PCCaddie

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new, change, delete

This feature can be activated with the module Merchandise system.

In order to work with the cash register you will have to select the account area first, e.g., PROSHOP or SALES.

To do so, click on the yellowish button in the icon bar.

or go to the menu Accounts/Select account area and select the required account area.

Entering suppliers

First of all begin by entering all suppliers – this is done in the same way as with people and companies via Persons/…New, change, delete. Firstly enter the gender “7 – Supplier, Contact person male” or “8 – Supplier, Contact person female”. Apart from that, entering a supplier is almost the same as entering a company member.

But it is important that you set the filter for the selection list from „Members and guests“ to „All suppliers“ so only suppliers will be displayed.

Adding articles

Presetting

Before you start adding articles, check the correctness of the item's name and if the correct percentage rate for the „standard VAT rate“ has been set; to do this, go to Setup/Program options/Option and select the tab „Turnover“:

If everything is just fine, click OK. Otherwise adjust the entries an then click OK. In case you have articles with different VAT rates (e.g., 7%) you can set this for each article individually in the article's definition mask. For all following articles you add, PC CADDIE will remember the set rate and will only change it to another rate, e.g. 19%, when you create an article where you set this rate.

Entering articles

To create an article use the menu item Article/…new, edit, delete. This is where you can enter all your pro shop goods. To add a new item select New and to edit an existing article select Edit:

Article

Article no.

An article number can have up to 8 characters. You can use numbers or letters, but never mix up upper and lower cases. A conversion into bar codes only works with 8 digit combinations of letters and/or numbers (e.g.; logo0001, call0001, 66660001). Article numbers are usually chosen schematically. For instance, begin with the first letters of the product group/type or even of the supplier. Do not use special characters especially no dot for an article number. Here an example for a „Callaway pitchfork:“

To add an article within the same product group, it is quite useful to work with the „*“ or „+“. This will assign the next available article number: „call*“, or „call+“.

Account

You can enter the financial account number where the article should be recorded into this field. This is necessary for exporting the sales data to an accounting interface (additional module: Export accounting data)

Name

Select a suitable name for the article, e.g., „Callaway pitchfork“. However, this should be a short and distinct article name. Article names that are too long might not completely fit on a printed label. In your article list the product groups are listed in alphabetical order and within the product groups the articles are listed alphabetically.

Add. info

This is where you can enter individual information that can be useful on a label print or just to hold additional information for an article type. Often the delivery period is entered in an encoded way, to determine possible discounts for closing sales.

This additional info stands for: Article delivery in January (=1) 2001(=01).

HINT: The add. info ARTDET will cause the details of this article to be displayed separately on the daily balance (in the article statistic). This option is very useful if, for instance, the accounts department wants to see which voucher numbers have been sold or redeemed.

Group

This is where the product group is selected or created to which the article should be allocated. This entry should be well-thought-out as single articles or product groups can be used to create various statistics.

The daily turnover of the different product groups will be listed on the daily balance. Now a few examples for possible product groups:

  • BALL = Balls
  • BAGS = Golf bags
  • ACCS = Accessories

To create a new product group, click on the button New group:

For the product group „golf bags“ you enter the group details such as „BAGS“ for Abbr and „Golf bags“ for Name. You also have to select the account area (also see Edit accounting areas) and a suitable colour. Click OK when you are satisfied with all the settings, and PC CADDIE will create the new article group. Select Delete to delete an existing group.

:!: Remember that deleted groups cannot be used for statistics anymore.

Colour chart

You can select individual colour charts for the articles or create new ones. By selecting a colour chart you will have the possibility to create sub articles. If you only require a main article you do not have to select a colour chart. The classic example is the standard colours. Select an existing colour chart from the list and adjust it if necessary with Edit.

Add a new colour to the row “New entry” and confirm with OK. With Edit you can adjust the selected colour, it's short or long name. The Delete button on the left will delete single colours whereas the Delete (F5) button on the right will delete the whole colour chart.

Avoid useless colour charts as each article posting will open the selection list.

To create a new colour chart click New. Enter a short Abbreviation and then a suitable Name. Add the new colours you require one by one to the field New entry. Confirm with Enter or Add. The colours will be listed in the order from 01 -… Use Edit (F7) to adjust a selected colour, its abbreviation or long name. The Delete button on the left will delete single colours whereas the Delete (F5) button on the right will delete the whole colour chart.

:!: Colour charts that have been used for sold articles or articles in stock as well as for articles which still have to be listed in a stocktaking or sales statistic must not be deleted.

Size chart

The size chart offers you another option for creating sub-articles. You do not have to select a size chart if you only require a main article. The combination colour/size chart will provide you with various colour and size possibilities for the pro shop articles. If you wish to use the size chart, you define it in the same way as the colour chart. Here an example for the size charts “Ladies shoes”:

Prices/Quantity/Status

Status

PC CADDIE provides the following selection options:

