CAP Sellwise PRO
You can access your CAP Sellwise PRO application by clicking on the CAP Sellwise PRO icon located on your desktop. You will see a login screen and you will enter your sales code and password. You will then see the CAP Sellwise PRO 8 toolbar at the very top of your screen. The tabs include “Reports”, “Purchase”, “Tags”, “Names”, “Inventory”, “Vendors”, “Options”, “POS”; this button will allow you to access your POS screen from this toolbar, “Help”, and “Exit”.
(Purchasing module key functions and description). Purchasing through CAP can be done a number of ways through the purchasing module and allows merchants to order by specific vendor of choice. “Suggested Order”: Allows the system to suggest quantities to order based on prior sales history within a specific date range. “Understock”: Used to replenish understocked items back to maximum quantity level designated by the merchant. “Matrix Ordering”: Merchants create PO using the Matrix Grid to order form to allow easier viewing of large sets. “Transfers”: This is used in multi-store environments to move stock among various store locations.
Receiving Stock From Purchase Orders: Receiving stock can be done 3 ways: 1) Receive PO: Through the purchasing module, this process is used when a Purchase Order has been created by the merchant and sent to the vendor for replenishment. When the order arrives, the merchant will use their original Purchase Order to receive stock. 2) Receive Manual: Through the purchasing module, this process allows merchants to enter in newly received stock quickly when it comes into the store without a Purchase Order attached to it. 3) Inventory Receiving: Through the inventory checker section found within the “Options” module this process allows merchants to scan in stock that is auto-replenished from vendors and create your Purchase Order for quick receipt and tracking. Liquor stores use this process quite often.
Reporting: One report for purchase orders can be found in the “Purchases” section of Sellwise and Cash and Carry. “On Order Report” details all items that have been marked as sent to vendor and pending reports. Multiple reports for purchase orders can be found in the “Reports” section of Sellwise and Cash and Carry. These reports include “All Vendors” - Displays all Purchase Orders, including item details, from all vendors the merchant purchased stock from within a selected date range. “Select Vendor” – Displays all purchase orders, including item details, from one vendor within a selected date range. “PO Summary” – Displays all Purchase Orders and prices without item details for all vendors the merchant purchased stock from within a selected date range. “Deleted PO’s” – Displays all Purchase Orders that were deleted, including the item details, within a selected date range.
From the CAP Sellwise PRO tool bar, select “Names”. From the name lookup screen select “Add New Name” or from the Names detail screen, select “Add”. When entering the name information, use the tab key on your keyboard to move to the next field. After the “Add” option is selected, you will be prompted to answer “Yes” or “No” to the question “Do You Have A Phone Number”? If “Yes” is selected, you will be prompted to enter the person’s phone number; this will add the phone number to the A/R code field in the “Name” field. The A/R (Accounts Receivable) code field is the unique identifier for the name record and no 2 names can have the same A/R code. This field cannot be left blank. If you select “No” to the phone number prompt question, a box will pop on the screen asking you to select the method for creating a unique A/R code for this account. Select one of these options and then continue entering the rest of the customer information. There are 3 tabs in the Names file: “Contact Information”, “Sales and Pricing”, and “Shipping address & Messaging”. Most of these fields should be self-explanatory. In the “Contact Information” section, there is a field “Mail Code” and this is 2 characters long and is used to group like-customers for things such as mailings. This field is also used to identify names for payroll deductions. The “Additional Information” types will need to be created in “Configuration” before you define them in the “Names” record. For example, “Birth Date”, “Expiration Date”, “Alternate Contact Number”, etc. Once these are defined in “Configuration”, you can enter additional customer information.