Point of Sale
Version 4.0
User’s Guide
Copyright
Copyright © 2004 Intuit Inc. Intuit Inc.
All rights reserved. P.O. Box 7850
First printing April 2002 Mountain View, California 94039-7850
Trademarks
Intuit, the Intuit logo, QuickBooks, Quicken, TurboTax, ProSeries, Lacerte, EasyStep and QuickZoom, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. QuickBooks.com and Quicken.com, among others, are trademarks and/or service marks of Intuit Inc. in the United States and other countries.
Contains images © 2003 Microsoft Corporation. Contains images and RoboHelp - portions copyrighted (c) 2003 eHelp Corporation. All rights reserved. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such.
Contents
Chapter 1 Welcome to QuickBooks POS... 1
Chapter 2 POS Fundamentals ... 25
Chapter 3 Departments & Vendors ... 75
Chapter 4 Managing Inventory ... 91
Chapter 5 Inventory Utilities ... 137
Chapter 6 Purchasing... 167
Chapter 7 Receiving... 185
Chapter 8 Customers ... 203
Chapter 9 Recording Sales & Returns ... 217
Chapter 10 Customer Orders ... 267
Chapter 11 End of Day Procedures ... 293
Chapter 12 Reports & Sales Charts ... 305
Chapter 13 Employees & Security ... 335
Chapter 14 Managing Multiple Stores ... 353
Chapter 15 Financial Exchange with QuickBooks... 387
Appendix A Preferences... 417
Appendix B Feature Comparison ... 431
Appendix C Financial Exchange Mappings ... 435
Appendix D POS Compatible Equipment ... 449
Appendix E Glossary of Terms... 453
1. Welcome to QuickBooks POS 1
Welcome
1
Overview ... 2
QuickBooks POS Basic, Pro, or Pro Multi-Store ... 3
Unlocking to the Pro or Pro Multi-Store Level ... 4
Buying Additional User Licenses... 4
Purpose of This Guide ... 5
Compatible POS Hardware... 6
Inventory - The Core of QuickBooks POS ... 7
How QuickBooks POS Documents Update Inventory ... 7
Getting Around in QuickBooks POS... 9
The QuickBooks POS Home Page ... 9
Customizing the Icon Bars ... 10
Navigating and Selecting Menu Options, Icons, Tasks, and Open Windows... 11
Creating and Using Company Data Files ... 13
The Data Import Tool... 14
Protecting Your Data... 16
Non-Tolerant Activities in QuickBooks POS... 18
Learning QuickBooks POS... 19
The Learning Center... 19
Using Practice Mode ... 20
Getting Help and Support ... 21
In-Program Help Files ... 21
Contacting Technical Support ... 22
2 User’s Guide
Overview
QuickBooks Point of Sale (QuickBooks POS) is an advanced point of sale, inventory
control, customer tracking, and reporting program designed for effective management of retail stores. As you order, receive, and sell merchandise, your inventory quantities and costs are instantly updated.At a glance, you can view item quantities on hand and on order; review costs, prices and margins; and view detailed reports on sales activity. You can track customers and use the resulting purchase history information to customize promotions, marketing materials, and mailings. At the end of your business day the program will help you reconcile your cash drawer, process credit card transactions (optional fee-based service), and backup your data files.
QuickBooks POS allows up to five networked workstations to run the program simultaneously within a single store, with each of them having current information always available. With the Pro Multi-Store level you can share data between up to ten separate stores. (Refer to the Multiple Workstation and Multi-Store sections of the Getting Started Guide for additional requirements and information).
Optionally, QuickBooks POS can be integrated with QuickBooks Financial Software—Pro and Premier (2002 – 2005) or Enterprise Solutions (1.0 – 4.0)—to give you unified control over your entire retail operation. Existing inventory items, customers, and vendors from your QuickBooks Financial Software can be imported into QuickBooks POS and all of your daily point-of-sale data can be transferred to the financial software at the push of a button.
Have your current point-of-sale data in another software product? The included Data Import Tool allows you to transfer customers, vendors, and items from other point-of-sale software or from vendor-provided lists via a predefined Excel® spreadsheet. (Refer to “The Data Import Tool” later in this chapter.)
1. Welcome to QuickBooks POS 3
QuickBooks POS Basic, Pro, or Pro Multi-Store
The QuickBooks POS software CD that you purchased contains three separate levels of the program, each with a specific set of features. This allows you to license and use only those features that you need, without having to pay for advanced features you don't need. As your business grows, you can easily "unlock" the additional features of the next level by simply upgrading your product license over the phone.
The three levels of QuickBooks POS are:
• QuickBooks POS Basic - includes all the basic features you need to purchase, receive,
and sell merchandise, track customers, run meaningful reports, and integrate with QuickBooks Financial Software to help you manage your business better.
• QuickBooks POS Pro - includes all of the basic features, plus these additional features:
o Customer orders (layaways, sales orders, work orders) o Size and color (style) inventory grids
o Assembly and group item tracking (kits, gift baskets, etc.) o Ability to track an item purchased from multiple vendors o Document tracking of item serial numbers
o Employee commission tracking o Discount pricing (X for Y pricing) o Special Order items
o Ability to add your logo to printed documents
o Capture shipping information and add to documents, with charges and tracking information
• QuickBooks POS Pro Multi-Store - includes all the features of the Pro level, plus:
o Centralized purchasing and inventory control at a "Headquarters" store, which can exchange and consolidate data with up to nine other stores, run company reports, and exchange data with QuickBooks Financial Software
o Ability at each store to view inventory quantities on-hand and on order for all other stores
o Transfer slips to track transfers of merchandise between stores
o Ability to set different default sales tax rates and default payment methods at each store
o Store Exchange of data between Headquarters and remote stores via e-mail, removable media, or remote connection (LAN, WAN, VPN)
For a detailed list of the features at each level, see Appendix B. You can try the features in a higher level in Practice mode by selecting the level when you access practice. (See “Using Practice Mode” later in this chapter.)
4 User’s Guide
Unlocking to the Pro or Pro Multi-Store Level
If Pro or Pro Multi-Store features are what you need, you can unlock them at any time, for an additional fee. Only the server workstation can connect to Intuit servers to unlock additional licensing.
Tip: Try Pro or Pro Multi-Store Features in Practice
You can try out the features at a higher level at anytime in practice mode. If you are a Basic-level user, you can practice in the Pro or Pro Multi-Store levels to determine if the features available are suited for your business. Pro-level users can practice at the Pro Multi-Store.