NormalThis is for the usual single article.
Individual textFor an article „Misc.“ with a fix price but without a specific name. The query of the „name“ will appear when selecting the article.
Individual priceFor articles without a fix price, e.g., a general article such as „Magazines“. The price query will appear when selecting this article.
Small
(no label)
No label will be printed. But a list of small articles including bar codes for the cash register can be printed (ideal for smaller articles such as pitchforks, golf balls etc.).
Print bagtagA previous set up bagtag will be printed when selecting this article, for instance for green fee, range fee, trolley or similar.
Voucher saleThis status has to be selected for a voucher sale (see Voucher administration).
Voucher redemptionThis status has to be selected for a voucher redemption (see Voucher administration).
CashbookThis is a specific status for cashbook articles (see Cash book).
DisagioAn article with this status and a sales price of 10,00 will add an extra charge of 10% to the total of all entered articles (e.g., percentage surcharge for credit card payments)
Reduction totalAn article with this status and a sales price of 10,00 will post a discount article in the amount of 10% of the total price, meaning the sum of ALL selected articles
Reduction last articleAn article with this status and a sales price of 10,00 will post a discount article in the amount of 10% of the latest selected article in the cash register (e.g., Member invitational green fee)
Change VATThis status is only required for adjusting standard VAT rates (e.g., when a bottle of water is sold as a round refreshment and has a reduced VAT rate).
HiddenThis status is only for special articles and is usually set up by our PC CADDIE support team.
Payment methodFor all payment methods such as cash, credit card, EC card, cheque etc. These will be listed separately in the daily balance.
InactiveFor all articles that are not being sold anymore but might be used again another time (seasonal articles such as sunscreen). It is still possible to print a sales statistic of these articles. Inactive articles can be moved to the suitable archive area when archiving them so they will not be visible.
Serial number managementThis status is used for articles with serial numbers.

Unit

PC CADDIE provides the following sales units:

  • Piece
  • Ticket
  • Packing
  • Meters
  • Litre
  • Kilogramme
  • Pair
  • Set
  • Dozen
  • Hour
  • Bottle
  • Barrel

Calculation

In the pro shop you enter the required purchase and sales prices. The row for calculation can be left empty. The formula for the calculation is the outcome of the entered purchase price (net).

If you want to use the automatic calculation simply enter the numbers 1, 2 or 3 to the field Calculation and confirm with Tab.

The following formulas are behind this:

  • 1 = VK=EK*(1+?%) –> Sales price=Purchase price* (1+?%)
  • 2 = VK=EK+? –> Sales price=Purchase price+?
  • 3 = VK=EK/?% –> Sales price=Purchase price/?%

The question marks have to be replaced with a number. The sales price (gross) will then be calculated automatically.

V.A.T.

The standard VAT rate that has been set (Setup/Program options/Options) will be used. For individual adjustments it is possible to change the VAT rate for specific articles.

No discount

If required, this option can be activated, for instance, for articles with a low margin. These articles will not be considered when discounting a sale.

Colour/Size combination

The colour/size combination allows you to create sub-articles.

New or F2 opens the above selected charts:

and after selecting the options you will get these sub articles. By using the check mark for “Acc.”, “Abbr.”, “Status”, “Unit”, “VAT” you can individually set these properties for the sub articles in the main article.

With Delete you can remove a single sub-article. But this will only work if the article has not been used/posted yet (incoming goods or sale).

The purchase and sales price will be generated according to the entered calculation. The effective purchase price (PP eff.) includes postage and/or packing as well as granted discount on the list price.

Minimum stock level, actual stock, ordered

The following fields activate automatically when ticking the Stock taking box.

Minimum stock level

If you reach the number that is entered you will get a warning when selling this article. If you do not want to manage the minimum stock level, enter “—-”.

Actual stock

The opening stock is set with the button Incoming. Further incoming goods can be added via the menu Articles/Incoming goods.

Ordered

This entry is only for informational purpose. Is does not accord to the number of articles that have been printed in an order list.

Purchase

In this section you can enter the purchase details. Select the supplier, enter the order number, packing unit and maybe even granted discounts.

In the Bar code field you can scan in the suppliers printed out bar code. Then you do not have print out labels, for instance, for golf ball sleeves.

Further options

This window offers further input options using the buttons on the right hand side:

New Create a new article.

Save Save the settings of the article.

Delete Delete an article.

:!: An article that has been posted cannot be deleted.

Copy → New Make a copy of the article.

Assign autom. Define a standard automatic article assignment for a specific group of people. This is rarely used by a pro shop but more interesting for green fee bookings Green fee article

Delivery This button is used for the merchandise system and allows you to enter incoming goods.

The supplier will be entered according to the input in the article mask. After entering the amount of incoming goods and the purchase price you will have the following options:

  • New price - the new purchase price will be defined as effective purchase price
  • Average - the average of both purchase prices will be calculated and defined as effective purchase price
  • Calculated - the calculation entered in the article mask will be used.

All further details concern the delivery note or conditions of delivery. If you do not wish to print a label, remove the check mark.

Components

With this feature you can manage the inventory of your articles which you have in single units but sell in different packing units, e.g., lake golf balls. You will have to create two articles. One stock article with stock taking where you can purchase all kind of amounts, 500, 1000 or even 2500 pieces. For the sale article you have to define the different kind of sale units, e.g., 1, 3, 6, 12 pieces. Now you set the amount that should be subtracted from the stock article for each sale unit separately.

Use the button New to get to the mask where you can select and confirm the stock article.

  1. Leave the selection of “Components of article”.
  2. Select the stock article.
  3. Define the amount that will be subtracted from the stock article when sold.
  4. If you leave this field empty the sale price from the sold article will be used.

More information and setting options for the contents can be read here: sub-items.

Account

Click on Account and then on Show. You can then view all postings that have been recorded for this article up to the current day.

Print You get various print options.

End Close the article mask.

Configure quick selection

Read more about the Cash register - quick selection

Working with the PC CADDIE cash register

Voucher administration

This feature helps you organize the sale and redemption of vouchers and keep an overview of the turnover, see Voucher administration.

en/umsaetze/proshopwarenwirschaft/neuanlegenbearbeitenloeschen/neuanlegenbearbeitenloeschen.txt · Last modified: 2017/04/30 09:41 (external edit)
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