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Changes and improvements are constantly added to the Shop Management System software, hereafter called JMS, in order to makes it’s usage more intuitive. Therefore, it is possible that certain details and functions may not apply to the current version of JMS. The information included in this document represents the immediate needs requested by management and the customers present. All information and the screen shots included in this document are for training purposes and are subject to change without notice. All companies, organizations’, products people, logos and data used as examples are

fictitious. Therefore, no association between the data and real companies should be

made. The company names are created only for the purpose of training. This also

applies to the prices of products displayed do not reflect the value that suppliers have

estimated.

Table of contents

JMS VERSION 15.1.3.0 .................................................................................... 5

Invoicing - Invoice Tools ................................................................................. 5

Payment by store ........................................................................................ 6

Customers files – In-House promotions and Uni Select’s promotions ............... 7

House price list – bar codes included ............................................................ 8

Payments access rights .............................................................................. 10

Creating DAVE users within the JMS customers file ...................................... 11

Price lists for your customers ...................................................................... 13

Accounts Payables – Payment types for cheque ........................................... 13

Laser Cat 3 Catalog – equivalences ............................................................. 14

Best Buy – WDA functionality......................................................................... 15

Parameters................................................................................................ 15

Preference ................................................................................................ 16

WDA – Invoicing ........................................................................................ 17

Example .................................................................................................... 17

JMS VERSION 15.1.3.0

Invoicing - Invoice Tools

The ‘Remove all’ button allows you to remove all the stores at once.

Sales analysis by customer You will be able to group the results for each store as

the message ‘group by store’ is now available.

Payment by store

In the parameters, we have added the possibility to be able to parameter the store number to reflect either the clerk or the customer. To access this functionality, click on ‘System’ Double click on ‘Invoicing’ Click on the triangle to modify this parameter at the left of the screen

Each user code (clerk, or other) and each customer is associated to a specific store. When the payment is done for a different store than the default user’s store, for example, in our database, the user associated to store 1 wishes to proceed a payment for store 99. The following message will be shown :

The system will then show this message so the user can choose to change the store if required :

Customers files – In-House promotions and Uni Select’s promotions Both promotions are now identified separately in the customers’ files in the invoice tab:

The USI promotions box will be selected if this was the case before implementing this version.

House price list – bar codes included

Details Print Screen

The house price fields will include the bar codes fields; you will be able to include the unit quantity, the container quantity for the bar codes when importing your house price lists.

When you access $List Tools, for a house price list line code, you will see the bar codes.

Details Print Screens

In $ List Tools, you will be able to search a part with its bar code number; from either side of the screen: JMS’s or $List.

When you will create a part from $List Tools, for a house price list, if the bar codes are there, they will be automatically added to the product file.

$ List Tools - Activating you cost price promotions Uni Select’s file is including many cost promotions and activating them takes quite some time. The programmers have worked on that functionality to make the activating of these promotions faster.

Payments access rights New access rights associated to the payments have been added to JMS.

When there is a green check mark besides ‘Creator’ when looking at the payment list access rights, it grants the right to the originator (the person that has created the payment). This person or an administrator would be the only ones to see these buttons accessible within Invoice Tools for ‘cash’ invoices:

When the store’s manager is not an administrator, he or she will not be able to access these buttons to either delete a payment or change a payment type. These buttons are available during the current day the payment has been created before the end of day is done. The end of day process within JMS posts the transactions to the general ledgers. When the end of day is completed, these buttons are not available anymore.

If a user has the access right to ‘invoice tools’, he has access to the payment list report. Therefore, a user can print any other user payment list report.

Creating DAVE users within the JMS customers file You will be able to grant access rights to create DAVE user codes and password within the customer’s file, for your customers that order on line to your store. First, you would have to define the user’s group for which the online user codes can be created (mostly the DAVE group) To do so, click on System Double click on ‘Parameters’ Click on ‘Invoicing’ ‘Online Order Group’ option is available for you to select the group Click on the triangle to be able to modify this option. Select the concerned group that you will allow to have user codes and password created within the JMS customer’s file. This option will be used mainly for your DAVE customers.

To grant the access right to create online user codes and passwords (for your buyer to proceed with the creation of these user codes and password, for example): Click on system Double click on groups Select the concerned group that will have the rights to proceed Click on ‘system’ in the access rights screen Ensure that ‘create an online user’ has a green check mark besides it (you have to double click on this right to have the check mark).

Click on the check mark to save The users that you will have granted this right to, will be able to access the customer’s file to create the user code and password for your customers that do order online with the DAVE system. The credentials, user codes and passwords do have to be the same in both sytems, DAVE and JMS.

