1 International Christian Retail Show 2007 Atlanta, GA July 2007 Miscellaneous Utilities

2 AMM – Alternate Menu’s

3 Miscellaneous Utilities Steps to Using the Alternate Menu In ENV, add the line “USE-ALT-MENU Y”’ Exit Bookstore Manager and go back in At Enter Program name, type AMM Configure the Menu See next slide…

4 Miscellaneous Utilities There are 3 main column titles that you can customize. You will need to check the box “Show” next to each entry you want to show Under the “Program” column, type the name of the program Under the “Description” column, type the description of the program. Click

5 Miscellaneous Utilities You may wish to configure multiple menus. Example: You want a POS menu and a Receiving menu. You can customize multiple menu’s. You can use any number between 0-9, or A-Z (Y and N cannot be used). While in AMM, click and type a # or character to customize a different menu. Example: “R” might mean Receiving. Click OK

6 Miscellaneous Utilities Customize the “R” menu, then click Or, you can customize more menus…

7 Miscellaneous Utilities To tell each station what menu to use, on each station, you will need to go into SYS  Environment  User’s Station Environment. Press OK at the User # prompt. Go to the Misc. tab and in “USE-ALT-MENU”, type the menu # or character, then click.

8 Miscellaneous Utilities POS Item Menu

9 Miscellaneous Utilities This allows you to ring up common items by simply clicking the item from the menu that comes up.

10 Miscellaneous Utilities In ENV, add the line “ITEM-MENU-VISIBLE 1” Exit Bookstore Manager and go back in At Enter Program name, type IVNM. Add the items you would like on your Item Menu. See next slide on how to set the items up in IVNM…

11 Miscellaneous Utilities For Description, type: Z-Item Name (This can be up to 12 characters long. Now go to the Price & Department field and type the price then a “/” and the department # or Item # in IVM. –Example: 299/5 would be $2.99 and would ring up to Dept #5. When finished adding your items, Exit IVNM and go into POS. You would now see your items when you click “Item Menu” Click the name of the item to ring the item up.

12 Miscellaneous Utilities Toolbar Program Setup You can have 3 programs on the icon bar to launch any 3 programs you would like. To configure them, go into SYS  Config File  Change Misc. Configurations  Field # Once configured, you can click on the 1, 2, or 3 icons to launch the programs.

13 Miscellaneous Utilities Negative Date Inputs In most programs where you see a date field, you can type –xx (xx = # of days) and BSM will automatically do the date calculation and enter the date –Example: If you were in IVP and wanted to get a list of what sold in the last 15 days, you could type in “-15” in the “Sold Since” field and BSM would figure the date automatically.

14 Miscellaneous Utilities IVUPC is designed for use in conjunction with point of sale and the special grouping type “Multiple” in IVM. The grouping type “Multiple” signifies that multiple products share this item number. For Example: All 25 cent pencils might be rung up under the item number P25. Stores can “tie together” the various UPC’s for pencils, allowing the front liner to scan the UPC on the product, while relying on BSMGR to translate the various UPC’s to inventory item number P25. You will only have to setup one item “P25” with a price of.25 and set the Grouping to “Multiple”. If you wish to use this feature, you will need to go into SYS  Config File  Change Misc. Configurations. Change field # 4043 to a “U” or “X” –U = Read cards and UPC’s –X = Read only UPC’s IVUPC program

15 Miscellaneous Utilities In the 1 st section, you tell BSM what parameters to use for changing your inventory. In the 2 nd section, you tell BSM what field to change in IVM. In the 3 rd section, you tell BSM what to change the setting to IVGL Program Global Inventory Changes This is very powerful program that makes global changes to your inventory. There are 3 sections.

16 Miscellaneous Utilities IVUL #23 – Change Ven 1,2,3 from xxx to xxx You can use this utility to change items in your inventory from one vendor to another. You change vendor 1, 2, or 3. One example would be changing Riverside to STL Distibution because you can’t order from Riverside.

17 Miscellaneous Utilities IVUL #35 - Nelson Merchandising Code Change When you run the program, it will put the Nelson Merch. Code in the “Misc” field in IVM. BSM will generate a batch of labels for every bible that was changed. Print the labels using the IVL program. In IVI, you will now see the Nelson Merch. Code after the title of the bible.. Example: BABY NEW TESTAMENT NLT:BAB

18 Miscellaneous Utilities IVP –Excel Import/Export

19 Miscellaneous Utilities This feature allows you to export pre-defined data fields into Microsoft Excel. Then you can change the different data fields using Microsoft Excel. Fields that can be changed are: –Catalog, Title, Author, Misc., Ven 1,2 &3, Publisher, CPC code, Binding, Category 1, 2, Location, Min, Max, Retail, Qty Pricing 1 & 2, Discount, Status, JIT Code, Special, Core, Analyze, Mo’s to stock, Special pricing 1,2,3,4. Do not change the format of the columns or data corruption will occur!!!

