Bookstore Manager

1

• Bookstore Manager
• Basics

2
Purchase Orders and Receiving

• There are many different ways to make an order.
• We recommend using IVWO to create a work order.
• A work order is not an actual PO. It is a
  working PO meaning that it can be modified by
  either adding, deleting, or changing items on the
  work order.
• If you dont have enough time to complete the
  work order, you can Save the work order and bring
  it back up at any time.

3
Purchase Orders and Receiving
The most common type of work order is a Below
Minimum work order. This would pull anything
that has dropped below minimum in IVM. D D
4
Purchase Orders and Receiving
IVWO Misc. Report Options

• IVM TBO List Parameter will pull any items that
  have a TBO/TBR qty in IVM greater than zero.
• Model N will pull items Not yet ranked
• Core only will only look at items that have
  Core checked in IVM.
• Status is a user defined field in IVM. Example
  F might stand for Favorite
• JIT Code is a user defined field in IVM.
  Example J might stand for June Sale

5
Purchase Orders and Receiving

• Buyer Code

• Buyer Code is used to limit the work order to a
  certain type of product or buyer.
• Example If you assign all the Music Vendors a
  buyer code of M, when you run a Multiple Vendor
  work order choosing a buyer code of M only
  vendors assigned a buyer code of M or any
  vendors without a buyer code would come up on the
  work order.
• You setup the Buyer Codes in IVVM. See next
  slide

6
Purchase Orders and Receiving

• In the previous example, you would bring up each
  of your Music vendors in IVVM and type the name
  of the buyer in the first field and an M in the
  second field.

7
Purchase Orders and Receiving

• Misc. Work Order Options

8
Purchase Orders and Receiving

• If you click ltMoveF3gt, you will be able to move
  the selected item to a different work order.
• You have two options
• Append Existing Work Order
• Will move the selected item to a work order
  already on the system
• Create New Work Order
• Will create a new work order overwriting the
  existing work order on the system.
• If you click ltTBO F2gt, it will remove the item
  from the work order and will move the qty to the
  TBO field in IVM

9
Purchase Orders and Receiving

• If you click ltMiscF7gt, then click Totals you
  will be able to see a summary of the order by
  Units on the order, Retail amount, and
  Wholesale amount.

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Purchase Orders and Receiving

• If you click ltMiscF7gt, then click Vendor
  Requirements you will be able to see the vendor
  requirements that you set for the vendor.
• You setup the Vendor Requirements in IVVM. See
  next slide

11
Purchase Orders and Receiving

• In IVVM, bring up the vendor that has minimum
  requirements for an order and type them in the
  Misc/Require field.

12
Purchase Orders and Receiving

• If you click ltOptionsF5gt, then click Convert to
  P.O. you will be able to convert your work order
  directly into a PO.
• In previous BSM versions, you would have to save
  the work order, then manually go to IVO to create
  the work order.
• By using this option, it takes you directly to
  IVO to create the order.

13
Purchase Orders and Receiving

• IVO Creating a PO

14
Purchase Orders and Receiving

• Order from a saved Work Order will create a PO
  from your saved work order. A window will be
  displayed with the date of the work order so you
  can verify it is using the correct work order.

15
Purchase Orders and Receiving

• Pull all Spl Orders will create a PO with all
  of your special orders regardless of vendor 1, 2,
  or 3.

16
Purchase Orders and Receiving

• Pull TBOs will create a PO for any items that
  have a TBO/TBR qty in IVM greater than zero.
• TBO Option Ven 1, Ven 1-3, All
• Ven 1 will pull any items that have vendor 003
  as vendor 1 in IVM
• Ven 1-3 will pull any items that have vendor
  003 for vendor 1, vendor 2, or vendor 3.
• All will pull any TBO items regardless of
  vendor.

17
Purchase Orders and Receiving

• IVO PO Screen

18
Purchase Orders and Receiving
IVO Misc. Options

• ltDiscountsF15gt This will allow you to change
  the discount rate on every item on the PO at one
  time.
• ltAdd by ScanF16gt This allows you to add an
  item by scanning a barcode on a product.
• Totals and Requirements work the same as
  IVWO.