Price lists for your customers When you create a customer’s price list for our SMS system, for your customers, both descriptions will be available; French and English. To create a price list: Click on ‘Account Receivables’ Double click on ‘Customers’ Click on the printer Select ‘customer price file’ Select ‘SMS File’ option Tip: the first step would be to click on the + sign if it is the first time you create this price list. Type in the name for this price list

Click on to save this price list. Next time, you will be able to recall the same criteria for this price list without having to select them again.

Accounts Payables – Payment types for cheque

Details Print screens

You will be able to indicate the real payment type for suppliers

Access the ‘automatic cheques’ menu, select the option ‘Other’ in the payment type

menu: Click on ‘proceed’; you will have access to a field on the right hand side that allows you to indicate the payment type for each cheque and click on ‘create cheque’:

JMS will proceed to do the cheque it needs in the background to complete the process for a supplier’s payment. For example, you would see this when choosing a Visa payment.

Proforma Invoices The discounts are now shown separately:

The same for the returns if any discounts are given; they are shown as well.

Laser Cat 3 Catalog – equivalences When you create equivalences within JMS, they will be shown separately, below the product within the catalog. The partial word ‘ALT’ will be shown in front of the part number.

JMS Equivalence Catalog’s display

The search results for a car will be shown on less lines within the invoice

Best Buy – WDA functionality From the invoice screen, you will be able to see the warehouse’s quantity for parts that you are selling and do not have in stock. You will be able to order them directly from the invoice screen when clicking on ‘Invoice’ or ‘Invoice $’ In the stores parameters, there is a new WDA tab for the customer service agent at Carrus to perform the configuration for you. This tab allows performing the configuration for each store: the store that will provide you the stock (if you have more than one store) or from the Best Buy warehouse. We are showing the details here so you will know which information we do need to proceed with this configuration.

Parameters

Indicate to the Carrus customer service agent which store will provide the stock (if more than one store). Confirm for each preferred store, to which store the stock will be shipped The Best Buy warehouse will be available for now. Indicate which shipping method will be used from the warehouse:

When more than one store, leave the ‘Search only in WDA stores’ box empty to search in all stores.

Preference This screen allow to select the stores (if more than one) that will be providing the stock to the store that is billing and does not have the stock on hand.

When clicking on the binoculars (right of the WDA stores), the screen above allows to select which stores (if more than one) will be providing the stock to the store that is missing it.

WDA – Invoicing When the stock is not sufficient within the store that is selling, the clerk will be able to sell the missing part by indicating which store will send the stock by indicating the store that will be shipping the missing part. The transfer will occur within the invoice screen, when clicking on ‘Invoice’ or ‘Invoice screen’. The clerk will be able to confirm it then. When confirming that the stock will be ordered at the Best Buy warehouse, JMS will be sending Best Buy the order.

Example

First screen: Invoice

When there is not enough stock, this screen will be shown. The available quantity at the store preparing the invoice is empty or insufficiant to sell the stock to the customer.

When the user types in the quantity to order within the field ‘Qty to order’, the ‘Add’ button is available; the ‘Missing Quantity’ is changed for 0.

The system will then indicate the quantity to order in the ‘Shipped Quantity’ field within the invoice screen.

The WDA button (Ctrl-W) allows the user to review the criteria for the transfer that will take place from another store or from the Best Buy warehouse. You click on ‘Add’ to proceed.

If there still are missing quantities for the stock that is transferred or ordered, the user will be able to check off the ‘Lost sales’ box. This action will create a lost sale for the product in back order. The quantities identified as ‘lost sales’ will not be kept as back order within the invoice screen.

The system shows that the product will be shipped from store 4 in the example. It will show if does come from the Best Buy warehouse if that is the case.

When we click either on ‘Invoice’, ‘Invoice$’ or ‘Open invoice’, the system will then show the transfer confirmation screen.

The store that will be ‘billed’ will be shown at the top of the screen Bill Store: Carrus Technologies 1 When the ‘Shipping list’ and ‘Picking list’ boxes are checked off, both documents will be printed. The store shipping the stock is in this example ‘store 4’. The transfer details show the product as well as the quantity that will be shipped to the ‘billing’ store. When clicking on ‘Confirm’ the system prints both documents: the shipping list and the picking list when the boxes are checked off. The inventory transactions will show the transfer: The warehouse is hidden if the stock comes from another store. If no other store is providing the stock, then the warehouse is available to order the stock from.