENTER> to lookup the Gift Card (Example: The Gift Card number is The format for entering this SKU manually would be ;1001?)

91 Using the Retail System 87 Once <ENTER> is pressed, the Payment Screen should open, and the transaction may be processed normally. 3.2 Payment Methods This topic covers all the Non Standard Payment Types available to use in szen Eighteen Retail. Non Standard Payment types are anything that is not cash or check. This chapter will cover what each payment type is, and how to use it in a retail transaction. These payments include: -Cash -Credit Cards -Check -Gift Certificates -Event Credit -Member Account -Tournament -Debit Cards -Points -Custom -Promo -Gift Cards Not all of these payment types will be available to all locations, as not all locations need all of the payment types. Also some payment types may not be covered in this manual. This is because some payment types are part of customizations for individual locations. If assistance is needed on a payment type not covered in this manual, please do not hesitate to call our support office at Cash Using Cash as a Payment Type To use cash as a payment type: -SELECT the 'Cash' button from the lower left of the Retail Screen -This opens the Payment Screen with cash as the method of payment

92 88 Full Eighteen Manual -ENTER the correct amount of cash into the screen. Note that the screen defaults to the total amount due -SELECT the 'Ok' button Cash will show up in the grid in the lower left hand of the screen. Note: There is a section to add notes to the payment type in the left center section of the screen. This can be anything from an employees initials to a brief description of the transaction Credit Cards External and Integrated Credit Cards are the two methods of recording credit card payments in szen. The system will detect which method is configured, and the Credit Card Payment type will be displayed accordingly. External Credit Cards External Credit Cards are credit cards that are not run through szen and PC Charge, but are run through an external credit card machine. After the card is swiped through the external machine, the payment is recorded manually in szen by the salesperson. To record the payment for an externally swiped credit card: -SELECT the 'Credit' button from the lower left of the Retail Screen -This opens the Payment Screen

93 Using the Retail System 89 -ENTER the payment amount -SELECT the credit card type -SELECT the 'Ok' button The credit card payment will be added to in the grid in the lower left hand of the screen. Integrated Credit Cards Integrated Credit Cards are cards that are swiped through the szen Point of Sale. szen then communicates with a program called PC Charge Payment Server, which processes the credit card, and then sends the approval to szen. There are two ways to use a credit card using the Integrated method: 1. The Swipe Method To use the swipe method -SELECT the 'Credit' button from the lower left of the Retail Screen -This opens the Payment Screen. Notice that the 'Ok' button is grayed out. This is because the card swipe automatically goes through and does not need to 'Ok' button to be pressed

94 90 Full Eighteen Manual -ENTER the amount to charge. Notice that the total amount for the transaction appears into the screen by default -SWIPE the credit card The credit card info will automatically be sent to the bank via PC Charge. PC Charge will then send back either an approval or a denial. 2. Enter the Credit Card Number Manually To enter the number manually: To use the swipe method -SELECT the 'Credit' button from the lower left of the Retail Screen -This opens the Payment Screen -ENTER the amount to charge -SELECT the 'Manual' button -This opens the Manual Credit Card Entry Screen

95 Using the Retail System 91 -ENTER the appropriate information -SELECT the 'Ok' button The credit card info will automatically be sent to the bank via PC Charge. PC Charge will then send back either an approval or a denial. Forcing a Duplicate Transaction If the same card is being charged the exact same amount of money, PC Charge will send an error message back to szen denying the transaction because it detected a duplicate transaction. If the transaction is legitimate, and needs to be ran, there is a way to force the transaction through. To do this: -SELECT the 'Credit' button -Place a check mark in the box next to the word 'FORCE' -ENTER the amount -SWIPE the card or ENTER it manually The duplicate transaction will be forced through Check Using a Check as a Payment Type To use a check as a payment type: -SELECT the 'Check' button from the lower left of the Retail Screen -This opens the Payment Screen with check as the method of payment

96 92 Full Eighteen Manual -ENTER the correct amount into the screen. Note that the screen defaults to the total amount due -SELECT the 'Ok' button Check will show up in the grid in the lower left hand of the screen. Note: There is a section to add notes to the payment type in the left center section of the screen. This is a good place to record the check number, or a Drivers License number Event Credit The Event Credit payment type allows a member to use prize money from tournaments and events to purchase items in the point of sale. When this payment type is used, the price of the items purchased will be debited from the Event Credit balance of the member doing the purchasing. Using the Event Credit Payment Type To use this method of payment: -SELECT the 'Member' button -This opens the Select Authorized Account User Screen

97 Using the Retail System 93 -HIGHLIGHT the desired member -SELECT the 'Ok' button -The highlighted member will be entered into the Sales Screen with all pertinent information displayed -SELECT the 'Ev Credit' button from the lower left of the Sales Screen -This opens the Payment Screen -ENTER the correct payment amount -SELECT the 'Ok' button The Event Credit payment type will appear in the grid at the lower left of the Sales Screen and the transaction will be applied to the members event credit balance.

98 Full Eighteen Manual Member Account The Member Account payment type allows members to charge items to their accounts. In order for this payment method to be used for a member, they must have been given charge privileges. For information on how to give members charge privileges see the Adding Additional Individual Accounts section of the Member Accounts chapter in this manual. Using the Member Account Payment Type To use this method of payment: -SELECT the 'Member' button -This opens the Select Authorized Account User Screen -HIGHLIGHT the desired member -SELECT the 'Ok' button -The highlighted member will be entered into the Sales Screen with all pertinent information displayed -SELECT the 'Mbr Acct' button from the lower left of the Sales Screen -This opens the Payment Screen

99 Using the Retail System 95 -ENTER the correct payment amount -SELECT the 'Ok' button The Member Account payment type will appear in the grid at the lower left of the Sales Screen, and the transaction will be charged to the member's account Gift Certificates In szen Eighteen, Gift Certificates can be created as an Inventory Item, sold to customers, and redeemed as Payment Type. This chapter details how to sell and redeem a Gift Certificate. Details on how to create an Inventory Item are covered in a subsequent chapter. Selling a Gift Certificate Redeeming a Gift Certificate as a Form of Payment Selling a Gift Certificate Top To sell a Gift Certificate: -SELECT the Gift Certificate to be sold by using one of the four methods (SKU, Speed Item, Drill Down or Lookup) -This automatically opens the Enter a Price Screen

100 96 Full Eighteen Manual -ENTER the price of the Gift Certificate -SELECT the 'Ok' button This closes out the Enter a Price Screen and returns the program to the Retail Screen. The Gift Certificate will appear as an Item in the transaction. -SELECT the appropriate Payment Button in the lower left of the Retail Screen and take payment -SELECT the 'Receipt' button -This opens the Gift Certificate Sale Screen -ENTER the appropriate information -SELECT the 'Ok' button to permanently close the transaction

101 Using the Retail System 97 At a minimum, a name for the Purchaser, a user name and password must be entered. The other fields (Organization and Phone) are optional, but are useful for tracking and auditing purposes. The transaction will not be able to be completed unless the required information is entered. Redeeming a Gift Certificate as a Form of Payment Top When a customer is ready to pay for items entered into the transaction, said customer may use a Gift Certificate as payment. To accept a Gift Certificate as payment: -SELECT the 'Gift Cert' button from the Payment buttons -This will open the Gift Certificate Lookup Screen -ENTER the number of the Gift Certificate into the Gift Certificate No: field -SELECT the 'Lookup' button -This brings the information for the Gift Certificate into the screen -SELECT the 'Ok' button -This opens the Payment Screen

102 98 Full Eighteen Manual The amount of the transaction will automatically be entered in to the amount field. -SELECT the 'Ok' button or press <ENTER> on the keyboard The customer can use the remaining gift certificate amount on other, future purchases. The Payment Screen will be closed out and the transaction may be carried out normally. If desired, change may be given back on a gift certificate. This practice depends on the preferences of individual locations. To give change back on a Gift Certificate: -ENTER the full value of the Gift Certificate in the Payment Screen Any change due will be prompted for after closing the transaction Tournament The Tournament payment type allows items to be charged to a specific tournament, to be paid off after the tournament is over. Using the Tournament Payment Type To use this method of payment: -SELECT the 'Tournament' button -This opens the Select Tournament Screen

103 Using the Retail System 99 -HIGHLIGHT the desired Tournament -SELECT the 'Ok' button -The highlighted Tournament will be entered into the Sales Screen with all pertinent information displayed -SELECT the 'Tour' button from the lower left of the Sales Screen -This opens the Payment Screen -ENTER the correct payment amount -SELECT the 'Ok' button The Tournament payment type will appear in the grid at the lower left of the Sales Screen, and the transaction will be charged to the Tournament.

104 Full Eighteen Manual Debit Cards External and Integrated Debit Cards are the two methods of recording debit card payments in szen. The system will detect which method is configured, and the Debit Card Payment type will be displayed accordingly. External Debit Cards External Debit Cards are debit cards that are not run through szen and PC Charge, but are run through an external debit card machine. After the card is swiped through the external machine, the payment is recorded manually in szen by the salesperson. To record the payment for an externally swiped debit card: -SELECT the 'Debit' button from the lower left of the Retail Screen -This opens the Payment Screen -ENTER the payment amount -SELECT the debit card type -SELECT the 'Ok' button The Debit Card payment will be added to in the grid in the lower left hand of the screen. Integrated Debit Cards Integrated Debit Cards are cards that are swiped through the szen Point of Sale. szen then communicates with a program called PC Charge Payment Server, which processes the debit card, and then sends the approval to szen. Swiping a Debit Card To use the swipe method -SELECT the 'Debit' button from the lower left of the Retail Screen

105 Using the Retail System 101 -This opens the Payment Screen. Notice that the 'Ok' button is grayed out. This is because the card swipe automatically goes through and does not need to 'Ok' button to be pressed -ENTER the amount to charge. Notice that the total amount for the transaction appears into the screen by default -SWIPE the debit card The debit card info will automatically be sent to the bank via PC Charge. PC Charge will then send back either an approval or a denial. Forcing a Duplicate Transaction If the same card is being charged the exact same amount of money, PC Charge will send an error message back to szen denying the transaction because it detected a duplicate transaction. If the transaction is legitimate, and needs to be ran, there is a way to force the transaction through. To do this: -SELECT the 'Debit' button -Place a check mark in the box next to the word 'FORCE' -ENTER the amount -SWIPE the card or ENTER it manually The duplicate transaction will be forced through Points The Points payment type may be used if the szen Rewards Program is active and configured. Setting up and configuring the Rewards Program will not be covered here, as this section is dedicated to detailing how to use the Points payment type. Using the Points Payment Type To use this method of Payment:

106 102 Full Eighteen Manual -SELECT the 'Member' button -This opens the Select Authorized Account User Screen -HIGHLIGHT the desired member -SELECT the 'Ok' button -The highlighted member will be entered into the Sales Screen with all pertinent information displayed -SELECT the 'Points' button from the lower left of the Sales Screen -This opens the Payment Screen

107 Using the Retail System 103 -ENTER the correct payment amount -SELECT the 'Ok' button The Points payment type will appear in the grid at the lower left of the Sales Screen and the transaction will be applied to the members Rewards Points balance Custom The Custom payment type is just that, a custom payment type. This payment type can be used for anything it is needed to be used for, including custom promotions, donations, etc. Setting the Custom Payment Type Text The text for the Custom payment type defaults to say 'Custom'. This text can be changed. To do so: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen -SELECT Sales from the menu bar and Preferences from the drop down. -This opens the Sales Preferences Screen

108 104 Full Eighteen Manual -SELECT the 'Local Preferences' tab -ENTER the desired text in the text field next to the words 'Custom Pymt Text' -SELECT the 'Save' button The text entered into this text field will now take the place of the word 'Custom' in the payment types section of the Retail Screen. It may be necessary to completely exit out of the Retail Screen for this change to be visible. Using the Custom Payment Type To use this payment method: -SELECT the 'Custom' button from the lower left of the Retail Screen. Keep in mind this button may say something other than 'Custom' if it has been set to do so in the Sales Preferences Screen. -This opens the Payment Screen

109 Using the Retail System -ENTER the correct payment amount -SELECT the 'Ok' button The Custom payment type will appear in the grid at the lower left of the Sales Screen Promo Forthcoming Gift Cards Forthcoming 3.3 Setting up Inventory Inventory is managed in the szen Inventory Module. To access the Inventory Module: -SELECT the 'INV' button on the left side of the main screen -OR-SELECT File Inventory -This opens the following screen 105

110 106 Full Eighteen Manual This is the Inventory Module. Here is where Departments, Brands, Vendors, Inventory Items, and other inventory related things are managed Departments All inventory will be organized into departments. These departments can be set up in whatever manner seems best to keep inventory organized efficiently. The Department Manager Screen Creating a New Department Editing a Department Deleting a Department Inactivating a Department The Department Manager Screen To begin creating a new department: -SELECT the 'Depts' button -This opens the Department Manager Screen

111 Using the Retail System 107 Creating a New Department Continue creating the new department: -SELECT the 'New' button -This activates the text fields above the grid -ENTER the appropriate information (Dept Name, GL account association, ect.)* -SELECT the green 'Check Mark' button The new department created and will appear in the grid, and also on the main Inventory Module Screen. *NOTE* The HG field means "Has no Hard Goods". Placing a 'Y' in this field means that the department being created has no hard goods. This flag is useful for departments that contain inventory items that are services (lessons, guided tours, etc.) rather than physical items. All items created into a department flagged has not having hard goods will automatically be created as Non-Depletable items. Editing a Department To edit an existing department: -HIGHLIGHT the desired department -SELECT the 'Edit' button -This activates the text fields above the grid with the highlighted department's information entered into them. -Make the desired changes -SELECT the green 'Check Mark' button

112 108 Full Eighteen Manual The changes will be saved and applied to the highlighted department. Deleting a Department Deleting a department only works for departments that have no inventory items active or inactive. To delete a department with these qualifications: -HIGHLIGHT the desired department -SELECT the 'Delete' button The highlighted department will be removed from the grid, and it will never be seen again. Inactivating a Department Departments that have inventory items and history tied to them and cannot be deleted, but are no longer in use, may be inactivated. However, all inventory items that they contain must be inactivated prior to the department being inactivated. To inactivate a department: -Make sure that all inventory items tied to the the department are inactivated -HIGHLIGHT the desired department -SELECT the 'Inactivate' button The highlighted department will be inactivated, and will no longer appear in the grid. It can still be reactivated if it needs to be Brands The Brand Manager Screen Creating a New Brand Editing a Brand Deleting a Brand Inactivating a Brand The Brand Manager Screen Brands are managed from the Brand Manager Screen. To get to this screen: -SELECT the 'Brands' button -This opens the Brand Manager Screen

113 Using the Retail System 109 Creating a New Brand To create a new brand: -SELECT the 'New' button -This activates the text fields above the grid -ENTER the appropriate information (The brand name, and the discount % if applicable) -SELECT the green 'Check Mark' button The new brand will be created and added to the grid. Editing a Brand To edit an existing brand: -HIGHLIGHT the desired brand -SELECT the 'Edit' button -This activates the text fields above the grid with the highlighted brand's information in them

