Executive Shopping Setup

Executive Shopping Setup




Table of contents:


EXECUTIVE BOX SHOPPING SETUP

  • Setting the executive shopping.

  • Setting up iPad user.

  • Changing the iPad Number.

  • Assigning Department to Executive Shopping

  • Setting up Individual Items/Products for the Executive Shopping

  • Setting up individual items for Executive Shopping


  • Creating a zone account

  • Creating a new zone

  • Creating an area within a zone, i.e. table number 1

PROCESSING WITH ORDERS

  • Printing Orders

  • Completing an Order

  • Cancelling an Un-printed and Printed Order

  • Refunding/Returning an Order

  • End of Day Reporting










EXECUTIVE BOX SHOPPING SETUP


Save the Executive shop URL: www.<URL>/exec/login.php on your iPad


Setting up the Executive Shopping


From main menu select File Maintenance and then System Configuration. Select Customer Order tab, scroll down to Executive Shop Installed and make sure the option is selected.

Executive Shop Logout After is the time of inactivity which will log out the account that is logged in.
If you don't wish to be signed out set the value to 9999.

Use the Executive Shop Sales Branch drop-down to select the branch you will use for the executive shopping. We advise you to create new branch called Executive Shopping if there isn't one.
The branch can be created in File Maintenance -> Branch Maintenance. If you need help with setting up the branch please get in touch with our support team.

Once the above is completed scroll all the way to the bottom on the page and select the Apply Changes button.






Setting up iPad user


Log in to the Back office and then Select Employee from FileMaintenance menu.





Select an employee and then select Edit.




Select Allow Use Of Executive Shop which can be found under Employee Privilege Options and then select the Update button.




Changing The iPad Number


If you need to change the number of the iPad Log on to:

www.<URL>/exec/login.php?reset=1

Enter the new iPad Number in the box.

Please Note: iPad Numbers are stored on the iPad for 5 years.






Setting up Payment Method for Cash


Go to Customer Order Setup and then select Payment Methods Maintenance




Click on Change against Cash and then select Valid Payment For Executive Shopping  â€œYes” and then Update.









Assigning Department to Executive Shopping


Select Web Department/Sub Department Maint from Customer Order Setup menu.




Select Edit against a Department and then tick "Show on The Executive Shop" box and then use the Apply Changes button.



The department will now be displayed on the Executive Shop.




Setting up individual items for Executive Shopping



Select  Customer Order Setup - Catalogue File Maintenance - Catalogue Codes select a product and click on Edit.


Tick the box next to Sell on The Executive Shop and then click on Update








MAINTAINING EXECUTIVE ZONES & AREAS



Creating a zone account


Select  CustomerOrdering  -> CustomerOrderEnquiry and then Create New Customer







Enter the ExecutiveArea as the First Name.

Enter ExecutiveAreaZoneName as Last Name, i.e. Bar Shop 1.

Enter the Stadium Address and Telephone Number.

Select Apply Changes




Do not enter anything on following screen and just select Main Menu:






Creating a new zone


From the main menu select Executive Shopping -  ExecutiveZonesAnd Areas Maintenance.





 Select Create New Zone

Note: The order in which the zones created are displayed can be moved up or down using the arrow keys.




Enter Zone Description and Zone Account number if you have already created the account and know the Zone Account number. If you do not know the Zone Account number, select Search without entering any wording or search for the exact name using the Account Name on the filter box and select Search. Sometimes, when searching for the Zone account, searching by the filter yields too many results and will ask you to search again. the best way to do so is to input the first line of the address e.g. "Unit 5" in this example.


Select the Account Name and then click on Create New Zone.

See CreatingZoneAccount in this manual on how to create ZoneAccounts.




Creating an area within a zone, i.e. table number 1


Select Executive Shopping and then ExecutiveZonesAnd Areas Maintenance.






Select Edit next to the Zone you wish to add an area. In this case we will use Bar Shop.





AddDescription of the area, i.e. Table 3 and then use Create New Area button.









PROCESSING WITH ORDERS



Taking Orders


When it comes to taking an order, once an item is added to the basket, it will open to this page asking for customer details:


If the customer has previously made a purchase and has a customer account already created within the backoffice, you can search for the via the registered Customer box. 

Alternatively. if they have not got an account, the executive shopping system does not create a new account if the New Customer Box is used. However, a way round this for data capture purposes would be to use the First Name and Surname boxes differently. For example, input the full name into the top box and a phone number/email address int the bottom box. Therefore, when the picking not is printed, it will appear as follows, albeit redacted here:



Printing Orders


Select  Executive Shopping  and then Executive Shopping Confirmation.


