|
Acronym |
Term |
Definition |
|
AIMS |
aged inventory management system |
A process designed to take a proactive approach to aging inventory. The goal of AIMS is the reduction and elimination of old inventory. This is accomplished by using a tiered system of assigning spiff and price markdowns to items dynamically as they age. |
|
|
bulk master record |
An inventory record that serves as the item record for all bulk items of that style number. |
|
|
bulk quantity record |
Bulk quantity records are a subset of bulk master records, but are based on shipments. For example, if you receive 10 of a particular bulk item, a bulk quantity record is created. |
|
|
bulk instance record |
Bulk instance records are created when a bulk item is sold or otherwise used individually. Creation of an instance record depletes the quantity record for that item. |
|
|
bulk pricing methods |
•General Merchandise, UPC/SKU: Appropriate when an item is carried in quantity and carries the same cost and price each, e.g., charms, batteries, and bead lines. •Buy and Sell Item by Unit of Measure, IUOM: Appropriate when an item is carried in quantity that includes a physical count and a measure and sold per measure, e.g., melee diamond parcels. •Buy and Sell by Measure Only, UOM: Appropriate when an item is carried in measure and sold per measure, e.g., gold stock. •Mixed Retail Pricing, PRE: Appropriate when an item represents a group of like-items of differing costs and prices but consistent markup, e.g., watchbands. |
|
COGS |
cost of goods sold |
The direct costs attributable to the production of the goods sold by a company. This amount includes the cost of the materials used in creating the good along with the direct labor costs used to produce the good. It excludes indirect expenses such as distribution costs and sales force costs. |
|
|
consignment |
Items owned by a customer that reside at and are to be sold by the store, at which time the customer will receive payment. Also see memo items. |
|
GROI |
gross return on investment |
An inventory profitability evaluation ratio that analyzes a firm's ability to turn inventory into cash above the cost of the inventory. It is calculated by dividing the gross margin by the average inventory cost and is used often in the retail industry. |
|
|
customer account types |
CH: House Account Reward Card: Reward Card L: Layaway R: Repair CR: Store Credit. |
|
|
inventory types |
A: Assembled P: Take-Off U: Custom S: Stock M: Memo C: Consignment O: Special Order T: Trade-In B: Built E: Template V: Virtual Model I: Internet Model approved J: Internet Model Browse not yet approved F: Faux Model L: Live Model |
|
|
item statuses |
I: In stock L: On Layaway S: Sold A: Memo Out V: Returned to Vendor M: Missing D: Disassembled U: Consumed here (i.e. as a part) Consumed gone (no status letter, determined by sold or in stock) X: Scrapped G: Giveaway N: Donation W: Work in Progress C: Cancelled E: Template.
Purchase Order Statuses: Q: Queued E: Entered B: Backordered O: On Order C: Cancelled. |
|
IUOM |
item unit of measure |
Bulk item pricing method; see bulk pricing methods above. |
|
|
levels |
In concert with Rapid Reorder, a designation of the minimum number of an item to be kept in stock at all times. |
|
|
memo item |
Items owned by a vendor that reside at and are to be sold by the store, at which time the vendor will receive payment. Also see consignment. |
|
PRE |
Bulk pricing method; see bulk pricing above | |
|
|
purchase order statuses |
•New P/O line added, not saved or ordered. •Entered P/O line added and saved, but not ordered. •Ordered P/O line entered and ordered. •Received Full quantity for this P/O line received to inventory •Canceled Order has been canceled •Back Order Items ordered but unavailable for shipping. |
|
|
reprice/re-cost |
The repricing feature allows you to change the price of an item or several items. Re-cost allows you to change and track replacement cost of an item. |
|
RFID |
radio frequency identification |
A technology that allows reading of tags by radio frequency. The tag contains a chip which the wand can interact with. They do not require line-of-sight with text or a barcode. |
|
|
server |
A computer that may or may not serve as a workstation, but in any case, houses the databases. |
|
|
special order status |
•Need More Info •Need to Order •Waiting on Vendor •All Here •Part Here •Complete or Canceled. |
|
TROI |
true return on investment |
The return on investment taking account how long the item has been in inventory. |
|
UOM |
unit of measure |
Bulk pricing method; see bulk pricing above |
|
UPC/SKU |
universal product code/stock keeping unit |
Bulk pricing method; see bulk pricing above |
|
WIP |
work in progress |
A build or assembly that has been initiated but has never added a SKU and does not have a completed task. |
|
|
work station |
A computer running The Edge that does not house the databases. |
Index
account report........................ 525
account types, customer.......... 786
account, postcard................... 249
accruing rewards.................... 695
acquire photo..................... 18, 20
acquisition...................... 208, 321
activate reward card............... 694
activity by time & day............. 467
activity reports....................... 461
activity tab............................ 231
activity tab, customer record.... 230
add customer......................... 323
add item manually, receive invoice 88
add permission........................ 18
add task, item assembly.......... 118
adding a category..................... 31
adding a new customer........... 246
adding a purchase order.......... 141
adding a stone......................... 66
adding a vendor....................... 46
adding an item......................... 59
address, customer........... 220, 221
addressee, results tab............. 202
adjust a repair cost................. 365
adjusting balances.................. 225
adjustment reason, repair....... 367
adjustments report................. 564
adjustments, rewards balance.. 700
administrative menu............... 612
advertising report................... 538
aging house accounts.............. 274
aging, undoing....................... 278
AIMS...................... 168, 176, 785
allocate special order................ 85
allocate, item........................... 63
allocating items........................ 83
already finished, custom job.... 371
already finished, repair............ 355
alternate items....................... 411
amount due report.................. 559
amount spent tab, customer find 209
appointment notifications........ 569
appointments................. 329, 566
appointments tab, customer record 238
appointments, at POS............. 415
