Welcome to a tour of Quick Screen Order Entry. Please touch the mouse to begin. Welcome to Quick...
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Transcript of Welcome to a tour of Quick Screen Order Entry. Please touch the mouse to begin. Welcome to Quick...
Welcome to a tour of Quick Screen Order Entry. Please touch the mouse to begin.
Welcome to Quick ScreenWelcome to Quick ScreenWelcome to Quick ScreenWelcome to Quick Screen
““Our goal is very simple: Our goal is very simple: to give you the most to give you the most
comprehensive and efficient comprehensive and efficient system available.”system available.”
ProCom Solutions, Inc.8980-A Route 108Columbia, MD 21045
Phone: (800) 997-6777Fax: (410)997-6774
www.goprocom.com
Creating Orders withCreating Orders with Quick ScreenQuick Screen
Creating Orders withCreating Orders with Quick ScreenQuick Screen
Account NumberTelephone NumberCompany NameContact Name
Easy to UseEasy to UseEasy to UseEasy to Use
1. Enter the customer.
Find Customers Quickly
Easy to UseEasy to UseEasy to UseEasy to Use
2. Add the items.
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
Easy to UseEasy to UseEasy to UseEasy to Use
3. Complete the sale.
Invoice and Receipt PrintingChange to Cash or ChargeCredit Card AuthorizationLaser PrintingDirect Faxing from POS
Completion Options
Command Line FunctionsCommand Line FunctionsCommand Line FunctionsCommand Line Functions
Command line functions and shortcuts simplify changing an order.
You never need to know any customer or item number.
Quick Screen Search Quick Screen Search FeaturesFeatures
Quick Screen Search Quick Screen Search FeaturesFeatures
Partial Account NumberTelephone NumberCompany NameContact Name
UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Find Customers Quickly
Add Items Easily
Find your Customers QuicklyFind your Customers QuicklyFind your Customers QuicklyFind your Customers Quickly
Find Customers Quickly
Account NumberTelephone NumberCompany NameContact Name
Locate by Account NumberLocate by Account NumberLocate by Account NumberLocate by Account Number
Enter a customer account.
Find Customers Quickly
Account NumberTelephone NumberCompany NameContact Name
Locate by Account NumberLocate by Account NumberLocate by Account NumberLocate by Account Number
…you’re ready to enter items.
Search by Telephone NumberSearch by Telephone NumberSearch by Telephone NumberSearch by Telephone Number
Find Customers Quickly
Account NumberTelephone NumberCompany NameContact Name
Enter a phone number.
Search by Telephone NumberSearch by Telephone NumberSearch by Telephone NumberSearch by Telephone Number
Select a customer and you’re ready to enter items.
Retrieve by Company NameRetrieve by Company NameRetrieve by Company NameRetrieve by Company Name
Find Customers Quickly
Account NumberTelephone NumberCompany NameContact Name
Enter part of the company name.
Retrieve by Company NameRetrieve by Company NameRetrieve by Company NameRetrieve by Company Name
Select a customer and you’re ready to enter items.
Access by Contact NameAccess by Contact NameAccess by Contact NameAccess by Contact Name
Find Customers Quickly
Account NumberTelephone NumberCompany NameContact Name
Enter part of the person’s name.
Access by Contact NameAccess by Contact NameAccess by Contact NameAccess by Contact Name
Select a customer and you’re ready to enter items.
Additional Customer OptionsAdditional Customer OptionsAdditional Customer OptionsAdditional Customer Options
Warning ScreensCustomer InquiryCustomer JobsBill to Another CustomerChange Customers
Customers Options
Warning ScreensWarning ScreensWarning ScreensWarning Screens
Warning screens alert you when a customer: is on hold is over their credit limit is past due has notes assigned
Warning ScreensCustomer InquiryCustomer JobsBill to Another CustomerChange Customers
Customers Options
Customer InquiryCustomer InquiryCustomer InquiryCustomer Inquiry
View a customer profile by touching a function key.
Warning ScreensCustomer InquiryCustomer JobsBill to Another CustomerChange Customers
Customers Options
Customer JobsCustomer JobsCustomer JobsCustomer Jobs
Customer Jobs track orders separately, under one account.
Warning ScreensCustomer InquiryCustomer JobsBill to Another CustomerChange Customers
Customers Options
Customer JobsCustomer JobsCustomer JobsCustomer Jobs
The order ships to the job.
Billing to a Different Billing to a Different CustomerCustomer
Billing to a Different Billing to a Different CustomerCustomer
Assign billing to a different customer at the point of sale.
Warning ScreensCustomer InquiryCustomer JobsBill to Another CustomerChange Customers
Customers Options
Billing to a Different Billing to a Different CustomerCustomer
Billing to a Different Billing to a Different CustomerCustomer
Billing is assigned to the new customer.
