[mbstore]

I recently downloaded the demo version of Retail Edge (8.1.13) and really like what I see. I am confused however on how to modify a few fields on the Sales Receipt and how to input the data or set default values. Above the Line Item Details section on a full page receipt are several fields: PO Number, Terms, Rep, Ship, VIA, FOB, & Project. The Customer ID for any Customer I make a sale to is showing in the Project Field. I don't think this is correct but I'm not sure how to change it. What about the other fields and is there a place to set default values for Terms, FOB, etc.? Thanks -

[RetailEdge Moderator]

The full page receipt you are viewing basically mimics a standard pre-printed receipt form used by RetailEdge. So all of the fields are not used. The field that are used are:

Project: This is the Customer ID used.
PO Number: If you have assigned a PO to the sale, then this will be displayed.
Rep: If you turn on clerk tracking, then this field will contain the clerk ID.
Terms: If you are billing a customer's house account, the Customer's terms will appear here.

There is no way to currently modify these fields with a full page receipt. If you have any other types of Receipts you would like to use we can customize the program to fit your requirements.

I recently downloaded the demo version of Retail Edge (8.1.13) and really like what I see. I am confused however on how to modify a few fields on the Sales Receipt and how to input the data or set default values. Above the Line Item Details section on a full page receipt are several fields: PO Number, Terms, Rep, Ship, VIA, FOB, & Project. The Customer ID for any Customer I make a sale to is showing in the Project Field. I don't think this is correct but I'm not sure how to change it. What about the other fields and is there a place to set default values for Terms, FOB, etc.? Thanks -

[mbstore]

Thanks Bill for the quick response.

We are a local Water & Sewer Utility with a small warehouse for pipline repair parts and other personal protective gear. Currently we have around 1000 items which are managed from one location and could see that grow to 1200 by next year.

I have taken the approach that our Parts Warehouse is like a small store and our City Work Crews are treated as repeat customers but with different “Ship To” addresses based on where the parts were installed each day. The ability to quickly add and track another "Ship To" address on the fly for each receipt is a big plus. The touch screen option and portable data terminal integration features are nice too.

We're still experimenting with the "Demo Version" and are really pleased with how quick we had it up an running. We have also experimented with Quickbooks and Microsoft POS demos, as well as Wasp, ManageMore, and Keystroke, but when we presented them to our parts clerks for consideration, they were overwhelmed by the programs and did not find the interface as friendly and intuitive as RetailEdge.

Thank you,
Marty

[RetailEdge Moderator]

Marty,

Thanks for the feedback and let us know if you have any more questions or if you don't see something you need. Many times we have more than one way to do something and we can steer you in the direction that will work best for you.

Or if you do decide to go with another solution please let us know what it was about the solution that made it the better choice. We are always adding features to RetailEdge and customer feedback is one best ways for us to determine which features need to be added to the program.

Bill

Thanks Bill for the quick response.

We are a local Water & Sewer Utility with a small warehouse for pipline repair parts and other personal protective gear. Currently we have around 1000 items which are managed from one location and could see that grow to 1200 by next year.

I have taken the approach that our Parts Warehouse is like a small store and our City Work Crews are treated as repeat customers but with different “Ship To” addresses based on where the parts were installed each day. The ability to quickly add and track another "Ship To" address on the fly for each receipt is a big plus. The touch screen option and portable data terminal integration features are nice too.

We're still experimenting with the "Demo Version" and are really pleased with how quick we had it up an running. We have also experimented with Quickbooks and Microsoft POS demos, as well as Wasp, ManageMore, and Keystroke, but when we presented them to our parts clerks for consideration, they were overwhelmed by the programs and did not find the interface as friendly and intuitive as RetailEdge.

Thank you,
Marty