appointments, creating............ 566
appointments, next................. 575
appointments, queued............. 575
appraisal tab, customer find..... 212
appraisal, print....................... 335
appraisals, find....................... 443
appraisals, intake................... 352
ask before printing.................. 422
ask if gift receipt.................... 422
assemble from previous.......... 120
assemble from scratch............ 113
assemble from template.......... 119
assemble item supervisor menu 113
assemble items...................... 112
assembled tab, item record....... 80
assembly template.................. 119
assembly, cancelling............... 123
associate............................... 320
associate commissions............ 540
associate, changing................ 316
associate, ID.......................... 320
associates.............................. 613
associates, commission........... 615
associates, security................. 617
asterisks, item list view....... 70, 99
attendance report................... 544
automatic markdown.............. 169
automatic markdown, category.. 34
automatic markup, category...... 33
automatic markup, vendor......... 49
back from vendor................... 103
backdating............................. 380
backup database.................... 607
balance adjustments, rewards.. 700
balances report...................... 524
balances, adjusting................. 225
balances, rewards................... 528
barcode scanner..................... 730
barcode, item.......................... 62
billing statements................... 281
bonus poster.......................... 496
bonus poster.......................... 177
bonus, rewards...................... 687
breakdown report................... 563
build from previous................. 122
build from scratch................... 121
build from template................ 122
build, cancelling..................... 123
bulk instance record.......... 59, 785
bulk inventory merge.............. 106
bulk inventory, item................. 57
bulk item supervisor menu 103, 105
bulk master............................. 59
bulk master record................. 785
bulk pricing methods............... 785
bulk quantity record.......... 59, 785
buy and sell, item..................... 71
buy period............................. 179
buying plan............................ 171
buying tools.................... 168, 171
by acquisition report............... 520
by why in report..................... 522
by ZIP report......................... 518
calculate commission.............. 726
calculating interest................. 284
calculations............................. 11
call before starting.......... 351, 372
camera.............................. 18, 20
cancel....................................... 9
cancel assembly..................... 123
cancel build........................... 123
canceling an order.................. 341
cancelling a credit card sale..... 396
capitalization........................... 11
care plan pricing..................... 718
care plan pricing on tags........... 39
care plan repair SKU report...... 565
care plan repair SKUs.............. 720
care plan report...................... 556
care plan updates................... 717
care plan, repair intake........... 368
care plans.............................. 387
care program......................... 720
care programs........................ 717
cash...................................... 392
cash customer........................ 328
catalog files, vendor................. 52
categories, listing..................... 30
category adjustment, vendor..... 49
category setup.................. 30, 540
category, changing................. 101
category, item......................... 61
category, new.......................... 31
cell calculations........................ 11
change category..................... 101
change pricing........................ 102
changing a customer............... 316
changing a sale...................... 316
changing an associate............. 316
changing sales tax rate........... 619
changing why-in..................... 316
checks................................... 393
clienteling.............................. 298
clienteling purchase history...... 299
clock, punch.......................... 589
close period........................... 279
close period, undoing.............. 280
COGS.................................... 785
COGS sales............................ 179
collections................. 91, 125, 385
color code, wish list................ 229
color codes, purchase orders 87, 143
columns, lists........................... 14
commission............................ 615
commission adjustment, category 32
commission adjustment, vendor. 49
commission on sale................. 232
commission report.................. 540
compacting the database......... 607
conducting a sale.................... 320
configuration.......................... 730
configuration, RFID................. 165
configuring email settings........ 702
configuring email settings, customer marketing 771
configuring email settings, notifications 771
configuring email settings, receipts 769
consignment................... 110, 785
consumed................................ 80
consumed, item build.............. 122
contact information.................... 3
contact method, appointments. 568
contact methods............. 220, 329
contact tab, vendor.................. 46
context-sensitive help............. 610
conversion report................... 501
copy details............................. 88
copy from................................ 36
cost history report.................. 552
cost of goods sold................... 785
cost, item................................ 64
cover page, report.................. 456
create a take-off, item disassembly 123
creating appointments............. 566
creating lists.......................... 630
credit card FAQs..................... 764
credit card settlement............. 764
credit card settlement errors.... 764
credit card troubleshooting...... 765
credit card types.................... 763
credit card, cancelling sale....... 396
credit card, void sale............... 396
credit cards.................... 393, 762
credit manager, vendor............. 47
credit memo, accepting as payment 402
criteria page.......................... 457
custom job............................ 370
custom job, parts................... 375
custom task detail, custom job. 374
customer account types........... 786
customer add......................... 323
customer address............ 220, 221
customer contact methods....... 329
customer criteria, mailing........ 263
customer data, exporting......... 269
customer database................. 198