Shipping is assigned to the original customer.
Change CustomersChange CustomersChange CustomersChange Customers
When you change customers, the order is repriced and recalculated.
Warning ScreensCustomer InquiryCustomer JobsBill to Another CustomerChange Customers
Customers Options
Adding Items to an OrderAdding Items to an OrderAdding Items to an OrderAdding Items to an Order
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
Find by Item NumberFind by Item NumberFind by Item NumberFind by Item Number
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
Find by Item NumberFind by Item NumberFind by Item NumberFind by Item Number
Quick Screen shows you the bin, stock level and list price.
Find by Item NumberFind by Item NumberFind by Item NumberFind by Item Number
The item is instantly added to your order.
Locate by UPC CodeLocate by UPC CodeLocate by UPC CodeLocate by UPC Code
Scan in a UPC code with a wand or shoot it with a gun.
Locate by UPC CodeLocate by UPC CodeLocate by UPC CodeLocate by UPC Code
Quick Screen finds every item with the UPC you entered.
Highlight and touch enter to add an item to the order.
Search by Partial Item Search by Partial Item NumberNumber
Search by Partial Item Search by Partial Item NumberNumber
A question mark after a partial item number begins the search.
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
Search by Partial Item Search by Partial Item NumberNumber
Search by Partial Item Search by Partial Item NumberNumber
Highlight and touch enter to select an item.
Search by Partial Item Search by Partial Item NumberNumber
Search by Partial Item Search by Partial Item NumberNumber
Enter the sale quantity.
Search by Partial Item Search by Partial Item NumberNumber
Search by Partial Item Search by Partial Item NumberNumber
The item is instantly added to your order.
Access from Manufacturer Price Access from Manufacturer Price ListList
Access from Manufacturer Price Access from Manufacturer Price ListList
Enter an item from your price book or microfiche.
Price lists are searched when an item is not in inventory.
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
Price lists are searched when an item is not in inventory.
Access from Manufacturer Price Access from Manufacturer Price ListList
Access from Manufacturer Price Access from Manufacturer Price ListList
Highlight and touch enter to select the part.
Access from Manufacturer Price Access from Manufacturer Price ListList
Access from Manufacturer Price Access from Manufacturer Price ListList
See the selling price, cost and manufacturer.
Access from Manufacturer Price Access from Manufacturer Price ListList
Access from Manufacturer Price Access from Manufacturer Price ListList
Non-stock and stock-out options include:
BackorderSpecial Order Try Another WarehouseOverride On-hand Quantity
Access from Manufacturer Price Access from Manufacturer Price ListList
Access from Manufacturer Price Access from Manufacturer Price ListList
The item is added with the price list specifications.
Seek by Item DescriptionSeek by Item DescriptionSeek by Item DescriptionSeek by Item Description
A question mark after a partial description begins the search.
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
Seek by Item DescriptionSeek by Item DescriptionSeek by Item DescriptionSeek by Item Description
If the list is too long, narrow the search by adding to the description.
Seek by Item DescriptionSeek by Item DescriptionSeek by Item DescriptionSeek by Item Description
Separate additional descriptions with a backslash.
Seek by Item DescriptionSeek by Item DescriptionSeek by Item DescriptionSeek by Item Description
Select an item and enter the quantity to add it to the order.
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Sell items from a list of previous purchases through Sales History.
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Enter the item’s line number.
The last ordered quantity and price displays with the current price.
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
The item’s real-time stocking status displays.
Enter the sale quantity.
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Touch enter for the current price or change the price.
Price history lets you negotiate and up-sell.
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
Retrieve Customer Sales Retrieve Customer Sales HistoryHistory
When you complete the list, all of the items are added to your order.
Integrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts Cataloging
Item Number or UPC CodePartial Item NumberManufacturer Price ListItem DescriptionCustomer Sales HistoryIntegrated Parts Cataloging
Add Items Easily
A single keystroke lets you select a PartSmart Pick List.
Integrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts Cataloging
Items with sufficient quantity available are added automatically.
System notifies you of stock-outs and offers alternate choices.
Integrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts Cataloging
Price lists are searched when an item is not in inventory.
All items are added to your order seamlessly from the pick list.
Integrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts CatalogingIntegrated Parts Cataloging
Automatic Right-PricingAutomatic Right-PricingAutomatic Right-PricingAutomatic Right-Pricing
The pricing matrix customizes prices by category and account
Contract PricingQuantity DiscountsPromotional Pricing Minimum Price
Automatic Right-Pricing
Contract Pricing Contract Pricing Contract Pricing Contract Pricing
Contract PricingQuantity DiscountsPromotional Pricing Minimum Price
Automatic Right-Pricing
Sell specific items at a lower rate to selected customers automatically.