114 110 Full Eighteen Manual -Make the desired changes -SELECT the green 'Check Mark' button The changes will be saved and applied to the highlighted brand. Deleting a Brand Only brands that have no history behind them can be deleted. To delete such a brand: -HIGHLIGHT the desired brand -SELECT the 'Delete' button -A confirmation screen will appear -SELECT the 'Yes' button The highlighted brand will be deleted. Inactivating a Brand Inactivating a brand is done when it has history tied to it and cannot be deleted. To inactivate a brand: -HIGHLIGHT the desired brand -SELECT the 'Inactivate' button -A confirmation screen will appear

115 Using the Retail System The highlighted brand will be inactivated. It can be reactivated from the Administrator Vendors The Vendor Manager Screen Creating a New Vendor Viewing the Details of a Vendor Editing a Vendor Deleting a Vendor Inactivating a Vendor The Vendor Manager Screen Vendors are managed in the Vendor Manager Screen. To get to this screen: -SELECT the 'Vendors' button -This opens the Brand Manager Screen Creating a New Vendor To create a new vendor: -SELECT the 'New' button 111

116 112 Full Eighteen Manual -This opens the Edit Vendor Screen -ENTER the appropriate information -SELECT the 'Save' button The Edit Vendor Screen will close and the new vendor will be added to the grid. Viewing the Details of a Vendor All the details of a vendor, such as their contact information, etc., are not visible in the Vendor Manager Screen. To view all the details of a particular vendor: -HIGHLIGHT the desired vendor -SELECT the 'Details' button -This opens the Edit Vendor Screen, and all the vendor's information will be visible. Editing a Vendor To edit a vendor: -HIGHLIGHT the desired Vendor -SELECT the 'Edit' Button -This opens the Edit Vendor Screen with the highlighted vendor's information already displayed in it -Make the desired changes -SELECT the 'Save' button

117 Using the Retail System 113 The changes will be saved and applied to the highlighted vendor. Deleting a Vendor Only vendors that have no history behind them can be deleted. To delete such a vendor: -HIGHLIGHT the desired vendor -SELECT the 'Delete' button -A confirmation screen will appear -SELECT the 'Yes' button The highlighted vendor will be deleted. Inactivating a Vendor Inactivating a vendor is done when it has history tied to it and cannot be deleted. To inactivate a vendor: -HIGHLIGHT the desired vendor -SELECT the 'Inactivate' button -A confirmation screen will appear The highlighted vendor will be inactivated. It can be reactivated from the Administrator.

118 Full Eighteen Manual Inventory Items Creating a New Inventory Item Editing an Inventory Item Inactivating an Inventory Item Disallowing Discounts for an Inventory Item Making an Item Depletable or Non-Depletable Adding Multiple SKUs to an Inventory Item Creating a New Inventory Item To create a new inventory item: -SELECT the 'New' button -This opens the New Inventory Item Screen -ENTER the appropriate information. Required information includes Receipt Title, Department, Brand, Tax Rate, and Retail Price. The Retail Price can be $0.00, but it cannot be empty -SELECT the 'Save' button The new inventory item will be created. Editing an Inventory Item To edit an existing inventory item: -HIGHLIGHT the department that contains the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Edit' button

119 Using the Retail System 115 -This opens the Editing Item Screen. This screen looks exactly the same as the New Inventory Item Screen, with the highlighted items properties displayed in it. -Make the desired changes -SELECT the 'Save' button The changes will be made to the highlighted inventory item. Inactivating an Inventory Item To inactivate an item that is no longer sold: -HIGHLIGHT the department containing the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Inactive' button -A confirmation screen will appear -SELECT the 'Yes' button The highlighted item will be inactivated, and will no longer appear in the inventory module. Disallowing Discounts for an Inventory Item If it is desired to not allow a particular item to be discounted, there is a flag in the New Inventory/ Editing Item Screen. All that is required to not allow discounts for that item is to: -HIGHLIGHT the department containing the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Edit' button -This will open the Editing Item Screen -On the right side of the screen in the pink section there are the words 'No Discounts'

120 116 Full Eighteen Manual -Place a check mark in the box next to those words. -SELECT the 'Save' button The changes will be applied to the highlighted item, and it will no longer accept discounts in the Retail Screen. Making an Item Depletable or Non-Depletable An inventory item that is depletable will reduce it's quantity when it is sold. An inventory item that is nondepletable will have a quantity of zero and will not reduce when it is sold. To make an item depletable: -HIGHLIGHT the department containing the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Edit' button -This will open the Editing Item Screen -On the right side of the screen in the pink section are the words 'Depletable Item' -Place a check mark in the box next to those words -SELECT the 'Save' button The changes will be applied to the highlighted item, and it will begin depleting its quantity when sold. To make an item non-depletable: -Repeat the above steps -Make sure there is no check mark in the box next to the words 'Depletable Item' -If there is a check mark in the box, remove it -SELECT the 'Save' button The changes will be applied to the highlighted item, and it will not deplete its quantity when sold. Adding Multiple SKUs to an Inventory Item Sometimes there is a need to have one inventory item have multiple SKUs. The cause for this often times is because the vendor changes the SKU for their own purposes. Multiple SKUs can be added, edited, and deleted for inventory items in szen. Adding another SKU To add an additional SKU to an item: -HIGHLIGHT the department containing the item -HIGHLIGHT the desired inventory item -SELECT the 'Edit' button -This opens the Editing Item Screen -At the top left of the screen there are several options for the SKU

121 Using the Retail System -SELECT the 'Add SKU' button -This opens the Add SKU Screen -ENTER the SKU -SELECT the 'Ok' button The new SKU will be added to the inventory item. Editing a SKU To edit an existing SKU: -Follow the above steps -HIGHLIGHT the desired SKU -SELECT the 'Edit SKU' button -This opens the Edit SKU Screen with the highlighted SKU entered into it -Make the desired changes -SELECT the 'Ok' button The edited SKU will be saved. Deleting a SKU Deleting a SKU can only be done for SKUs that have no history behind them. To delete a SKU: -Follow the above steps -HIGHLIGHT the desired SKU 117

122 118 Full Eighteen Manual -SELECT the 'Delete SKU' button -This opens a confirmation screen -SELECT the 'Yes' button The highlighted SKU will be deleted Sale Prices There are several ways to create a sale price for an inventory item. A sale price can be defined by a date range, by a certain time of the day, or when the quantity of the inventory item reaches a certain level. The New Inventory Item/Editing Item Screen Creating a Sale Price By a Date Range Creating a Sale Price By a Quantity Threshold Creating a Sale Price By a Time Range The New Inventory Item/Editing Item Screen All methods for creating sale prices for an item are found in the New Inventory Item/Editing Item Screen. There are two ways to get to this screen: 1. -SELECT the 'New' button -This opens the New Inventory Item Screen This method is used when a sale price is being added to an item at the same time the item is being created. 2. -HIGHLIGHT the department containing the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Edit' button -This opens the Editing Item Screen This method is used when the item it is desired to add a sale price to has already been created. Once the New Inventory Item/Editing Item Screen has opened, look for the sale section in the upper right of the screen. It will look like this:

123 Using the Retail System 119 Creating a Sale Price By a Date Range It is possible to create two separate sale prices that are defined by a date range. Notice from the above image that all it takes to create a sale price by a date range is to: -ENTER the desired sale price in the text field under the words 'Sale Price 1 (or 2)' -ENTER the desired date range in the 'Start Date' and 'End Date' text fields -SELECT the 'Save' button The new sale price will be saved and applied to the item. It will be in effect between the date range defined for it. Creating a Sale Price By a Quantity Threshold It is possible to create two separate sale prices that are based on the quantity in stock of an item. To do this: -ENTER the desired quantity level in the text field under the words 'Qty Discount 1 (or 2) Threshold' -ENTER the desired sale price in the text field under the words 'Qty Disc. 1 (or 2) price -SELECT the 'Save' button The new sale price will be saved and applied to the item. It will take effect once the quantity in stock of that item reaches the defined level. Creating a Sale Price By a Time Range It is only possible to define one sale price by a time range. To do this: -ENTER the desired sale price in the text field under the words 'Timed Price' -ENTER the desired time range in the 'Start Time' and 'End Time' text fields -SELECT the 'Save' button The new sale price will be saved and applied to the item. It will be in effect between the time range defined for it.

124 Full Eighteen Manual Receiving Inventory in the Inventor Module This method of receiving, that is receiving inventory directly in the Inventory Module, is used only if it is not desired to use Purchase Orders. Purchase Orders are covered in the next chapter of this manual. Receiving a New Inventory Item Receiving for an Existing Item Receiving a New Inventory Item Receiving a new inventory means that it is desired to create a new inventory item, and receive quantity for it at the same time. To do this: -SELECT the 'Receive New' button -This opens the New Inventory Item Screen -Notice the slight difference with this version of the New Inventory Item Screen, highlighted in red, is the section for entering in some receiving information in the lower left of the screen -ENTER in the appropriate information for the new inventory item -ENTER in the appropriate receiving information (vendor, qty received, etc.) -SELECT the 'Save' button The new inventory item will be created, and will be saved with the receiving information applied to it. Receiving for an Existing Item Receiving can also be done for inventory items that already exist in the system. To do this: -HIGHLIGHT the department containing the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Receive Existing' button

125 Using the Retail System 121 -This opens the Editing Item Screen with the same difference as the New Inventory Item Screen -ENTER the appropriate receiving information -SELECT the 'Save' button The receiving information will be applied to the highlighted inventory item Barcodes Printing Regular Barcodes for One Inventory Item Printing Barcodes for Multiple Items Printing High Speed Barcodes Printing Regular Barcodes for One Inventory Item Regular barcodes in szen print onto Avery 6150 labels. To print regular barcodes for an inventory item: -HIGHLIGHT the department containing the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Barcode' button -This opens the Enter a Quantity Screen -ENTER the desired quantity -SELECT the 'Ok' button

126 122 Full Eighteen Manual -This opens the Barcode Printer Screen -If the label preview (the white space above the 'Edit Label' button) is blank: -SELECT the 'Edit Label' button -This opens the Barcode Manager Screen -Drag and drop the desired components of the barcode label onto the blank label -SELECT the 'Save' button -This closes the Barcode Manager Screen and re-opens the Barcode Printer Screen -ENTER the column number and row number to start printing barcodes on

127 Using the Retail System 123 -SELECT the 'Print Barcodes' button A Microsoft Windows screen may open asking which printer to use. Once the printer is selected, the barcodes will begin printing. Printing Barcodes for Multiple Items Once an item has been selected and appears in the Barcode Printer Screen, more items may be added to the print job. To add more items: -SELECT the 'Add Item' button -This opens the Inventory Locator Screen -HIGHLIGHT the department containing the inventory item -HIGHLIGHT the desired inventory item -SELECT the 'Go' button -This will open a Quantity Screen -ENTER the desired number of labels -SELECT the 'Ok' button -REPEAT the above steps for as many inventory items as desired

128 124 Full Eighteen Manual -ENTER the column number and row number to start printing barcodes on -SELECT the 'Print Barcodes' button A Microsoft Windows screen may open asking which printer to use. Once the printer is selected, the barcodes for all the items will begin printing. Printing High Speed Barcodes High speed barcodes only work with a specific printer, a Cognitive Advantage LX Direct Thermal Printer. This printer must also have to correct paper type, and be configured in a specific way. Please contact szen Support BEFORE purchasing a high speed barcode printer. Also contact szen once the printer has arrived, and have szen Support configure the printer. To print high speed barcodes: -SELECT Sales from the File menu, and then choose Print High Speed Barcodes from the drop down -This opens the Select Inventory Screen -SELECT the 'Inv' button -This opens the Inventory Locator Screen

129 Using the Retail System 125 -HIGHLIGHT the department containing the inventory iten -HIGHLIGHT the desired inventory item -SELECT the 'Go' button -This will open a Quantity Screen -ENTER the desired number of labels -SELECT the 'Ok' button -The inventory item and the quantity of labels will be added to the screen -REPEAT the above steps for as many inventory items as desired -SELECT the 'Ok' button The barcodes will proceed to print at a rapid pace Inventory Reconciliation Sometimes the quantity in stock shown by the szen system will not match the actual quantity in stock. Loss, theft, and other reasons may cause this. szen has provided a way to reconcile the actual inventory in stock to the szen system, and to do it as quickly and efficiently as possible. Inventory Reconciliation requires a User Account with sufficient security rights. Printing an Inventory List for Reconciliation The Inventory Reconciliation Screen Reconciling Inventory Reconciling Cost and Retail Price Printing an Inventory List for Reconciliation

130 126 Full Eighteen Manual When taking inventory, it is helpful to know what inventory items have been entered into the system, and how many the systems says are in stock, if any. The Inventory Taking Detail report has been created for exactly this purpose. To print one of these reports for inventory taking: -SELECT the 'Rpt' button on the left side of the Main Screen -This opens the Reports Module -SELECT the 'Inventory' button -SELECT the 'Reconciliation' button that will appear along the top of the screen -HIGHLIGHT the words 'Inventory Taking Detail' -SELECT the 'Display' button

131 Using the Retail System 127 -This will open a Select Sort Method Screen -SELECT the desired sort method -SELECT the 'Ok' button -A Confirmation Screen will appear -SELECT the 'Yes' button to exclude items with a quantity less than zero -SELECT the 'No' button to include items with a quantity less than zero -A preview of the report will open. -SELECT the 'Print' button The print job will be sent to the report printer designated in the global preferences. The Inventory Reconciliation Screen Once the Inventory Taking Detail Report has been printed and inventory has been taken, it is now time to make the necessary adjustments to the system to match the actual inventory in stock. This is done from the Inventory Reconciliation Screen. To get to the Inventory Reconciliation Screen: -SELECT File from the menu bar and the Inventory Reconciliation from the drop down -This opens the Inventory Reconciliation Screen

132 128 Full Eighteen Manual Reconciling Inventory Once the Inventory Reconciliation Screen has been opened, reconciling inventory may begin. To do this: -HIGHLIGHT the desired department on the left -HIGHLIGHT the 'Actual' column next to the desired inventory item -ENTER in the correct actual quantity -PRESS the down arrow to proceed to the next inventory item, or repeat the above steps for another department and inventory item. Once all the actuals have been entered for the inventory items in need of change: -ENTER the password of a User with sufficient rights to reconcile inventory -PRESS the <ENTER> key on the keyboard -The 'Post Actual Quantities to Inventory' button will change to say '[User Name], you are now cleared to post' All actual quantities will be posted to the inventory. Reconciling Cost and Retail Price Cost and Retail Price may also be reconciled from the Inventory Reconciliation Screen. To do this: -Place a check mark in the box next to the words 'Post to Cost/Retail' -New fields will appear in the right grid To edit the cost: -HIGHLIGHT the Cost column next to the desired inventory item