customer edit......................... 328
customer edit, spouse/partner records 223
customer email............... 221, 222
customer emails, sending........ 271
customer find......................... 321
customer IDs........................... 24
customer information.............. 323
customer mailing.................... 263
customer marketing email settings 771
customer mismatch................ 398
customer phone.............. 220, 221
customer postcards................. 249
customer record, duplicate 246, 324
customer report..................... 513
customer returned items......... 553
customer statements.............. 274
customer supervisor menu....... 242
customer supervisor menu....... 242
customer, changing................ 316
customer, disable................... 242
customer, editing................... 218
customer, find........................ 198
customer, item......................... 64
customer/group mailing lists.... 267
customers, adding.................. 246
daily activity.......................... 461
daily activity by department report 474
data........................................ 14
database mode...................... 730
database, backup................... 607
database, compacting............. 607
database, customer................ 198
DataMax tag printer................ 777
date change........................... 380
date selection.......................... 12
dates...................................... 13
dates tab, customer find.......... 206
dates, rolling............................ 13
declared value, custom job...... 372
declared value, repairs............ 355
delete line............................. 335
delete wish list entry............... 412
deleted items report............... 551
departments............................ 42
deposit, custom job................ 372
description template............ 40, 66
description, item...................... 66
details..................................... 35
details sheet, job.................... 449
details tab, category record....... 34
details, item............................ 95
diamond.................................. 68
disable customer.................... 242
disassemble item.................... 123
disassembled tab, item record... 80
disassembling........................ 124
discontinued style................... 130
do not exceed................. 351, 372
donate.................................. 336
donations.............................. 384
donations report..................... 499
done..................................... 416
drop-down menus................... 628
drop-down values..................... 67
due at pickup, custom job....... 372
due date detailed report.......... 560
duplicate customer record 246, 324
each individually, results tab.... 202
earning rewards credits........... 401
Edge Community........................ 4
edgeuser.com............................ 4
edit bulk quantities, item......... 103
edit customer......................... 328
edit labor, item assembly........ 123
edit sale................................ 313
edit task when scanned........... 449
editing a customer record........ 218
editing a purchase order.......... 147
editing assembled items.......... 123
editing built items................... 123
editing lists............................ 628
editing special orders.............. 433
editor, image........................... 19
editor, photo............................ 19
email administration............... 703
email configuration................. 702
email headers and footers....... 704
email job details..................... 430
email receipt.......................... 416
email receipts........................ 769
email settings........................ 769
email subjects and greetings.... 706
email support......................... 611
email, customer.............. 221, 222
emailing wish lists........... 302, 308
emails, customer, sending....... 271
entering wish lists items.......... 405
envelopes........................ 27, 418
errors, credit card settlement... 764
estimate only, custom job........ 371
estimate only, repairs............. 356
estimated statement............... 274
estimated statements, finding.. 278
ETA........................................ 13
ETA, custom job..................... 372
ETA, repair............................ 363
Excel export........................... 458
exceptions reports.................. 550
exclude empty....................... 455
exclude from rewards............... 64
expiration dates....................... 13
exporting customer data.......... 269
exporting reports.................... 458
express service, custom job..... 371
express service, repair............ 356
FAQs, credit card.................... 764
fast customer add................... 323
fast sellers............................. 172
fee calculations...................... 284
field values....................... 67, 628
file menu............................... 606
filtering by date........................ 12
filtering reports........................ 16
filters...................................... 11
finance charge calculations...... 284
find customer................. 198, 321
find gift certificates................. 288
find item, RFID....................... 110
find sale supervisor menu........ 315
finding a vendor....................... 49
finding a wish list item............ 410
finding an item......................... 90
finding items, item assembly.... 122
finding jobs by notification....... 708
finding rewards...................... 697
finding statements.................. 279
finding wish lists............. 301, 412
first N records, printing signage 155
fixup bulk quantities............... 106
fixup status............................ 103
format, list.............................. 10
frequently-used SKU............... 643
G/L report, QuickBooks........... 674
general ledger report, QuickBooks 674
general tab, category record...... 32
general tab, custom job........... 371
general tab, customer find....... 198
general tab, item find............... 90
general tab, item record............ 61
general tab, repair.................. 641
general tab, repair task details. 358
general tab, rewards............... 687
general tab, task details, custom job 374
gift card report....................... 535
gift certificate recipient............ 344
gift certificate, editing............. 289
gift certificate, selling.............. 343
gift certificates....................... 288
gift certificates, as payment..... 397
gift receipt............................. 416
gift receipt options.................. 421
gift receipts........................... 419
giveaway............................... 336
giveaway report..................... 498
giveaway report (management) 554
