Which Retail Pro documents (Transactional vs. Planning) update inventory directly?

Transactional (History Docs)

Which Retail Pro documents (Transactional vs. Planning) are used to plan a future transaction?

What is the purpose of the following document: 

Receipt

1. Oracle / Oracle.exe / RProODS / Database
2. TNSListener / listener
3. Licensing / License Server

• Images
• Websites / inranet / HTML
• Documents (PDF, WORD, Etc...)

• Cost (per item)
• Base currency
• Preferences
• Inventory

What tool is used to quickly create new subsidiaries?

• Easier filtering (reports, Retail Pro)
• Sales targets
• Regional customers

Groups

When creating an employee record, what minimum information must be entered?

Login / password

(note: employee field will be autopopulated with login if not specified)

• Access to everything (all features within retail pro)
• No group assignment needed

• Login
• Employee
• Cashier
• Documents associate
• Line item associate

• Linked with “security override” function
• Logs (audit) when overrides occur  - view via reports or database tables

With high security activated for receipts, when does the “logon” window appear?

What two variables will determine the actual commission % earned by an associate? 

And which records are assigned each variable?

• The two variables are: commission codes + commission levels

• The variable assigned to items is: codes  
• The variable assigned to employees is: levels 

• Spifs are flat cash amounts, commissions are %
• Spifs cannot be spread, commissions can be spread
• Spifs are typically associated with vendors, commissions are typically associated with retaile

Sales targets can be created for which types of information? 

Hint: there are 6 different types

• Subsidiary
• Region
• District
• Stores
• Department
• Employees

• Manage taxes
• Set up sales targets by dept
• Track sales performance
• Manage profit margins
• Manage purchasing (ordering merchandise)
• Manage discounts
• Manage qty decimals

9 max (3 per level)

• Dcs
• Vendor code
• Style description (desc1, 2 or both)
• Size
• Attribute

• System generated
• Upc
• Alu

• UPC is vendor supplied / ALU is an in house ID
• UPC is 13 characters / ALU allows for more characters

• Alu #
• Vendor code
• Dcs
• Desc2
• Attribute
• Size
• Store code
• Date/time

• Dcs
• Vendor code
• Style description (desc1, 2 or both)

Pre-defined size/attribute grid (template)

Option #1 - update at the style level (style view)

Option #2 – use update style (item view)

Select the options below that correctly describe quick filter vs. Filter view.

• Add confirmation window for user
• Use security permission to disable sorting

• ALU
• UPC
• Serial number
• Lot number
• Desc1
• Desc2
• V8 item #

• Populate desc2 with UDF/AUX information
• Use desc2 as a lookup mode

• Include attribute or size in ALU

• Use alu as a lookup mode

• Listed upc (listed as “upc” on document)
• Listed vendor code (listed as “vendor code” on document)
• Primary upc
• Primary vendor code

• By default, 8 AUX files can be created
• But you can define more as needed (stored inside the “supplements” table)

Select the options below that correctly describe kits vs. Packages.

• Does not track on-hand qty
• Cannot be listed on purchasing, receiving, adjusting (qty) or transfer docs

• Items w/ on-hand qty anywhere in the company (all stores)
• Items that are listed on order documents (i.e. “committed”)
• Items that are part of kits & packages

• Enable “creation of proposed items” in system preferences
• User must be part of security group allowing for creation of items

What is the difference between “copying” and “assigning” items?

• Copy is within 1 subsidiary (to create new item)
• Assigning is “copying” across different subsidiaries (to create new items)

• Different prices for different store locations
• Different prices for different subsidiaries
• Different prices for different customers (employees, vips, retail/business customers)
• Different prices for qty-based discounts

• Subsidiaries – active pricing
• Stores – store based pricing
• Customers – customer pricing

• Allows price change to take place on a specific date (in the future)
• Price change can be permanent or temporary (if you designate a restore date)

      With the following adjusting table instructions:

How will retail pro change the following Price?

With the following adjusting table instructions:

How will retail pro change the following Price?

95.75

With the following adjusting table instructions:

How will retail pro change the following Price?

90.00

1.    With the following rounding instructions:

How will retail pro change the following Price?

250.79

1.    With the following rounding instructions:

How will retail pro change the following price?

90.05

1.    With the following rounding instructions:

How will retail pro change the following price?

