1
ezPower / Re: Product Price Level Reports
« on: January 19, 2018, 11:51:56 AM »
Okay, that's exactly what I thought. Thanks!
bob
bob
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2
ezPower / Product Price Level Reports
« on: January 18, 2018, 05:56:31 PM »
I was wondering if there is such a report.
I use the Price Levels 1-6 on all my Products. It just seems like the easiest and most reliable way to discount locals, wholesalers, employees, etc.
I've been exporting the Price Level for each sale along with the rest of the Sales information to my accounting software (Xero) so I can track it - mainly because I've never come across a way generate such a report in EZP. I use the "Products/Sold Products Detail" report, and choose "Price Level" as one of the report variables. Then, I use the tracking feature in Xero to monitor the proportion of each of those Levels.
However, the "Products/Sold Products Detail" report allows for only 10 such variables, and there's another one that I'd like to add. It seems that the Price Level might be my best option to remove and make way for it - at least if I can get that directly out of EZP without a lot of hassle.
Is there any such report at this time? Or could I maybe recruit your services for another custom report?
Thanks!
bob
I use the Price Levels 1-6 on all my Products. It just seems like the easiest and most reliable way to discount locals, wholesalers, employees, etc.
I've been exporting the Price Level for each sale along with the rest of the Sales information to my accounting software (Xero) so I can track it - mainly because I've never come across a way generate such a report in EZP. I use the "Products/Sold Products Detail" report, and choose "Price Level" as one of the report variables. Then, I use the tracking feature in Xero to monitor the proportion of each of those Levels.
However, the "Products/Sold Products Detail" report allows for only 10 such variables, and there's another one that I'd like to add. It seems that the Price Level might be my best option to remove and make way for it - at least if I can get that directly out of EZP without a lot of hassle.
Is there any such report at this time? Or could I maybe recruit your services for another custom report?
Thanks!
bob
3
ezPower / Re: something amiss in a Product
« on: January 03, 2018, 09:33:14 PM »
Hey, as far as I can tell, it all works great now. Thanks, Ronald!
Bob
Bob
4
ezPower / Re: something amiss in a Product
« on: December 31, 2017, 06:02:45 PM »
Maybe it's the particular Category. I don't have a lot of Products that have default Modifiers, but I know item #'s 24595 or 24502 do, and both exhibit this behavior.
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ezPower / Re: something amiss in a Product - Note 3 of 3
« on: December 30, 2017, 02:35:50 PM »
(cont.)
As far as the effect on Product Description for the transaction, it looks like the addition of the Seat Number prefix and lack of Price on the printed receipt go hand in hand. And I’ve been able to reproduce this consistently by using Products that have Modifiers with a default Modifer by unclicking that Modifier.
The net effect of this every time is that either "S7" or “S167” will become the prefix of the Product Description in the transaction, and nothing is shown on the printed receipt for the price (i.e., it’s absolutely blank), even though it shows up in the Sales Window! There IS a Sub-Total and Total, but no Product price.
This has happened in every Product with a default Modifier I've tried so far. I’m also surprised that I don’t have a chance to add a different Modifier after unclicking one – especially since I get an error message that I can’t have 2 Modifiers if I click a second one before unclicking the first (and, of course, there's no way to back up to a previous Modifier to revise it)
If "S-whatever" is a seat/table assignment, it seems that some wires are getting crossed (maybe another feature that could be different between versions – no seat assignments for the Retail version?). I've never done a thing with seat or table assignments in this software.
But the fact that the price doesn’t show up on the receipt in this case is certainly not good.
Further, when trying to duplicate the original incident, I entered the item in question, unclicked the default Modifier, and then changed the Quantity with the “1-2-3” button – and with one click suddenly had a quantity of about 30 for the sale!
There’s clearly something wrong going on, and I hope something can be done to straighten it out. Would you suggest that I create all new Products? Do I need to avoid using any Modifiers? Or avoid using Modifiers with defaults?
Thanks.
As far as the effect on Product Description for the transaction, it looks like the addition of the Seat Number prefix and lack of Price on the printed receipt go hand in hand. And I’ve been able to reproduce this consistently by using Products that have Modifiers with a default Modifer by unclicking that Modifier.
The net effect of this every time is that either "S7" or “S167” will become the prefix of the Product Description in the transaction, and nothing is shown on the printed receipt for the price (i.e., it’s absolutely blank), even though it shows up in the Sales Window! There IS a Sub-Total and Total, but no Product price.