Contract PricingContract PricingContract PricingContract Pricing
Line items adjust automatically to the contract price.
Quantity DiscountQuantity DiscountQuantity DiscountQuantity Discount
EnterQuick Screen’s displays a matrix when an item allows quantity discounting.
Contract PricingQuantity DiscountsPromotional Pricing Minimum Price
Automatic Right-Pricing
Quantity DiscountQuantity DiscountQuantity DiscountQuantity Discount
Line items adjust automatically to the discount price.
Promotional PricingPromotional PricingPromotional PricingPromotional Pricing
Temporarily lower prices on selected items sold in a specific time frame.
Contract PricingQuantity DiscountsPromotional Pricing Minimum Price
Automatic Right-Pricing
Promotional PricingPromotional PricingPromotional PricingPromotional Pricing
Line items adjust automatically to the promotional price.
Minimum Selling PriceMinimum Selling PriceMinimum Selling PriceMinimum Selling Price
Quick Screen never allows an item to sell for less than your minimum price.
Contract PricingQuantity DiscountsPromotional Pricing Minimum Price
Automatic Right-Pricing
Specialized Inventory Specialized Inventory FeaturesFeatures
Specialized Inventory Specialized Inventory FeaturesFeatures
Multiple LocationsThree Selling UnitsSubstitute ItemsLost Sales TrackingSerial Numbered Items
Special Inventory Features
Multiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking Locations
If you don’t have enough in stock, you can sell inventory from another location.
Multiple LocationsThree Selling UnitsSubstitute ItemsLost Sales TrackingSerial Numbered Items
Special Inventory Features
Multiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking Locations
Enter a period before an item number for additional locations.
Multiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking Locations
The master record shows real-time stock status for every location.
Multiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking LocationsMultiple Stocking Locations
Enter the quantity to add the item to your order.
Multiple Selling UnitsMultiple Selling UnitsMultiple Selling UnitsMultiple Selling Units
Multiple LocationsThree Selling UnitsSubstitute ItemsLost Sales TrackingSerial Numbered Items
Special Inventory Features
You may assign any three units of measure to an item.
Multiple Selling UnitsMultiple Selling UnitsMultiple Selling UnitsMultiple Selling Units
Quick Screen’s Unit Box displays with multiple selling units.
Multiple Selling UnitsMultiple Selling UnitsMultiple Selling UnitsMultiple Selling Units
Select a selling unit and touch enter to add the item to your order.
Substitute ItemsSubstitute ItemsSubstitute ItemsSubstitute Items
Multiple LocationsThree Selling UnitsSubstitute ItemsLost Sale TrackingSerial Numbered Items
Special Inventory Features
If an item is out of stock, the system can replace it with a substitute.
Lost Sale TrackingLost Sale TrackingLost Sale TrackingLost Sale Tracking
Lost Sale Tracking increases accuracy in inventory management and analysis.
Multiple LocationsThree Selling UnitsSubstitute ItemsLost Sale TrackingSerial Numbered Items
Special Inventory Features
Serial Numbered ItemsSerial Numbered ItemsSerial Numbered ItemsSerial Numbered Items
Each serial number is stored by location, making transfers smoother.
Multiple LocationsThree Selling UnitsSubstitute ItemsLost Sale TrackingSerial Numbered Items
Special Inventory Features
Serial Numbered ItemsSerial Numbered ItemsSerial Numbered ItemsSerial Numbered Items
Serialized items let you select from a location-specific list.
Serial Numbered ItemsSerial Numbered ItemsSerial Numbered ItemsSerial Numbered Items
Selling prices vary when components are tagged to accompany equipment.
Serial Numbered ItemsSerial Numbered ItemsSerial Numbered ItemsSerial Numbered Items
Select a serial number, or touch F1 to assign the number later.
Serial Numbered ItemsSerial Numbered ItemsSerial Numbered ItemsSerial Numbered Items
Add or remove components to reflect customer’s needs.
Serial Numbered ItemsSerial Numbered ItemsSerial Numbered ItemsSerial Numbered Items
Serial numbers for this order will display a row of asterisks.
Items committed to other customers show the customer number.
Thank you for taking the time to learn more about Quick Screen through this
introductory tour.
Please see one of our Sales AssociatesPlease see one of our Sales Associates to discover how ProCom’s feature-rich suite to discover how ProCom’s feature-rich suite
of of software solutions can increase your software solutions can increase your
productivity and profits.productivity and profits.
ProCom Solutions, Inc.8980-A Route 108Columbia, MD 21045
Phone: (800) 997-6777Fax: (410)997-6774
www.goprocom.com
Thank YouThank YouThank YouThank You