100.00

• No (seasonal pricing does not use price levels)
• Seasonal price is a “subset” of existing price levels (ex: price level “x” season “y”)

• Manual changes to qty/price/cost in inventory
• Price manager updates
• Physical inventory
• Assembling/breaking kits
• Receiving merchandise

• Customer id
• Last/first name
• Phone number
• Info
• Mark
• Company

• Sales history (receipt)
• Sales order history

What type of Sales Order is used to plan the future sale of an item that is:

Currently in Stock

What type of Sales Order is used to plan the future sale of an item that is:

Out of Stock

What type of Sales Order is used to plan the future sale of an item that is:

Not Normally Carried by the Retailer

• Use the “return item” button on a “sales” receipt
• Or use a “return” receipt

• Void: item remains on document but with zero qty (trackable)
• Remove: item is removed from document (not tracked)

• Stores
• Customers

• Items
• Items within departments

Taxable ceiling

• Max employee discount % - limit how much employees can give at pos

• Max customer discount % - limit how much employees can give customer default discount %

• Max discount % (or max accumulative discount %) – limit how much employees can give for a item at pos

Two max (fee + shipping fee)

• Cancelling receipts (in progress)
• Shutting down rpro/computer (reboot system)
• Opening cash drawer

• Marketing
• Gender
• Age range
• Weather
• Nationality

• Cash drop
• Paid in – change, bank exchange, customer payments on account
• Paid out – office suppliers, suppliers, tips
• Misc drawer open – making change to customer

• Disbursement reason name / fee field
• Security type

• Take rate: rate used when “taking” money from customer
• Give rate: rate used when “giving” change back to customer
• Cost: rate used for foreign order cost (displayed on purchase orders)

• Used to quickly enter “qty” information
• Can be used on all documents (history and planning)

• Cash drawer is attached to the physical register
• Till is the insert/tray that can be placed inside the register

• Check on sales (anytime)
• Usually same day sales (throughout the day)

• Units sold
• Price
• Cost
• Margin %
• Margin $
• Amount/transaction (basket size)
• Total $

• Store
• Vendor
• Department
• Attribute
• Size
• Cashier
• Clerk (associate)
• Week
• Hour

Create an allocation pattern that will evenly distribute merchandise across stores 001-004.

Create an allocation pattern that will distribute twice as much merchandise as to store 001 than to stores 002, 003 and 004. 

Automatically applies (incorperates) a vendor discount to the “order cost”

Order cost is used on future PO’s

• Mark the item as “unorderable”
• Specify a future “discontinue date”
• Specify a future “orderable date”

• Freight
• Fees
• Discounts
• Taxes included
• Taxes excluded

What inventory costing method will:

Replace the current inventory cost with the new voucher cost?

What inventory costing method will:

Keep the current inventory cost unchanged? 

What inventory costing method will:

Generate a new cost based on the total voucher cost and total inventory cost?

When generating a TO from a marked for PO, which option will make sure that:

Item allocation instructions come over from the to?

When generating a TO from a marked for PO, which option will make sure that:

No item allocation instructions come over from the TO?

When generating a TO from a marked for PO, which option will make sure that:

Each target store is transferred enough to get them up to their min qty level?

1. A slip is genterated at the source store
2. A voucher is Auto-Generated for the target store

1. A slip is created for the source store
2. An ASN Voucher is Auto-Generated for the target store
3. Target store will generate a Voucher from the ASN

What threshold values are used to determine if there is a mismatch between transfer documents?

• Qty
• Cost
• Item Count

1. Voucher is reversed
2. New voucher is auto-generated to match the slip

1. Voucher is reversed
2. New voucher is auto-generated to match the slip
3. Memo is auto-generated to adjust the qty back

When generating slips from a to and there are insufficient quantities to transfer, which method:

Allows only complete transfers to take place?

When generating slips from a to and there are insufficient quantities to transfer, which method:

Executes all transfers as planned?

When generating slips from a to and there are insufficient quantities to transfer, which method:

Transfers enough to get target stores to their min qty level?

• DOS 5 = Qty 25
• Qty = 30
• 30 is greater than 25, 

• Min Qty = 30

Step 1:  update delta 

Step 2:  run sro analysis

Step 3:  auto min/max – sales analysis

Step 4:  auto min/max – create formulas

Step 5:  auto min/max – calculate min and max levels

Step 6:  auto min/max – update min and max levels

1. Do the math: 10 (OH) – 2 (TO) – 2 (SP) + 2 (PO) = 8
2. Use min level (10) as reorder point; 8 is less than min SO you will place an order
3. Order up to max level (30): 8 à 30 = 22

Item x order qty: 22

Explain what the following settings:

£ do not use min level as the reordering point

Use min level to determine if an order is placed;

If qty falls below min, order

Explain what the following settings:

R do not use min level as the reordering point

Do not use min level to determine is an order is placed; Always order

Explain what the following settings:

R order to fill min/max levels

Explain what the following settings:

£ order to fill min/max levels

• Order enough to meet existing commitments
• Order only if negative and order up to zero

What source distribution option:

Will make sure the entered % value will be reached?

What source distribution option:

May result in the entered % value not being reached?

What source distribution option:

Will make sure the entered qty value will be reached?

• Items
• Customers
• Vendors
• Department

Update delta