19
Purchase Orders and Receiving
IVO Misc. Options

• ltAdd SplsF8gt This will add special orders to
  the PO.
• There is now a warning that will come up if a SO
  record is locked. This now allows you to Skip
  the locked record so that you can proceed with
  the order without finding out who has the record
  locked.
• If you find who has the record locked, have them
  exit and click Try Again.
• If you choose to Skip, you will get a window with
  the information of the SO that you skipped.

20
Purchase Orders and Receiving
IVO Misc. Options

• View TBOs allows you to pick and choose which
  TBO items you want to include on the PO.
• You can select, delete, change qtys, etc in
  IVTBO.
• See next slide

21
Purchase Orders and Receiving
View TBOs
22
Purchase Orders and Receiving

• If you click ltOptionsF5gt, then click Print, you
  can print X copies of Special Orders.
• You also have the option to Print Spl Order
  Report 8 ½ by 11 which is a summary of the
  special orders on the PO in a line item printout.
• To Print and Prepare Electronic Order, click
  ltF5OKgt.
• You would now send your order electronically via
  FTP Ordering (recommended) and receive your
  electronic acknowledgement.

• In SYS ? Config File ? Change Misc.
  Configurations, line 2007 and 2008, you can
  change the default for Copies of Special
  Orders and whether or not to Print Spl Order
  Report 8 ½ X 11.

23
Purchase Orders and Receiving

• IVIC Process Elec. Acks. / Invoices

• In IVIC, enter your vendor for the PO you sent.
  Click ltOKF5gt
• View or Print your Acknowledgement. You will get
  a screen asking if you would like to Adjust this
  PO for all Cancelled, Backordered, NYP OP
  items?. Click Yes
• If you select Yes, type a PO to cascade the
  items to. This will allow you to try and send
  the PO to another vendor to pick up the items
  that arent coming in from your first vendor.
• You also have the option No/TBO. This will put
  everything that would be cascaded into the
  TBO/TBR field in IVM.
• Click OK

24
Purchase Orders and Receiving

• IVPR Receiving the PO

• Recommended Receiving Method
• Start out by going into Back Order Cancel
  Change Item.
• Type PO and Invoice
• Change any items that changed since you placed
  the order. Examples of items to change
• Items with different prices
• Items with different discounts
• Items with different qtys
• Etc
• Now everything on the PO should match the
  invoice.
• Do a Complete Merge of the PO.

25
Purchase Orders and Receiving

• IVPR now has an option to locate a P.O. number by
  an item on the P.O.
• Click on the Binoculars icon.
• This will call the IVN program which will allow
  you to search active P.O.s by item number or
  title.

26
Purchase Orders and Receiving

• IVPR Back Order Cancel Change Item

27
Purchase Orders and Receiving

• Click ltChangeF5gt and change any information that
  changed from the original PO.

28
Purchase Orders and Receiving

• Use ltBack OrderF7gt, ltCancelF8gt, or ltAddF15gt to
  back order, cancel, or add any items that changed
  since the original order.

29
Purchase Orders and Receiving

• Once the PO matches the invoice, click
  ltCompleteF16gt to do a Complete Merge of the PO.

30

• Custom Reports and Returns

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31
Custom Reports and Returns

• To create a custom report, use the program RPT.

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32
Custom Reports and Returns

• RPT is designed to allow you to print any data
  fields contained in the IVM file!

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Custom Reports and Returns
RPT begins by choosing a Report name. Example
SAMPLE1
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34
Custom Reports and Returns
Simply highlight and click on the label in the
list box that you want to print! Ex Author
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35
Custom Reports and Returns
Continue highlighting and clicking until you have
all the desired fields on your report.
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Custom Reports and Returns

• The Size column can be shortened to fit more
  characters. Example You can shorten the Title
  field to 20 characters.
• The Sort allows you to do a Primary and
  Secondary Sort
• The Max Lengths are listed for each format you
  can print.
• Pay close attention to the Current Length of the
  report as this will determine how the report
  prints (Tall vs. Wide)

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Custom Reports and Returns

• Custom reports can be used in IVWO and IVP

Show how to do InStock Report
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Custom Reports and Returns

• Enhancements to RPT
• You can now print on Legal size paper enabling
  you to fit up to 228 characters (Printer has to
  support Legal size printing).
• New labels in RPT (discussed in following slides)
• IVP-EX-CST
• IVST-RTL
• IVST-UNITS
• Custom Sorted IVP report enables you to use the
  Sort Parameters tab.
• The manual has a full list of the different
  labels you can use. (F1 online manual also).