To unlock to Pro or Pro Multi-Store levels:
1. Select HOME from the main icon bar or Open Windows list.
2. Select UNLOCKQB POS from the Help and Support menu at the left of the screen. Review the differences between the different levels of QuickBooks POS on the displayed information page.
3. Select BUY NOW from the displayed page when you are ready to upgrade to a higher level. . Follow the on-screen prompts to contact QuickBooks Customer Service and receive a special code to activate the level you wish to purchase.
There is no need to reinstall the QuickBooks POS software or transfer company data; the change to the new level is handled automatically. Every unlock comes with a 60-Day, Money-Back Satisfaction Guarantee (ask for details).
Buying Additional User Licenses
If you want to add additional licenses for your current level of QuickBooks POS within a store, you can do that by phone directly from Intuit. QuickBooks POS allows up to five networked workstations within a store. You can also connect to Intuit servers and synchronize your in-product licensing with our records to reflect the licenses you have purchased.
To buy additional user licenses:
1. Select MANAGE MY LICENSE h BUY ADDITIONAL USER LICENSE from the Help menu.
2. Follow the on-screen prompts to call Intuit and obtain a validation code to add another license.
To synchronize your license data with Intuit records:
1. Select MANAGE MY LICENSE h SYNCHRONIZE LICENSE DATA ONLINE from the Help menu.
1. Welcome to QuickBooks POS 5
Purpose of This Guide
This user's guide provides information about using the QuickBooks POS program to help manage your retail business. The program was designed to benefit each unique retailer by including many user-definable features. These features, controlled by the program level you have licensed as well as preference and security settings, are configured during the installation and interview process, but can be manually changed later as necessary.
Some of the graphics in this guide may differ from what you see on your screen. This should not be cause for concern; in most cases the steps to perform a task will remain the same. If a feature is not available to you, it is probably due to preference or security settings, or the level of the program you have licensed. Features controlled by program level licensing are clearly marked.
Note: Latest Information
Due to print production schedules, it may be possible that program changes were made after this User’s Guide went to print. If you notice discrepancies between this printed document and the program, please consult the electronic version of the User's Guide (select USER GUIDES from the HELP
menu) or search the in-program help files for the latest information.
User's Guide Conventions:
The type of information designated Examples
Keyboard keys <Enter>, <Alt>, <F2>, <v>
Two-key combinations <Alt+N>, <Ctrl+F>
Toolbar or dialog selections INVENTORY, SAVE, NEW
Field names Vendor Code, Markdown %, Price
Cross reference (Refer to Chapter 4. Inventory.)
Menu paths COMPANY h COMPANY PREFS h SALES
File path/name \RPRO\BACKUP
Data to be entered in a field 001
Procedural instructions 1. 2. 3., etc.
Important procedural information NOTE:
Program tips (shortcuts, etc.) for advanced users TIP:
Possible adverse effects of performing an action WARNING:
6 User’s Guide Note: Terminology
Throughout this guide we use terminology that is standard in retail operations and terminology that may be unique to the QuickBooks POS program. (Refer to Appendix E for definitions of terms used.)
Note: Installation Information
Installation and configuration information is included in the Getting Started Guide that accompanied your software. Users upgrading from a previous version of the software should refer to the Upgrader
Briefing provided with the software.
Note: Graphics Used in this Guide
The graphics used in this guide may not exactly match what you see on your screen. This is because the screen layouts can differ depending on program configuration. Pro/Pro Multi-Store users will have more menus, fields, and tasks on their screens than do Basic level users. Generally, the screens displayed in this guide are from the Pro level of the software. The general procedures used to carry out an activity are still correct.
Compatible POS Hardware
QuickBooks Point of Sale has been designed to work seamlessly with select industry-leading retail hardware. Although the program may operate with various other hardware peripherals, Intuit does not provide hardware support for equipment not sold by Intuit.
A complete list of POS equipment compatible with QuickBooks POS is provided in Appendix D. of this User's Guide. For the most up-to-date list of supported hardware, or to purchase supported hardware directly from QuickBooks, select the POINT OF SALE HARDWARE OPTIONS link from the QuickBooks POS home page or call 1-800-926-6066.
For more information regarding equipment configuration and troubleshooting, search the in-program help file index using the keyword Equipment.
1. Welcome to QuickBooks POS 7
Inventory - The Core of QuickBooks POS
The QuickBooks POS inventory quantities and costs are kept updated as transactional documents are made and recorded when receiving, selling, and transferring items. All item-related data, such as description, cost, price, size, color, reorder points, etc., are also tracked in inventory.
Tightly integrated with inventory are the other primary program areas wherein the various activities that affect inventory are carried out. These areas are:
Point of Sale (POS) For maintaining your customer list and recording sales, returns, and customer orders, as well as for running the End of Day procedure.
Purchasing For maintaining your vendor list, and conducting all purchasing, receiving, and returning of merchandise from your vendors.
Financial For exchanging data with QuickBooks Financial Software.
Reports For analyzing your merchandise movement, purchasing, sales, and to print lists.
Tools For conducting Store Exchanges (Pro Multi-Store), logging in/out of the program, and viewing the current
workstations using QuickBooks POS.
The specific tasks available in each of these areas can be accessed from the menus at the top of the QuickBooks POS screen.
How QuickBooks POS Documents Update Inventory
You create two general document types to track and record your retail activities.• Transactional documents record actual changes in inventory and provide a permanent record of those changes. For example, a sales receipt is a transactional document that permanently records the deduction of an item quantity from inventory when the item is sold.
There is a separate list for each of the transactional document types. Transactional documents can never be deleted. For this reason, transactional documents are sometimes referred to as history documents. Former receipts, for example, are contained in your sales history list. The information contained in your transactional history is used for running reports and for tracking customer and vendor purchases.
8 User’s Guide
• Order documents are temporary documents used to plan the purchase or sale of merchandise. The information recorded on an order document, such as items, prices, deposits, and terms can be easily transferred to a transactional document when the merchandise is actually received or sold.
The transactional documents used in QuickBooks POS include:
• Vouchers — Receiving vouchers add to inventory the merchandise received from vendors. Vouchers also adjust your inventory item cost. Return vouchers subtract from inventory merchandise that is returned to vendors. The order document related to vouchers is the purchase order.