133 Using the Retail System 129 -ENTER the correct cost -Repeat as necessary To edit Retail Price -HIGHLIGHT the Retail column next to the desired inventory item -ENTER the correct retail price -Repeat as necessary Once all the correct prices have been entered: -ENTER the password of a User with sufficient rights to reconcile inventory -PRESS the <ENTER> key on the keyboard -The 'Post Actual Quantities to Inventory' button will change to say '[User Name], you are now cleared to post' All correct prices will be posted to the inventory Reactivating Inventory The Reactivate Screen To reactivate an Inventory Item that has been inactivated: -SELECT File from the menu bar and then choose Administrator from the drop down -This opens the Administrator Screen -SELECT General from the menu bar and then choose Bring Back from the Dead from the drop down -This opens the Reactivate Screen

134 130 Full Eighteen Manual -The Inventory Tab is the default tab -HIGHLIGHT the desired Inventory Item to be reactivated -SELECT the 'Reactivate Highlighted Record' button -A confirmation Screen will appear -SELECT the 'Yes' button The highlighted record will be reactivated and will now be able to be used as normal. 3.4 Purchase Orders Purchase Orders are managed from the Purchase Order Module. To open this module: -SELECT the 'PO' button along the left side of the screen -OR-SELECT Sales from the file menu, then Purchase Orders, then Purchase Order Viewer -This opens the Purchase Order Viewer

135 Using the Retail System 131 The Purchase Order Viewer is where purchase orders will be created, printed, received or closed out. This section details all things to do with using the Purchase Order Module Making a New Purchase Order Once the Purchase Order Module is open, a new purchase order can be created. The Purchase Order Screen Creating a New Purchase Order Adding Items to the Purchase Order The Purchase Order Screen To create a new purchase order: -SELECT the 'New PO' button -This opens the Purchase Order Screen

136 132 Full Eighteen Manual Creating a New Purchase Order To create a new order: -SELECT the 'New PO' button on this screen -This opens some text fields on the Purchase Order Screen -ENTER in the appropriate information for, such as the date, terms, and vendor Adding Items to the Purchase Order Once the PO information is entered, the next step is to enter the items that are to be ordered. To do this:

137 Using the Retail System -SELECT the 'New Order Item' button -This opens the Inventory Locator Screen -HIGHLIGHT the desired department -HIGHLIGHT the desired inventory item -SELECT the 'Go' button -This will close out the Inventory Locator Screen. Some text fields will open on the Purchase Order Screen replacing the 'New Order Item' button. The desired inventory item will appear in the top left field -ENTER the appropriate information into the text fields -SELECT the green 'Check Mark' button -The item will be added to the purchase order and will appear in the grid at the bottom of the Purchase Order Screen Continue this process until all desired items have been added to the purchase order Editing a Purchase Order Once a Purchase Order has been created and saved, there are several options for editing it. Adding a Purchase Order Item Editing a Purchase Order Item Editing Purchase Order Notes Changing the Vendor for a Purchase Order Changing the Terms of a Purchase Order Reprinting a Purchase Order 133

138 134 Full Eighteen Manual Adding a Purchase Order Item To add an item to a purchase order that has already been created: -SELECT the 'New' button above the grid containing the purchase order items -This activates the text fields and buttons above the grid -SELECT the 'Tag' button -This opens the Inventory Locator Screen -SELECT the desired inventory item -SELECT the 'Go' button -The inventory item description will appear in the appropriate text field -ENTER the quantity to order, and the cost in the appropriate text fields -SELECT the green 'Check Mark' button The inventory item will be added to the purchase order. Editing a Purchase Order Item To edit an item that has already been added to a purchase order: -HIGHLIGHT the desired purchase order item -SELECT the 'Edit' button above the grid containing the purchase order items

139 Using the Retail System -The item and it's order information will be brought into the text fields shown above -Make the appropriate changes to the item -SELECT the green 'Check Mark' button The changes will be made to the highlighted purchase order item. Editing Purchase Order Notes To edit the notes for the purchase order: -RIGHT CLICK on the desired purchase order -A menu with some options will appear -SELECT 'Edit Note' -This will open a screen in which to enter the note changes -ENTER the desired note changes -SELECT the 'Ok' button The changes will be saved. Changing the Vendor for a Purchase Order To change the vendor for a purchase order: -RIGHT CLICK on the desired purchase order -A menu with some options will appear -SELECT 'Change Vendor' -This will open the Select Vendor Screen 135

140 136 Full Eighteen Manual -HIGHLIGHT the desired vendor -SELECT the 'Ok' button The vendor for the selected purchase order will be changed. Changing the Terms of a Purchase Order To change the terms for a purchase order: -RIGHT CLICK on the desired purchase order -A menu with some options will apprear -SELECT 'Change Terms' -This will open the Input Terms Screen -ENTER in the desired new terms -SELECT the 'Ok' button The new terms will be saved to the selected purchase order. Reprinting a Purchase Order To reprint a purchase order:

141 Using the Retail System 137 -HIGHLIGHT the desired purchase order -SELECT the 'Reprint' button -A print preview will open -Make sure everything is in order -SELECT the print button The purchase order will proceed to print Receiving a Purchase Order The Receive Items from PO Screen Receiving Items from a Purchase Order Receiving a Purchase Order in Full Closing Out a Purchase Order The Receive Items from PO Screen Receiving items from purchase orders takes place in the Receive Items from PO Screen. To receive items from a purchase order using this screen: -HIGHLIGHT the desired purchase order -SELECT the 'Receive' button -This opens the Receive Items from PO Screen Receiving Items from a Purchase Order Once the desired purchase order has been selected and its information brought into the Receive Items from PO Screen, individual items can be received from it. To do this:

142 138 Full Eighteen Manual -ENTER the quantity received into the yellow 'Qty Now' text fields in the grid for the received items -ENTER the 'Item Cost' only if it is different from the original cost defined at the creation of the PO -ENTER in any other pertinent information such as freight cost and additional fees -SELECT the 'Receive' button Receiving a Purchase Order in Full If all the items from a purchase order have been received, the received quantities can be filled in automatically by szen. To make this happen: -SELECT the 'Order Complete' button -The 'Qty Now' fields will automatically be filled out with the total quantity ordered. -ENTER in any other pertinent information such as freight cost and additional fees -SELECT the 'Receive' button -A confirmation screen will open

143 Using the Retail System 139 -SELECT the 'Yes' button -Another confirmation screen will open asking whether or not it should print out a ticket for the shipment -SELECT the appropriate answer -If the 'Yes' button is selected, a screen will open with some printing options -Another confirmation screen will open asking whether or not it should print out barcodes -SELECT the appropriate answer -If the 'Yes' button is selected the barcode printing feature will open. See Barcodes in the chapter on inventory for more details Once all the confirmation screens have been dealt with, the purchase order will be closed out and the received inventory will be added to the in stock inventory. Closing Out a Purchase Order If a purchase order is not complete, but it is known that there will be no more items received from that order, it can be closed out. To do this: -HIGHLIGHT the desired purchase order -SELECT the 'Close Out' button -A confirmation screen will open

144 140 Full Eighteen Manual -SELECT the 'Yes' button The purchase order will be closed. No other items may be received from this order, and no changed may be made. There is also an option to close a purchase order from the Receive Items from PO Screen. There is a 'Close Out' button that when selected will perform the same operation as the above steps detail. 3.5 Configuring the Retail Screen Speed Items Speed Items are the 6 buttons that run vertically along the left side of the Retail Screen. The Speed Items are generally reserved for the top 6 items that are most frequently purchased. Each workstation can have a different set of Speed Items. To set up or edit Speed Items, a user account must have proper security clearance. Please see the System Administrator to gain access to this feature. Setting Up Speed Items Speed Item Series Creating a New Speed Item Setting the Speed Item Series on a Workstation Setting Up Speed Items Top To get to the Speed Item Setup Screen: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen

145 Using the Retail System 141 -SELECT Sales from the menu bar and then Speed Item Setup from the drop down. -This opens the Speed Item Setup Screen Example There are several things that can be done in the Speed Item Setup Screen. In this screen, a Speed Item Series may be chosen, and a Speed Item may be created, edited, or deleted within that series. Speed Item Series Top szen Eighteen allows for up to five groups of Speed Items to be created. A group of Speed Items is called a Speed Item Series. This feature is ideal for locations with multiple retail venues with different Inventory Items being sold. To change the Speed Item Series in the Speed Item Setup Screen, simply SELECT a 'Number' button 1-5 next to the words Speed Item Series. Speed Items may now be created for that series. Creating a New Speed Item Top Once the desired Speed Item Series is selected, a new Speed Item is ready to be created. To create a new Speed Item -SELECT the 'New Speed Item' button. This opens three blank fields, Associated Inventory Item, Button Text and Display Order. Each of these fields must be completed in order to add a Speed Item. To bring an Inventory Item into the Associated Inventory Item field: -SELECT the 'Tag' button -This opens the Inventory Locator Screen

146 142 Full Eighteen Manual -SELECT the desired Inventory Item. This can be done by Department, Title, or SKU -SELECT the 'Go' button This closes out the Inventory Locator Screen. The item will have been added to the Speed Item Setup Screen as shown: Notice that the Associated Inventory Item field is grayed out, indicating that the text in this field may not be edited. If the wrong Inventory Item has been entered, SELECT either the 'Tag' button to return to the Inventory Locator Screen and choose another item, or the 'Delete' button to clear the current item and start over. The Button Text field may be edited. An alternate description may be entered in this field. The description in this field will be what will appear on the button associated with that Speed Item on the Retail Screen. This will be useful in the event that the Inventory Item associated with that button is exceptionally long. Entering a number 1-6 in the Display Order field puts the Speed Item in the desired position on the Retail Screen. Entering a 1 will put the item at the top, and entering a 6 will put the item at the bottom. If this field is not completed, the items created will be ordered according to the order in which they were created. To continue creating the Speed Item:

147 Using the Retail System 143 -SELECT the green 'Check Mark' button. -This creates the Speed Item When all desired Speed Items and Speed Item Series have been created, exit the Speed Item Setup and Administrator Screens. The Speed Items are ready to be used. Setting the Speed Item Series on a Workstation Top To change the Speed Item Series: -SELECT File from the menu bar and then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Sales from the menu bar and then Preferences from the drop down. -This opens the Sales Preferences Screen -Make sure the tab is set to Local Preferences -ENTER the desired Speed Item Series number in the field next to the words Speed Item Series in the top left of the Sales Preferences Screen -SELECT the 'Save' button -This closes out the Sales Preferences Screen Go to the Retail Screen to verify that the desired change took place Drill Down The Drill Down feature allows for quick addition of items to a sale. There may be 6 different Drill Down Series. Each of the Drill Downs contains up to 4 Nodes, and each Node may have up to 18 items. Any workstation can be set or changed to any of the 6 different Drill Down Series. Setting up, editing and changing the Drill Down requires security clearance. Please see the System Administrator for access to these features. Understanding the Drill Down and Nodes Setting Up the Drill Down Drill Down Series Creating a New Drill Down Item Setting the Drill Down Series on a Workstation

148 144 Full Eighteen Manual Understanding the Drill Down and Nodes Top An example of the Drill Down and Nodes is represented pictorially below. In this example, the customer wants to purchase a dozen Callaway HX Blue golf balls. Opening the Drill Down. Drill Down Node 1 The sales associate selects the 'Golf Balls' category Drill Down Node 2 The associate then selects the 'Callaway' category Drill Down Node 3

149 Using the Retail System 145 The 'HX Blue' category is selected next Drill Down Node 4 In this example, the Dozen button in is associated with an Inventory Item and is not just a category. This means that it is an End Item. End Items can be created anywhere from Node 1 to Node 4. When an End Item is selected, the Drill Down will close out and the item will be added to the transaction. Setting Up the Drill Down Top To get to the Drill Down Organizer Screen: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen -SELECT Sales from the menu bar and then Drill Down Organizer from the drop down. -This opens the Drill Down Organizer Screen

150 146 Full Eighteen Manual There are several things that can be done in the Drill Down Organizer Screen. In this screen, a Drill Down Series may be chosen, and a new Drill Down Item may be created, edited, or deleted within that series. Drill Down Series Top szen Eighteen allows for up to six different Drill Downs to be created. These different Drill Downs are called Drill Down Series. This feature is ideal for locations with multiple retail venues with different Inventory Items being sold. To change the Drill Down Series in the Drill Down Organizer Screen, simply SELECT a 'Number' button 1-6 next to the words Drill Down Series. Drill Down Items may now be created for that series. Creating a New Drill Down Item Top Once the desired Drill Down Series is selected, a new Drill Down Item is ready to be created. To create a new Drill Down Item: -SELECT the 'New Drill Down Item' button. -This opens some blank fields. The ones to be concerned with Associated Inventory Item, and Button Text There are two types of Drill Down Items: Categories and End Items. Categories are buttons in the Drill Down that are not associated with an Inventory Item. When a Category button is selected in the Drill Down, another node will open. An End Item is associated with an Inventory Item. When an End Item button is selected in the Drill Down, the item associated with that button will appear in the transaction. End Items To create an End Item button once you have selected the New Drill Down Item button: -SELECT the 'Tag' button -This opens the Inventory Locator Screen

151 Using the Retail System 147 -SELECT the desired Inventory Item. This can be done by Department, Title, or SKU -SELECT the 'Go' button This closes out the Inventory Locator Screen. The item will have been added to the Drill Down Organizer Screen as shown: Notice that the Associated Inventory Item field cannot be edited. If the wrong Inventory Item has been entered, SELECT either the 'Tag' button to return to the Inventory Locator Screen and choose another item, or the 'Delete' button to clear the current item and start over. The Button Text field may be edited. An alternate description may be entered in this field. The description in this field will be what will appear on the button associated with that Drill Down Item in the Drill Down. This will be useful in the event that the Inventory Item associated with that button is exceptionally long. To continue creating the Drill Down Item: -SELECT the green 'Check Mark' button.