This has happened in every Product with a default Modifier I've tried so far. I’m also surprised that I don’t have a chance to add a different Modifier after unclicking one – especially since I get an error message that I can’t have 2 Modifiers if I click a second one before unclicking the first (and, of course, there's no way to back up to a previous Modifier to revise it)
If "S-whatever" is a seat/table assignment, it seems that some wires are getting crossed (maybe another feature that could be different between versions – no seat assignments for the Retail version?). I've never done a thing with seat or table assignments in this software.
But the fact that the price doesn’t show up on the receipt in this case is certainly not good.
Further, when trying to duplicate the original incident, I entered the item in question, unclicked the default Modifier, and then changed the Quantity with the “1-2-3” button – and with one click suddenly had a quantity of about 30 for the sale!
There’s clearly something wrong going on, and I hope something can be done to straighten it out. Would you suggest that I create all new Products? Do I need to avoid using any Modifiers? Or avoid using Modifiers with defaults?
Thanks.
6
ezPower / Re: something amiss in a Product - Note 2 of 3
« on: December 30, 2017, 02:24:17 PM »
(cont.)
One possible solution seems to be to take the "quantity" field out to 2 decimals, and have every receipt start showing each item with quantities of "1.00", "2.00", etc. But then I found that you can enter a quantity out to any number of decimal places (e.g., "0.9999), and just one decimal place more than what is set in Precision will round the quantity to the nearest whole number - and still adjust the Price.
My other first thought was to maybe eliminate access to the "Edit" function, but I can't think of any other way to allow the cashiers to edit prices, and I consider that essential. Besides, it's not looking to me like the Edit function was involved anyway.
I’m hoping that there may be a way of changing something in the software, though I’ll be the first to admit that I’m not aware of the level of difficulty of accomplishing it:
For one, could there be way of differentiating a “Bulk” Product from other Products? something like an Option added to signify a Product that acts as a Bulk item – something along the lines of the “Service” option - and have only specific Products able to be sold in fractions? I’ve seen this used in other software, and it worked very well (though again, I have no idea as to difficulty of programming it)
Or if that's no doable, how about making one of the differences between the Retail and Restaurant versions be how quantities are handled? I may be wrong, but I really can’t imagine a situation in a Retail setting that would ever, ever split up a Product. And with already a separate version for Restaurants, it seems that this could be one of the differences between versions. I just think there are limits to a “one size fits all” approach for various clientele, and this "fraction of an item" concept would seem to be one of them since it allows for a problem like this.
(cont.)
One possible solution seems to be to take the "quantity" field out to 2 decimals, and have every receipt start showing each item with quantities of "1.00", "2.00", etc. But then I found that you can enter a quantity out to any number of decimal places (e.g., "0.9999), and just one decimal place more than what is set in Precision will round the quantity to the nearest whole number - and still adjust the Price.
My other first thought was to maybe eliminate access to the "Edit" function, but I can't think of any other way to allow the cashiers to edit prices, and I consider that essential. Besides, it's not looking to me like the Edit function was involved anyway.
I’m hoping that there may be a way of changing something in the software, though I’ll be the first to admit that I’m not aware of the level of difficulty of accomplishing it:
For one, could there be way of differentiating a “Bulk” Product from other Products? something like an Option added to signify a Product that acts as a Bulk item – something along the lines of the “Service” option - and have only specific Products able to be sold in fractions? I’ve seen this used in other software, and it worked very well (though again, I have no idea as to difficulty of programming it)
Or if that's no doable, how about making one of the differences between the Retail and Restaurant versions be how quantities are handled? I may be wrong, but I really can’t imagine a situation in a Retail setting that would ever, ever split up a Product. And with already a separate version for Restaurants, it seems that this could be one of the differences between versions. I just think there are limits to a “one size fits all” approach for various clientele, and this "fraction of an item" concept would seem to be one of them since it allows for a problem like this.
(cont.)
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ezPower / Re: something amiss in a Product - Note 1 of 3
« on: December 30, 2017, 02:11:32 PM »
Okay, it looks like there are at least two components to this issue - the first being the Price.
It looks like your statement explains what's wrong at this point, but I'm not sure it explains how it happened. I don't believe it was intentional. The cashier described to me what happened, and it was an absolutely normal transaction. She admits that she may have clicked on one of the Modifier buttons (though that shouldn't have caused this), but she's sure she didn't use the Edit function. I trust her more than most, I can find no motivation for her to have given this person a discount (she was from out of state and had never been in before), and it was a credit card transaction for which the customer simply paid the “discount” price (i.e., I see no way our employee could have benefited).
Besides all that, I don’t see an “Edit Product” in the Activity Log for during the time of the transaction. There is some activity from a previous start to that transaction (it looks like she brought up a Product to print a price sticker, then deleted it - as I instruct them), and some activity including Edit Product from when I was investigating it the next day, but nothing notable for the time of the transaction itself.