20 Miscellaneous Utilities Once all changes are made, the changes will need to be saved in a tab delimited file in the BOOK folder called “IVPXPRT.TXT” See next slide…

21 Miscellaneous Utilities In Excel, click File, then Save As… In the “Save as type:”, click the down arrow and select “Text (Tab delimited)(*.txt) The filename should now be IVPXPRT.TXT Click Save

22 Miscellaneous Utilities Importing IVP Excel changes with IVUL #32 Before you import the changes, backup your IVM01 file!!! Run IVUL #32 to import changes Verify the changes are correct. You will see the screen above when you run IVUL 32…

23 Miscellaneous Utilities MLP to Excel – MLUL Import

24 Miscellaneous Utilities After you run the MLP to Excel, you can change the different data fields using Microsoft Excel. Fields that can be changed are: –Name, Add1, Add2, City, State, Zip, Phone Number, Customer Type, Related A/R# and . –To delete a name, you can blank the name field. Do not change the format of the columns or data corruption will occur!!!

25 Miscellaneous Utilities In the screenshot above, you can see that a name was deleted. After the import is done, the name will be removed from the mailing list. Once all changes are made, the changes will need to be saved in a tab delimited file in the BOOK folder called “NAMES.TXT” See next slide…

26 Miscellaneous Utilities In Excel, click File, then Save As… In the “Save as type:”, click the down arrow and select “Text (Tab delimited)(*.txt) The filename should now be NAMES.TXT Click Save

27 Miscellaneous Utilities Importing Mailing List Changes with MLUL – Import changes from Excel Before you import the changes, backup your NAMES01 file!!! Run MLUL - Import changes from Excel Verify the changes are correct.

28 Miscellaneous Utilities Sys Config 4006 – SLTP to filename #4006 “Monthly” setting causes the “SLTP” program to automatically change its output file each month. Using the setting “Monthly” will cause the SLTP data for January of 2007 to be written to a file called “SL0701.TXT”. February’s file would be “SL0702.TXT”. If you wish to use this feature, you will need to go into SYS  Config File  Change Misc. Configurations. Change field # 4006 to “Monthly”.

29 Miscellaneous Utilities SLCM – Non UCC Coupon Setup You can create your own coupons by checking the box “Non UCC”. You can create $ off or % off coupons. If it is going to be a % off discount, make sure to check “Percent off coupon”. The coupon # must start with a 5 and be 12 digits long. At POS, you key in the coupon # and it will take the discount off of the sale

30 Miscellaneous Utilities SLCP – Coupon Report In SLCP, you can click the “?” to lookup a certain coupon. Once you select a coupon and click Print, you will get a report on the coupon showing –the Coupon #, the date the coupon was created, and how many of that coupon have been taken.

31 Miscellaneous Utilities EMP – Employee Restrictions

32 Miscellaneous Utilities EMP – Employee Restrictions If you wish to use this feature, you will need to go into SYS  Config File  Change Misc. Configurations. Change field # 4027 to “P”. Example: You may not want certain employees to be able to do voids so you would uncheck “Allow Voids”. In POS under “Misc. Opt”, there is a “Management Override” option that ask for a Manager login. Once the manager login is set, the employee will be able to do the void of the sale.

33 Miscellaneous Utilities Go into SCHEDULE, then click the “Inventory” tab. Click the check box next to “Retrieve nightly CB&M Updates” to check the box and then click To utilize this feature, you will have to have SCHEDULE scheduled in the Windows Task Scheduler. SCHEDULE - Nightly CB&M Updates

34 Miscellaneous Utilities You will need to configure each tab. Each tab represents a directory. These include the CBMDATA, CBMIMAGE, CBMWAVES, CBMACCOM, and CBMAUDIO directories. In the box on the left, you will need to type a name for your server and each Quest machine. In the box on the right, you will need to type the location of the appropriate directory (in the example above, you would type your location of your CBMDATA directory for each machine). There is a browse button that you can click to find the directory if you don’t want to manually type the location. Go to every tab and configure each of the directories. When you are finished, click Configure RACCOON for Directory Paths

35 Miscellaneous Utilities In SCHEDULE, there is an option to “Check for Critical Updates”. If BSM finds a serious issue with the software that needs to be fixed, we will create a Critical Update. Each night when SCHEDULE runs, it will check our server for updates. If one is found, it will download and install the fix before stores run into the issue. Critical Update

36 Miscellaneous Utilities Microsoft Excel Exports There are many programs that can be sent to Microsoft Excel instead of to the Printer. –SLE, SLP, IVP, MLP, XPRT, and others. This enables stores to look at their data on screen and manipulate it by using features in Microsoft Excel.