152 148 Full Eighteen Manual -This creates the Drill Down Item Remember, an End Item button in the Drill Down will enter the Inventory Item associated with that button into a transaction. Categories To create a Category button once you have selected the New Drill Down Item button: -ENTER the desired name of the Category to be created into the Button Text field -SELECT the green 'Check Mark' button -This creates a Category button in the Drill Down Drill Down Items that are Category buttons will open up a new screen, or Node, in the Drill Down. Once a Category button has been created, other categories and/or End Items can be created under the existing one. To do this: -SELECT the '2' button next to the word Node at the top of the Drill Down Organizer Screen This opens another grid to create Drill Down Items into. This grid is tied to the Category that was highlighted back in the Node 1 grid. To create another Category button follow the above outlined steps on the subject, but instead of selecting the '2' button, SELECT the '3' button. Note that by Node 4 an End Item button must be created. If a Category button is created in Node 4 the following message will appear when that button is selected in the Drill Down. No Inventory Item will be added to the transaction, because there is not Inventory Item associated with that button. To associate an Inventory Item with this button and make it an End Item button, follow the above outlined steps on the subject. Once all Drill Down Items are created, exit back to the Retail Screen. Setting the Drill Down Series on a Workstation Top To change the Drill Down Series: -SELECT File from the menu bar and then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Sales from the menu bar and then Preferences from the drop down. -This opens the Sales Preferences Screen

153 Using the Retail System 149 -Make sure the tab is set to Local Preferences -ENTER the desired Drill Down Series number to use in the field next to the words Drill Down Series in the top left of the Sales Preferences Screen -SELECT the 'Save' button -This closes out the Sales Preferences Screen Go to the Retail Screen and access the Drill Down to verify that the desired change took place Transaction Suspend Notes When a transaction is suspended there is an option to entering notes about that transaction. These notes can be typed in manually, or you can select a note from a pre-constructed list of explanations. Each workstation can be set to 1 of 5 different Suspend Note Series; each Suspend Note Series can contain up to 32 explanatory notes. Setting up the Transaction Suspend Notes requires proper security clearance. Please see the System Administrator to gain access to this feature. Setting Up Transaction Suspend Notes Transaction Suspend Note Series Creating New Transaction Suspend Notes Setting the Transaction Suspend Note Series on a Workstation Setting Up Transaction Suspend Notes Top To set up Transaction Suspend Notes: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen

154 150 Full Eighteen Manual -SELECT Sales from the menu bar and Transaction Suspend Note Setup from the drop down. -This opens the Transaction Suspend Note Setup Screen There are several things that can be done in the Transaction Suspend Note Setup Screen. In this screen, a Transaction Suspend Note Series may be chosen, and a Transaction Suspend Note may be created, edited, or deleted within that series. Transaction Suspend Note Series Top szen Eighteen allows for up to five groups of Transaction Suspend Notes to be created. A group of

155 Using the Retail System 151 Transaction Suspend Notes is called a Transaction Suspend Note Series. This feature is ideal for locations with multiple retail venues. To change the Transaction Suspend Note Series in the Transaction Suspend Note Setup Screen, simply SELECT a 'Number' button 1-5 next to the word Note Series. Transaction Suspend Notes may now be created for that series. Creating New Transaction Suspend Notes Top To add Transaction Suspend Notes: -SELECT the New Suspend Note button. -This opens two text fields, Suspend Note and Order -ENTER the desired text for the note in the Suspend Note field -ENTER a number for the desired order to display the note (1-32) in the Order field When all desired Transaction Suspend Notes have been created, exit the Transaction Suspend Note Setup Screen. Setting the Transaction Suspend Note Series on a Workstation Top To change the Transaction Suspend Note Series: -SELECT File from the menu bar and then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Sales from the menu bar and then Preferences from the drop down. -This opens the Sales Preferences Screen -Make sure the tab is set to Local Preferences -ENTER the desired Transaction Suspend Note Series number to use in the field next to the words Suspend Note Series in the top left of the Sales Preferences Screen -SELECT the 'Save' button -This closes out the Sales Preferences Screen Go to the Retail Screen and suspend a transaction to verify that the desired change took place.

156 Full Eighteen Manual Requiring Passwords for Sales The Retail Screen can be set to require each cashier to enter his or her password at the beginning of each transaction. The use of passwords creates an audit trail that matches cashiers to transactions. Please note, however, that each register's security settings apply only to that particular register, so each machine must be individually set to require passwords. Setting up passwords in the Point of Sale requires proper security clearance. Please see the System Administrator to gain access to this feature. Setting the Point of Sale to Require a Password To set the Point of Sale to require a password for each sale: -SELECT File from the menu bar and then choose Administrator from the drop down. -This opens the Administrator Screen -SELECT Sales from the menu bar and then Preferences from the drop down. -This opens the Sales Preferences Screen -Make sure the tab is set to Local Preferences

157 Using the Retail System 153 -Place a 'Check Mark' in the box next to the words Require Salesperson ID Sales -SELECT the 'Save' button To confirm that the desired changes took place: -Go to the Retail Screen and SELECT the 'New Sale' button -This opens the Identify Salesperson Screen -ENTER the Salesperson's User name and password -SELECT the 'Ok' button or press <ENTER> on the keyboard At the top of the Retail Screen, the cashier's initials or identification will be displayed Setting the Tax Rate The tax rate may be set and adjusted as needed. In fact, individual items may be set to different tax rates to be in accordance with your local or state laws. For example, food or alcohol may have a different tax rate than general merchandise. Setting and adjusting tax rates requires security clearance. Please see the System Administrator to gain access to this feature. Opening the Tax Rate Manager Screen To set or adjust tax rates, open the Inventory Module. There are two ways to open the Inventory Module: -SELECT the 'INV' button or SELECT Inventory from the file menu -This will open the Inventory Module

158 154 Full Eighteen Manual -SELECT the 'Taxes' button (last button on the right) -This will open the Tax Rate Manager Screen There are four things that can be done in the Tax Rate Manager Screen. A New Tax Rate may be created, edited, deleted, or deactivated. Creating a New Tax Rate To enter a new Tax Rate: -SELECT the 'New' button. -ENTER the name for the Tax and the appropriate Rate (in decimal form) -SELECT the green 'Check Mark' to add the Tax Rate. Setting Tax Rates for Individual Items

159 Using the Retail System 155 Once tax rates have been created in the Tax Rate Manager Screen, tax rates for individual items, if necessary, can be independently set. To set an item's tax rate: -SELECT the item you want from the Inventory Module (use the Department, Brand or SKU) -SELECT the 'Edit' button for the item that you want to set or change a Tax Rate. -This opens the Editing Item Screen The "Tax Rate" field for an item is approximately half way down the left side of the screen. -SELECT the 'Down Arrow' button directly next to the Tax Rate field -SELECT the desired tax rate for the item from the drop down. Setting the Tax Rate for an Inventory Item is generally done when the item is first created to the inventory. Instructions for adding items to the inventory are covered in a later topic. 3.6 Advanced Settings Retail Advanced Settings These are more advanced settings that will only be accessible to those designated to be Administrators within the program. Even then, it may be advisable to consult a szen Corp Support Technician before changing or adding to the settings from the

160 156 Full Eighteen Manual original install of the program. Please do not hesitate to call. We are available 24 hours to assist with any questions or problems that may arise. Contact Sales Preferences This subject details all the different things that can be done from the Sales Preferences Screen. To get to the Sales Preferences Screen: -SELECT File from the main menu and choose Administrator from the drop down -This opens the Administrator Screen -SELECT Sales and choose Preferences from the drop down

161 Using the Retail System 157 -This opens the Sales Preferences Screen There are two sections to this screen, Global Preferences, and Local Preferences. When the screen is first opened, it defaults to Global Settings. To view and change the Local Settings, simply SELECT the tab that says Local Preferences. Sales Preferences Credit Card Key Drill Down Series Sales Preferences Suspend Note Series Require Salesperson ID Sales Auto Open Salesperson ID Screen Warn on Application Close if Open Till Min. Discount Price Discount Def. Print Gift Cert. "A/R" on Button Track Canceled Trans Display " Hit the Green" Button Show Chef Hat Hide Lookup Button Global Settings Member Pricing Prompt PO # Display Warning on Sales Items w/ Qty < 1 Disallow Member Type Based Discounts on Sales Items Force All Inventory Receiving Via PO's Force Same Month Only VOIDs Allow Non Depletable Items to get Member Type based Discounts Enable Audit Trail for "Is Depletable" Flag Show Two Taxes Credit Cards Accepted by This Establishment Global Client Title PO Approvals Required

162 158 Full Eighteen Manual Custom Pymt Text Tip % Group Tip % Show GC Types Auto Gen GC #'s # Expire Months Strictly Enforce Exp. Dates Security for Exp. Date Edits Changing Global Settings will apply to all work stations. Changing Local Settings will apply to the current work station. Local Settings Most of the things in the Local Settings section will have been taken care of during the original install if the program. Because of this, it will be a rare occasion to have to change any of these settings. However, this manual will cover what the settings are and how to change them in the event that there is a need for them to be changed. Credit Card Key This number indicates which User License will be used by a workstation to process credit card payments through PC Charge. This number should be different from any other workstation running credit cards on the szen system, and should correspond with a User License in PC Charge. Drill Down Series This is the number that defines which drill down set will be used on the current workstation. For instructions detailing steps to manage the drill down, see the Drill Down section of this manual. Speed Item Series This is the number that defines which speed item set will be used on the current workstation. For instructions detailing steps to manage the drill down, see the Speed Item section of this manual. Suspend Note Series This is the number that defines which transaction suspend note set will be used on the current workstation. For instructions detailing steps to manage the drill down, see the Transaction Suspend Notes section of this manual. Require Salesperson ID Sales

163 Using the Retail System 159 Placing a check mark in this box will make the system require a user name and password for each sale. Auto Open Salesperson ID Screen Placing a check mark in this box will cause the Sales Person ID Screen to open when the 'New Sale' button is selected. Warn on Application Close if Open Till Placing a check mark in this box will cause a window to open, letting the user know that the till is still open on this workstation. It will ask if you want to close the till anyway. Min. Discount Price Entering a dollar value into this field will set the program to not allow any items to be discounted below that dollar value Discount Def. Selecting either One or All sets the button that will automatically be selected in the Manual Discount or Coupon Screen Print Gift Cert. Only applies to custom gift certificates currently. "A/R" on Button When this box is checked, the 'Mbr Acct' payment type button text will change to 'A/R' Track Canceled Trans Forthcoming: Call for support. Display " Hit the Green" Button When this button is selected, the 'Hit the Green' button will appear underneath the 'New Sale' button. Show Chef Hat Forthcoming: Call for support.

164 160 Full Eighteen Manual Hide Lookup Button When this option is selected, the Lookup button will no longer be visible in the Retail Screen. Global Settings Most of the things in the Global Settings section will have been taken care of during the original install if the program as well. Because of this, it will be a rare occasion to have to change any of these settings. However, this manual will cover what the settings are and how to change them in the event that there is a need for them to be changed. Member Pricing Forthcoming: Call for support. Prompt PO # When this option is selected, a screen will pop up asking for a PO number. Display Warning on Sales Items w/ Qty < 1 Forthcoming: Call for support. Disallow Member Type Based Discounts on Sales Items Forthcoming: Call for support. Force All Inventory Receiving Via PO's When this option is selected, the 'Receive New' and 'Receive Existing' buttons will be disabled in the Inventory Screen. All inventory receiving will need to be done through Purchase Orders Force Same Month Only VOIDs When this option is selected, voiding transaction not within the current month will be disallowed. Allow Non Depletable Items to get Member Type based Discounts When this option is selected, items that are designated as not depletable will be allowed to receive member type based discounts. This option should be used carefully, as discounts will now automatically be applied to member account payments, tournament or event payments/deposits, etc. If it is not desired to have discounts applied to certain items while this option is selected, the 'No Discounts' option must be selected for that item in the inventory module.

165 Using the Retail System 161 Enable Audit Trail for "Is Depletable" Flag Forthcoming: Call for support. Show Two Taxes Forthcoming: Call for support. Credit Cards Accepted by This Establishment Check marks in the boxes next to the various credit card types listed in this section will cause them to appear as options in the sales screen when the credit card payment type is selected. Uncommon card types may be defined here as well, with the names of those cards being typed into the text fields next to 'User Defined' 1, 2, and 3. Global Client Title Selecting one of these options determines what clients of the establishment will be known as throughout the program. They may be known as Members, Guests, or Customers. The most notable of changes will be the button that opens the Member module. Depending on which option is selected, that button will be either an M, a G, or a C. PO Approvals Required Forthcoming: Call for support. Custom Pymt Text Forthcoming: Call for support. Tip % Forthcoming: Call for support. Group Tip % Forthcoming: Call for support. Show GC Types Forthcoming: Call for support. Auto Gen GC #'s Forthcoming: Call for support. # Expire Months Forthcoming: Call for support. Strictly Enforce Exp. Dates Forthcoming: Call for support. Security for Exp. Date Edits Forthcoming: Call for support. 4 Members There are three different titles that clients are referred to in szen, depending on the preferences of each facility. They can either be referred to as Members, Customers, or Guests. For the purposes of this manual, clients will be referred to as Members.

166 162 Full Eighteen Manual The szen Member Module is the central place where members are managed. New member accounts may be created, edited, and inactivated here. As much information as is desired can tracked for each member, from just a name, to multiple addresses, phone numbers, addresses, credit card numbers, and other information. To open the Member Module: -SELECT the red 'M' button (this may also be a red 'C' or a green 'G' button, depending of preferences) -This opens the Memberships Screen 4.1 Member Accounts There are kinds of Member accounts, the Member Account and the Individual Account. The Individual Account is created under the Member Account. For example: A husband and his family want to become members of a facility. The associate creating the new account creates an account with the husbands name as the Member Account name. Creating a Member Account under the husbands name automatically created an Individual Account for the husband under the Member Account. Once the Member Account was created, the associate created Individual Accounts for the wife and kids under the Member Account. Creating a New Main Member Account The Customer Editor Screen Editing Core Information Editing Additional Information Viewing Finance and Account Information and Editing Credit Limits Adding Additional Individual Accounts Adding an Address

167 Members 163 Adding a Phone Number Adding an Address Adding Credit Card Information Toggling Custom Flags Adding a Note to an Individual Account Adding a Note to the Main Member Account This section details how to create new Member Accounts and manage existing Member Accounts. Creating a New Main Member Account To create a new Main Member Account: -SELECT the 'New' button -This opens the Customer Insert Screen -ENTER the appropriate information* -SELECT the 'Ok' button The Main Member Account will be created, and will appear in the Memberships Screen. *Member Types (Cust. Type) must first be created in order to select a customer type for the Main Account. This was most likely done during the original install of the software by a szen Corp Technician. However, details on how to create a Member Type are contained hereafter. The Customer Editor Screen Adding and editing information for a customer takes place in the Customer Editor Screen. To get to this screen:

168 164 Full Eighteen Manual -HIGHLIGHT the desired customer account -SELECT the 'Edit Details' button -This opens the Customer Editor Screen Editing Core Information The core information for a Member Account are things like the member (customer) type, the customer account number, and first and last names. To edit these things: -Get to the Customer Editor Screen for the desired member -Locate the Core Info tab this will be located just above the 'Save Changes' and 'Cancel' buttons -SELECT the 'Core Info' tab if it is not shown (it is shown by default) -This is what it should look like: -ENTER the appropriate information -SELECT the 'Save Changes' button The changes to the core information for the Member Account will be saved. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes.

169 Members 165 Editing Additional Information Additional information for Member Accounts are things like a salutation, a join date, a default round type, etc. To add or edit these things: -Get to the Customer Editor Screen for the desired member -SELECT the 'Additional Info' tab -This is what it will look like: -ENTER the appropriate information -SELECT the 'Save Changes' button The changes to the additional information for the Member Account will be saved. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Viewing Finance and Account Information and Editing Credit Limits Information regarding the finance and account status of a Member Account can be viewed, and the credit limit can be edited for Member Accounts. To do this: -Get to the Customer Editor Screen for the desired Member Account -SELECT the 'Finance and Accounts' tab -This is what it will look like: -The only information that can be changed here is the Credit Limit -ENTER the appropriate information -SELECT the 'Save Changes' button The new credit limit for the Member Account will be saved. All other information is strictly informational and cannot be edited here. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes.