• Receipts — Sales receipts subtract merchandise from inventory when customers make purchases. A return receipt is used to add merchandise back to inventory when returned by a customer. The order document related to receipts is the customer order (includes layaways, sales orders, and work orders).
• Memos — Adjustment memos can either add or subtract merchandise from inventory or adjust inventory costs. Memos are used when none of the other transactional documents is appropriate. For example, an adjustment memo could be used to deduct shrinkage quantities or quantities donated to a charitable organization. Memos can also be used to correct previous errors.
• Slips — (Pro Multi-Store) Slips record the transfer of merchandise from one store to another.
Additional features in the program include security control, a practice module for learning and training, and data verification and repair.
Vouchers (Receiving History) Purchase Orders Inventory Memos (Adjustment History) Vendors Customers Receipts (Sales History) Customer Orders
Pro Multi-Store Only
Slips
1. Welcome to QuickBooks POS 9
Getting Around in QuickBooks POS
The QuickBooks POS Home Page
The “home page” is the startup screen for QuickBooks POS, as pictured below, containing the program Navigator (clickable workflow links that take you to the various task areas) and providing access to help and learning activities to get you started. If at anytime, you are unsure of how to handle a particular task we suggest you return here for overview information and assistance. The next page contains explanations of the numbered components of the QuickBooks POS home page.. Familiarizing yourself with the terminology related to these components will help you learn the program and follow the procedures given in this guide.
QuickBooks POS Home Page
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10 User’s Guide
Open Windows List Displays all of your current open windows. To switch to another
open window, select it from this list. Select HOME to return to the home page. It is not necessary to close one window before opening or switching to another, though you may want to close windows as you finish a task just to keep the Open Windows list compact.
Text Menus Windows standard text menus provide access to all areas and features of QuickBooks POS. These menus can be used to locate the area you need to complete a task, even if you have turned off the display of the side bar or main icon bar.
Main Icon Bar The main icon bar provides shortcuts to your most frequently used program tasks. You can customize the task icons that are displayed and their order. You can also turn off this icon bar if you want more screen space for the display of task windows.
Window Icon Bar The icon bar at the top of the open window contains task shortcuts that pertain to your current activity. Select HELP from this icon bar or press <F1> to get assistance related to the current task.
Side Bar The vertical toolbar on the left side of the screen, which contains the Open Windows list and the Help and Support menu (when at the home page) or the Task List related to your current activity (with a task window displayed). You can also turn off the side bar if you want more screen space for the display of task windows.
Navigator The QuickBooks POS Navigator graphically represents the retail workflow of merchandise through your store(s) and contains clickable links to take you directly to the area you need to complete a task as well as links to get help in using the program.
Customizing the Icon Bars
You can turn on/off the display of the main icon bar and the side bar, and you can add, delete, or rearrange the task icons appearing on the main icon bar. Customizing the icon bar with the task icons you use most often can help make your workflow more efficient.
To turn on/off the display of the main icon bar or side bar:
1. Select CUSTOMIZE from the View menu.
2. Select or clear (<Enter>) the check marks for either or both SIDEBAR and ICON BAR. A check mark means that the component is displayed.
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1. Welcome to QuickBooks POS 11 If you turn off the icon bar or side bar, the same options are available from the text menus and/or task button on the bottom of the open window. Note that turning off the side bar means that the expanded customer information normally displayed on a sales receipt or customer order is not shown. (Refer to Chapters 9 and 10 for more information on these documents.) Touchscreen users that turn off the display of the side bar will not have access to the touchscreen controls.
To add, delete, or rearrange icons on the main icon bar:
1. Select CUSTOMIZE from the View menu. 2. Select CUSTOMIZE ICON BAR.
3. Select or clear (<Space>) the check marks for the available icons. Icons with a check mark are displayed on the icon bar.
4. To rearrange icons:
• Mouse or touchscreen users: Select an icon, then drag and drop it into the desired position.
• Keyboard users: Highlight an icon and then hold down <Ctrl> while using your up/down arrow keys to move the icon to the desired position.
5. Select OK.
Navigating and Selecting Menu Options, Icons, Tasks,
and Open Windows
QuickBooks POS is designed to make moving between program modules, selecting buttons, and entering data both intuitive and efficient. The program offers keyboard, mouse, and touchscreen compatibility.
Using a Mouse or Touchscreen
When the documentation says to select, highlight, or place the focus on an icon bar button, field, window name, task, or menu selection, mouse and touchscreen users can simply click or touch that component. To facilitate touchscreen use, a navigation toolbar and virtual keyboards are added to the bottom of the side bar and in appropriate dialogs.
To close an open windows, display the window and select CLOSE from the bottom icon bar or click/touch the red X in the upper-right corner of the window. To close all open windows, select
CLOSE ALL WINDOWS from the Window menu.
Preferences: Enable Touchscreen Use
EDIT h PREFERENCES h WORKSTATION h EQUIPMENT h TOUCHSCREEN MONITOR h Enable touchscreen features: 5 Select to display the touchscreen navigational controls and virtual keyboards to the side bar and in various windows. Requires a touchscreen monitor.
12 User’s Guide
Touchscreen Tips
• Reducing your video resolution to 800 x 600 can make touching small fields easier. • Double-touching in quick succession has the same effect as double-clicking with a
mouse.
• Touch, hold, and drag to reposition column headers and dividers.
• Your touchscreen controls may be customizable through software provided by the manufacturer. Generally, you can access this software from the Windows® Control Panel. • The size of your scrollbars can be changed to make touch scrolling easier. Go to the
Windows CONTROL PANEL h DISPLAY h APPEARANCE. Select SCROLLBAR from the Item list and set the size that works best for you. This changes the scrollbar size for all of your Windows programs.
• Touchscreen monitors are ideal for certain activities when you are making selections from predefined data lists, such as when ringing up sales. However, when data must be entered into records, such as when initially setting up the system, running reports, or entering your preference settings, you will find that a hybrid system including a keyboard (for entering data) is more efficient.
Using a Keyboard
Keyboard users can navigate the program and make selections in a variety of ways:
• Press <Alt+underlined letter>, when displayed, to directly access or activate a menu or icon selection.
• Press <Alt> to move the focus to the text menus (File menu), then use the arrow keys to navigate left, right, down (open menu and move through choices), and then <Enter> to select an option.
• Press <F10> to move the focus from the menus back to the open window. • Press <Alt + Page Up/Page Down> to cycle through the open windows. • Press <Ctrl+T> to open the task list, arrow to an option and then press <Enter>. • Press <Tab> to accept an entry and move to the next field on a form/list.