giveaways............................. 382
Godex tag printer................... 776
green receipt......................... 416
green receipts........................ 769
GROI............................. 505, 785
gross return on investment...... 785
group by............................... 455
group mailing lists.................. 265
group pane............................ 458
hardware troubleshooting........ 773
headers and footers, email...... 704
headquarters ID..................... 732
help...................................... 610
history tab, item record............. 82
history, item.......................... 100
history, postcard.................... 255
history, repair................. 365, 380
house account aging report...... 526
house accounts...................... 274
house accounts, aging............. 274
Hyperion scanner.................... 775
ID scanner............................. 326
ID the associate..................... 320
identify yourself....................... 17
IDs, customer.......................... 24
IDs, item................................. 24
IDs, transaction....................... 24
image................................ 18, 20
image editor............................ 19
image properties................. 19, 20
image, custom job.................. 372
image, repairs........................ 355
importing repair SKUs............. 646
in stock and sold report........... 481
in stock by category report...... 481
in stock by location report....... 483
in stock by vendor report......... 482
in stock, item assembly........... 115
in-case signage........................ 34
initial amount, rewards............ 686
instance record, bulk......... 59, 785
intake, repair......................... 641
interest................................. 279
interest calculations................ 284
interim.................................. 179
inventory................................. 29
inventory buying tools..... 168, 171
inventory levels...................... 128
inventory reports.................... 477
inventory tab, rewards............ 687
inventory type......................... 93
inventory types...................... 786
inventory, item........................ 63
inventory, QuickBooks............. 664
invoice, item............................ 62
invoice, receive by.................... 87
invoice, receive item................. 85
item allocation......................... 83
item assembly........................ 112
item assembly from previous... 120
item assembly from scratch..... 113
item assembly from template... 119
item assembly supervisor menu 120
item building from previous..... 122
item building from scratch....... 121
item building from template..... 122
item category, changing.......... 102
item collections...................... 125
item description template.... 40, 66
item details............................. 95
item details lists..................... 630
item details tab, item find.......... 94
item disassembly.................... 123
item donation......................... 384
item edit, item assembly......... 123
item edit, item build................ 123
item entry............................... 64
item history...................... 82, 100
item IDs.................................. 24
item information, repairs......... 355
item labor, item assembly....... 117
item levels............................. 491
item list view supervisor menu... 99
item list view, asterisks....... 70, 99
item lists............................... 628
item location................... 131, 648
item order from list view........... 99
item parts.............................. 113
item per row, stones tab........... 97
item pop-up............................. 75
item pop-ups......................... 336
item setup............................... 56
item status............... 93, 103, 786
item supervisor menu 51, 102, 103, 112, 130
item tags................................. 70
item unit of measure............... 787
item, adding............................ 59
item, finding............................ 90
item, move............................ 131
item, order.............................. 99
items quantities tab, item record 71
items, photographing.............. 133
items, re-cost........................ 722
items, repricing...................... 722
items, selling.................. 334, 336
items, ship............................. 328
IUOM.................................... 787
jade........................................ 70
Jewelers Mutual...................... 422
jewelry care program.............. 720
jewelry care programs............. 717
JMIC..................................... 422
job details............................. 449
job details, email.................... 448
job details, emailing................ 430
job record supervisor menu..... 451
job tracking.................... 448, 449
jobs, find by notification... 450, 451
labor, editing, item assembly... 123
labor, item assembly............... 117
layaways............................... 401
layaways report...................... 530
level fields............................. 130
levels....................... 65, 491, 787
levels, inventory..................... 128
liability report........................ 562
LifeCam................................. 773
links, in reports...................... 458
list format............................... 10
listing categories...................... 30
lists................................. 14, 628
lists, columns in....................... 14
lists, creating......................... 630
lists, customer mailing............ 267
lists, editing........................... 628
lists, system.......................... 631
load defaults............................ 10
load program defaults............... 10
load settings............................ 10
location, item............ 63, 131, 648
location, physical inventory...... 132
locations supervisor menu....... 652
mail merge............................ 271
mailing lists, group................. 265
mailing, customer................... 263
main screen............................... 6
make a payment.................... 339
make database permanent...... 730
make default image............ 19, 20
making a sale........................ 320
manage reports...................... 713
management reports............... 538
managing a style.................... 130
manual sale........................... 334
mapping QuickBooks accounts. 656
mark as done......................... 120
mark as work in progress........ 120
mark as work in stock............. 120
mark missing......................... 102
markdown............................. 169
markdown percentage, category 34
markup, category..................... 33
master record bulk................. 785
