manual - copos · 2016. 3. 2. · introduction welcome to the copos manual. this manual is great...

ManualManual

ContentsContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21) Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32) Receivables/IOU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53) Reports/Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64) Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75) Special Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86) Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97) Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108) Pricing/Margin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119) System Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1210) Other Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1311) Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Created on January 19, 2012

IntroductionIntroduction

Welcome to the CoPOS Manual. This manual is great for learning CoPOS as well as reference for theCoPOS expert. Inside, the sections are organized just like the CoPOS menus. Care has been takento document all available options.

FORMATFORMAT

This manual contains visual elements useful in quickly finding information.

• Type - Type this text in CoPOS

• On-screen - Text on CoPOS screens

RESOURCESRESOURCES

The Resources chapter contains many useful guides, best practices, and answers a lot of frequentlyasked questions about CoPOS. Learn about CoPOS hardware, additional labeling options, orderingsupplies and release notes that detail the changes in new versions of CoPOS.

THANK YOUTHANK YOU

Thank you for using CoPOS. Your feedback and support help make CoPOS a great product. If wehave missed anything, please submit ideas and questions to [email protected]@thecoposcompany.com or call1.855.77.CoPOS1.855.77.CoPOS (26767). hank you for using CoPOS. Your feedback and support help make CoPOS agreat product. If we have missed anything, please submit ideas and questions [email protected]@thecoposcompany.com or call 1.855.77.CoPOS1.855.77.CoPOS (26767).

Note: Quick tidbits that make CoPOS easier

to use are formatted as a yellow box.

Important: Brief explanations and warnings

of common missed steps are formatted as a

red box.

System Constant 000: Administrative options to customize CoPOS behavior at your store.

Introduction CoPOS Manual

2 Menu numbers in this manual correspond to CoPOS Help menus accessed via F10 at the main menu. January 2012

mailto:[email protected]


1) REGISTER1) REGISTER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1616

• Record Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16• Void Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18• Enter Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18• 1.4) GIFT CARDS1.4) GIFT CARDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

• Purchase/Recharge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19• Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19• Refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19• View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20• Assign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20• Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20• Deactivate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20• Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20• Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

• Cash Payout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21• Monies In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21• Sale Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21• 1.8) SEARCH1.8) SEARCH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

• Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21• Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22• Cash Payout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23• Monies In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

• Sale Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23• Price Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23• Open Drawer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23• 1.12) DAILY UTILITIES1.12) DAILY UTILITIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

• Open Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24• Close Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24• Tally Closed Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24• Register Tape (Z-TAPE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24• Session Tape (X-TAPE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24• Cashier Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24• Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

• 1.13) BALANCE TOOLS1.13) BALANCE TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25• Checks In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25• Credit Cards In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25• EBT In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25• Gift Cards Redeemed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25• Gift Cards Purchased . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25• Other Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26• IOU Charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26• IOU Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26• Price Overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26• Item/Dept Tax Mismatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26• Monies Expected/Received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

• 1.14) SETUP1.14) SETUP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26• Cash Register Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27• Sales Receipt Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27• Open Register Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27• Deposit In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

CoPOS Manual 1) Register

January 2012 Menu numbers in this manual correspond to CoPOS Help menus accessed via F10 at the main menu. 3

• Bag Charge/Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27• Sales Tax Holidays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

• Money Counter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

1) Register CoPOS Manual


2) RECEIVABLES/IOU2) RECEIVABLES/IOU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2929

• Inquiry (Aged) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29• Inquiry (Charges Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29• Payment Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30• Payment Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30• List by Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30• List by Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31• Enter Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31• Paycheck Subtraction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31• Credit Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31• Print Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31• Member Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

CoPOS Manual 2) Receivables/IOU


3) REPORTS/LABELS3) REPORTS/LABELS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3232

• Sales Recap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32• Sales By Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32• Sales Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32• Item Sales By Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32• Voided Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32• Returned Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32• Cash Payout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33• Miscellaneous R/A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33• Coupon Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33• Dept Sales By Hour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33• 3.11) INQUIRY3.11) INQUIRY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

• Sales Recep Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33• Sales By Hour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33• Daily Sales For One Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34• Daily Sales By Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34• Weekly Sales By Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34• 3.11.6) MONTHLY SALES BY3.11.6) MONTHLY SALES BY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

• One Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34• Item Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34• Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

• Best/Worst Selling Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35• Sales By Membership Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35• Average Sales Dept/Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35• Sales By Basket . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35• Sales By Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35• Sales By Zip Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36• Top Sales Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36• Sales Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