Select KEYBOARD SHORTCUTS from the Help menu in the program for a list of other shortcuts for your current open window.
(Refer to Chapter 2 for more information about navigating in lists and forms and entering data in fields.)
1. Welcome to QuickBooks POS 13
Creating and Using Company Data Files
QuickBooks POS allows you to create a new company data file, convert data from a previous version of the software, and to open any company data file to which you have access on your network. These options are available only from the server workstation and are subject to security rights.
Upon initial startup of QuickBooks POS on the server workstation, you are prompted to create your company data (or to convert from a previous version of QuickBooks POS, if detected). If you chose not to do so at that time, or if you decide to start over, you can access these choices at anytime in the future by selecting COMPANY DATA from the File menu.
To create a new company data file:
1. Close all open windows.
2. Select COMPANY DATA from the File menu and then select NEW.
3. Enter a unique name for the new company data in the dialog displayed and then select OK. QuickBooks POS displays a status indicator as it creates the new company data.
4. Select OK when the confirmation dialog is displayed.
QuickBooks POS launches the Setup Interview to assist you in configuring your new company data. Follow the on-screen prompts to complete the interview.
To convert company data from a previous version:
1. Close all open windows.
2. Select COMPANY DATA from the File menu and then select CONVERT FROM PREVIOUS
VERSION.
3. Enter a unique name for the new company data in the dialog displayed and then select OK. QuickBooks POS searches for and detects your prior version and displays the path to it. 4. If the specified path is the correct installation from which you want to convert data, select OK.
Alternatively, select BROWSE and navigate to a different installation from which you want to convert data and then select OK.
You can also convert from a previous version’s backup file by selecting that option and browsing to the correct backup folder.
QuickBooks POS copies the data files from the previous version to a temporary location, converts the copied files to the QuickBooks Point of Sale 4.0 format, verifies the file integrity, and then imports the files to your QuickBooks Point of Sale 4.0 folder. This process may take several minutes, depending on the size of your existing data.
14 User’s Guide
5. Select OK to close the import confirmation window when displayed.
6. If you require employee logins, the Log In window is displayed. Use your previous version user name and password to log in to the program.
To open different company data:
This feature allows you, or your accountant, to open any company data file located on the local network.
1. Close all open windows.
2. Select COMPANY DATA from the File menu and then select OPEN.
QuickBooks POS displays a list of company data files located on the server workstation. 3. To open one of the files listed, highlight it and then choose OK.
OR
Select ALTERNATE LOCATION and then BROWSE to locate a company data file on your network. Select OPEN after locating the correct file.
QuickBooks POS opens the specified company data and displays a confirmation dialog. 4. Select OK to close the confirmation window when displayed.
The Data Import Tool
You may have existing customer, vendor, and inventory data in other applications (other than QuickBooks financial software) that you wish to enter into the program. Or, maybe you receive data electronically from an outside source, such as a vendor. The Data Import Tool is designed to spare you from the time-consuming task of manually entering large amounts of existing data into QuickBooks POS. This tool is particularly useful for:
• Importing data from your existing point-of-sale software
• Importing data provided by vendors, such as catalog information for new inventory items or updates to existing items
The tool takes customer, vendor, or inventory information entered into a predefined Microsoft® Excel® template and transfers this information into the correct data fields in QuickBooks POS. Users simply place the data to be transferred into the template, typically by using standard copy-and-paste procedures.
You must have Excel installed to use this feature. We recommend that you back up your QuickBooks POS data before beginning.
1. Welcome to QuickBooks POS 15
Inventory Import Options
Before the import begins, you have the opportunity to specify how you want to handle duplicate item UPCs or Alternate Lookups (ALU). The available options are:
• Do not import if UPC or ALU value already exists in company file
With this option selected, the tool will NOT overwrite an existing QuickBooks POS item with the information from the import spreadsheet. Such items are marked in the
spreadsheet for your review later.
• Update item in company file if UPC exists
With this option selected, and a spreadsheet item has the same UPC as an existing QuickBooks POS item, the information from the spreadsheet overwrites the information in QuickBooks POS. Select this option if your vendor is providing updated information for existing items and you primarily use UPC identifiers. Note, however, that if the ALU is also a duplicate, the information will not be updated.
• Update item in company file if ALU exists
With this option selected, and a spreadsheet item has the same ALU as an existing QuickBooks POS item, the information from the spreadsheet overwrites the information in QuickBooks POS. Select this option if your vendor is providing updated information for existing items and you primarily use ALU identifiers. Note, however, that if the UPC is also a duplicate, the information will not be updated.
To use the Data Import Tool:
1. Back up your QuickBooks POS company data. 2. Select UTILITIES h IMPORT from the File menu.
The Data Import Tool launches.
3. Review the information on the overview page and then select NEXT to continue. 4. Select OPEN QBPOS DATA TEMPLATE IN EXCEL.
5. Enter information on the three data worksheets (Vendors, Customers, Inventory). View the general instructions on the Instructions worksheet and follow the specific instructions on each data worksheet to complete it.
6. When done entering information, save the spreadsheet to your desktop. 7. Return to the Data Import window and select IMPORT.
8. On the next screen, specify an option for item import (see discussion above) and then select
16 User’s Guide
The tool imports the data from the spreadsheet into QuickBooks POS and displays the Complete screen.
9. Select VIEW LOG if you want to review the import information, including errors and records not imported, or FINISH to close the tool.
To access the Import log later:
• Select UTILITIES h VIEW DATA IMPORT LOG from the File menu.
The following guidelines apply to importing data:
• If a vendor code in the data import template duplicates a vendor code already in QuickBooks POS, the vendor information is not imported.
• Only the item information actually entered into the template is updated upon import. • (Pro Multi-Store) Item quantities can be entered by store into the template, and will be
imported accordingly to the corresponding store in QuickBooks POS.
• While reviewing the log entries, click on any blue hyperlink to take you to that record in question for review.
• Additional information is available on the import template and in the help topics called from the import window.
Protecting Your Data
The data you accumulate in your business is extremely valuable. Keeping it safe should be a top priority. QuickBooks POS provides several methods to help you protect your data:
• By requiring employee logins and assigning security rights you can limit access to your data and program features. (See Chapter 13 for more information.)
• Changes that affect your inventory value (cost and quantity) are automatically tracked on transactional documents and adjustment memos, leaving a paper audit "trail."