master record, bulk.................. 59
matching special order inventory 435
max item discount, rewards..... 688
measure, sell by, item............... 71
memo item............................ 787
memo items........................... 110
memo items, return.................. 51
memo out.............................. 335
memorize report...................... 10
memorized reports.......... 459, 713
menu bar.............................. 606
menus...................................... 6
merchandise tab, customer find 203
merchant services.................. 395
merge fields........................... 271
merge, bulk inventory............. 106
merge, vendor......................... 50
messages, text....................... 708
minimum cost, category............ 33
minimum days, markdown, category 34
minimum markup, category....... 33
minimum price, rewards.......... 688
misc charge........................... 342
misc sale lines........................ 639
misc tab, QuickBooks.............. 670
miscellaneous sales activity report 464
miscellaneous sales report....... 543
mismatch, customer............... 398
missing item.......................... 102
mixed retail, item..................... 71
mode, database..................... 730
Montage................................ 717
more button................... 334, 335
most recent settings................. 10
move item............................. 131
move task, custom job............ 374
move task, repairs.................. 358
multi-store, postcards............. 256
my brand................................ 47
narrowing query results............ 11
navigation................................. 6
need override.......................... 17
net COGS.............................. 179
new category........................... 31
new item, item disassembly..... 124
new repair part recommendation tab, repair 644
news feed.............................. 593
next appointments.................. 575
no name................................ 328
no sale.................................. 380
notes.................................... 328
notes tab, customer record...... 234
notes tab, item record............... 74
notes, customer..................... 328
notification email settings........ 771
notification find............... 450, 451
notifications.................... 311, 702
notifications report.................. 533
notifications, appointment....... 569
notifications, find.................... 708
notify, custom job................... 372
notify, repairs........................ 356
numbering............................... 24
occasions report..................... 534
OCR scanner.......................... 326
OK/save & close......................... 9
on account report................... 525
on-line help........................... 610
opals...................................... 70
open drawer.......................... 381
open to buy report.................. 178
options tab, customer record... 237
options tab, item find................ 98
order items.............................. 99
order postcards...................... 249
ordered items.......................... 86
ordered, item assembly........... 115
ordering reports..................... 488
organize by start date, printing signage 155
other keys, customer find........ 208
other tender detail report........ 473
outbound email settings.......... 702
output options........................ 459
override.................................. 17
overview report by period........ 545
park...................................... 381
part details, item assembly...... 116
parts tab, custom job details.... 377
parts tab, repair details........... 361
parts tab, repairs.................... 364
parts, as part of repair tasks.... 360
parts, as part of tasks............. 379
parts, item............................. 113
parts, repair tasks.................. 363
parts, tasks, custom job.......... 375
payment options..................... 392
payment, special order............ 352
payments using rewards card 340, 399
payments, cash...................... 392
payments, check.................... 393
payments, credit card............. 393
payments, credit memo........... 402
payments, gift certificate......... 397
payments, layaway................. 401
payments, store charge........... 403
payments, tender card............ 400
PDF report............................. 458
pdf, report............................. 459
pearls..................................... 70
percentiles report................... 515
performance reports............... 502
permission, add....................... 18
permissions............................. 16
phone, customer............. 220, 221
photo................................ 18, 20
photo device.......................... 761
photo editor............................. 19
photo, item...................... 66, 115
photographing an item............ 133
pick a standard message......... 344
pick up.................................. 340
pickup special order................ 352
placed field, special orders....... 434
Podium.......................... 422, 745
point of sale........................... 320
pop-up, item.................... 75, 335
popups tab, customer record.... 235
pop-ups tab, item record........... 75
pop-ups, item........................ 336
POS, working with appointments at 415
postcard account.................... 249
postcard history..................... 255
postcard presets..................... 254
postcard tab, customer find..... 215
postcards.............................. 249
postcards, scheduling.............. 251
posting fees........................... 279
posting to QuickBooks............. 673
PRE....................................... 787
pre-appraise tab, item record..... 80
presets..................................... 9
presets, postcard.................... 254
preview receipt....................... 422
previous, item from................ 113
price estimate, repairs............ 363
price is estimated, custom job 351, 372
price method, item................... 64
price, item assembly............... 114
pricing methods..................... 785
pricing tab, category record....... 32
pricing tab, repair................... 643
pricing tab, vendor................... 48
pricing, category...................... 32
pricing, change....................... 102
pricing, item............................ 64
pricing, protect....................... 102
primary customer................... 245
primary vs. spouse/partner...... 218
print appraisal........................ 335
print list................................ 231
printer, receipt and report....... 606
printer, tag............................ 733
printers, setup....................... 606