• 3.12) LABELS3.12) LABELS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38• Mailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38• Return Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38• Custom Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38• Bulk Bin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39• Pre-pack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39• Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

• 3.13) GRAPHS3.13) GRAPHS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39• Net Sales By Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39• Net Sales By Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39• Graph Figures By Week . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

3) Reports/Labels CoPOS Manual


4) DATABASE4) DATABASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4141

• Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41• Item Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42• SPINS Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42• Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42• Membership Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43• Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43• Units of Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44• Supplier/Vendor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44• Brand Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45• City/State/Zip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45• Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45• Credit Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45• Gift Card Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45• Item Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46• Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

CoPOS Manual 4) Database


5) SPECIAL ORDER5) SPECIAL ORDER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4747

• New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47• Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47• Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47• Purge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47• View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48• View by Vendor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48• Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48• Distribute Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49• Call Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49• 5.10) REPORTS5.10) REPORTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

• Summarized List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49• Detailed Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50• Received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50• Overdue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50• Deposits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50• Sales By Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

5) Special Order CoPOS Manual


6) INVENTORY6) INVENTORY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5151

• 6.1) TRANSFER6.1) TRANSFER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51• Enter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51• Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51• Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

• 6.2) PERIODIC6.2) PERIODIC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52• Enter Many Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52• Enter Single Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53• Export Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53• Unlock Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

• 6.3) LOCATION6.3) LOCATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54• Assign Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54• View Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54• Item Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

• Enter Shipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54• Process Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54• Item Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54• Export Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55• Replace Text In Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55• Rename Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55• Delete Unused Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56• Deactivate Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56• 6.12) REPORTS6.12) REPORTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

• Detailed Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56• Valuation Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56• Valuation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56• Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57• One Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57• Item Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57• Reorder Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

CoPOS Manual 6) Inventory


7) MEMBERSHIP7) MEMBERSHIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5959

• Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59• Deactivate/Refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59• Member Days . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60• Setup Discount/Donations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60• Discount Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61• Newsletter Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61• Voting Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61• 7.8) LETTERS7.8) LETTERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

• Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61• Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61• Dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61• Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

• 7.9) SALES7.9) SALES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62• By Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62• By Member Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62• By Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

• 7.10) REPORTS7.10) REPORTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64• Standing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64• Overdue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64• New Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64• New Member Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64• Discount Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65• Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65• Active Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65• Member Percentile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66• View Last Timed Discount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66• Active/Inactive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66• Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67• Patronage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67• Equity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

7) Membership CoPOS Manual


8) PRICING/MARGIN8) PRICING/MARGIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6969

• 8.1) PROCESS FILES8.1) PROCESS FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69• 8.1.1) UNFI8.1.1) UNFI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

• Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69• Healthy Advantage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69• Monthly Specials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69• Natural Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69• Body Care Celebration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

• CAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70• TPR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70• SPC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70• Price Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70• Vitamer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70• CDS Produce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71• CoPOS Bulk/Produce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

• Item Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71• Sale Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72• Case Discount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72• Default Margins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72• 8.6) COSTS8.6) COSTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

• Per Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72• Enter Dept Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72• List Dept Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

• Future Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73• Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73• Delete Flyers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

CoPOS Manual 8) Pricing/Margin


9) SYSTEM MAINTENANCE9) SYSTEM MAINTENANCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7575

• System Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75• 9.2) TESTS9.2) TESTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

• Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78• Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79• Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

• Device Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79• View Device Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79• List Device Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79• DOS Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79• Halt Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80• Date/Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80• 9.9) DATABASE9.9) DATABASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

• Backup/Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80• Transfer Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80• Disk Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80• Verify Dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80• Verify Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

• 9.10) MAINTENANCE9.10) MAINTENANCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81• Bind .A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81• Clear Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81• Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81• Date & Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81• Current Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81• Adding Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82• Version Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82• Item Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82• Member Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82• Clock In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82• Default Tax Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82• Fix Text Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83• Install Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83• Last Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83• Margin Adjust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83• Tidy Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83• View System Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

9) System Maintenance CoPOS Manual


10) OTHER OPTIONS10) OTHER OPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8484

• 10.1) TIMEKEEPING/SCHEDULING10.1) TIMEKEEPING/SCHEDULING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84• 10.1.1) EMPLOYEES10.1.1) EMPLOYEES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

• Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84• Assign Departments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84• Enter Hours By Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85• Enter Hours By Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85• 10.1.1.5) HOURS WORKED10.1.1.5) HOURS WORKED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