Note: You are under Orders Taken tab.

This screen refreshes automatically but it can also be done manually by selecting the Refresh button.

All orders will be shown under Orders Taken heading.

You can filter the orders by Executive Area if you wish.

If you wish to view the Order Lines you can do this by selecting View.

You can see the Order Status for all 3 orders are Outstanding.

Once the order is Printed it will update the OrderStatus.


Select PrintOrders tab (see below).


Note: I have selected to only print from Executive Area and all of its locations.

We have 3 orders in the Executive Area/The Legends.


Select Print and then Print Picking Notes.




Picking Notes will be displayed in PDF file (see below):



Select Close Picking Notes And Return once you have printed the Picking Notes. It will return you back to the previous menu.




Select Printing Complete. Now when you return back to the ExecutiveShoppingConfirmation of OrdersTaken, you can notice that the Order Status has changed from Outstanding to Printed for the orders that we printed.





Completing an Order



Select Executive Shopping and then Executive Shopping Confirmation. Select DespatchOrders tab.


Select the order your wish to complete by selecting the order number on the Complete column (highlighted in green). In this case we will select order number 69925 by Borislav Krumov.


This screen will show customer order. Select UpdateAsDespatched to complete the order.



It will take you back to the DespatchOrders screen once you have despatched the order. You can now observe that there are only two order left.

Note: Once an order is Despatched, the screen automatically changes.




Cancelling an Un-printed and Printed Order



Cancelling un-printed order.
Select Executive Shopping and then Executive Shopping Confirmation.

Select Orders Taken tab.



Select the order you wish to cancel.  In this case we are going to cancel Order No. 69926  by Mr Smith. Select 69926 from the Cancel column (highlighted in red).

On this screen you can see the order details. Select Next.

Select the Reason you wish to cancel the order from the drop down list and then select Update As Cancelled.






Once the order is cancelled It will take you back to the Orders Taken screen. You can now observe that there the OrderStatus for OrderNo. 69926 is changed to Cancelled.



Cancelling printed order. On the OrdersTaken tab you can see that you are not able to cancel an order that has been Printed as it does not show the order number under the Cancel column.

Select Despatched Orders tab.

Select the order you wish to cancel by selecting the order number under the Cancel column


On this screen you can see the order details. Select Next. Select the Reason you wish to cancel the order from the drop down list and then select Update As Cancelled. Select the Reason you wish to cancel the order from the drop down list. Select Cancel Order.



Refunding/Returning an Order

Note: This must be done via the back office and only applies if an order has been Confirmed &Despatched.


Select  CustomerOrdering  and then CustomerOrderReturns. Enter OrderNumber and select Search. In this case we are using order number 69925



Select lines which you wish to return by clicking on Select under the Select column. In this case the customer has bought 1 product. Enter the Quantity Returned. Enter Reason for return from the drop down list. Select Next and then Update button on the next page.




Select No for PostingAndPacking Refund and select the reason from the drop-down. After that use the Update button.


Select the appropriate Refund button, how you would like to refund the customer.

Please Note: Cash refunds: If the refund is made from the till the cash declaration (X read) will not be correct. You will need to address this internally.



End Of Day Reporting


Select Executive Shopping  and then Executive Orders End of Day Report. Enter the Date to enquire on. Select Yes to Show Orders. Select the format you wish the report to be displayed. i.e. PDFReport (on screen) or Excel CSV file and then select the Print button.





    • Related Articles

    • Bulk Min/Max Setup

      **** Before adding Min/Max levels to stock, the branches which require the levels must have "Allow Store Replenishment" ticked within File Maintenance > Branch Maintenance. **** Picking Rules Explained Select one for one if you would like the system ...

    • How Do I Setup A Bundle?

      How Do I Create the Bundle This will be the product that will contain all of the bundle items. This needs to be a product on its own. Stock > Stock Amendment > Search for product > Apply to All Records > Scroll Down Active (needs to be ticked) ...

    • Allow Collect Orders - Branch Setup

      Setting up the system for Store Collections The allow deliveries to store option is used to decide whether or not to offer collections as a delivery option on the website. Under File Maintenance - System Configuration - Web Specific Tab Ensure the ...

    • How Do I Setup Programme Subscriptions?

      Initial Set up From the main menu go to File Maintenance >System Configuration and then to Programme Subscriptions tab. The Last Programme Number Issued should be set to zero for the first run and the Current subscription barcode should be empty. ...

    • Facebook and Google Shopping Feed / Feed Generator

      Facebook and Google Shopping Feed - Automated and Manual Feed Generation Overview This article provides details about the automated schedule and manual generation process for Facebook and Google product feeds. The information includes the specific ...