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39
Custom Reports and Returns
IVP-EX-CST Label

• Custom report label IVP-EX-CST. tells a custom
  IVP report to extend the cost for an item.
• For example, if you had 3 items with a cost of
  1.00 each, the report would print 3.00.

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Custom Reports and Returns
IVST-UNITS and IVST-RTL Labels

• If you do a Custom Sorted IVP and you have the
  labels IVST-UNITS or IVST-RTL, you can sort
  the report based up unit sales or dollar sales.

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Custom Reports and Returns
IVST-UNITS Label and SLIV

• Just as you can sort your sales by particular
  months or weeks, you can sort by a date range.
  To do so you will need to print the IVP report
  using the Custom Sorted or Excel option and
  include the label IVST-UNITS.
• This is also a good way to get a print out of
  what SKUs have sold on a particular day. (Note,
  many users have traditionally used the SLIV
  report for this).
• Since the IVP report condenses by grouping
  together each items sales, the report is much
  smaller.
• SLIV is still a daily close out procedure but
  users might find it easier to print the SLIV
  report to screen and generate an IVP report for
  daily sales.

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42
Custom Reports and Returns

• IVR - Returns

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Custom Reports and Returns

• Recent enhancements to IVR
• IVM - The TBO field has been changed from TBO
  to TBO/TBR. When this field is set to a
  negative number, BSMGR interprets that to mean
  the item is to be returned rather than to be
  ordered.
• Three (3) new projected return types
• Never sold, in-stock gt 90 days
• Last Received date older than xxx
• To Be Returned
• Option to Print to the screen or Microsoft Excel
• Dont discontinue core. When checked, any
  projected returns will not lower the In-stock
  amount to a zero amount.
• IVI lookup when adding items to the return.
• You can now limit a projected return to a
  category range.
• IVR asks if you want to delete the return upon
  merging instead of automatically deleting.

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44
Custom Reports and Returns

• Detailed Return History in IVM

Pressing F3 in the Total Return field brings up
the detailed return history for the item.
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Custom Reports and Returns

• Detailed information about each return is now
  stored in a return header

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46
Custom Reports and Returns

• Summary Report option displays suggested returns
  for each vendor. It is similar to a multi-vendor
  work order. It takes the projected return
  parameters and applies them to all vendors and
  then displays the report.
• Note, however, no returns are actually created.
  This is only a summary of what would be created
  if the projected return was run individually for
  each vendor.
• See Summary Screenshot on next slide.

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Custom Reports and Returns
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48
Custom Reports and Returns

• IVR Edit a Return

IVRs editing of a return now works much like
IVWO. There is a list box showing the entire
return.
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Custom Reports and Returns

• IVTBR

This program is used for viewing what items
currently have a TBO/TBR quantity in IVM less
than zero. Again, you can do a Projected Return
for items marked To Be Returned in IVR.
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• IVM, PUBS, and Groupings

51
IVM, PUBS, and Groupings

• If you have the Gift Database / Gold Database
  purchased, information in the CBM database will
  automatically add to IVM when you key in or scan
  the item .

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IVM, PUBS, and Groupings

• Additional information can be added to the
  Misc. field in IVM. In IVI, the Title/Desc box
  of the list box now includes the Misc.
  information screen from IVM.

53
IVM, PUBS, and Groupings

• The check box Core allows you to flag items
  that you always want to stock.
• A suggested return will never discontinue or
  suggest taking the on hand level below 1.
• IVHR will never set items grouped as core to a
  0/0 min max.
• This field may be used to limit the following
  reports IVP, IVWO, IVO, IVGL.

54
IVM, PUBS, and Groupings

• The TBO/TBR field determines if an item is
  marked to be ordered rather than to be
  returned.
• IVWO and IVO will pull items that have a
  TBO/TBR greater than zero.
• You can do a projected return in IVR for items
  marked to be returned which will look for items
  that have a TBO/TBR less than zero.