• By Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86• By Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86• By Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86• By Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

• Clock In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86• 10.1.1.7) REPORTS10.1.1.7) REPORTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

• Currently Clocked In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87• Currently Clocked Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87• Hours Worked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87• Labor Costs By Dept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88• Overtime Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88• Export Payroll Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

• 10.1.2) MEMBERS10.1.2) MEMBERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89• Clock In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89• Enter Hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89• Currently Clocked In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89• Currently Clocked Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89• Hours Worked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90• Hours Worked By Week . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

• 10.2) HOTLIST10.2) HOTLIST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90• Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90• View/Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90• Maintain By Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

• 10.3) LENDING LIBRARY10.3) LENDING LIBRARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90• Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91• Check Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91• Check In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91• Member Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91• Item Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91• Overdue Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

• 10.4) EBT10.4) EBT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91• 10.4.1) ELIGIBILITY10.4.1) ELIGIBILITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

• Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92• Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92• One Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

• Inquiry/Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92• 10.5) COSAT10.5) COSAT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

• 10.5.1) SEND10.5.1) SEND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93• All Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93• Existing Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93• Background Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

• 10.5.2) RECEIVE10.5.2) RECEIVE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

CoPOS Manual 10) Other Options


• Inventory Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94• Existing Edited Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94• Existing Sale Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94• New Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94• Item Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

• Initialize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95• Unlock Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95• View Quantity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95• History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

• File Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95• File Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95• 10.8) CALCULATORS/CONVERTERS10.8) CALCULATORS/CONVERTERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

• Margin/Markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96• Canadian to US$ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96• Annuitized Payout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96• Compound Investment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96• Mortgage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

• Department List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96• Lookup Item By Keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96• 10.11) SECURITY10.11) SECURITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

• Assign Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97• User Security Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97• Security Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97• Include Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97• Exclude Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97• Change Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97• Set Default Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

• Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

10) Other Options CoPOS Manual


11) RESOURCES11) RESOURCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9999

• Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99• 11.2) BEST PRACTICES11.2) BEST PRACTICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

• Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99• Cashier Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100• 11.2.3) DEPARTMENTS11.2.3) DEPARTMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

• Bulk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101• Deli . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101• Produce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

• Hotlists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102• Label Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102• Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

• 11.3) RELEASE NOTES11.3) RELEASE NOTES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102• Interim Change Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103• 2012 February . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

• Upgrade CoPOS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105• 11.5) HARDWARE GUIDE11.5) HARDWARE GUIDE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

• Label Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105• Office Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106• Receipt Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106• Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107• Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107• Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107• Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

• Order Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110• CoPOS Company Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111• CoPOS Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

CoPOS Manual 11) Resources


1) Register1) Register

The register is where all parts of CoPOS meet to perform a series of actions using item andmembership information. All aspects of processing a transaction happens in this menu. Items aretracked through the various register options as is membership sales information. Locate sales fromthe inquiry section of this menu. Use other options to set up preferences for receipts, checkperformance statistics, print tapes, and simple tasks like price checks.

1.1) Record Sale1.1) Record Sale

Recording a sale is the most interactive menu of CoPOS. When recording a sale, type ? in any fieldto display useful tips.

MEMBER/CUSTOMER LOOKUPMEMBER/CUSTOMER LOOKUP

• #### - Member number

• last - Search for last name

• ,first - Search for first name

• *N - New member (see below)

• *C - New customer

• C/name - Non-member customer lookup

• .E - Display all names on account

• .D - Remove member from sale

Note: Quickly record a sale by typing 0 at

the main menu.



• None - Non-member sale

MEMBER FIELD TIPSMEMBER FIELD TIPS

• BARCODE - Price check

• .R - Print receipt for last transaction

• .V - Show today's voided sales for quick re-ring

• .RE - Recall a sale placed on hold (CTRL-C to hold sale)

• .E - Edit member details

• .W - Change cashier initials

• .Signoff - Remove cashier initials

• G/#### - Use gift card number

ITEM LOOKUPITEM LOOKUP

• BARCODE - Scan the barcode of an item

• #### - Enter PLU of item

• =apple - Hotlisted item starting with apple or keywordapple

• tomato - Starts with tomato or keyword tomato

• +tomato - Contains tomato in the name

• -cherry - Exclude items with cherry in the name (use with above)