37 Miscellaneous Utilities QuickBooks Export This is an optional feature. It is designed for stores who have purchased QuickBooks software and desire the sales journal detail to be exported directly into QuickBooks. More detailed instructions for the QuickBooks interface is available by clicking on the “Tutor” toolbar icon, choosing BSMGR tech documents and then viewing/printing “QuickBooks link from RMS”. Using this feature requires the user to “set up a link” between BSMGR and QuickBooks by going through the various point of sale and sales journal accounts and linking them to their various QuickBooks equivalents. It requires QuickBooks Pro or greater.

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41 Miscellaneous Utilities Microsoft Access Export

42 Miscellaneous Utilities Microsoft Access Export In SCHEDULE, you will need to click the “Utilities” tab, then check the “Generate Access DB Nightly”. Everything you have checked off on the ACCESS program screen will get exported to a file called BSMGR.MDB in the BOOK folder. If you know how to use Access, you should be able to create reports based on the main BSM data files. It requires Microsoft Access 2002 or higher

43 Miscellaneous Utilities Purge Utilities

44 Miscellaneous Utilities This will delete special orders older than the date you enter. IVSD – Special Order Deletion

45 Miscellaneous Utilities You can delete PO’s by date, Purge Received Items, and Delete Inventory history. IVD – Inventory PO Deletion

46 Miscellaneous Utilities This will delete PO’s for the year you select. If you run this utility, you will want to run the IVD option “Match Masterfile with Order file” BSM will go out and look at everything that is on order and write it into the IVM “On Ord” field. IVD – Delete PO’s by Date

47 Miscellaneous Utilities This will purge all received items without a warning prompt. IVD – Purge All Received Items

48 Miscellaneous Utilities You can run the program IVD to delete Inventory History. You can delete Monthly, Weekly, Daily, and Invoice History by date.

49 Miscellaneous Utilities This will delete the SLE data for the year selected. SLD – Sales Journal Deletion

50 Miscellaneous Utilities This will delete the sales transaction data based on the date you set. You use this data in the SLTR program. SLTD – Sales Transactions Deletion

51 Miscellaneous Utilities This will delete the mailing list customers with the last activity date older than the date you set. The password to get into MLD is “DELETE” MLD – Mailing List Deletion

52 Miscellaneous Utilities This will delete tracking detail from your mailing list. This will delete the information you see when you click in MLM. The last two options are for old 7.0 conversions or customers that have already been deleted from your mailing list. MLUL – Purge Tracking Detail

53 Miscellaneous Utilities This is a way for you to find duplicate customers in your mailing list. This is not an auto purge utility like the others, but does allow you to see the duplicates in your mailing list. If you do find duplicates, you may want to use MLUL “Combine Customers” so that they get credit for all of their purchases. MLP – Duplicates

54 Miscellaneous Utilities Self Help Options

55 Miscellaneous Utilities New Help Toolbar Option –You can now click “Help” on the toolbar to bring up a Windows Help file that is searchable by key word Example: How to do a best seller report. You can search for Best. (See screenshot below)

56 Miscellaneous Utilities At Enter Program Name, you can type TUTOR or click the “Tutor” icon to bring up different kinds of Self Help Documents. In the BSMGR Tech Documents, you will find docs over Misc. features in BSM, Hardware Setup docs, and many others…

57 Miscellaneous Utilities F1 Help Manual –In most programs, you can click the F1 key on your keyboard and it will take you to an online form of the manual with detailed information on the program you are in. –You will need the following two lines in ENV for this feature to work: EHELP-PATH \BKHELP\HELP KEYSTROKE HOT-KEY=EHELP k1 –(lower case k1) –See next slide for F1 Help Manual example

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59 Miscellaneous Utilities You can reach us at –Phone #: / Fax: –Tech Support –Visit us on the web at: –Additional Training CD’s: $15 –Remote / On Site Training also Available. Contact Us!