55
IVM, PUBS, and Groupings

• You can click the ? next to the binding field
  to see a list of the binding codes.
• This will show you a list of all of the current
  binding codes used in the CBM database.

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IVM, PUBS, and Groupings

• You can click the ? next to the CPC Code field
  to have BSM translate the CPC Code.

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IVM, PUBS, and Groupings

• You can click the ? next to Total Return to see
  the Return History for the item.

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IVM, PUBS, and Groupings

• You can have up to 5 simultaneous sales.
• You also have 4 Special Pricing fields. This
  allows you to designate special discounts for
  your mailing list customers.
• Based on Sys Config 4053, you can charge certain
  customers Our Price 2, Our Price 3, Cost, Spl
  Pricing 1, 2, 3, or 4.

59
IVM, PUBS, and Groupings

• On the Daily History tab, you can click
  ltPrintF6gt to print a date range for an
  individual item.

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IVM, PUBS, and Groupings

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

61
IVM, PUBS, and Groupings

• You can enable the Messages tab in IVM by
  adding the ENV line USE-MESSAGE-IVM-DATA Y.
• This is used for Church stores that inventory
  Pastors sermons.

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IVM, PUBS, and Groupings

• With the Messages Tab enabled, you can go into
  IVI and click the Messages tab and search based
  on Date of the message, Subject, or Book.

63
IVM, PUBS, and Groupings

• IVGL Program
• Global Inventory Changes
• This is very powerful program that makes global
  changes to your inventory.
• There are 3 sections.

1
2
3

• In the 1st section, you tell BSM what parameters
  to use for changing your inventory.
• In the 2nd section, you tell BSM what field to
  change in IVM.
• In the 3rd section, you tell BSM what to change
  the setting to.

64
IVM, PUBS, and Groupings

• PUBS Customize Database Vendors

65
IVM, PUBS, and Groupings

• Use the PUBS program to link the CBM database
  abbreviations to your stores vendor s. When
  an item is pulled from the database to your
  inventory or a special order, the vendor where
  you can order the item will be transferred to the
  Vendor 1 field.
• Example Westminster items are abbreviated WES
  in CBM. If your preferred supplier for
  Westminster products is Spring Arbor, enter WES
  in the Publisher Abv. field and the vendor
  number you assigned to Spring Arbor in the
  Vendor 1 field. Then select OptionsF5 to
  Save.
• Anytime you try to add something that has WES
  for publisher in the CBM database, the vendor 1
  will be set to 001 in IVM automatically.

66
IVM, PUBS, and Groupings

• You will need to set up the message number D as
  a default message for any publisher that has not
  been assigned a specific message.
• Example We do not order from this publisher.
  or Ask the manager before accepting a special
  order, etc
• Go into PUBS and click Add/Chg. Pub Messages.
• For Msg , type D
• Type a custom message for these products.

67
IVM, PUBS, and Groupings

• Default Vendor Assignments
• You can change your default vendor assignments
  for items that arent tied through PUBS.
• Go into SYS ? Config File ? Change Misc.
  Configurations Field 2012.
• Set your default Ven 1, 2, and 3.
• Any new items added to inventory will use these
  vendors unless setup in PUBS.

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IVM, PUBS, and Groupings

• IVM
• Groupings

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IVM, PUBS, and Groupings

• Backlist Grouping
• BSM will suggest ordering the product when
  necessary.
• Kit Grouping
• Used for Kits where you have a set of items
  grouped together (IVKM).
• BSM will not recommend ordering the product.
• Textbook Grouping
• Used by school bookstores.
• Unavailable Grouping
• BSM will not recommend ordering the product.
• Discontinued Grouping
• IVHR will mark items Discontinued and then BSM
  will not recommend ordering the product.
• Closeout Grouping
• The product is a close out product. BSM will not
  recommend reordering nor will it re-assign the
  vendor 1 setting when running IVUL 16.