I have to admit that I’ve tried all sorts of combinations of things to duplicate the situation, and can duplicate the "seat number" prefix and lack of price on the receipt (more on that later), but haven't been able to duplicate the Quantity change.
But this does bring up the disturbing fact that quantities can be adjusted to fractions. This instance resulted in a loss of $145 – from a feature that I've never been aware of, can't think of how I'd ever have any use for, and could pop up again at any time. Sure, I’ve already asked everyone to look more closely at the Retail/Extended prices, but I can already guess the accuracy with that when we’re busy. Right now I have no reason to believe that it won't happen again.
(cont.)
It looks like your statement explains what's wrong at this point, but I'm not sure it explains how it happened. I don't believe it was intentional. The cashier described to me what happened, and it was an absolutely normal transaction. She admits that she may have clicked on one of the Modifier buttons (though that shouldn't have caused this), but she's sure she didn't use the Edit function. I trust her more than most, I can find no motivation for her to have given this person a discount (she was from out of state and had never been in before), and it was a credit card transaction for which the customer simply paid the “discount” price (i.e., I see no way our employee could have benefited).
Besides all that, I don’t see an “Edit Product” in the Activity Log for during the time of the transaction. There is some activity from a previous start to that transaction (it looks like she brought up a Product to print a price sticker, then deleted it - as I instruct them), and some activity including Edit Product from when I was investigating it the next day, but nothing notable for the time of the transaction itself.
I have to admit that I’ve tried all sorts of combinations of things to duplicate the situation, and can duplicate the "seat number" prefix and lack of price on the receipt (more on that later), but haven't been able to duplicate the Quantity change.
But this does bring up the disturbing fact that quantities can be adjusted to fractions. This instance resulted in a loss of $145 – from a feature that I've never been aware of, can't think of how I'd ever have any use for, and could pop up again at any time. Sure, I’ve already asked everyone to look more closely at the Retail/Extended prices, but I can already guess the accuracy with that when we’re busy. Right now I have no reason to believe that it won't happen again.
(cont.)
8
ezPower / Re: something amiss in a Product
« on: December 29, 2017, 12:03:13 PM »
I'm just exporting them to my accounting software. Exporting only.
Indeed, I used to export, edit, then import - but you've created too many good alternatives to keep editing them that way.
I'm sending a zipped file of my ezp folder.
Indeed, I used to export, edit, then import - but you've created too many good alternatives to keep editing them that way.
I'm sending a zipped file of my ezp folder.
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ezPower / Re: something amiss in a Product
« on: December 29, 2017, 09:05:26 AM »
How would a seat number show up, though? We've never used seat numbers, and none of us even know how to assign them.
The only Options that are checked for this item are "one item per line" and "tax is included". These are checked for every other item in this Category, too. I also use Modifiers for every item in this Category.
The only things that show up on the Activity Log for this transaction are Print Copy, Delete Item, Print Copy, Process Credit Card, and Finish Sale.
Can Products become "corrupted" in some way? I have another Product in that same Category that, when I export sales data for my accounting program, the Category name is consistently missing - and this happens only for that one Product. The Category field is indeed filled with the Category name in Product Control, it just does not export. I didn't feel that was a big enough deal to say something about, but in combination with this other quirk, it might be.
What's my next step?
The only Options that are checked for this item are "one item per line" and "tax is included". These are checked for every other item in this Category, too. I also use Modifiers for every item in this Category.
The only things that show up on the Activity Log for this transaction are Print Copy, Delete Item, Print Copy, Process Credit Card, and Finish Sale.
Can Products become "corrupted" in some way? I have another Product in that same Category that, when I export sales data for my accounting program, the Category name is consistently missing - and this happens only for that one Product. The Category field is indeed filled with the Category name in Product Control, it just does not export. I didn't feel that was a big enough deal to say something about, but in combination with this other quirk, it might be.
What's my next step?
10
ezPower / something amiss in a Product
« on: December 28, 2017, 12:56:59 PM »
Yesterday we had a sale in which the price charged was somehow changed - without input from the cashier - from $145 to $108.75 (25%).
In looking at the sale now, the Product Description appears with "S7-" as a prefix to the regular Description, and no value for a discount. Price shows up at $145, and Extended shows up as $108.75. When I re-print the receipt, NO prices show up.
There's nothing in Product Control that reflects any of this - no "S7" shows up anywhere, and there's no "$108.75" in any of the Price Levels. And there's nothing but standard Retail pricing in Customer info. Additionally, I can export that entire Category into Excel, and see no difference whatsoever between this product and the others.
What can I do to keep this from recurring?
Bob
In looking at the sale now, the Product Description appears with "S7-" as a prefix to the regular Description, and no value for a discount. Price shows up at $145, and Extended shows up as $108.75. When I re-print the receipt, NO prices show up.