170 166 Full Eighteen Manual Adding Additional Individual Accounts There is no limit to the amount of Individual Accounts that can be created under a Main Member Account. To create additional Individual Accounts: -Get the the Customer Editor Screen for the desired Member Account -Locate the Individual section of this screen. It will look like this: -SELECT the 'New' button for this section -This opens the Individual Editor Screen -ENTER the appropriate information -SELECT the 'Ok' button -The new Individual will appear in the grid -SELECT the 'Save Changes' button

171 Members 167 The Individual Account will be saved under the Main Member Account. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Charge Privileges If it is desired to allow the Individual Member have charge privileges, the May Charge box must have a check mark placed in it. Adding an Address As with Individual Accounts, there is no limit to the number of addresses that can be added to the Main Member Account. To add an address: -Get to the Customer Editor Screen for the desired Member Account -Locate the Address Section of the screen. It will look like this: -SELECT the 'New' button for this section -This opens the Address Editor Screen -ENTER the appropriate information -SELECT the green 'Check Mark' button The new address will be saved under the Main Member Account. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Adding a Phone Number As with Individual Accounts and Addresses, there is no limit to the number of phone numbers that can be added to the Main Member Account. To add a Phone Number: -Get to the Customer Editor Screen for the desired Member Account -Locate the Phone Number Section of the screen. It will look like this:

172 168 Full Eighteen Manual -SELECT the 'New' button for this section -This opens the Phone Insert Screen -ENTER the appropriate information -SELECT the 'Ok' button The new phone number will be saved under the Main Member Account. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Adding an Address As with Individuals, Addresses, and Phone Numbers, there is no limit to the number of Addresses that can be added to the Main Member Account. To add an Address: -Get to the Customer Editor Screen for the desired Member Account -Locate the Address Section of the screen. It will look like this: -SELECT the 'New' button for this section -This opens the Editor Screen

173 Members 169 -ENTER the appropriate information -SELECT the 'Ok' button The new address will be saved under the Main Member Account. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Adding Credit Card Information There is not limit to the number of Credit Cards that can be added to a Member Account. All credit card information is hidden, and can only be accessed or edited by those with the appropriate security rights in the program. To add credit card information: -Get to the Customer Editor Screen for the desired Member Account -Locate the Credit Card Information section of the screen. It will look like this: -SELECT the 'New' button for this section -This opens the Credit Card on Record Editor Screen -ENTER the appropriate information -SELECT the green 'Check Mark' button

174 170 Full Eighteen Manual The Credit Card information will be added to the Main Member Account. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Toggling Custom Flags Custom Flags make known whether or not certain information or privileges apply to a Member Account. Setting up Custom Flags will be covered in a later chapter. To toggle custom flags: -Get to the Customer Editor Screen for the desired Member Account -Locate the Custom Flag Section. It will look like this: -HIGHLIGHT the Flag to be toggled -SELECT the 'Toggle' button A check mark will appear in the box next to the text. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Adding a Note to an Individual Account Individual Notes are notes attached to the Individual Account. For the most part, these are only visible when the Accounts are viewed. However, there are special notes that can be configured to show up at certain places in the szen system. The most notable of these is the Front Desk or Gatekeeper Note in the szen Member Account Console (MAC). It will not be shown how to setup these special notes here in this section of the manual. Only how to create a new Individual Note will be detailed. To add an Individual Note: -Get to the Customer Editor Screen for the desired Member Account -HIGHLIGHT the desired Individual in the Individual Section of the screen -Locate the Individual Note Section of the screen. It will look like this: -SELECT the 'New' button for this section -This opens the Cust Note Screen

175 Members 171 -ENTER the appropriate information -SELECT the 'Ok' button The new note will be added to the Individual Account. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. Adding a Note to the Main Member Account Main Member Account Notes are similar to Individual Notes. However they are applied to the whole member account, rather than just a certain individual account. To add a note to the Main Member Account: -Get to the Customer Editor Screen for the desired Member Account -Locate the Note Section of the screen. It will look like this: -SELECT the 'New' button for this section -This opens the Cust Note Screen

176 172 Full Eighteen Manual -ENTER the appropriate information -SELECT the 'Ok' button The note will be saved to the Main Member Account. SELECT the 'Save Changes' button to exit the Customer Editor Screen and save the applied changes. 4.2 Member Types The Customer (Member) Type Manager Screen Customer/Member Types are created and managed from the Customer Type Screen. To get to this screen: -SELECT File from the menu bar and then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Members from the menu bar and then choose Member Types from the drop down -This opens the Customer Type Manager Screen

177 Members Creating a New Customer (Member) Type To create a new customer/member type: -SELECT the 'New' button -This opens the Customer Type Editor Screen -ENTER the appropriate information -SELECT the 'Ok' button The new customer/member type will be saved. 173

178 174 Full Eighteen Manual Editing a Customer (Member) Type To edit an existing customer/member type: -HIGHLIGHT the desired type -SELECT the 'Edit' button -This opens the Customer Type Editor Screen with the highlighted type's info already entered into it. -Make the desired changes -SELECT the 'Ok' button The changes will be saved to the highlighted customer/member type. Inactivating a Customer (Member) Type To inactivate a customer/member type that is no longer used: -HIGHLIGHT the desired type -SELECT the 'Inactivate' button -A confirmation screen will appear -SELECT the 'Yes' button The highlighted customer/member will be inactivated and will no longer appear in the Customer Type Manager Screen. 4.3 Note Type Setup Creating Note Types for Main Member Accounts To create a note type for notes attached to Main Member Accounts: -SELECT File from the menu bar then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Members from the menu bar then choose Member Note Type Setup from the drop

179 Members 175 down -This opens the Lookup Data Manager: Guest Note Types Screen -SELECT the 'New Item' button -This opens some text fields to enter data into -ENTER the appropriate information -SELECT the green 'Check Mark' button The new Member Note Type will be added to the grid, and will become available for use in the Customer Editor Screen. Creating Note Types for Individual Accounts To create a note type for notes attached to Individual Accounts: -SELECT File and then Administrator from the drop down -SELECT Members and then Individual Note Type Setup from the drop down -This opens the Lookup Data Manager: Individual Note Types Screen

180 176 Full Eighteen Manual -SELECT the 'New Item' button -This opens some text fields to enter data into -ENTER the appropriate information -SELECT the green 'Check Mark' button The new Individual Note Type will be added to the grid, and will become available for use in the Customer Editor Screen. 4.4 Custom Flag Setup Creating a New Custom Member Flag A custom member flag shows up in the Customer Editor screen and is tied to the Main Member Account. To create a new custom flag: -SELECT File from the menu bar then choose Administrator from the drop down -SELECT Members from the menu bar then choose Member Custom Flag Setup from the drop down -This opens the Guest Flag Setup Screen

181 Members 177 -SELECT the 'Create New Flag' button -This creates a new row in the grid with the fields activated for text entry -ENTER the appropriate information -SELECT the 'Save Changes' button The new Custom Member Flag will be created, and will be available for use in the Customer Editor Screen. 4.5 Merging Member Accounts Sometimes duplicate member accounts get created. When it is discovered that a duplicate has been created, there is a utility within szen to merge those two accounts together to create one account. When to accounts are merged, any sales history or financial history for the two accounts will be merged together as well. The Member Merge Screen The Member Merge Screen is where member account merge functions happen. To get to this screen: -SELECT File from the menu bar then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Members from the menu bar then choose Member Merge from the drop down -This opens the Member Merge Screen

182 178 Full Eighteen Manual Merging Two Accounts To merge two accounts together: -SELECT the field below the text 'Acct #' that is colored green -This opens the Select Member Account Screen -LOCATE and HIGHLIGHT the desired member account -SELECT the 'Ok' button -The information for this member account will be entered into the upper grid. This is the account that will be kept -SELECT the field below the text 'Acct #' that is colored red

183 Members -This opens the Select Member Account Screen -LOCATE and HIGHLIGHT the desired member account -SELECT the 'Ok' button -The information for this member account will be entered into the lower grid. This is the account that will be removed Once both the account to keep and the account to drop are entered into the grids: -SELECT the 'Ok' button -A confirmation screen will appear -SELECT the 'Yes' button -Another confirmation screen will appear -SELECT the 'Yes' button -Another confirmation screen will appear 179

184 180 Full Eighteen Manual -SELECT the 'Yes' button The two accounts will be merged, and once account will be deleted and the other will be kept. 4.6 Reactivating Members If a Member has been inactivated, but needs to be used again, they can be reactivated. Members can be reactivated at the Main Member Account level or the Individual Account Level. Reactivating Main Member Accounts Reactivating Individual Accounts Reactivating Main Member Accounts To reactivate a Main Member Account: -SELECT File from the menu bar then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Members from the menu bar then choose Reactivate from the drop down -This opens the Customer Account Reactivation Screen -The Member Account can be located by either using the Search at the top, or scrolling through the list -HIGHLIGHT the desired Member Account -SELECT the 'Reactivate' button

185 Members 181 -This opens the Reactivate Customer Account Screen -Put a check mark in the box next to the Individual Accounts to be reactivated along with the Main Member Account -SELECT the 'Ok' button The highlighted Main Member Account and the selected Individual Account(s) will be reactivated, and will once again appear in the Member Module. Reactivating Individual Accounts To reactivate an Individual Account: -SELECT File from the menu bar then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Members from the menu bar then choose Reactivate Individual from the drop down -This opens the Reactivate Individual Screen

186 182 Full Eighteen Manual -HIGHLIGHT the desired Individual Account -SELECT the 'Reactivate Individual' button -A confirmation screen will appear -SELECT the 'Yes' button The highlighted Individual Account will be reactivated. 5 User Setup and Security Users are people in the database that have rights to use the szen system. They will have a user name and a password, and will have a job title tied to their user account that defines what they can and cannot do in the program. User Central Users are created and managed from User Central. To get to User Central: -SELECT File from the menu bar then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Admin from the menu bar then choose User Central from the drop down -This opens User Central

187 User Setup and Security User Accounts *Important!* Make sure that a Member Account has been created for the person for whom a User Account is being created. This must be done before the User Account can be created, as it is required to link a Member Account to a User Account. Creating a New User Account Editing a User Account Resetting the Password for a User Account Linking User Accounts to Job Titles Inactivating a User Account Creating a New User Account To create a new User Account: -Get to User Central -Make sure the Active Users tab is selected -It will look like this

188 184 Full Eighteen Manual -SELECT the 'Create New User Account' button -This opens the Create New User Account Screen -ENTER the first few letters of the last name of the Member Account to be tied to the User Account -SELECT the 'Search' button -The Member Accounts with last names that match the search will populate the grid -HIGHLIGHT the desired Member Account

189 User Setup and Security 185 -Create a User Name and a Password. The User Name must be unique. The password does not -If the new User is an employee, make sure the 'User is an Employee' box is checked -Define whether the new User is required to have a strong password or not Once everything is done and seems correct: -SELECT the 'Post New User' button The new User Account will be created and, once Job Titles are tied to it, the User may log in and begin using the szen system. Editing a User Account To edit an existing User Account: -HIGHLIGHT the desired User Account -SELECT the 'Edit User' button -This opens the Edit User Form -Make the desired changes -SELECT the 'Post Changes' button The changes will be made to the highlighted user account. Resetting the Password for a User Account User Passwords cannot be looked up. If Users forget their password, they will have to choose a new password, and have someone with sufficient rights reset it for them. To reset a Users password: -HIGHLIGHT the desired User Account -SELECT the 'Reset Password' button

190 186 Full Eighteen Manual -This opens the Reset Password Screen -ENTER the new password -SELECT the 'Post Changes' button The new password will be active for the highlighted User Account, and the old one will be deleted. Linking User Accounts to Job Titles User Accounts must be linked to at least one Job Title in before they can be used to access the program effectively. To link User Accounts to Job Titles: -Get to User Central -SELECT Job Titles --> User Links tab -SELECT the '+' sign next to the desired User Name -A list of szen program modules will appear

191 User Setup and Security 187 -HIGHLIGHT the desired module -Job Titles for the highlighted module will appear in the grids. Unlinked Job Titles will be in the Unlinked Job Titles grid -Place check mark in the box next to as many job titles as it is desired to link to the User Account. -SELECT the '<Link' button

192 188 Full Eighteen Manual The selected Job Title(s) will move from the Unlinked Job Titles grid to the Linked Job Titles grid. The User Account will now have all the privileges tied to the Job Title(s) linked to it. Inactivating a User Account To inactivate a User Account that is no longer in use: -HIGHLIGHT the desired User Account -SELECT the 'Inactivate User' button -A confirmation box will appear -SELECT the 'Yes' button The highlighted User Account will be inactivated and will no longer be able to access the system. 5.2 Job Titles Job Titles are what give Users privileges to use szen. Different Job Titles give Users different privileges. For Example, the Eighteen Manager Job Title will have privileges to do everything in the Tee Sheet, whereas the Eighteen Personnel would only have certain privileges. Many of these Job Titles come standard with a szen installation, but custom Job Titles can be created as well to tailor the system to the needs of each facility. Creating a New Job Title Editing a Job Title Inactivating a Job Title Linking Privileges to Job Titles Creating a New Job Title To create a new Job Title: -Get to User Central -SELECT the Job Titles tab

193 User Setup and Security 189 -SELECT the 'Create New Job Title' button -This opens the Job Title Editor Screen -ENTER the appropriate information -SELECT the 'Post Changes' button The new Job Title will be created, and is ready to have privileges tied to it. Editing a Job Title To edit an existing Job Title: -HIGHLIGHT the desired Job Title -SELECT the 'Edit' button -This opens the Job Title Editor Screen with the highlighted Job Title's information entered into it

194 190 Full Eighteen Manual -Make the desired changes -SELECT the 'Post Changes' button The changes will be applied to the highlighted Job Title. Inactivating a Job Title To inactivate a Job Title that is no longer in use: -HIGHLIGHT the desired Job Title -SELECT the 'Inactivate' button -A confirmation box will appear -SELECT the 'Yes' button The highlighted Job Title will be inactivated and will no longer be visible in the grid or be able to be Linking Privileges to Job Titles In order for Job Titles to give privileges to Users, those privileges must be linked to the Job Titles. To link privileges to Job Titles: -Get to User Central -SELECT the Job Title --> Privilege Links tab

195 User Setup and Security 191 -SELECT the '+' sign next to the desired module -HIGHLIGHT the desired Job Title -A list of privileges will appear in the grids. Unlinked privileges will appear in the Unlinked Privileged grid -Place a check mark in the box next to as many privileges as it is desire to link to the highlighted