• Backup copies of your data can be made each time you run the End of Day process and are automatically made every time the server workstation exits the software. Additional protection can be gained by following a regular manual back up routine. (See Chapter 11 for more information.)
• Your data files are automatically checked for integrity and repaired if necessary as backups are made. This procedure is automatic and no user action is necessary.
1. Welcome to QuickBooks POS 17 Anytime the server workstation exits the program, QuickBooks POS will automatically check for and carry out the following tasks:
• If credit card sales have been made but not yet settled, the program will prompt you to run the End of Day settlement procedure before exiting.
• The automated data protection procedure will run to ensure your data is safe. The integrity of your data files is verified and then backed up. A progress status bar will be displayed during this process. We strongly urge you to follow a comprehensive manual backup procedure in addition to this automatic protection.
General System and Network Protection
While the steps above are intended to protect your QuickBooks POS data, you should also be concerned about general system protection. Here are several more suggestions for protecting your data and the systems on your company network.
• Require password logins – Assign a unique username and password to each person in your company using QuickBooks POS. Each employee should have a unique user name and password for Windows and for QuickBooks POS. QuickBooks POS, like any Windows application, relies on security features within Windows. These features are most effective when each user on the system can be accounted for. With password protection set, access to your company file can only be granted with the assigned passwords. If you share your data file with an accountant or other business advisor, assign user names and passwords to them as well.
• Restrict Security Rights – Configure QuickBooks POS security rights appropriate for your business and the needs of your employees to access specific features and data. QuickBooks POS comes with four default security groups (sets of rights) and you can create customer groups as needed.
• Install anti-virus software – and keep it up to date!
• Install a network-based or PC-based firewall – If you install a firewall on your Internet connection, you can reduce the likelihood that uninvited persons will use the Internet to access systems on your network. Firewall products will help you to ensure that your computers only conduct the traffic you allow. Most major brands of anti-virus software also offer firewalls. Note: Firewalls may have to be configured to allow QuickBooks POS to communicate between workstations on a network. (Refer to the Getting Started Guide for more information.)
• Use Windows security and Windows Update – Find out more about Windows security and Windows Update services from Microsoft: http://www.microsoft.com/security/. • Backup your data frequently – Keep backups of your data file in a safe location. Keep
18 User’s Guide
Non-Tolerant Activities in QuickBooks POS
Some activities in QuickBooks POS are non-tolerant activities, meaning that all other workstations must be out of QuickBooks POS before they can be performed (sitting at the home page is OK). The User Information screen gives you a summary of the workstations currently in the program. This screen is displayed automatically if you launch a non-tolerant activity and other workstations are in the program to let you know they must exit before you can continue. You can also access this screen manually following the procedure below.
To view the User Information screen:
1. Select USER INFORMATION from the Tools menu.
The workstation, user, and computer names currently in QuickBooks POS are displayed. Select REFRESH to update the information as needed.
2. Select CLOSE (<Esc>) to exit.
Non-tolerant activities in QuickBooks POS include:
• Restoring data
1. Welcome to QuickBooks POS 19
Learning QuickBooks POS
QuickBooks POS is full-featured retail management software. While we take great pains in making it simple to learn and use, some degree of training is necessary to be efficient and productive.
There are two ways that you can train and experiment with program features without affecting your real data.
• The QuickBooks POS Learning Center provides a variety of learning tools including “Show Me’ demonstration videos, text overviews of program areas and features, and links to help you get additional assistance when needed.
• Practice QuickBooks POS is a separate program area that you can use to try out most of the program’s features, train employees, or see how the features at a higher level (Pro and Pro Multi-Store) work.
The Learning Center
The Learning Center is automatically launched on a new installation to assist you in getting started. Clear the SHOW THIS WINDOW ON STARTUP checkbox if you do not want the Learning Center launched on subsequent startups. Use the instructions below to access the Learning Center when it is not being automatically launched.
To access the Learning Center:
1. Select LEARNING CENTER from the Help menu.
2. Select an area of interest from the choices on the left of the screen, and then a topic on the right.
20 User’s Guide
Using Practice Mode
To access practice mode:
1. Close all open windows.
2. Select PRACTICE QBPOS from the File menu.
3. Select the data you want to practice with:
• The same practice data you last used (if this is your first time accessing practice, this choice loads sample sporting goods data)
• Practice data created from you own real data (does not affect your real data, a copy is made)
4. Choose a practice level and then select OK.
Basic users can select to practice in Pro or Pro Multi-Store levels, and Pro users can choose to practice in Pro Multi-Store level, to try out the added features in a higher level. If practicing at a higher level, we suggest you go through the Setup Interview to configure QuickBooks POS for the features you want to test (select SETUP INTERVIEW from the File menu).
Refer to the procedures throughout this guide while practicing. Some features (see list below) are not available while in practice mode.
5. If you created practice data from your real data and you require employee logins, the Log In window is displayed. Use your normal user name and password to log in to the program. The security rights from your real data apply while in practice as well.
6. When done, select EXIT PRACTICE from the File menu.
While in practice, the words "Practice Mode" flash in the title bar and the status bar is displayed in a bright yellow color. Activities you carry out in practice will not affect your real company data.
While in practice mode, the following apply:
• You cannot exchange data with your QuickBooks Financial Software or between stores • You cannot dial out for credit card/debit authorizations or settlements
• You cannot backup or restore the practice data
Note: Dates in Practice Mode
1. Welcome to QuickBooks POS 21
Getting Help and Support
In-Program Help Files
The QuickBooks POS Help system can assist you in completing a task as well as provide information about optional equipment and help you troubleshoot problems.
You can access the in-program help in any of these ways:
• Select the HELP CONTENTS from the Help menu to display a Help overview. From here you can use the various options discussed below to find the information you need. • Select HELP ON THIS WINDOW from the help menu, press <F1>, or select the HELP button
on the window icon bar to open the specific help topic related to your current task. Once you have accessed the help window, you can navigate through the topics to find the information you need in any of these ways.
• The CONTENTS tab presents help topics in a library fashion, with each "book" of the
library covering a major program area or function. Click on a book to view and select a topic contained therein.
The INDEX tab provides a topic title word index covering all program features and help topics. Simply enter a word for the feature you are working with to locate that topic. The SEARCH tab provides a word search index that includes every word contained
in the help system. You must first setup the Find database; follow the onscreen prompts. Building an index for maximum search capability can take several minutes.