• tomato/2 - Starts with tomato and in department 2

• peas/1.99 - Searches peas and price per unit

ITEM FIELD TIPSITEM FIELD TIPS

• + - Deposit in

• - - Deposit out

• .BC - Bag charge

• -.BC - Bag credit

QUICK PRICE CHANGESQUICK PRICE CHANGES

• 10% - Discount item by 10%

• 1.99D - Apply customer discount to this price

QUANTITYQUANTITY

• + - Use scale weight

• -# - Use scale weight minus tare weight, i.e. -.03

• T- - Remove tax for item

• T+ - Add tax for item

• #### - Used as PLU on next line

IOUIOU

Short for 'I Owe You,' an IOU lets a customer buy now and pay later. When a customer has anexisting IOU they may pay some, none, or the entire IOU. Some stores require a customer to pay IOUs

Note: Scanning a barcoded item in the

member field will lookup the price.

Note: Combine the above options to narrow

an item search. Try +tomato/3 -cherry for

slicer tomatoes and no cherry tomatoes. Try

+cheddar/5 +raw -goat for raw cheddar

cow/sheep cheese in the dairy department

(assuming department 5 is dairy).



within a certain amount of days. This is called IOU aging, and is available when a customer hasoutstanding IOUs. Cashiers can view customer IOUs and select specific IOUs for payment.

NEW MEMBER/CUSTOMERNEW MEMBER/CUSTOMER

Easily add a new member or customer at the register using *N or *C in the member field. For detailson adding a member see Database > Member.

FUNCTION KEYSFUNCTION KEYS

Additonal options are available using the function keys F1-F8.

• F1 - Enter more items

• F2 - Accept payment. Press twice for complex payment window.

• F3 - Adjust discounts

• F4 - Special orders, sales tax, dues, IOU, gift cards, and hold

• F5 - Record Sale

• F6 - Quit transaction

• F7 - Return to member field

• F8 - Apply coupons

1.2) Void Sale1.2) Void Sale

Remove a sale from the day's transaction data. To ensure accuracy, sales should be voided on theregister where the original sale took place.

SALE LOOKUPSALE LOOKUP

• last - Last sale recorded

• list - List all sales with optional filters

• - - Previous sale

• + - Next sale

1.3) Enter Return1.3) Enter Return

A return allows a portion of a sale to be returned. Returns can be member or non-member. If theitem should be spoiled, enter Yes to Bad? . Adjust discounts and sales tax if necessary. Print areciept when done.

Note: Recording a Sale will automatically

start a register session if one does not exist.

System Constant 127: Record name and telephone of non-members.



1.4) Gift Cards1.4) Gift Cards

1.4.1) Gift Cards1.4.1) Gift Cards Purchase/RechargePurchase/Recharge

Gift cards allow customers to buy credit. Gift card types are defined in the database. Rechargestatus is based on the gift card type. Details are displayed when the sale is completed.To sell orrecharge a Declining Balance Gift Card use option 1.4. Gift cards are attached to memberships, addcustomer information to attach gift cards to non-members. Add a non-linked gift card with *N in thePurchased For field. Link a gift card in 1.4.5.

1.4.2) Gift Cards1.4.2) Gift Cards VoidVoid

Gift cards linked to members can be voided. Enter the member/customer or select from the list withF1 . View information for the selected gift card.

1.4.3) Gift Cards1.4.3) Gift Cards RefundRefund

Refund a gift card to a member or customer. Specific gift cards can be referenced using G/####

where # is the serial number of the gift card. Refund amount can be edited.

System Constant 69: Allow G Syntax at Register without a Declining Balance Gift Card. Sell this type

of gift card by typing .G as an item while recording a sale.

System Constant 122: Collect cash when GC is purchased in a sale.

System Constant 123: Use GC when GC is purchased in a sale.

System Constant 150: Prompt for paper gift card number when recording a sale.

Note: Gift cards must be selected

individually.

Important: Deduct the refund amount from

the total monies in, cash in, and gift cards

purchased totals on the sales recap to

ensure accurate record keeping.



1.4.4) Gift Cards1.4.4) Gift Cards ViewView

Inquire on a specific gift card for a member. Use F1 to list. View sales, payments, refunds,transactions, and deactivations.

1.4.5) Gift Cards1.4.5) Gift Cards AssignAssign

Assign unowned gift cards to an owner. Enter the gift card serial number and the member/customerto link it with. Transaction tracking is available with linked gift cards.