70
IVM, PUBS, and Groupings

• Spl Order Grouping
• Sys Config 2014 Parameters for adding all Spl
  Orders to IVM. (Screenshot below)
• Any time a special order is placed for an item
  that isnt in your inventory, the item will be
  automatically added to your inventory with the
  settings you specify.
• The advantage to adding SOs to inventory is that
  BSM will have sales history for the item if you
  ever decide to add it to your inventory.
• BSM will not recommend ordering the product.

71
IVM, PUBS, and Groupings

• Multiple Grouping
• Used to keep count of multiple items sold that
  are not put on the computer as individual items.
  (Example Pencils or counter cards)
• Will not keep Daily Inventory History
• IVUPC program uses the multiple binding. See
  next slide

72
IVM, PUBS, and Groupings

• 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. Example 2 might
  be Pass Alongs.
• Stores can tie together the various UPCs for
  pencils, allowing the front liner to scan the UPC
  on the product, while relying on BSMGR to
  translate the various UPCs to inventory item
  number P25.
• You will only have to setup one item P25 with a
  price of 0.25 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 UPCs
• X Read only UPCs

73
IVM, PUBS, and Groupings

• Invalid Grouping
• Some vendors will sometimes print the same UPC
  number on various books in a series.
• This can cause havoc to an inventory system
  trying to track the products individually.
• Using the Invalid grouping type offers users a
  way to prevent front liners from ever ringing up
  the book by the bad UPC .
• To do so, create an item in inventory with the
  bad UPC number and choose Invalid as a grouping
  type.
• When a front-liner at point of sale attempts to
  ring up the UPC, BSMGR will inform them that the
  UPC is invalid and instruct them to use a
  different item number located on the product.
• Note that BSMGR will never suggest ordering this
  product

74
IVM, PUBS, and Groupings

• Req. Prefix Grouping
• Used when two products have the exact same
  barcode printed on then them (Ex. Closeouts).
• This setting will cause BSMGRs point of sale to
  prompt for a 1 character prefix to distinguish
  the two products.
• You will have two items in inventory, but the
  first character of the closeout item will be
  different.
• Example 0310205719 would be the regular priced
  Purpose Driven Life book, and the 2nd item
  would be C310205719 for the closeout book.

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IVM, PUBS, and Groupings

• Consignment Grouping
• The product is on consignment from the vendor.
• The value of the product will not be added into
  the inventory totals of IVT.
• These items are for products the store has taken
  into inventory on consignment.
• They will, however, add into IVP totals.

76
IVM, PUBS, and Groupings

• No On Hands Grouping
• For items such as tape downloads, BSM will not
  recommend ordering the product and IVHR will not
  adjust min/maxes.
• Because of the new date range option in IVP,
  SLIVs print out no longer prints items grouped
  in IVM with a No On Hands grouping

77

• Miscellaneous Utilities

78
Miscellaneous Utilities

• AMM Alternate Menus

79
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

80
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 ltSaveF5gt

81
Miscellaneous Utilities

• You may wish to configure multiple menus.
  Example You want a POS menu and a Receiving
  menu.
• You can customize multiple menus. You can use
  any number between 0-9, or A-Z (Y and N cannot be
  used).
• While in AMM, click ltChg UserF6gt and type a or
  character to customize a different menu. Example
  R might mean Receiving.
• Click OK

82
Miscellaneous Utilities

• Customize the R menu, then click ltSaveF5gt
• Or, you can customize more menus

83
Miscellaneous Utilities

• To tell each station what menu to use, on each
  station, you will need to go into SYS ?
  Environment ? Users 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 ltSaveF5gt.

84
IVPROMO MUNCE FILES

• IVPROMO is a program that you can run to setup
  promotions that are sent to BSMGR from Munce.
• There are two types of promotions. There is an
  aggressive pricing promotion and a regular
  pricing promotion.

85
IVPROMO MUNCE FILES

• To do this, type IVPROMO at Enter Program Name.
  After you click ltOKgt, you will be prompted for a
  filename. Type the appropriate filename for the
  promotion. You get the filename from Munce.

86
IVPROMO MUNCE FILES

• Example For your February promotion the
  filename would be M-FEB-R.TXT for the regular
  pricing structure. The aggressive pricing
  filename would be M-FEB-A.TXT. If you get a
  message, Sorry, No such File, give Tech Support
  a call at 800-997-6724, extension 2.