• Once you have located a topic on any of the tabbed pages, click it or select DISPLAY
(<Alt+D>) to view the topic.
• Once a topic is displayed, click the underlined blue links to jump to related topics. • Select BACK (<Alt+B>) to move back to the previously displayed topic.
• Select >> (<Alt+>) to move forward one topic in the predefined browse sequence. • Select << (<Alt+<) to move back one topic in the predefined browse sequence. • Select HELP TOPICS(<Alt+T>) to toggle on/off the display of the navigation pane. • Select PRINT(<Alt+P>) to print the topic displayed.
• Select EXIT (<Alt+E>) or the to leave help.
From the Help menu, you can also access various other help tools: electronic versions of the printed User Guides, a library of 'Show Me' demonstrations, the Learning Center, and a link to Online Support to assist you in getting up and running.
22 User’s Guide
Contacting Technical Support
This User’s Guide and the program help system will serve to answer most of your questions about QuickBooks POS. However, should you require further support, use the resources listed below. If a program function is not available to you, check your preference and security settings before calling for technical support.
For live telephone support:
Call (800) 348-0254. Several live options are available. Fees apply. For details, call Monday - Friday, 6 am to 6 pm PST*.
For free, self-service support:
Check out our support website for answers to frequently asked QuickBooks Point of Sale questions. Select ONLINE SUPPORT from the Help menu or visit us at
www.quickbooks.com/support.
*Excluding occasional downtime for system and server maintenance, company events, observed U.S. holidays, and events beyond our control.
Updating QuickBooks Point of Sale
Updates to QuickBooks POS—such as maintenance releases, patches, or important information relating to your use of the program—can be quickly and easily installed to your QuickBooks POS application, ensuring that you have the most up-to-date features and capabilities available. By default, QuickBooks POS uses an automatic update feature that will check for and download update files if an Internet connection exists at the Server Workstation. We recommend you leave this automatic updating feature turned on to ensure you always have the latest program updates. If preferred, you can disable the automatic update feature in company preferences. If automatic update is disabled, you can still manually check for and download update files at your discretion. Updating your software is a two-part process:
1. Connect to Intuit's servers and download the update file(s).
1. Welcome to QuickBooks POS 23
Important Information About the Update Service
• To download update files, you must have an active Internet connection..
• The automatic update procedure does not affect your computer's performance and you can continue working while an update is being downloaded. Downloads can occur even when QuickBooks POS is not running.
• An update must be installed on each workstation. Workstations that have not been updated may not be able to connect to the POS company data on the Server workstation. • Networked multi-workstation users can download updates to a shared folder. Each
workstation must have access to this folder and each is prompted to install the update. • No information is read from your computer or sent to Intuit, Inc. during update
downloads. You can read our privacy policy by selecting QBPOS PRIVACY STATEMENT
from the Help menu.
To turn on/off the automatic update option and specify a shared update folder:
1. Select UPDATE QBPOS from the File menu.
2. Select the UPDATE PREFERENCES tab on the dialog that is displayed.
3. Define your update preferences:
• Automatically Download Updates – Select YES to have updates automatically downloaded. Select NO to disable automatic downloading of updates. Default: YES. • Use Shared Download Location – Select YES to allow all networked workstations to
access and install updates from a single download folder. Specify or browse to the path of the shared location. Ensure that all workstations have access to this location. Default: NO. Your changes are automatically saved to company preferences. You can also change these settings in company preferences, on the Automatic Update page.
To install a downloaded update:
Once an automatic update file has been downloaded, you are prompted to install the update on each workstation the next time you start QuickBooks POS. If some workstations have installed an update and others not, you are alerted to the incompatibility, and advised to update the older version/workstation.
1. Select YES to install a downloaded update when prompted. QuickBooks POS will automatically be closed on the workstation as the installation begins.
If you do not wish to install the update at this time, select NO. You will be reminded to install each time you start the program.
24 User’s Guide
To manually check for and download updates:
If you choose not to allow the automatic download of updates, you can manually check for updates and download them at anytime. You must have an active Internet connection to check for and download updates.
1. Select UPDATE QBPOS from the File menu.
2. On the UPDATES tab of the dialog displayed,select GET UPDATES.
QuickBooks POS connects to the update site and checks for and downloads new updates. 3. Once downloading is complete, select INSTALL NOW to immediately install the update.
Information and Options on the Update QuickBooks Point of Sale Dialog
• The Updates column lists available and downloaded updates. Click an update name for a description of the update.
• The Last Checked column displays the date and time you last checked for an update. • The Last Results column displays the status of the last check for updates.
• Checking the RESET UPDATE box clears the previously downloaded data and restarts the update the next time you select GET UPDATES. Select this option if a download is interrupted or if you accidentally deleted an update file before installing it. • Click STOP UPDATES to immediately stop downloading an update.
• A status indicator shows the progress of the download. This screen can be minimized (do not close it) and you can continue working in QuickBooks POS while the download proceeds. You can optionally select to CLOSE THIS WINDOW AUTOMATICALLY WHEN
DOWNLOAD IS COMPLETE. You will be prompted later to install the update.
2. POS Fundamentals 25
POS Fundamentals
2
Overview ... 27 QuickBooks POS Preferences ... 27 Logging In/Out ... 28 Working with Record Lists... 30 Viewing and Navigating Lists ... 30 Filtering Lists ... 32 Working in Form View... 38 Data Entry Basics ... 39 Searching for Records or Documents ... 44 Listing Items on Documents... 46 Listing Special Order Items on Documents (Pro)... 49 Editing Listed Items ... 50 Listing a Customer on a Document ... 52 Handling Prices and Discounts ... 54 Using Price Levels... 54 Using Price Manager to Mark Down Prices ... 55 Giving Price Discounts at Time of Sale ... 55 Tracking Item Quantities and Costs... 56 Collecting Sales Tax... 57 Sales Tax Codes ... 57 Sales Tax Categories ... 58 Using Item Identifiers... 61 Using Item Numbers... 61 Using UPCs ... 61 Using Alternate Lookups... 62 Using Bar Codes and Scanners... 63 Serial Number Tracking (Pro) ... 64
26 User’s Guide
History Documents ... 66 Editing or Reversing History Documents ... 66 Temporarily Holding Transactional Documents... 68 Printing ... 69 Printing Records or Documents ... 70 Adding Your Logo to Printed Documents (Pro) ... 71 Printing Tags... 71
2. POS Fundamentals 27
Overview
This chapter focuses on fundamental QuickBooks POS procedures that are used consistently in all areas of the program. Some of the concepts are advanced for an introductory chapter and may be better understood once individual feature chapters have been read. We recommend that you return to this chapter as needed as you progress through the rest of the user guide.