1.4.6) Gift Cards1.4.6) Gift Cards MergeMerge

Merge two gift cards into one. The MERGE gift cardrecieves the information of the INTO gift card.

1.4.7) Gift Cards1.4.7) Gift Cards DeactivateDeactivate

Gift cards can be deactivated and activated. Deactivated gift cards will not display at the registeruntil reactivaton occurs.

1.4.8) Gift Cards1.4.8) Gift Cards SearchSearch

Search all gift cards that match the filter. View sales, payments, refunds, and transactions. Print orexport details.

1.4.9) Gift Cards1.4.9) Gift Cards ActivityActivity

Search gift card activity for date ranges. View sales, payments, refunds, and othertransactions. Print or export details.

Note: Gift cards can not be linked to

members who already have a declining

balance. Choose Purchase/Recharge

instead.



1.5) Cash Payout1.5) Cash Payout

Record cash taken from the till NOT associated with returns or voided sales. Attach a note and printa receipt for easy tracking. View notes in 1.10.

1.6) Monies In1.6) Monies In

Record cash collected at the till for non-sales. Attach a note and print a receipt for easytracking. View details, find an R/A, use F1 for more choices, and view criteria. View notes in 1.11.

1.7) Sale Inquiry1.7) Sale Inquiry

View a sale by number, last sale (default), choose from a list use F1 , or by member number. Viewdepartment summaries, discounts, tax summaries, or print reciepts from a selected sale.

LOOKUP OPTIONSLOOKUP OPTIONS

• SALE #

• LAST - Default option

• LIST - View a list of sales

• - - View sale immediately before the last sale

• + - View the sale before the last sale indicated

• M/name - Lookup a sale by Member name

1.8) Search1.8) Search

1.8.1) Search1.8.1) Search SaleSale

A more advanced sales search with date filters.



Compile the search and select a sale from the list. Respecify criteria if no list wasgenerated. Broaden criteria and dates if necessary.

1.8.2) Search1.8.2) Search ReturnReturn

Similar to searching for a sale.



Leave criteria blank to search all returns.

1.8.3) Search1.8.3) Search Cash PayoutCash Payout

Search for cash payouts using filters. Specify criteria for inclusion and exclusion. View details, find apayout, use Next for more options, or view criteria. Print or export details.

1.8.4) Search1.8.4) Search Monies InMonies In

Search for monies in using filters. View details for each monies in.

1.9) Sale Notes1.9) Sale Notes

Use sale notes to describe events that may affect a day's sales. Examples include member sales,promotional events, or inclement weather.

1.10) Price Check1.10) Price Check

Use an item name, PLU, keyword, or barcode for lookup. Item details are displayed.

1.11) Open Drawer1.11) Open Drawer

Open the cash drawer without recording a sale, void, or return.

1.12) Daily Utilities1.12) Daily Utilities



1.12.1) Daily Utilities1.12.1) Daily Utilities Open SessionOpen Session

A register session records a day's sales for one register. Each session is unique from the previoussession. Enter cashier initials and starting value of the till. Sessions can also be started in Record aSale and by typing 0 at the Main Menu.

1.12.2) Daily Utilities1.12.2) Daily Utilities Close SessionClose Session

Stop this register from tracking sales. Printing a register tape is encouraged for bookkeeping.

Useful when switching cashier drawers. Open a new session with a new drawer and enter startingbalance.

1.12.3) Daily Utilities1.12.3) Daily Utilities Tally Closed SessionTally Closed Session

Enter a register and session number to tally all forms of payment for closed register sessions. Uselast for default. Edit, print, or save details. Figures can not be changed after saving.

1.12.4) Daily Utilities1.12.4) Daily Utilities Register Tape (Z-TAPE)Register Tape (Z-TAPE)

Print tallies from the day's transactions.

1.12.5) Daily Utilities1.12.5) Daily Utilities Session Tape (X-TAPE)Session Tape (X-TAPE)

Print a tally of transactions for all sessions on a register.

1.12.6) Daily Utilities1.12.6) Daily Utilities Cashier PerformanceCashier Performance

View stastics for cashier's performance. Indicate days of the week for inclusion or use a set ofdates. Select an employee to view more details about their activity on the register.

Note: Access the money counter with .M in

the cash field.



1.12.7) Daily Utilities1.12.7) Daily Utilities Summary ReportSummary Report

Prints all sessions for all registers for a date range. Specify one register to include summary byemployee. View sales and totals, as well as the average dollar amount per sale. Print on LP1.