printing a receipt.................... 416
printing reports...................... 458
printing signs......................... 154
printing statements................. 281
printing tags..................... 71, 152
promotional giveaways............ 382
promotional item returns......... 346
promotions............................ 637
protect pricing........................ 102
punch clock........................... 589
punching in and out................ 589
purchase history, clienteling..... 299
purchase order....................... 128
purchase order color codes. 87, 143
purchase order settings........... 144
purchase order status........ 93, 787
purchase order supervisor menu 144
purchase order, add................ 141
purchase order, editing........... 147
purchase order, item................ 62
purchase order, resubmit by email 149
purchase order, resubmit in print 149
purchase order, submit by email 149
purchase order, submit in print 149
purchase orders..................... 141
purchase rewards................... 697
quantities tab, item............. 71, 72
quantity record, bulk......... 59, 785
quantity, item.......................... 62
quantity, item assembly.......... 114
queries.................................... 11
query results, narrowing........... 11
queued appointments.............. 575
queued items........................... 87
queued items, retrieve..... 142, 143
QuickBooks.................... 112, 653
QuickBooks accounts, recommended 657
QuickBooks G/L report............ 674
QuickBooks inventory.............. 664
QuickBooks repair tab............. 666
QuickBooks stores tab............. 671
QuickBooks taxes tab.............. 670
QuickBooks, mapping accounts 656
QuickBooks, mapping payment methods 672
QuickBooks, posting................ 673
QuickBooks, setting start date.. 672
radio frequency identification... 787
rapid reorder.......................... 128
rapid reorder form.................. 493
rapid reorder report................ 490
ratings.................................. 422
recall cost................................ 89
receipt.................................. 341
receipt email settings.............. 769
receipt supervisor menu.......... 232
receipt, email......................... 416
receipt, gift............................ 416
receipt, green........................ 416
receipt, printing...................... 416
receipts................................... 25
receipts, gift.......................... 419
receipts, green....................... 769
receive invoice.................. 87, 150
receive invoice, add item manually 88
receive item by invoice.............. 85
receive ordered styles............. 150
received, item assembly.......... 115
receiving special orders........... 435
recipient, gift certificate........... 344
recommended parts tab, repair 644
recommended QuickBooks accounts 657
record navigation bar.................. 8
records, sorting........................ 14
recost................................... 787
re-cost multiple...................... 726
re-cost report......................... 500
re-costing.............................. 133
re-costing items..................... 722
recovered cost of aged items report 510
recovered funds..................... 174
redeploy cost of aged items..... 174
referral rewards...................... 697
referrals.................. 292, 684, 693
referrals tab, customer record.. 241
remote assistance................... 610
remove spouse....................... 244
reorder.................................. 128
reorder fast sellers.................. 172
reordering a style................... 130
repair breakdown report.......... 563
repair cost, adjusting.............. 365
repair intake.......................... 641
repair intake with care plan..... 368
repair SKUs, care plan............. 720
repair tasks........................... 356
repair, SKUs, importing........... 646
repair/custom tab, customer find 210
repair/customer job reports..... 559
repairs.................................. 426
repairs tab, QuickBooks........... 666
repairs, completing................. 449
repairs, entering tasks............ 372
repairs, finding....................... 426
repairs, history............... 365, 380
repairs, intake........................ 354
repairs, item information......... 355
repairs, moving...................... 431
repairs, parts, as part of tasks 360, 363, 379
repairs, SKUs, setup............... 641
repairs, task details......... 358, 374
repeat sales COGS.................. 179
replacing rewards cards........... 701
replenish current inventory...... 508
report cover page................... 456
report criteria page................. 457
report filters............................ 16
report links............................ 458
report output options.............. 459
report PDF............................. 458
report toolbar......................... 458
reports.................................. 453
reports, manage.................... 713
reports, creating..................... 453
reports, date range................. 454
reports, exporting................... 458
reports, printing..................... 458
reports, stone type................... 68
reprice.................................. 787
repricing................................ 170
repricing items....................... 722
resources.............................. 778
resubmit purchase order by email 149
resubmit purchase order in print 149
result type, appointments........ 571
results tab, customer.............. 201
results tab, customer find........ 202
retagging............................... 721
retail price, item....................... 65
retrieve queued.............. 142, 143
retrieved queued...................... 87
return item..................... 231, 233
return item activity report....... 466
return memo items................... 51
return to stock....................... 112
return to vendor.............. 102, 112
returns.................................. 345
returns, promotional............... 346
returns, special order.............. 352
returns, trade-in..................... 346
revert....................................... 9
review receipts....................... 381
reviews................................. 422
reward/referral tab, customer find 214
rewards.................. 291, 330, 684
rewards balance..................... 327
rewards balances.................... 528
rewards bonus....................... 687
rewards card for payments 340, 399
rewards card supervisor menu 694, 701
rewards cards point of sale...... 694
rewards cards, activating......... 694
rewards credits, earning.......... 401
rewards detail report............... 527
rewards earnings.................... 688
rewards general tab................ 687