Note: Program Navigation
Navigating the program can be accomplished by keyboard, mouse, touchscreen, or any combination of the three. Instructions in this guide typically refer to "selecting" a button or field and then entering data. Mouse and touchscreen users can simply click or touch a button or field to select it. Keyboard users can use the arrow keys, <Tab>, or <Enter> to accept an entry and move from field to field and various keyboard shortcuts to select a button or task. For maximum efficiency at point of sale, we recommend you learn and use the keyboard shortcuts available throughout the program. Select
KEYBOARD SHORTCUTS from the Help menu to view a listing of shortcuts by area.
QuickBooks POS Preferences
QuickBooks POS preferences allow you to configure the program to work with your hardware and accessories, establish data control, and customize many of the QuickBooks POS features.
There are two categories of preferences:
• Company Preferences, those affecting the entire application and all workstations • Workstation Preferences, for configuring individual workstations and their attached
equipment
This arrangement allows you to maintain central control over critical program features through the company settings, while also allowing individual workstation setups to be optimized for a
particular purpose or for specific hardware.
You initially configure most preferences as you complete the Setup Interview, but you can directly edit them at anytime by selecting PREFERENCES and then either COMPANY or WORKSTATION from the Edit menu.
Pro Multi-Store Note: Most company preferences can be defined only at Headquarters. (See Chapter 14 for more information.)
Where a feature’s execution is affected by a preference setting, a note box explaining the options is included in the User Guide section pertaining to that feature. The preference note identifies the location in preferences where the setting is configured and a brief explanation.
28 User’s Guide
Warning: Close Open Windows to Edit and Save Company Preferences
Editing and saving company preferences, either directly or through the Setup Interview, typically requires that all open windows be closed. If you try to save company preferences and any other windows are open, you will have to switch to and close them before you can continue. We recommend you save all work in progress and close open windows before making changes to your company preferences.
Logging In/Out
The Log In/Out feature provides both convenience and security in QuickBooks POS. When using security, users can easily log in and out of the program, and the security rights assigned to the logged in user will control the features that are available.
The log in/out procedure below assumes you are requiring employees to log in, and that user names, passwords, and security rights have been assigned in the Employees & Security area. (Refer to Chapter 13 for more information.)
Note: Logins Not Required to Record Employee Names on Documents
If your company preferences are not configured to require employee login, the Login window is not displayed when the program is launched. Employee names, if defined on the Employees & Security window, can still be recorded on documents by selecting a name from the drop-down list in the
Associate or Cashier fields. When logins are not required, all employees have access to all program features.
If you require that employees log in, the Login window is displayed when you launch the program.
To log in:
1. Select LOG IN/OUT from the File menu (<Ctrl+Q>) if the Login window is not already displayed.
2. Enter your user name and password. Note that passwords are case-sensitive.
3. Select LOGIN.
The login window displays the company data file in use and the current date. The date displayed here will be suggested on all receipts and other documents created. The logged in user’s name is displayed on the status bar at the bottom of the QuickBooks POS screen.
2. POS Fundamentals 29
Note: Touchscreen Login
Touch KEYBOARD to access a touchscreen keyboard to enter your user name and password.
To log out or to log in a second user:
1. Select LOG IN/OUT(<Ctrl+Q>) from the File menu.
The Security window is displayed. This window can be used to log out or for a second user to log in “over the top of” the first user.
2. Select LOGOUT. The current user is logged out.
OR
Enter a new user name and password and select LOG IN.
Logging out does not close QuickBooks POS, but a new user will have to log in before any program features can be accessed.
Logging in a Second User
A logged-in user does not have to log out before a second user logs in. The second user's log in will automatically log out the first user.
This feature saves time if it is necessary for a user with higher security rights to log in to complete a task that the first user cannot (due to security restrictions). For example, suppose a customer's file was flagged "Do Not Accept Checks." A cashier in the Associate user group does not have the security right to accept payment by check in this case. However, a manager with security rights to do so, can log in over the cashier and accept the check to complete the sale. The manager's security rights remain in effect until he logs out or until a new user logs in. Only one user can be logged in at any time.
Automatic Security Logouts
If several users will be ringing up sales on the same workstation and you want to ensure employees are properly tracked on sales transactions, you can specify that the current user is automatically logged out after each receipt is updated. A user is then required to log in before the next receipt can be created.
You can also specify in preferences an automatic logout of the current user after a specified period of time in which no activity is detected.
PREFERENCES h COMPANY h GENERAL h Options: 5 Automatically log out employees after
each sale. Select to require an employee to log in after each receipt is updated. To use this feature,
you must also require users to sign in (preference above).
PREFERENCES h WORKSTATION h GENERAL h Security: 5 Automatically logout. Select to automatically log out the current user after a defined time period of inactivity in the program. Specify the time period to be anywhere from 1 to 999 minutes.
30 User’s Guide
Current sort column Current List Filter
Open Windows & Task List
Working with Record Lists
There are two standard ways to view QuickBooks POS records and documents: List View and Form View, each with its distinct uses and advantages.
This section covers working with lists, and the next section covers working with forms.
Viewing and Navigating Lists
List View displays a list of your records at one time in a format similar to a spreadsheet. The list can be easily filtered, sorted and searched to help you find a particular record or to display a group of related records. The following is an example of a customer list:
List Display and Navigation
Sort Records Columns with a in the column header can be sorted. The indicates the column entries by which the list is currently sorted.
To change the sort column:
Click or touch any column header displaying a .
To change the sort order:
Click or touch the currently sorted column header a second time to change the sort order (ascending/descending by alphanumeric values). Records with no entry in the sorted column appear either at the beginning or end of the list, depending on the sort order.
To go to a specific record in the currently sorted column:
Sort by the desired column, then begin typing the first few characterss of the entry you wish to go to. The characters you type are not displayed on-screen but the closest matching record in the list is highlighted.
2. POS Fundamentals 31
To scroll through a sorted list:
Sort by the desired column, then use the vertical scroll bar on the right side of the window to scroll up or down through the list. As you scroll, the scroll bar indicator displays your position in the list. Release the mouse when the value yu are loking for is displayed. The indicator displays the values in the currently sorted column.