1.13) Balance Tools1.13) Balance Tools

1.13.1) Balance Tools1.13.1) Balance Tools Checks InChecks In

List all payments by check.

1.13.2) Balance Tools1.13.2) Balance Tools Credit Cards InCredit Cards In

List all payments by credit card.

1.13.3) Balance Tools1.13.3) Balance Tools EBT InEBT In

List all payments by EBT.

1.13.4) Balance Tools1.13.4) Balance Tools Gift Cards RedeemedGift Cards Redeemed

List gift cards redeemed.

1.13.5) Balance Tools1.13.5) Balance Tools Gift Cards PurchasedGift Cards Purchased

List gift cards purchased.

Important: This option password protected.



1.13.6) Balance Tools1.13.6) Balance Tools Other DiscountsOther Discounts

List transactions with other discounts.

1.13.7) Balance Tools1.13.7) Balance Tools IOU ChargesIOU Charges

List transactions of IOU charges.

1.13.8) Balance Tools1.13.8) Balance Tools IOU PaymentsIOU Payments

List transactions of IOU payments.

1.13.9) Balance Tools1.13.9) Balance Tools Price OverridesPrice Overrides

List transactions where a price was overridden.

1.13.10) Balance Tools1.13.10) Balance Tools Item/Dept Tax MismatchItem/Dept Tax Mismatch

List transactions where taxes at time of sale do not match item/department settings.

1.13.11) Balance Tools1.13.11) Balance Tools Monies Expected/ReceivedMonies Expected/Received

List transactions where monies expected was different than received.

1.14) Setup1.14) Setup



1.14.1) Setup1.14.1) Setup Cash Register TableCash Register Table

Specify lanes attached to CoPOS. Use as directed by CoPOS Support.

1.14.2) Setup1.14.2) Setup Sales Receipt MessageSales Receipt Message

Enter a message to print on the bottom of receipts. To edit the message on the top of receipts seeSystem Constants in menu 9.

1.14.3) Setup1.14.3) Setup Open Register MessageOpen Register Message

Enter message to appear when a register session starts.

Example: Attention Cashiers, Today is Senior Discount Day.

1.14.4) Setup1.14.4) Setup Deposit In/OutDeposit In/Out

Specify defaults for bottle charges and credits. Charges and credits are applied in Record a Sale.

1.14.5) Setup1.14.5) Setup Bag Charge/CreditBag Charge/Credit

Specify defaults for bag charges OR credits. Use .BC in Record a Sale to apply a charge (customerwithout bags) or -.BC for a credit (customer with bags).

1.14.6) Setup1.14.6) Setup Sales Tax HolidaysSales Tax Holidays

Setup tax-exempt days. After the specified date the sales tax reverts to the default setting. Resetlogic boxes for tax holiday to take effect.

System Constant 22: Prompt for Bag Charges at the End of Qualifying Sales.



1.15) Money Counter1.15) Money Counter

Enter quantities of each bill and coin. This does the math for you. Only enter the number of coinsand bills, NOT the values. The total value can be printed for reference.



2) Receivables/IOU2) Receivables/IOU

Receivables are amounts of money owed to you, IOUs. All IOU inquiries happen here. Choose fromaging, summaries and details, dates, and members to view IOUs. Enter payments on IOUs andspecify credit limits for members and staff. Print overdue statements to mail.

2.1) Inquiry (Aged)2.1) Inquiry (Aged)

Use the inquiry to see how many members, customers, or employees owe money. The Aging optionshows overdue status in 30, 60, and 90 day increments. View all sales with an open balance or IOUspaid in full. Details include viewing duration of outstanding balances, repayment methods, sales, andprinting individual reciepts.

2.2) Inquiry (Charges Only)2.2) Inquiry (Charges Only)

View IOUs of members, customers, and employees without the aging information. View outstandingor paid off IOUs. A summarized list is generated where you can view details.



2.3) Payment Summary2.3) Payment Summary

Generate a list of IOU payments within a set of dates. View in list form or retrieve more detailsassociated with the payments.

2.4) Payment Detail2.4) Payment Detail

View a history of IOU payments within a set of dates for one member. Select a transaction from the listto view payment details. View payments, IOUs covered by a payment, repayment amount, checkserial number, date, sale number, and amount applied.