196 192 Full Eighteen Manual Job Title -SELECT the '<Link' button The selected privileges will move from the Unlinked Privileges grid to the Linked Privileges grid and will be linked to the highlighted Job Title. 5.3 Payroll Departments Payroll Departments are a way to track where employee hours are going. Users can be linked to one or more payroll departments, and can choose what payroll department their hours should be applied to when they clock out. A default Payroll Department can and should be set for each User, and a Pay Rate can be defined for each User for each of the Payroll Departments they are linked to. Creating a New Payroll Department Editing a Payroll Department Inactivating a Payroll Department Linking Users to Payroll Departments Setting the Default Payroll Department for a User Setting the Pay Rate for Payroll Departments for a User Creating a New Payroll Department To create a new Payroll Department: -Get to User Central -SELECT the Payroll Departments tab -SELECT the 'Switch View' button

197 User Setup and Security -The screen will change to look like this: -SELECT the 'Create New Payroll Department' button -This opens a data entry screen -ENTER the appropriate information -SELECT the 'Ok' button The new Payroll Department will be created, and Users may now be tied to it. Editing a Payroll Department To edit an existing Payroll Department: -Get to the Payroll Departments tab in User Central -SELECT the 'Switch View' button -HIGHLIGHT the desired Payroll Department -SELECT the 'Edit' button -This opens a data entry screen with the highlighted Payroll Departments info in it 193

198 194 Full Eighteen Manual -Make the desired changes -SELECT the 'Ok' button The changes will be applied to the highlighted Payroll Department. Inactivating a Payroll Department To inactivate a Payroll Department that is no longer in use: -Get to the Payroll Departments tab in User Central -SELECT the 'Switch View' button -HIGHLIGHT the desire Payroll Department -SELECT the 'Inactivate' button -A confirmation box will appear -SELECT the 'Yes' button The highlighted Payroll Department will be inactivated and will no longer appear as an option to link Users to. Linking Users to Payroll Departments To like a User to one or more Payroll Departments: -Get to the Payroll Departments tab in User Central -HIGHLIGHT the desired User in the Active Users grid

199 User Setup and Security 195 -Place a check mark in the box next to all the desired Payroll Departments in the Unlinked Payroll Departments grid -SELECT the '<Link' button

200 196 Full Eighteen Manual The selected Payroll Department(s) will move from the Unlinked Departments grid to the Linked Departments grid and are now tied to the highlighted User. Setting the Default Payroll Department for a User To set the default Payroll Department for a User: -Get to the Payroll Departments tab in User Central -HIGHLIGHT the desired User in the Active Users grid -SELECT the 'Set Default Payroll Department' button -This opens the 'Select Module' Screen -HIGHLIGHT the desired Payroll Department

201 User Setup and Security 197 -SELECT the 'Ok' button The highlighted Payroll Department will be set as the Default Payroll Department for the highlighted User, and will appear in the Active Users grid in the Default Payroll Department column next to the highlighted User. Setting the Pay Rate for Payroll Departments for a User To set the pay rate for Payroll Departments linked to a User: -Get to the Payroll Departments tab in User Central -HIGHLIGHT the desired User -HIGHLIGHT the desired Payroll Department in the Linked Payroll Departments grid -SELECT the 'Edit Pay Rate' button -This opens a data entry screen -ENTER the Pay Rate -SELECT the 'Ok' button The Pay Rate will be added to the highlighted Payroll Department for the highlighted User, and will appear in the Linked Payroll Departments grid in the Pay column. 5.4 Reactivating Users If a User has been inactivated, but they need to be used again, or they came back to work at the facility, they can be reactivated. The Reactivate User Screen

202 198 Full Eighteen Manual Reactivating Users happens in the Reactivate User Screen. To get here, and then reactivate a User: -SELECT File from the menu bar then choose Administrator from the drop down -This opens the Administrator Screen -SELECT Admin from the menu bar then choose Reactivate Users from the drop down -This opens the Reactivate User Screen -HIGHLIGHT the desired User Account -SELECT the 'Re-Activate' button The highlighted User Account will be reactivated and may now be used as it was before inactivation. 6 Tournaments and Events Forthcoming. 6.1 Creating a New Tournament/Event Forthcoming

203 Tournaments and Events Reactivating Tournaments Forthcoming 7 Accounting Accounting These are more advanced settings that will only be accessible to those designated to be Administrators within the program. Even then, it may be advisable to consult a szen Corp Support Technician before changing or adding to the settings from the original install of the program. Please do not hesitate to call. We are available 24 hours to assist with any questions or problems that may arise. Contact or support@szencorp.com 7.1 Chart of Accounts The Chart of Accounts is setup during installation, and should not be changed unless it is absolutely necessary. If it is necessary to change the way the Chart of Accounts is set up, please give the szen Corp Support Line a call in addition to reviewing this documentation.

204 200 Full Eighteen Manual Setup Chart of Accounts Screen Creating a New Account Editing an Account Deleting an Account Other Chart of Account Buttons Setup Chart of Accounts Screen The chart of accounts is managed from the Setup Chart of Accounts Screen. To get to this screen: -SELECT Books from the file menu, then hover over Config -SELECT Chart of Accounts -This opens the Setup Chart of Accounts Screen Creating a New Account To create a new account: -SELECT the 'New' button -This opens some text fields to enter data into. These text fields match up with the table headers below them -ENTER the appropriate data -SELECT the green 'Check Mark' button The new account will be created and added to the grid. Editing an Account To edit an existing account: -HIGHLIGHT the desired account -SELECT the 'Edit' button

205 Accounting 201 -This will open some text fields with the existing accounts data displayed in them -Make the desired changes -SELECT the green 'Check Mark' button The changes will be saved and applied to the highlighted account. Deleting an Account This applies only to accounts that have been created and never used. This means that they don't have any history behind them at all. This feature will most likely only be used if an account is deleted immediately after it's creation. To delete an account: -HIGHLIGHT the desired account -SELECT the 'Delete' button The highlighted account will be removed from the grid, and it will never be seen again. Other Chart of Account Buttons The other buttons in the Setup Chart of Accounts Screen are either for sorting the accounts in the grid, or for displaying and printing the Chart of Accounts. The 'Order Numerically' Button This button is a toggle style button. Pressing this button will either "turn it on" or "turn it off". When the button appears depressed, it is "on", and when it looks normal it is "off". When it is "on" the chart of accounts will be ordered by their account numbers. When it is off, they will be ordered alphabetically by account name. The 'Chart of Accounts Report' Button This button displays the chart of accounts in a printer friendly window. When this button is selected, a message will appear asking whether or not it is desired to order the report by account number. If 'Yes' is selected, the report will be ordered by the account number. If 'No' is selected, the report will be ordered alphabetically by account name. The 'Chart of Accounts Grouped' Button This button displays the chart of accounts in a printer friendly window grouped by the account type. When this button is selected, a message will appear asking whether or not it is desired to order the report by account number. If 'Yes' is selected, the report will be ordered by the account number in the groupings. If 'No' is selected, the report will be ordered alphabetically by account name in the groupings. 7.2 Setting Up Payment Methods Payment Types are setup during installation, and should not be changed unless it is absolutely necessary. If it is necessary to change the way the payment types are set up, please give the szen Corp Support Line a call in addition to reviewing this documentation.

206 202 Full Eighteen Manual The Payment Type GL Associations Screen This is the screen where payment types are managed. To get to this screen: -SELECT Books from the file menu, then hover over Config -SELECT POS Pay Type Associations -This opens the Payment Type GL Associations Screen Linking Payment Types to General Ledger Accounts To link a payment type to a GL account: -LOCATE the payment type -HIGHLIGHT the GL Account next to the payment type and press <ENTER> -OR-DOUBLE CLICK on the GL Account next to the payment type -SELECT the 'Down Arrow' button that appears -This will open a drop down that contains all the names of the GL Accounts -LOCATE the correct GL Account using the scroll bar -SELECT the GL Account The drop down will close, and the selected account will appear in the grid.

207 Accounting 203 Enabling/Disabling Payment Types Enabling or disabling a payment type determines whether or not it will be visible and useable in the Retail Screen. To do this: -HIGHLIGHT the desired payment type -SELECT the 'Disable' button -This toggles the asterisk (*) in the disable column. If the asterisk is visible in the disable column, the payment type is disabled. If the asterisk is not visible in the disable column, the payment type is active. 7.3 Posting to the General Ledger The Accounting Interface Posting to the general ledger takes place in the szen Accounting Interface. To get to the Accounting Interface: -SELECT 'Books' from the file menu, and then 'Go to Accounting Interface' -The screen will change to the Accounting Interface, which looks like this: -Notice the change in the icons on the left side of the screen. Posting a Single Till to the GL To post a single till to the general ledger: -SELECT the top 'Till' button

208 204 Full Eighteen Manual -This opens the Register Closeout and Processing Screen -HIGHLIGHT the desired till -SELECT the 'Process Highlighted Register' button -This changes the bottom half of the Register Closeout and Processing Screen to look like this: -The text fields next to 'Actual' will be blank. Fill them in with the actual amounts counted for the specified payment types. Once all the text fields are filled in, the over/short for the highlighted till will be calculated. -SELECT the 'Post Sales to the General Ledger' button after all appears to be in order, and after printing off the two reports

209 Accounting 205 (Register Payment Type Summary, and Register Department Breakdown). The till will be posted to the General Ledger. *Note* Once a till has been posted to the General Ledger, no changes can be made to transactions associated with that till. Make sure that everything is correct and in order before posting the till to the GL. 7.4 Basic System Associations Basic System Associations are setup during installation, and should not be changed unless it is absolutely necessary as changes made to this feature will affect how the program runs. If it is necessary to change the way the Basic System Associations are set up, please give the szen Corp Support Line a call in addition to reviewing this documentation. Specify Account Associations Screen System Associations are managed from the Specify Account Associations Screen. To get to this screen: -SELECT Books from the file menu, then hover over Config -SELECT Basic System Associations -This opens the Specify Account Associations Screen This screen is a place to associate various departments, inventory items, and accounts with their respective functions in the program. For example, member account payments. The inventory item that is used for member account payments must be associated here in the Basic System Associations, or it will not credit or debit member accounts. The same goes for all the other items contained in this screen. If they are not setup correctly, the program will not function properly. To change anything in this screen, just SELECT the 'Down Arrow' button next to the desired association, and choose a new selection from the drop down that appears.

Inventory User Guide

Inventory User Guide Inventory User Guide User Guide ~ Table of Contents ~ Sign On/Select Facility Rates & Inventory Update Tee Times Load Tee Times AutoLoad Schedule Rate Fences Dashboards Revenue At Risk, Rounds & Revenue,

More information

Club s Homepage Use this feature to return the club s website.

Club s Homepage Use this feature to return the club s website. The first time the golfer logs into the Internet Golf Reservation System, the member # is the club assigned golfer number, the default password is 1234. The golfer will automatically be transferred to

More information

To Logon On to your tee sheet, start by opening your browser. (NOTE: Internet Explorer V. 6.0 or greater is required.)

To Logon On to your tee sheet, start by opening your browser. (NOTE: Internet Explorer V. 6.0 or greater is required.) 1. Log-On To Logon On to your tee sheet, start by opening your browser. (NOTE: Internet Explorer V. 6.0 or greater is required.) (NOTE: Logon ID s must be 7 characters or more and passwords are case sensitive.)

More information

WEST POINT GOLF CLUB USING THE GOLFSOFTWARE PROGRAM FOR THE DRAW AND SCORING

WEST POINT GOLF CLUB USING THE GOLFSOFTWARE PROGRAM FOR THE DRAW AND SCORING USING THE GOLFSOFTWARE PROGRAM FOR THE DRAW AND SCORING The new software is made up of 3 modules - Handicap, Tournament and Player Portal. Note that the Handicap module and the Tournament module have separate

More information

SCW Web Portal Instructions

SCW Web Portal Instructions LP & JH 7/21/16 SCW Web Portal Instructions Contents Welcome to the SCW Web Portal!... 1 Accessing the SCW Web Portal... 2 Main SCW Web Portal Page... 4 My Profile... 5 Rounds History... 7 Book a Tee Time...

More information

Club s Homepage Welcome Club Calendar Logout Add a Request Play Date Requested Time Hole Selection # of Tee Times Break Link

Club s Homepage Welcome Club Calendar Logout Add a Request Play Date Requested Time Hole Selection # of Tee Times Break Link The first time the golfer logs into the Internet Golf Reservation System, the member # is the club assigned golfer number plus 1 for male and 2 for female, the default password is 1234. The golfer will

More information

IMGA PAIRINGS INSTRUCTIONS USING the ONLINE GOLF GENIUS SOFTWARE ROGRAM Revised as of 12/31/2017

IMGA PAIRINGS INSTRUCTIONS USING the ONLINE GOLF GENIUS SOFTWARE ROGRAM Revised as of 12/31/2017 GENERAL INFORMATION: IMGA PAIRINGS INSTRUCTIONS USING the ONLINE GOLF GENIUS SOFTWARE ROGRAM Revised as of 12/31/2017 The cutoff time for tournament entry is 12:00PM (Noon) on the Friday before Tuesday

More information

GolfNow Central. Rates & Inventory User Guide. February 2018

GolfNow Central. Rates & Inventory User Guide. February 2018 Rates & Inventory User Guide 2018 1 Table of Contents Rates & Inventory Update Tee Times Load Tee Times Dashboards Autoloads Auto Adjust Rate Fence 3 3 5 7 9 12 13 2 Rates & Inventory To access GolfNow

More information

Basic Tryout Registration Set Up. Using the pre-loaded folder set up from US Soccer Connect

Basic Tryout Registration Set Up. Using the pre-loaded folder set up from US Soccer Connect Basic Tryout Registration Set Up Using the pre-loaded folder set up from US Soccer Connect Step 1 - Choose the SELECT folder on the left side of the screen if these folders have been set up for you. Step

More information

Maestro 3 rd Party Golf User Guide

Maestro 3 rd Party Golf User Guide Maestro 3 rd Party Golf User Guide Published Date: November 15 Golf Setup Before Golfing reservations can be made using a 3 rd party Golf Interface, an amount of setup is required. This setup is performed

More information

GN21 Frequently Asked Questions For Golfers

GN21 Frequently Asked Questions For Golfers Posting Scores (My Score Center) 1. Click on the Enter Score button to enter an adjusted gross score or click on the Enter Hole-By-Hole Score button to enter your score hole-by-hole. NOTE: to use the Game

More information

Center Command Version 3. Operations Manual

Center Command Version 3. Operations Manual Center Command Version 3 Operations Manual Version: July 26, 2010 Table of Contents OVERVIEW... 2 OVERVIEW OF COMPUTER SCORE CENTER COMMAND... 2 MAIN MENU FUNCTIONS (IF MODULES INSTALLED)... 3 CENTER

More information

Online League Management lta.tournamentsoftware.com. User Manual. Further support is available online at

Online League Management lta.tournamentsoftware.com. User Manual. Further support is available online at Online League Management lta.tournamentsoftware.com User Manual Further support is available online at www.lta.org.uk/leagueplanner Contents Welcome... 3 Using this guide... 3 Further support?... 3 Publishing

More information

Quick Start Guide. For Gold and Silver Editions

Quick Start Guide. For Gold and Silver Editions Quick Start Guide For Gold and Silver Editions Table of Content Introduction... 3 Prerequisites... 3 Installation and Setup... 4 Download and Install QQEvolution 2... 4 Create Users... 8 Create Agent/CSR/Producer...