rewards initial amount............. 686
rewards inventory tab............. 687
rewards max item discount...... 688
rewards referral report............ 529
rewards reporting................... 697
rewards reports...................... 527
rewards services tab............... 690
rewards summary report......... 528
rewards tab, customer record.. 239
rewards, accruing................... 695
rewards, earn rewards dates.... 686
rewards, find.......................... 697
rewards, minimum price.......... 688
RFID..................................... 787
RFID, configuration................. 165
RFID, find item by.................. 110
RFID, tagging......................... 166
ROI....................................... 505
rolling dates............................. 13
sale...................................... 320
sale record, item...................... 64
sale, changing........................ 316
sale, ending........................... 729
sale, starting.......................... 727
sales activities........................ 320
sales and stock levels by age report 506
sales by age........................... 506
sales commission.................... 232
sales comparison report.......... 557
sales data.............................. 232
sales supervisor menu............. 315
sales tax........................ 540, 619
sales tax collected report......... 463
sales tax option...................... 416
sales, finding......................... 313
sales, voiding......................... 316
salesperson category performance 549
salesperson performance report 547
salesperson reports................. 502
save & duplicate......................... 8
save & new................................ 8
save & print............................... 9
save & stay............................... 9
save and print........................ 430
save settings........................... 10
scanner................................. 730
scanning method, physical inventory 132
ScanShell ID scanner.............. 326
scheduling postcards............... 251
scrap item............................. 102
scratch, item from.................. 113
search..................................... 18
search default field................... 10
search mode, customer........... 200
security........................... 16, 617
security log............................ 555
see cost................................. 102
see item................................ 232
see item/service..................... 233
see item/services................... 231
see sale......................... 231, 232
select source...................... 19, 20
sell by measure, item................ 71
selling an item....................... 334
selling wish list items.............. 411
serial number.......................... 35
server................................... 787
services tab, rewards.............. 690
set all to zero, repair............... 367
set as default........................... 10
set as primary customer... 218, 245
set primary part, item assembly 116
set starting field....................... 10
settings, purchase order.......... 144
settlement errors, credit card... 764
settlement, credit card............ 764
ship items.............................. 328
ship to.................................. 328
shipping................................ 328
shipping report....................... 470
show my wish list items........... 409
show similar............................ 10
showing returns report............ 487
sign formats.......................... 681
sign locations report............... 497
signage location report............ 178
signage, in-case....................... 34
signs, printing........................ 154
signs, setup........................... 681
simple list report.................... 513
SKU...................................... 787
SKU, frequently used.............. 643
SKUs, importing repair............ 646
small task lines...................... 357
sms marketing....................... 311
smtp..................................... 703
SnapRetail free trial................ 258
SnapRetail integration..... 258, 259
SnapRetail upload................... 261
sold by category report........... 484
sold by customer report.......... 486
sold by vendor report.............. 485
sold price, item........................ 65
sort signage by, printing signage 155
sorting.................................... 14
special order.......................... 433
special order allocation. 63, 85, 437
special order payments........... 352
special order pickup................ 352
special order placed................ 434
special order report................. 488
special order status................. 787
special order, editing............... 433
special order, inventory matching 435
special orders COGS............... 179
special orders, checking on status 438
special orders, finding............. 438
special orders, processing........ 349
special orders, receiving.......... 435
special orders, reconciling........ 437
special orders, returns............. 352
special services...................... 426
spellcheck............................... 11
spiff, category.......................... 34
spiff, item................................ 65
spouse, remove...................... 244
spouse/partner records........... 223
start over.............................. 381
statement close...................... 279
statement close, undoing......... 280
statement estimates............... 274
statement estimates, finding.... 278
statement estimates, undoing.. 278
statement fees, voiding........... 280
statement find........................ 279
statements............................ 274
statements supervisor menu.... 278
statements, printing............... 281
station ID.............................. 733
status, item......... 64, 93, 103, 786
status, item assembly............. 114
status, purchase order....... 93, 787
status, special order................ 787
stock #/service #................... 231
stock type, item....................... 63
stone per row, stones tab.......... 97
stone records..................... 70, 99
stone reports........................... 68
stone, adding........................... 66
stones tab............................. 119
stones tab, item find................. 96
stones tab, item record............. 66
stones, colored......................... 70
store charge.......................... 403
store charge statements.......... 274
store ID................................. 732
store number, item................... 63
stores tab, QuickBooks............ 671
style note, item........................ 62
style, discontinued.................. 130
style, managing...................... 130
styles, receive ordered............ 150
subject, email........................ 706