2.5) List by Date2.5) List by Date

List IOU transactions chronologically. Set a less than value to include IOUs that are less than thatamount, use 0 to include all IOUs. Use 0.01 to include all OPEN IOUs. Select a sale to view details.

2) Receivables/IOU CoPOS Manual


2.6) List by Member2.6) List by Member

Set an As of date to view members with IOUs and the date they last paid. Restrict to member whoseIOUs are over a certain amount. View IOU and member details from the list. Sort by ascending ordescending IOU amounts.

2.7) Enter Payment2.7) Enter Payment

Enter IOU payments for a member or employee. Choose which IOUs to pay, oldest or newest. Viewsale details of the IOU transactions.

2.8) Paycheck Subtraction2.8) Paycheck Subtraction

Generate a list of all employees with IOUs. Deduct all or a partial amount of their IOU total from theirpaycheck. Use F10 for help. After entering the payment amount choose a method of recording thepayment. Print in list form or export to another computer.

2.9) Credit Limits2.9) Credit Limits

Specify credit limits for multiple members from a list. Specity credit limits for all or some membershiptypes. Type *ALL in the credit limit field to use a default credit limit. To specify ONE member's creditlimit go to the member database and edit field 17.

2.10) Print Statements2.10) Print Statements

Use filters to generate a list of all members whith IOUs. Flag for printing over due statement letters,find a member, sort, or print statements for all members listed.

2.11) Member Inquiry2.11) Member Inquiry

Enter a member to view charges, payments, and dues/equity.

Important: You must SAVE to apply the

payment.

Note: Remember to subtract the amount

paid from the employee's paycheck.



3) Reports/Labels3) Reports/Labels

Retrieve information collected from recording sales and other register options. Generate reports andgraphs for sales information and view sales statistic data. Print labels for mailing, items sold by theirweight, and preparation instructions.

3.1) Sales Recap3.1) Sales Recap

Use this feature to look at detailed sales data within a set of dates. Default printing to LP1. Choose todisplay tax summaries by dept, sales by the hour, and print separate recap reports for each day.

3.2) Sales By Department3.2) Sales By Department

This information is tracked over a three month period by default. Use Enter for the current month orselect a previous month.

3.3) Sales Tax3.3) Sales Tax

Use this report to retreive information regarding sales tax. View the report in summary or detailedform.

3.4) Item Sales By Month3.4) Item Sales By Month

View comparisons between the current year's sales to last year's sales.

3.5) Voided Sales3.5) Voided Sales

Track voids at the registers and details of voided sales.

3.6) Returned Items3.6) Returned Items

View items that have been returned within a set of dates.



3.7) Cash Payout3.7) Cash Payout

Track cash payouts from the register for bookkeeping and reconciliations.

3.8) Miscellaneous R/A3.8) Miscellaneous R/A

View all miscellaneous monies coming into the store.

3.9) Coupon Usage3.9) Coupon Usage

Use this report for reconcilling coupons that will be redeemed to the coupon issuing franchise.

3.10) Dept Sales By Hour3.10) Dept Sales By Hour

3.11) Inquiry3.11) Inquiry

3.11.1) Inquiry3.11.1) Inquiry Sales Recep InquirySales Recep Inquiry

Print detailed sales information on a daily, weekly, monthly, or yearly basis for a set of dates. This is ahelpful tool for bookkeeping practices.

3.11.2) Inquiry3.11.2) Inquiry Sales By HourSales By Hour

View sales by the hour to help with scheduling.

System Constant 66: Track Sales By Hour Within Department.

CoPOS Manual 3) Reports/Labels


3.11.3) Inquiry3.11.3) Inquiry Daily Sales For One ItemDaily Sales For One Item

View sales information for one item.

3.11.4) Inquiry3.11.4) Inquiry Daily Sales By ItemDaily Sales By Item

Use filters to view the daily sales item by item. Data can be viewed for the past 12 months.

3.11.5) Inquiry3.11.5) Inquiry Weekly Sales By MonthWeekly Sales By Month

View sales by department for each week whithin one month. The report prints as a connected pointgraph.

3.11.6) Inquiry3.11.6) Inquiry Monthly Sales ByMonthly Sales By

3.11.6.1) Inquiry3.11.6.1) Inquiry Monthly Sales ByMonthly Sales By One ItemOne Item

Track sales for items on a monthly basis. Specify the item and view more details and information fora 12 month basis.