There's nothing in Product Control that reflects any of this - no "S7" shows up anywhere, and there's no "$108.75" in any of the Price Levels. And there's nothing but standard Retail pricing in Customer info. Additionally, I can export that entire Category into Excel, and see no difference whatsoever between this product and the others.
What can I do to keep this from recurring?
Bob
11
ezPower / Credit Card problem
« on: September 18, 2017, 10:30:36 AM »
Apparently we had EZP "go down" today in the middle of a credit card transaction. The result was that the transaction remains unpaid in EZP, but the ChargeItPro software shows that it's paid.
Is there some way to mark the EZP transaction as paid?
Thanks.
Is there some way to mark the EZP transaction as paid?
Thanks.
12
ezPower / Re: alphabetize products
« on: August 31, 2017, 10:12:25 AM »
Your question made me look around a little, and I found something I hadn't known about.
The Product Control window has a function under Tools where you can "Alphabetize Product by Description". Well, it doesn't seem to affect what appears in Product Control like I thought it might, but it DOES alphabetize the products in the Purchase Order window as well as the Sales window.
If you haven't used the Purchase Orders, it's a great way to order and receive items. There are searches for which items you want to include (arranged alphabetically now), and once they're in the PO you can very easily update the Cost. And when you "receive" the PO, you automatically add the quantities to inventory and change the Cost for each item.
In Product Control, have you used the "Change" (or right-click on the mouse) to change a whole group of prices? Ronald has made that extremely easy now, and by just entering your desired Margin (not mark-up), it just takes a couple clicks to edit the Retail on the entire group. And there are other options for how you might want to change the Retail.
Anyway, the Purchase Order function has been invaluable to us, as it's cut out a LOT of tedious steps from how we used to do it.
The Product Control window has a function under Tools where you can "Alphabetize Product by Description". Well, it doesn't seem to affect what appears in Product Control like I thought it might, but it DOES alphabetize the products in the Purchase Order window as well as the Sales window.
If you haven't used the Purchase Orders, it's a great way to order and receive items. There are searches for which items you want to include (arranged alphabetically now), and once they're in the PO you can very easily update the Cost. And when you "receive" the PO, you automatically add the quantities to inventory and change the Cost for each item.
In Product Control, have you used the "Change" (or right-click on the mouse) to change a whole group of prices? Ronald has made that extremely easy now, and by just entering your desired Margin (not mark-up), it just takes a couple clicks to edit the Retail on the entire group. And there are other options for how you might want to change the Retail.
Anyway, the Purchase Order function has been invaluable to us, as it's cut out a LOT of tedious steps from how we used to do it.
13
ezPower / purchase orders
« on: August 09, 2017, 11:39:35 AM »
I know that there are files in the DR14 folder for PO's, but is there any chance of there being any report that can show them cumulatively, or by supplier?
14
ezPower / adding/editing Modifiers
« on: August 09, 2017, 11:30:11 AM »
Is there any way to bulk change Modifiers?
This gets back to my shipping charges. It's working well with dimensional weights assigned to each product to get the total weight of a package - it's a big step in the right direction.
The next step is for the cashier to choose the shipping charge. I'm currently assigning a Product for each weight range in each zone - the zones are separated by Category, the weight ranges are separated by Products. It's working out all right, but adds up to a lot of Products!
I think it would be kind of slick to have just one Product for each postal zone, and then use Modifiers for the various weights and resulting charges. I was able to create all those Products above in Excel, which didn't take long. But the data entry - and eventual editing - for each charge in each Modifier group seems like it'll be kind of tedious. Though not insurmountable, I'm wondering if there's any way to use a csv file to populate Modifier fields - or any other way to bulk edit Modifiers.
Thanks.
This gets back to my shipping charges. It's working well with dimensional weights assigned to each product to get the total weight of a package - it's a big step in the right direction.
The next step is for the cashier to choose the shipping charge. I'm currently assigning a Product for each weight range in each zone - the zones are separated by Category, the weight ranges are separated by Products. It's working out all right, but adds up to a lot of Products!
I think it would be kind of slick to have just one Product for each postal zone, and then use Modifiers for the various weights and resulting charges. I was able to create all those Products above in Excel, which didn't take long. But the data entry - and eventual editing - for each charge in each Modifier group seems like it'll be kind of tedious. Though not insurmountable, I'm wondering if there's any way to use a csv file to populate Modifier fields - or any other way to bulk edit Modifiers.
Thanks.
15
ezPower / Re: Handling charge
« on: August 02, 2017, 04:32:50 PM »
Hey, there it is! I just wasn't thinking of having to specify the parameter for it, I guess. Thanks!