More information

Competition Management

Competition Management Competition Management User Guide for the Basketball Network 2016 version 1.3 Table of Contents CONFIGURATION 4 Passport 4 Access via User Management 4 Club and Team Field Settings 5 Manage Competition

More information

CONTENTS... 2 CONFIGURATION... 3 VENUE MANAGEMENT SETTING UP COMPETITIONS TEAM MANAGEMENT FIXTURING PUBLICATION...

CONTENTS... 2 CONFIGURATION... 3 VENUE MANAGEMENT SETTING UP COMPETITIONS TEAM MANAGEMENT FIXTURING PUBLICATION... Contents CONTENTS... 2 CONFIGURATION... 3 VENUE MANAGEMENT... 12 SETTING UP COMPETITIONS... 14 TEAM MANAGEMENT... 19 FIXTURING... 20 PUBLICATION... 26 RESULTS... 27 REPORTING... 31 2 P a g e Configuration

More information

GN21 Frequently Asked Questions For Golfers

GN21 Frequently Asked Questions For Golfers Customer Support We are dedicated to offering you the best customer support possible. Our goal is to respond to your requests within 24hrs. 1. On the www.ngn.com homepage there is link labeled Help which

More information

USA Jump Rope Tournament Software User Guide 2014 Edition

USA Jump Rope Tournament Software User Guide 2014 Edition USA Jump Rope Tournament Software User Guide www.usajumprope.org Table of Contents Contents System Requirements... 3 System Conventions... 4 Phase 1 Tournament Pre registration Preparation... 5 Name Your

More information

Hot Springs Village Member Portal User Guide

Hot Springs Village Member Portal User Guide Contents Portal Options... 2 Portal Display:... 2 MAIN Options:... 2 E-COMMERCE Options... 2 Annual Registrations... 2 Pets... 2 Boats... 3 Carts... 3 Vehicles... 3 GHIN... 4 Annual Passes... 4 My Transactions...

More information

Booking Tee-Times on a Computer

Booking Tee-Times on a Computer Booking Tee-Times on a Computer 1. Go to www.tee-on.com 2. In the top right corner enter your information given to you by the proshop (no capitals) Username: hoks**** Password: golf 3. Click the red Sign

More information

KIOSK: SCORE CENTRE USER MANUAL RCGA Network Kiosk: Score Centre User Manual

KIOSK: SCORE CENTRE USER MANUAL RCGA Network Kiosk: Score Centre User Manual RCGA Network Kiosk: Score Centre User Manual - 1 - Member Login Page Steps for Login: 1. Enter your Network ID on the keypad in order to access your player homepage 2. Click Member Name Lookup to search

More information

Hot Springs Village Member Portal User Guide

Hot Springs Village Member Portal User Guide HOW TO USE THE MEMBER PORTAL: CHECK YOUR ACCOUNT BALANCE, MAKE ACCOUNT PAYMENTS, BOOK GOLF OR TENNIS RESERVATIONS, REPORT VISITORS TO THE EAST AND WEST GATES AND MUCH MORE. Table of Contents Portal Options...

More information

XC2 Client/Server Installation & Configuration

XC2 Client/Server Installation & Configuration XC2 Client/Server Installation & Configuration File downloads Server Installation Backup Configuration Services Client Installation Backup Recovery Troubleshooting Aug 12 2014 XC2 Software, LLC Page 1

More information

Competition Management Online User Guide for Basketball

Competition Management Online User Guide for Basketball Competition Management Online User Guide for Basketball version 3.0 Acting Manager, Game Development Amy Clarke E: amy.clarke@basketball.net.au P: 03 9697 4315 Account Manager Katherine Bell E: k.bell@foxsportspulse.com

More information

PPG Pre-Print Card & Auto Teaming

PPG Pre-Print Card & Auto Teaming PPG Pre-Print Card & Auto Teaming This feature enables the user to easily filter tee times to fine-tune card printing parameters, enter the filtered players into multiple competitions, automatically team

More information

Golf Genius Software

Golf Genius Software CARSON VALLEY WOMEN S GOLF CLUB Golf Genius Software On-Line User Manual Kathy Belvel 6/3/2018 User step by step instructions for accessing and using the full array of capabilities available in the Golf

More information

SunTrust. Online Cash Manager Demo. Duration: 00:04:51:00 Date: February

SunTrust. Online Cash Manager Demo. Duration: 00:04:51:00 Date: February SunTrust Online Cash Manager Demo : 00:04:5:00 Date: February 04 03 SunTrust Online Cash Manager Demo Page /3 0:00 0:00 For consistency, the video opens on a SunTrust blue background. The sun rays animate

More information

GolfLogix: Golf GPS. User Guide for: iphone 3G & 3GS. Version 1.0. Software Release 1.0

GolfLogix: Golf GPS. User Guide for: iphone 3G & 3GS. Version 1.0. Software Release 1.0 GolfLogix: Golf GPS User Guide for: iphone 3G & 3GS Version 1.0 Software Release 1.0 1 Table of Contents Topic Page Topic Page Getting Started Statistics Downloading the GolfLogix Application 4 Statistic

More information

HOW TO SETUP ROUND ROBIN IN DARTS FOR WINDOWS

HOW TO SETUP ROUND ROBIN IN DARTS FOR WINDOWS Edition: 1p2 06-Aug-2008 Previous editions: 05-Aug-2008 Author : RB Appr. : RB All pages in this document shall have the same edition number 3AQ 20080805 AAAD Ed. 1p2 Page 1 of 7 TABLE OF CONTENTS 1.SCOPE...3

More information

Heart Foundation Walking Website user guide for Walk Organisers

Heart Foundation Walking Website user guide for Walk Organisers Heart Foundation Walking Website user guide for Walk Organisers Proudly supported by Website User Guide for Walk Organisers Contents 1. Introduction... 2 1.1 Finding the HFW website... 2 1.2 Log in on

More information

How to Use the TennisLink Online Sanction Form for Sanctioned Tournament

How to Use the TennisLink Online Sanction Form for Sanctioned Tournament How to Use the TennisLink Online Sanction Form for Sanctioned Tournament 1. Go to http://tennislink.usta.com/tournaments/common. 2. Logging in: a. Once you have been set up as a Tournament Director in

More information

A GUIDE TO THE LOOSE ENDS HOCKEY LEAGUE WEBSITE PAGE

A GUIDE TO THE LOOSE ENDS HOCKEY LEAGUE WEBSITE PAGE A GUIDE TO THE LOOSE ENDS HOCKEY LEAGUE WEBSITE PAGE 1 What Can Be Done Using The League Website: MAIN PAGE: From the main page, click on the man with the newspaper beneath the label News and Archives

More information

Table of Content IMPORTANT NOTE: Before using this guide, please make sure you have already set up your settings in

Table of Content IMPORTANT NOTE: Before using this guide, please make sure you have already set up your settings in Quick Start Guide Table of Content Introduction... 3 Prerequisites... 3 How to Open QQEvolution 2... 4 How to do Carrier Downloads... 5 Locating a Client in QQEvolution 2... 7 Adding a New Client... 8

More information

User Guide. Version Mindjet

User Guide. Version Mindjet User Guide Version 3.0 2011 Mindjet Table of Contents Table of Contents An Overview of Mindjet Power Markers... 1 Getting Started... 2 Power Markers features... 2 Ribbon... 2 Task Panes... 2 Options...

More information

Microsoft Windows Software Manual for FITstep Stream Version 4

Microsoft Windows Software Manual for FITstep Stream Version 4 Thank you for purchasing this product from Gopher. If you are not satisfied with any Gopher purchase for any reason at any time, contact us and we will replace the product, credit your account, or refund

More information

The next window to open will allow you to enter your Username & Password or your registration information.

The next window to open will allow you to enter your Username & Password or your registration information. REGISTER & LOGIN TIGC WEBSITE -- REGISTER & LOG IN To start using the website you must first register and give yourself a user ID and a password. This registration process is to be done only once! Thereafter

More information

BVIS Beach Volleyball Information System

BVIS Beach Volleyball Information System BVIS Beach Volleyball Information System Developments in computer science over the past few years, together with technological innovation, has in turn stimulated the development of tailored software solutions

More information

Green Crest Golf Club

Green Crest Golf Club Green Crest Golf Club 7813 Bethany Rd. Liberty Twp., OH. 45044 (513) 777-2090 Fax: (513) 777-4279 Email us: proshop@greencrestgolf.com visit us www.greencrestgolf.com Thank you for considering Green Crest

More information

Horse Farm Management s Report Writer. User Guide Version 1.1.xx

Horse Farm Management s Report Writer. User Guide Version 1.1.xx Horse Farm Management s Report Writer User Guide Version 1.1.xx August 30, 2001 Before you start 3 Using the Report Writer 4 General Concepts 4 Running the report writer 6 Creating a new Report 7 Opening

More information

GolfLogix: Golf GPS. User Guide for: BlackBerry Curve. Version 1.0. Software Release , 8330, 8350i, 8800, 8820, 8830, 8900

GolfLogix: Golf GPS. User Guide for: BlackBerry Curve. Version 1.0. Software Release , 8330, 8350i, 8800, 8820, 8830, 8900 GolfLogix: Golf GPS User Guide for: BlackBerry Curve 8310, 8330, 8350i, 8800, 8820, 8830, 8900 Version 1.0 Software Release 1.0 1 Table of Contents Topic Page Topic Page Getting Started Statistics Downloading

More information

[XACT INTEGRATION] The Race Director. Xact Integration

[XACT INTEGRATION] The Race Director. Xact Integration 2018 The Race Director Xact Integration [XACT INTEGRATION] This document describes the steps in using the direct integration that has been built between Race Director and Xact. There are three primary

More information

CONTENTS. Welcome to Season Setup in Play Football Setting Up Our Details Setting up Age Groups... 9

CONTENTS. Welcome to Season Setup in Play Football Setting Up Our Details Setting up Age Groups... 9 SEASON SETUP 2018 CONTENTS Welcome to Season Setup in Play Football... 2 Setting Up Our Details... 5 Setting up Age Groups... 9 Setting up Fees and Registration Packages... 11 Create a Registration Package...

More information

Styal Golf Club. Online Booking System User Guidance

Styal Golf Club. Online Booking System User Guidance Styal Golf Club Online Booking System User Guidance 1. The Basics 2. Notes on System Functions 3. To gain access 4. Initial Login 5. Browse Tee Times and Booking 6. Buddy List processing 7. Reservations

More information

2019 SCGA TEAM PLAY PORTAL MANUAL

2019 SCGA TEAM PLAY PORTAL MANUAL 2019 SCGA TEAM PLAY PORTAL MANUAL Welcome to the 2019 Team Play Season! This manual will guide you through use of the USGA Tournament Management based Team Play, where you will set up your weekly roster,

More information

Full-Time People and Registrations Version 5.0

Full-Time People and Registrations Version 5.0 Full-Time People and Registrations Version 5.0 Full-Time People and Registrations Page 1 1.0 People 1.1 How to Add New League Administrators 3 1.2 How to Add Other New Administrators 4 1.3 How to Change

More information

FOOTBALL WEST. Sports TG User Guide. Club Administrators

FOOTBALL WEST. Sports TG User Guide. Club Administrators FOOTBALL WEST Sports TG User Guide Club Administrators CONTENTS What is Sports TG 3 New Users 4 Current Sports TG Users 5 User Management 8 Give Team Level Access 9 Deleting a User 11 Team Entry 13 Navigating

More information

Wickets Administrator

Wickets Administrator Wickets Administrator Software For Managing Stored Value Wickets 01/08/2008 Product Details And Operating Instructions Overview This page describes each major function of Wickets Administrator in detail.

More information

Golf Team Challenge. Product: EA SPORTS PGA TOUR Software Version: Release Date: 10/18/06. Revised 4/21/2009

Golf Team Challenge. Product: EA SPORTS PGA TOUR Software Version: Release Date: 10/18/06. Revised 4/21/2009 Product: EA SPORTS PGA TOUR Software Version: 4.0.0 Release Date: 10/18/06. Revised 4/21/2009 Golf Team Challenge This document describes the new play modes and Operator Menus in EA SPORTS PGA TOUR Golf

More information

League Registration for New Leagues

League Registration for New Leagues League Registration for New Leagues Congratulations and thank you for joining Slo-Pitch Ontario for the upcoming season! This Guide has been designed to help guide you through our online registration process

More information

1. A Tutorial on LSA SwimMeet

1. A Tutorial on LSA SwimMeet SwimMeet 5.7 --1 1. A Tutorial on LSA SwimMeet Thank you for selecting LSA SwimMeet. This simple tutorial shows you how to use the program to run a swim meet. If you aren't familiar with LSA SwimMeet,

More information

Parent Guide for Creating Dismissal Exceptions School Year

Parent Guide for Creating Dismissal Exceptions School Year Parent Guide for Creating Dismissal Exceptions 2016-2017 School Year Table of Contents Getting Familiar Creating a Dismissal Exception Canceling a Dismissal Exception Creating a Recurring Dismissal Exception

More information

Golfshot : Golf GPS Android User Guide

Golfshot : Golf GPS Android User Guide Golfshot : Golf GPS Android User Guide Version 3.5 Scorecard Version 3.5 QUICK TIPS: New in 3.5: Track Menu Track Menu Press the Golf Ball icon in the upper left corner to slide down the Track Menu. Here

More information

Use Backnine Bookie as the center of a charity event. Not only is it great fun, but its also a great way to help raise those much-needed funds.

Use Backnine Bookie as the center of a charity event. Not only is it great fun, but its also a great way to help raise those much-needed funds. Backnine Bookie by MicroFest, Inc. Overview Backnine Bookie Overview Backnine Bookie is the perfect tool for running your golf club s tournament wagering. Save hours of time over manual methods! Open up

More information

INSTRUCTIONS FOR ENTERING SCHEDULES THROUGH THE NCAA STATISTICS SITE AND WEBSITE PROVIDERS

INSTRUCTIONS FOR ENTERING SCHEDULES THROUGH THE NCAA STATISTICS SITE AND WEBSITE PROVIDERS INSTRUCTIONS FOR ENTERING SCHEDULES THROUGH THE NCAA STATISTICS SITE AND WEBSITE PROVIDERS SCHEDULES THROUGH WEBSITE PROVIDERS Please see pages 5-7 for directions on submitting schedules through Presto

More information

Group walks & events manager: Getting Started for Contributors

Group walks & events manager: Getting Started for Contributors 2017 Group walks & events manager: Getting Started for Contributors Contact for further information and support: volunteersupport@ramblers.zendesk.com [Type text] Ramblers Charity England & Wales No: 1093577

More information

SWIM MEET MANAGER 5.0 NEW FEATURES

SWIM MEET MANAGER 5.0 NEW FEATURES SWIM MEET MANAGER 5.0 NEW FEATURES Updated January 24, 2014 1 ABOUT SWIMMING MEET MANAGER 5.0 MEET MANAGER 5.0 for ming (SWMM) is HY-TEK's 6th generation of Meet Management software. Provides the very

More information

FAQ RCGA Network. The RCGA is dedicated to offering you the best customer support possible. Our goal is to respond to your requests within 24hrs.