submit purchase order by email 149
submit purchase order in print. 149
supervisor................................. 8
supervisor menu..................... 119
supervisor menu, assemble item 113
supervisor menu, bulk item 103, 105
supervisor menu, create template 119
supervisor menu, customer...... 242
supervisor menu, find sale....... 315
supervisor menu, item 51, 102, 103, 112, 130
supervisor menu, item list view.. 99
supervisor menu, job record.... 451
supervisor menu, locations...... 652
supervisor menu, purchase order 144
supervisor menu, receipt......... 232
supervisor menu, rewards card 694, 701
supervisor menu, sales............ 315
supervisor menu, statements... 278
supervisor menu, template...... 122
supervisor menu, vendor........... 50
supervisor override, time clock. 590
supplies.................................... 4
support, email........................ 611
switch to spouse..................... 218
system clock............................ 17
system lists............... 67, 628, 631
system options....................... 735
system options, gift receipts.... 421
tag layout................................ 38
tag organization..................... 152
tag printer settings................. 733
tag, care plan pricing on............ 39
tagging items, RFID................ 166
tags tab, category.................... 38
tags tab, category record.......... 37
tags tab, item.......................... 71
tags tab, item record................ 70
tags, printing.................... 71, 152
take-off................................... 80
take-off, item disassembly....... 123
task details, custom job.......... 374
task details, item assembly...... 118
task details, repairs................ 358
task keyword, custom job........ 373
task keyword, repairs.............. 357
task lines, small..................... 357
task, add, custom job............. 374
task, item assembly................ 114
tasks tab, custom job.............. 372
tasks, details.......................... 374
tasks, entering....................... 372
tasks, parts............................ 379
tasks, parts, repairs................ 360
tasks, repairs......................... 356
taxes.................................... 619
taxes tab, category record......... 39
taxes tab, QuickBooks............. 670
taxes, adding......................... 619
taxes, on services................... 624
taxes, setup........................... 619
template, assembly................ 119
template, item....................... 113
template, item description... 40, 66
template, supervisor menu...... 122
tender card, selling................. 345
tender cards, as payment........ 400
tender detail report................. 471
tender options........................ 392
text file................................. 458
text message administration.... 707
text message marketing.......... 311
text message settings............. 703
text messages........................ 708
text messaging....................... 702
thank you report.................... 532
third-party website................... 82
time........................................ 14
time clock.............................. 589
time clock, supervisor override. 590
time, system............................ 17
to be determined, price.... 351, 372
toolbar, report........................ 458
top n customers report............ 517
total COGS............................ 179
total due at pick-up................ 341
tracking jobs.................. 448, 449
trade in................................. 343
trade-in returns...................... 346
trades report.......................... 465
training..................................... 4
transaction............................ 320
transaction IDs........................ 24
transfer report....................... 512
TROI..................................... 787
troubleshooting, credit card..... 765
troubleshooting, hardware....... 773
true return on investment........ 787
twain......................... 19, 20, 761
type & status tab, item find....... 91
type, inventory........................ 93
undoing aging........................ 278
undoing estimated statements. 278
undoing period close............... 280
unit of measure...................... 787
unlock level fields................... 130
UOM..................................... 787
UPC...................................... 787
updates................................. 611
upload, SnapRetail.................. 261
user permissions...................... 16
user resources....................... 778
vendor catalog files.................. 52
vendor credit manager.............. 47
vendor ID................................ 46
vendor ID, change.................... 50
vendor merge.......................... 50
vendor setup.................... 46, 540
vendor style, item.................... 62
vendor style, item assembly.... 115
vendor supervisor menu............ 50
vendor, back from.................. 103
vendor, item............................ 62
vendor, item assembly............ 115
vendors, adding....................... 46
vendors, finding....................... 49
video surveillance configuration 734
view notes............................. 335
view pop-up........................... 335
vis server.............................. 734
void sale................................ 316
void sale, credit card............... 396
voided sales report................. 550
voiding rewards cards............. 701
voiding statement fees............ 280
waiting parts report................ 561
website..................................... 4
website tab.............................. 82
weekly buying plan................. 171
why in........................... 321, 637
why-in.................................. 208
why-in, changing.................... 316
window menu......................... 609
Windows functions.................. 606
WIP...................................... 787
wish list.................. 328, 405, 408
wish list color code................. 229
wish list entry mode................ 406
wish list entry, delete.............. 412
wish list items, entering.......... 405
wish list items, selling............. 411
wish list reports...................... 412
wish list tab, customer record.. 228
wish list, finding..................... 410
wish list, show another customer's wish list 410
wish list, show my wish list items 409
wish lists report...................... 514
wish lists tips......................... 414
wish lists, emailing.......... 302, 308
wish lists, finding............ 301, 412
wishes tab, customer find........ 205
work in progress..................... 787
workstation............................ 787
wrong customer..................... 316
ZIP Codes.............................. 709