When should I backup my Retail 2005/2007 data file?

How do I set up my Gift Card program?

1. Select Charts of Accounts and create account 2071 - "Gift Cards Sold", and account 2072 - "Gift Cards Redeemed".
2. Select Departments and create department "GC1 - G/C Sold", with sales account 2071 and department "GC2 - G/C Redeemed", with sales account 2072. Both department should be non-taxable with a 0% markup.
3. Select Vendors and Create vendor "HSE - House account" with department G. No other information is required
4. Select Inventory Items and add item. "Vendor - HSE", "Code - GIFT CARD", "Department - GC1", non-taxable. Note that there is a space between GIFT and CARD. No other information is required.

How do I Sell a Gift Card?

1. Select Vendor HSE and Item GIFT CARD. Immediately the description "ENTER/SCAN Gift Card Number" will appear highlighted in blue. Scan the barcode or type the code number on the back of the card and press tab.
2. Tab through the Qty field to accept "1". If you are selling more than one to a customer you must repeat this process for each card.
3. Enter the face amount of the card in the price column. 
4. Affix the appropriate sticker to the card designating its face value.

How do I issue a Store Credit?

1. Optional: Select a customer if you want the customer name to appear on the Store Credit Ticket
2. Select item been returned. Remember to enter a negative quantity.
3. Press the F9 Key to cash out.
4. From the Cash Out Screen, press the F7 Key or click the Other button.
5. Select Store Cred. payment and press the Tab Key.
6. Enter the amount shown in the Total Amount Due and press the Tab Key.
7. Press the F9 Key or click the Done Button.
8. Three receipts are printed, the first goes in the register for settling at the end of the day.
9. The second is the Store Credit Ticket given to the customer.
10. The third is a receipt of the returned items.

How do I redeem a Store Credit?

1. Process sale and press the F9 Key to cash out.
2. From the Cash Out Screen, press the F7 Key or click the Other button.
3. Select Store Cred. payment and press the Tab Key. The Store Credit Screen will appear.
4. From the Store Credit Screen, enter the Store Credit Number and press the Tab Key.
5. If the Store Credit Value is greater than the Amount Due, only the Amount Due will redeemed and a new Store Credit Ticket will be issued for the difference.
6. Press the F9 Key to Process the Store Credit.
7. You are back at the Cash Out Screen, press the Tab Key.
8. If there is a Balance Due, select another payment option.
9. Finish up the transaction.

How do I Set up Advanced Security?

Creating a New User

1. Select Sales Associates
2. Enter Sales Person Code and Name
3. Press F7 Key or click the Advanced Security button.
4. The Advanced Security Screen now appears with the created user and a level 1 option.
5. Tab to the password field and enter a password.
6. Check off other possible options for this user.
7. Press F9 Key to save information. 

Editing a Current User

1. Select Advanced Security
2. Select a user and press the Tab Key.
3. Check off options for the user.
4. Press the F9 Key to save information.

How do I Sign in to Retail 2005/2007?

 Enter your user code in the sign-on-code box and press the Tab Key. Enter your password and press the F9 Key. If you are getting started with Retail 2005/2007, or using a demo version, enter the sign-on-code "SS" and the password "password".

Retail 2005/2007 sign on screens: The first time you sign in to Retail 2005/2007, the Setup Terminal Screen appears.

1. Starter Kit and Back Office Screen.
2. Single User Pos Screen.
3. Multi-User Pos Screen.

Can I look up my transaction during the day?

1. Press the F7 Key.
2. Highlight Display Tape and press the Tab Key.

How do I set Retail 2005/2007 to print multiple copies of each receipt?

1. Press the F7 Key.
2. Select Print Instruction and press the Tab Key.
3. The Print Instructions Screen will appear.
4. You can choose to print multiple copies just this time or set it to print at all times
5. Setting multiple copies in the Pos receipts also sets multiple copies for invoices, layaways and special orders.
6. Press the F9 key to finish up.

When should I post my sales?

Why are some options on the Retail 2005/2007 screen menu disable?

Why can't I see all the options on the Retail 2005/2007 screen menu?

How can I get the latest Revision to Retail 2005/2007?

Why do I get the message "can not find working folder"?

Reasons:

1. The Network is down
2. The Server is off.

Solution:

1. Verify cables are connected, hubs and cards are working.
2. Verify the Server is on.
3. Map the correct Network Drive.

How do I set up my receipt printer?

Before starting make sure your Retail 2005/2007 CD is in the drive, hold down the ‘SHIFT’ key for about 30 sec to disabled Auto Run. Click Start, Settings, Printers. You should now be in the Windows printers’ folder.

1. Click Add Printer. At the first pop up window click next. Then select local printer and click next.
2. At the screen that ask for Manufacturer name and printer name click the ‘HAVE DISK’ button.
3. You will be prompted with the A drive. Select ‘BROWSE’, then select your CD drive letter where it says drives.
4. Click on the Star folder.
1. If your receipt printer is a Star TSP552 or a Star SP300 and your operating system is Windows 98 Select the POS folder.
2. If you do not meet the above criteria, select the folder corresponding to your printer and operating system.

Select your printer from the list provided, make sure it says receipt and not ticket, then click Next. At the next screen you are ask for the printer port, select the port then click next. At the next screen for printer name type ‘Retail2007 Receipt Printer’ for Retail 2007 or ‘Retail2005 receipt Printer’ for Retail 2005 in the same context. For options Yes or No select no and click next. Select yes for a test page and click Finish. The driver installation will start. You may get a prompt looking for ‘UNIDRV.HLP’ file on your Windows CD. Where it says copy file from, click Arrow down and select Windows directory, Windows\System directory or Windows\Options\Cabs directory. If file is not found contact Seaport Software. After Installation right click ‘Retail2007 Receipt Printer’ and select properties. Click on the paper tab. For paper size left click on custom. For length type in 8071 and click ok. For paper source select cash drawer 1 & 2. Click on the unprintable area button and set all values to zero, click ok. Apply and Ok.

SP300 Settings

To adjust printing with the Star SP300 receipt printer in Retail2007, verify or modify the properties for the receipt printer as noted below.  You may need to acquire and install the drivers for the SP212 (Receipt) printer first, located on the installation cd.

Select the Details tab.  Where you see “Print using the following driver:” It should read Star SP212 (Receipt).  If not, click on the New Driver… button and click on Yes in the next message.  From the Manufacturers list, select Star.  From the Models list, select Star SP212 (Receipt).  Click Ok.

Download Drivers Here

How do I set up my blaster printer?

Before starting make sure your Retail 2005/2007 CD is in the drive, hold down the ‘SHIFT’ key for about 30 sec to disabled Auto Run. Click Start, Settings, Printers. You should now be in the Windows printers’ folder.

1. Click Add Printer. At the first pop up window click next. Then select local printer and click next.
2. At the screen that ask for Manufacturer name and printer name click the ‘HAVE DISK’ button.
3. You will be prompted with the A drive. Select ‘BROWSE’, then select your CD drive letter where it says drives.
4. In the folder list box, select blaster directory. Click on the csi.inf file and ok, then ok again.
5. You will now see a list of printers Select ‘ADVANTAGE BD 2’ then click next.

Download Drivers Here