FAQ RCGA Network. The RCGA is dedicated to offering you the best customer support possible. Our goal is to respond to your requests within 24hrs. FAQ RCGA Network Customer Support The RCGA is dedicated to offering you the best customer support possible. Our goal is to respond to your requests within 24hrs. 1. On the RCGANetwork.org homepage there

More information

TECHNICAL NOTE HOW TO USE LOOPERS. Kalipso_TechDocs_Loopers. Revision: 1.0. Kalipso version: Date: 16/02/2017.

TECHNICAL NOTE HOW TO USE LOOPERS. Kalipso_TechDocs_Loopers. Revision: 1.0. Kalipso version: Date: 16/02/2017. TECHNICAL NOTE HOW TO USE LOOPERS Document: Kalipso_TechDocs_Loopers Revision: 1.0 Kalipso version: 4.0 20161231 Date: 16/02/2017 Author: RS Contents 1. About... 3 2. Application Examples... 4 2.1. List

More information

Website User Guide for Walk Organisers

Website User Guide for Walk Organisers Website User Guide for Walk Organisers Contents 1. Introduction... 2 1.1 Finding the HFW website... 2 1.2 Log in on the HFW website... 2 2. Your Dashboard Screen... 4 3. Basic Online Profile Features...

More information

Overview 1. Handicap Overview 12. Types of Handicapping...12 The Handicap Cycle...12 Calculating handicaps...13 Handicap Nomenclature...

Overview 1. Handicap Overview 12. Types of Handicapping...12 The Handicap Cycle...12 Calculating handicaps...13 Handicap Nomenclature... Handicap System Overview 1 The Handicap System...1 Creating a Roster...1 Entering Courses...2 Entering Golfers...3 Entering Scores...4 Viewing Scores...7 Combing two nine holes scores to form an 18 hole

More information

Full-Time Cup Competitions Version 5.0

Full-Time Cup Competitions Version 5.0 Full-Time Cup Competitions Version 5.0 Full-Time Cup Competitions Page 1 1.0 Cup Competitions 1.1 How to Create a Cup Competition 3 1.2 How to Edit a Cup Competition (Name, Hide or Sequence) 7 1.3 How

More information

Inspection User Manual

Inspection User Manual 2016 TABLE OF CONTENTS Inspection User Manual This application allows you to easily inspect equipment located in Onix Work. Onix AS Version 1.0.15.0 03.06.2016 0 P a g e TABLE OF CONTENTS TABLE OF CONTENTS

More information

The Reserve Club. Introduction to. On Line Tee Time System For Private Clubs

The Reserve Club. Introduction to. On Line Tee Time System For Private Clubs The Reserve Club Introduction to On Line Tee Time System For Private Clubs The Industry Leader For Online Tee Times In Use By More Than 500 Private Golf Clubs Make and Modify Tee Times 24/7/365 Weighted

More information

How to Setup and Score a Tournament. May 2018

How to Setup and Score a Tournament. May 2018 How to Setup and Score a Tournament May 2018 What s new for 2018 As the rules change, the programmers must adjust the scoring program as well. Feedback from scorers also assist in providing ways to make

More information

FIBA Europe Coaching Website. Manual. Practice Section

FIBA Europe Coaching Website. Manual. Practice Section FIBA Europe Coaching Website Manual Practice Section CONTENTS Page 1. How to get started 3 Roster Management 4 Attendance 4 Practice Planner 5 2. Drills 8 Search Mask 8 Overview 11 Create Drill 13 3. Plays

More information

Understood, Inc. User Guide SCUBA Solutions Version 1.7

Understood, Inc. User Guide SCUBA Solutions Version 1.7 Understood, Inc. User Guide SCUBA Solutions Version 1.7 Table of Contents Revision History... 4 Introduction... 5 Purpose... 5 Scope... 5 Home... 5 Today s Dive Trips [Display]:... 6 Next Dive Trip [Display]:...

More information

Dive Sheets & Running Events Meet Management Software Tutorial for EZMeet Version 3.1 revised 2/4/2006

Dive Sheets & Running Events Meet Management Software Tutorial for EZMeet Version 3.1 revised 2/4/2006 Dive Sheets & Running Events Meet Management Software Tutorial for EZMeet Version 3.1 revised 2/4/2006 Once you have events created in your meet you are ready to enter dive sheets and run your event. INCLUDED

More information

We look forward to hosting your event. Sincerely, Erroll Miller Golf Professional

We look forward to hosting your event. Sincerely, Erroll Miller Golf Professional 2018 Thank you for scheduling / considering your golf outing (minimum of 12 players) at the Breckenridge Golf Club. The golf course is a 27-hole, championship layout designed by Jack Nicklaus. In May 2014,

More information

Steltronic StelPad User Guide

Steltronic StelPad User Guide StelPad User Guide Steltronic StelPad User Guide Contents Contents... 1 About StelPad and its Features... 3 StelPad System Elements... 3 StelPad Computer Integration with Focus... 4 Enable Custom Graphic

More information

Hockomock Summer Baseball League. Score Entry and Team Maintenance June 2018 (UPDATED: June 28 th, 2018) Matt Porro Hockomock Summer League Webmaster

Hockomock Summer Baseball League. Score Entry and Team Maintenance June 2018 (UPDATED: June 28 th, 2018) Matt Porro Hockomock Summer League Webmaster Hockomock Summer Baseball League Score Entry and Team Maintenance June 2018 (UPDATED: June 28 th, 2018) Matt Porro Hockomock Summer League Webmaster Game Scoring and Team Maintenance Game Scoring Quick

More information

Creating Your Events on the Lightseekers Website

Creating Your Events on the Lightseekers Website Creating Your Events on the Lightseekers Website Before Getting Started Ensure your store is registered on www.lightseekers.cards and that you have been given admin rights to your store section (if your

More information

The following steps take you through creating a hytek database for a new season May 1 st to April 30 th.

The following steps take you through creating a hytek database for a new season May 1 st to April 30 th. Getting the Most out of Hytek Team Manager Proposed Standards for all BCSSA Clubs Hytek Team Manager can be a great tool for managing club data. It s also used by regional registrars and the provincial

More information

Managing Timecard Exceptions

Managing Timecard Exceptions Managing Timecard Exceptions 1. General Exception Information Exceptions are flags in timecards, reports and Genies that identify when information on the timecard deviates from the employee s schedule.

More information

ClubHub. User s Guide

ClubHub. User s Guide ClubHub User s Guide Table of Contents Setup... Initial Club Setup...7 Changing Clubs...5 Settings...8 My Clubs... Turn On/Off Sounds...9 Play Round Mode...0 List View...8 Social Sharing...0 Viewing D

More information

For clarification or assistance with TDM-web or any USTA web-based application,

For clarification or assistance with TDM-web or any USTA web-based application, TD # 1 Tournament Set Up Guidelines: Follow These Steps and TDM Q&A s - April 2014 Batch enter players & process entries on the sanction form. Then use TDM to enter tournament information. For clarification

More information

The Tee Time Reservation System will prioritize member requests and will ensure equal access for all members based on the club s rules.

The Tee Time Reservation System will prioritize member requests and will ensure equal access for all members based on the club s rules. Chelsea has been in business since 1987 and is located in Coral Springs, Florida with all support and programming remaining in the USA. The Chelsea system is one of the most widely used reservation systems

More information

Inspection User Manual This application allows you to easily inspect equipment located in Onix Work.

Inspection User Manual This application allows you to easily inspect equipment located in Onix Work. 2016 TABLE OF CONTENTS Inspection User Manual This application allows you to easily inspect equipment located in Onix Work. Onix AS Version 1.0.15.0 03.06.2016 0 P a g e TABLE OF CONTENTS TABLE OF CONTENTS

More information

How to enter a scorecard into Play Cricket

How to enter a scorecard into Play Cricket How to enter a scorecard into Play Cricket Table of Contents Adding a score sheet to play cricket... 3 Introduction... 3 How to Enter a score sheet... 3 Access Rights... 3 Login... 4 Administration Page...

More information

Roster Maintenance. How-to Access Your Club Roster

Roster Maintenance. How-to Access Your Club Roster This guide will give you step-by-step instructions on how to perform. This will cover items such as adding new members, activating/deactivating members, and updating member contact information. How-to

More information

Swing Labs Training Guide

Swing Labs Training Guide Swing Labs Training Guide How to perform a fitting using FlightScope and Swing Labs Upload Manager 3 v0 20080116 ii Swing labs Table of Contents 1 Installing & Set-up of Upload Manager 3 (UM3) 1 Installation.................................

More information

League Manager Tutorial

League Manager Tutorial League Manager Tutorial ===================================================================================== This tutorial will give you a quick overview of the League Manager. In this tutorial you will:

More information

USA Wrestling Membership System. User Guide

USA Wrestling Membership System. User Guide USA Wrestling Membership System User Guide September 2017 Table of Contents Introduction... 2 Creating An Account... 3 Why do I need an account?... 4 What happened to my data from the old system?... 4

More information

Group walks & events manager: Getting Started for Editors

Group walks & events manager: Getting Started for Editors 2017 Group walks & events manager: Getting Started for Editors Contact for further information and support: volunteersupport@ramblers.zendesk.com Ramblers Charity England & Wales No: 1093577 Scotland No:

More information

Clyne Golf Club Online Booking System Booking

Clyne Golf Club Online Booking System Booking How do I book a tee time for Casual Golf or a Member Competition? Once you have registered for online booking and the club has activated your account, you are now able to book a tee time online. To start

More information

2017/2018 Club Director Club Administrator Instructions

2017/2018 Club Director Club Administrator Instructions 2017/2018 Club Director Club Administrator Instructions These instructions will help you build the teams in your club for the current season. Before you are granted Club Administration access, you must

More information

Club Set Up for the 2017 Season Setting Up Our Details

Club Set Up for the 2017 Season Setting Up Our Details Prior to Club Setup we advise that you determine the following: Step 1 Do you intend to allow your players to pay online? What is your age group and fee structure for the season? How will you communicate

More information

How-to Edit/Delete a Score

How-to Edit/Delete a Score This guide will give you step-by-step instructions on how to edit or delete a score in the USGA s GHIN Handicap System. Edit/Delete an 18-Hole Score 1. Open an internet browser and go to www.gam.org/clubadmin

More information

MyFootballClub Set Up 2018 Club Set Up - Our Details

MyFootballClub Set Up 2018 Club Set Up - Our Details MyFootballClub Set Up 2018 Club Set Up - Our Details How To Set Up Your Club in 2018 Our Details Prior to Club Setup we advise that you determine the following: Step 1 Do you intend to allow your players

More information

New Era Golf New Era Golf News

New Era Golf New Era Golf News New Era Golf News, Specials & Upcoming Events New Era Golf New Era Golf News The 2019 golf season is almost upon us, and we have plenty New Era Golf; news, specials, and upcoming events to let you know

More information

GAME MANAGEMENT SYSTEM (GMS) CLUB ADMIN GUIDE

GAME MANAGEMENT SYSTEM (GMS) CLUB ADMIN GUIDE GAME MANAGEMENT SYSTEM (GMS) CLUB ADMIN GUIDE Club Admin Guide 1. Home The Dashboard 2. Edit Club 3. Golden Roles 4. Club House 5. Grounds 5.1 Editing a Pitch 5.2 Adding a Pitch 5.3 Deleting a Pitch 6.

More information

FAQs GOLF CANADA KIOSK

FAQs GOLF CANADA KIOSK FAQs GOLF CANADA KIOSK WHY THE GOLF CANADA KIOSK? The kiosk web address is generally used at the course because of its basic features and user-friendly interface. There is no password required for entry,

More information

LOUISIANA HIGH SCHOOL ATHLETIC ASSOCIATION The pre-season guide will include:

LOUISIANA HIGH SCHOOL ATHLETIC ASSOCIATION The pre-season guide will include: LOUISIANA HIGH SCHOOL ATHLETIC ASSOCIATION The pre-season guide will include: Instructions for inputting schedules on LHSAA website. Instructions for reporting game day results. 2O19 BASEBALL Pre-season

More information

How-to Pull & Schedule Club Reports

How-to Pull & Schedule Club Reports This guide will give you step-by-step instructions on how to pull numerous types of club reports in the USGA s GHIN Handicap System. TABLE OF CONTENTS How-to Pull a Report 2 How-to Schedule (Automatically

More information

Error! Bookmark not defined. Error! Bookmark not defined. Error! Bookmark not defined.

Error! Bookmark not defined. Error! Bookmark not defined. Error! Bookmark not defined. Page 1 Contents Page: Sporting Pulse Passport... 3 Procedure:... 4 Sporting Pulse Membership Database... 5 Club Level Options... 6 Club details:... 6 Contacts... 7 Locator... 8 Transfers & Permits... 9

More information

Software Manual for FITstep Pro Version 2

Software Manual for FITstep Pro Version 2 Thank you for purchasing this product from Gopher. If you are not satisfied with any Gopher purchase for any reason at any time, contact us and we will replace the product, credit your account, or refund

More information

TOURNAMENT TEAM REGISTRATION INSTRUCTIONS:

TOURNAMENT TEAM REGISTRATION INSTRUCTIONS: TOURNAMENT TEAM REGISTRATION INSTRUCTIONS: A Tournament Team is registered and rostered by Maryland State Youth Soccer Association (MSYSA) for the sole purpose of participation in a tournament. The tournament

More information

Hazard Training Guide

Hazard Training Guide Hazard Training Guide Using the Main Application v1.5 WHS Version Control Document Title: Hazard Training Guide using the Main Application Document Issue: Version 1.5 Date Issued: 12 Aug 2014 Issue Date

More information

Integrated Sports Systems (ISS) Inc. Meet Management Suite

Integrated Sports Systems (ISS) Inc. Meet Management Suite November 2010 Integrated Sports Systems (ISS) Inc. Meet Management Suite User Guide and Technical Document Version 2.0 Table of Contents Table of Contents... 2 General Concepts... 3 Installation Meet Management

More information

The Race Director. Race Director Go [RACE DIRECTOR GO] This document describes the implementation of Race Director Go with a beginning to end example.

The Race Director. Race Director Go [RACE DIRECTOR GO] This document describes the implementation of Race Director Go with a beginning to end example. 2018 The Race Director [RACE DIRECTOR GO] This document describes the implementation of with a beginning to end example. Contents Intro... 3 1 Setup... 3 Combining Race Director Divisions... 3 Creating

More information

McKnight Hockey Association

McKnight Hockey Association McKnight Hockey Association Electronic Evaluation Tool Manual 2013-2014 Table of Contents Introduction...3 Evaluation Tool...3 Login to OneClickIce...3 Evaluations...4 PROCESS...4 Evaluation Procedure...5

More information