If there are too many columns to display on a single screen, a list will have a horizontal scroll bar as well.
Search Records You can search for a record in lists by keyword. Searches can be done across all record fields or in a selected field. To search for a record, select
FIND from the window icon bar and enter keyword(s) by which to search. (Refer to “Searching for Records or Documents” later in this chapter for more information.)
Filter Records You can filter a list to display only those records matching criteria you specify. All lists have at least one predefined filter of ALL <RECORDS>
and some lists have additional predefined filters (such as by creation dates:
THIS MONTH, YEAR-TO-DATE, etc.). You can also define and save your
own custom filters. (Refer to “Filtering Lists” later in this section for more information.)
Record Selection The selected record is highlighted and has an indicator (`) pointing to it. Mouse/Touchscreen: Click or touch a record to select it.
Keyboard: Use <uv> to navigate through the rows to select a different record. Use <Ctrl+Home> to move to the first record in the list and <Ctrl+End> to move to the last. Use <Page Up> and <Page Down> to page through the list.
(Pro) In the inventory item list, all members of the same style as the selected item are displayed in blue text.
Navigating Rows Use <t> and <s> to move one column right or left between fields in the selected row.
Press <Home> or <End> to move to the first field or last field in the selected row.
32 User’s Guide
List Edit Mode Typically, editing of a single record is done in Form View (see the “Form View” section). To protect against inadvertent modification of records, editing in list mode is disabled by default. In order to make edits directly in a list, you must turn on List Edit mode. This feature is useful if you wish to make edits to multiple records from a single screen (similar to working in a spreadsheet).
To enable/disable list editing:
Select LIST EDIT ON from the Edit menu (or select the down arrow to the right of the edit button on the window icon bar and then choose LIST EDIT ON). When done editing, select LIST EDIT OFF in the same manner. Closing the list also turns off List Edit mode.
Column Position Drag and drop the column headers to arrange the columns in the order you prefer. The order you set will remain in effect until you change it again.
Column Widths Drag-and-drop the header separators to change column width. To adjust all columns to the width of their largest entry, right-click in the header and select ADJUST COLUMN WIDTHS from the pop-up menu.
Go to Form View Select SWITCH TO FORM VIEW(<F8>) from the task list or double-click a record to display it in Form View. You are automatically placed in edit mode when displaying a record in Form View.
Filtering Lists
Filtering a list allows you to group and view only the records that meet certain criteria, that you specify. This is a highly useful feature when you want to view or work with a group of specific records meeting certain criteria.
Filtering is available in all record lists, except the employee list. If you find yourself using the same filter criteria often, you can memorize that “view” and from then on it will be available from the drop-down filter list at the top of the record list. Some lists have default and predefined views for easy selection.
For example, purchase orders are typically limited to one vendor. If you are viewing and selecting items from your item list to order, rather than scrolling through the entire item list looking for items belonging to that particular vendor, you can simply use a filter to display only the items belonging to that vendor. If you look up items from this vendor often, you may want to memorize the view of your item list filtered only for that vendor (as shown below).
2. POS Fundamentals 33 Document lists, such as the Sales History list (receipts) shown below, have predefined filters for date ranges. You can select to show all receipts made for the current day, week, or month, year-to-date or all receipts. Warning: Choosing to show all receipts might be slow if you are a large volume store! For this reason, the default filter in most document lists is to show the current month’s documents.
To filter a record list:
1. Display your list, and then select one of the following from the drop-down filter list at the top of the window:
• A predefined filter (such as THIS MONTH, THIS WEEK, etc., choices vary by list)
• A previously defined and memorized custom filter (your custom name)
• CREATE FILTER to enter custom filter criteria, and optionally save it for future use
(one-time use)
• MANAGE FILTERS to edit, rename, delete, or rearrange the order of your previously saved
filters (see additional information, later)
Receipt Filters – Predefined Date Ranges Item List Filter - by Vendor HTB
34 User’s Guide
If you select a predefined or memorized filter, the list is immediately filtered and the steps below do not apply.
2. Review and/or enter criteria values in any of the available fields and then select APPLY (or
SAVE, if you want to memorize the filter criteria for future use).
If saving, give your new filter a unique name and then select OK.
3. Your list is filtered by the entered selected criteria. Refer to the following sections for filter criteria-entry tips.
Shown below is a sample Filtered View window from the receipt list, in this case to include only return receipts with a status of “Regular”. The fields available for filtering vary depending on your current list.
Filtering guidelines:
• By default, records matching the specified criteria will be included in a filtered list. To exclude records matching a particular criterion, select EXCLUDE from the drop-down list in the Include/Exclude column. For example, entering Blue as your filter criterion in the
Attribute field and choosing EXCLUDE would result in a filtered item list including all items of any attribute other than blue.
• QuickBooks POS does not distinguish between upper- and lower-case when filtering. Example: navy, Navy, and NAVY would all match the criterion of navy.
• The current Filter View is always displayed at the top of the list. If records you are expecting to see are not visible, check to see if the list is filtered by criteria that is excluding them. Select or define a new view as necessary.
Use the scroll bar to view additional criteria fields. Choose to include or exclude records matching your criteria.
2. POS Fundamentals 35 The rest of this section gives specific instructions for entering criteria in the various field types included in the Filter View window.
Selecting Values in a Multiple Selection Field
Multiple selection fields are available when values are restricted to a predefined list (as shown by the list of vendor codes to the right).
• If you want to select a single value for this field and you know what the value is, you can type it directly into the field.
• If you want to select multiple values or you want to view the list of available values for a field, click the selection icon or press <F4> from within the field.
• To select a value, click it, or highlight it and press <Space>. To clear that value, click it or press <Space> again.
OR
Choose the SELECT ALL or CLEAR ALL buttons. • Select OK to return the selected values to the field. The field on the Filter View window displays
(Selection) if more than one possible value is selected.
Defining a Criteria Range in Numeric Fields
Initially, the program displays both the starting and ending values of range fields with an ellipsis (…). If no entry is made, all records are included.
To define a range, enter the lowest value you want in the left field and
the highest value in the right field. Open ranges can be specified by entering nothing in one of the range fields. (The example below is of an Item # filter range.)
Sample Filter Criteria Records Included
Item #: (…) to (…) All item records.
Item #: 100 to 500 Records with item numbers 100 through 500, inclusive. Item #: 3000 to (…) Records with item numbers 3000 and up.