87
Miscellaneous Utilities

• POS Item Menu

88
Miscellaneous Utilities

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

89
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

90
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.

91
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 7018.
• Once configured, you can click on the 1, 2, or 3
  icons to launch the programs.

92
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.

93
Miscellaneous Utilities
IVUPC program

• 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 UPCs for
  pencils, allowing the front liner to scan the UPC
  on the product, while relying on BSMGR to
  translate the various UPCs 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 UPCs
• X Read only UPCs

94
Miscellaneous Utilities

• IVGL Program
• Global Inventory Changes
• This is very powerful program that makes global
  changes to your inventory.
• There are 3 sections.

1
2
3

• In the 1st section, you tell BSM what parameters
  to use for changing your inventory.
• In the 2nd section, you tell BSM what field to
  change in IVM.
• In the 3rd section, you tell BSM what to change
  the setting to.

95
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 cant order from
  Riverside.

96
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 NLTBAB

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Miscellaneous Utilities

• IVP Excel Import/Export

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• 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, Mos to stock, Special pricing 1,2,3,4.
• Do not change the format of the columns or data
  corruption will occur!!!

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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

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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

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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

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Miscellaneous Utilities

• MLP to Excel MLUL Import

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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 Email.
• To delete a name, you can blank the name field.
• Do not change the format of the columns or data
  corruption will occur!!!

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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

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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

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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.

107
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. Februarys 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.

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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

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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.

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Miscellaneous Utilities

• EMP Employee Restrictions

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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.

112
Miscellaneous Utilities
SCHEDULE - Nightly CBM Updates

• Go into SCHEDULE, then click the Inventory tab.
• Click the check box next to Retrieve nightly
  CBM Updates to check the box and then click
  ltSaveF5gt
• To utilize this feature, you will have to have
  SCHEDULE scheduled in the Windows Task Scheduler.

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Miscellaneous Utilities
Configure RACCOON for Directory Paths

• 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 dont want to manually type the
  location.
• Go to every tab and configure each of the
  directories. When you are finished, click
  ltSaveF5gt

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Miscellaneous Utilities
Critical Update

• 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.

115
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.

116
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.

117
Miscellaneous Utilities
118
Miscellaneous Utilities
119
Miscellaneous Utilities
120
Miscellaneous Utilities

• Microsoft Access Export

121
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

122
Miscellaneous Utilities

• Purge
• Utilities

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Miscellaneous Utilities
IVSD Special Order Deletion

• This will delete special orders older than the
  date you enter.

124
Miscellaneous Utilities
IVD Inventory PO Deletion

• You can delete POs by date, Purge Received
  Items, and Delete Inventory history.

125
Miscellaneous Utilities
IVD Delete POs by Date

• This will delete POs 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.

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Miscellaneous Utilities
IVD Purge All Received Items

• This will purge all received items without a
  warning prompt.

127
Miscellaneous Utilities

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

128
Miscellaneous Utilities
SLD Sales Journal Deletion

• This will delete the SLE data for the year
  selected.

129
Miscellaneous Utilities
SLTD Sales Transactions Deletion

• This will delete the sales transaction data based
  on the date you set. You use this data in the
  SLTR program.

130
Miscellaneous Utilities
MLD Mailing List Deletion

• 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

131
Miscellaneous Utilities
MLUL Purge Tracking Detail

• This will delete tracking detail from your
  mailing list. This will delete the information
  you see when you click ltTitlesF7gt in MLM.
• The last two options are for old 7.0 conversions
  or customers that have already been deleted from
  your mailing list.

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Miscellaneous Utilities
MLP Duplicates

• 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.

133
Miscellaneous Utilities

• Self
• Help
• Options

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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)

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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

136
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-KEYEHELP k1
• (lower case k1)
• See next slide for F1 Help Manual example

137
Miscellaneous Utilities
138
Contact Us!

• You can reach us at
• Phone [phone] / Fax [phone]
• Tech Support Email support_at_bsmgr.com
• Visit us on the web at www.bookstoremanager.com
• Additional Training CDs 15
• Remote / On Site Training also Available.