3.11.6.2) Inquiry3.11.6.2) Inquiry Monthly Sales ByMonthly Sales By Item CategoryItem Category

Filter by department to view sales by categories for a selected month. View the items in a category toget more sales information.



3.11.6.3) Inquiry3.11.6.3) Inquiry Monthly Sales ByMonthly Sales By DepartmentDepartment

Sales by month can be viewed one or several months at a time. The sales information is separatedby department.

3.11.7) Inquiry3.11.7) Inquiry Best/Worst Selling ItemsBest/Worst Selling Items

Get information on the best, worst, and non-selling items for your store. Use this as a tool to helpidentify a set for a department.

3.11.8) Inquiry3.11.8) Inquiry Sales By Membership TypeSales By Membership Type

See what types of members are shopping within specified times.

3.11.9) Inquiry3.11.9) Inquiry Average Sales Dept/DayAverage Sales Dept/Day

See averages of sales for each department by the day in a time frame.

3.11.10) Inquiry3.11.10) Inquiry Sales By BasketSales By Basket

Sales by basket is a good way to see how many transactions occurred with a specified time. You canalso see information for basket sizes and their details.

3.11.11) Inquiry3.11.11) Inquiry Sales By UnitSales By Unit

This inquiry lets you see how many units each department sold within a period of time. Sales data forthose units is also shown.



3.11.12) Inquiry3.11.12) Inquiry Sales By Zip CodeSales By Zip Code

3.11.13) Inquiry3.11.13) Inquiry Top Sales DatesTop Sales Dates

Generate your store's top sales days using date, department, and how many days you want toconsider.

System Constant 4: Prompt for Zip Code During Sales/Returns.



3.11.14) Inquiry3.11.14) Inquiry Sales StatisticsSales Statistics

Get information regarding member and non-member sales trends for a specified month. See thepercentages of sales belonging to members vs non-members.



3.12) Labels3.12) Labels

3.12.1) Labels3.12.1) Labels MailingMailing

Print mailing labels for part of or the entire member database.

3.12.2) Labels3.12.2) Labels Return AddressReturn Address

Edit and print return address labels for mailings. Label size and number of sheets can be indicated.

3.12.3) Labels3.12.3) Labels Custom LayoutCustom Layout

Layout your own labels for items that don't have barcodes. This can be very helpful in the bakery orproduce departments. For example, house-made baked goods, include the name, price, and PLUnumber on the custom label.



3.12.4) Labels3.12.4) Labels Bulk BinBulk Bin

Print labels to affix to bulk bins with simple easy to read fonts and prices. Ingredients anddescriptions can be added.

3.12.5) Labels3.12.5) Labels Pre-packPre-pack

Affixing labels to re-packed items makes the shopping and check-out process much easier. Printinglabels lets the customer and cashier know how much the item sells for by its weight.

3.12.6) Labels3.12.6) Labels PreparationPreparation

Print preperation labels for items in the bulk department. Specify the preparation notes in the itemdatabase and choose option 6 after saving.

3.13) Graphs3.13) Graphs

3.13.1) Graphs3.13.1) Graphs Net Sales By MonthNet Sales By Month

Specify a set of months to view Net figures. Compare to last year's figures and specify member andnon-member inclusion. Print as a pointed graph or as a bar graph.

3.13.2) Graphs3.13.2) Graphs Net Sales By CategoryNet Sales By Category

Similar to net sales by month but with the addition of category specification.

Note: Set up default tare weights for bulk re-

pack items with option 5 in menu path 4.1

when editing items.



3.13.3) Graphs3.13.3) Graphs Graph Figures By WeekGraph Figures By Week

Select a year and a scope to compare a full year of sales information. View sales information formembership types, discount types, inventory loss, and labor statistics. Choose values expressed asdollars, numbers, or percentages.



4) Database4) Database

Welcome to the database, the heart of your CoPOS system. This is where all information regardingitems and members is stored. The item and member database are usually installed by CoPOSSupport. Categories, brand names, vendors, and item groups are helpful for item lookup and CoPOSrecommends having accurate information. Keeping a database filled with up-to-date and accurateinformation helps to maintain effective and efficient data retrieval. As with items it is importantt tokeep your member database accurate and up-to-date. If newsletters have a return to sender noticeon them use member notes and messages to convey the importance of address changes on file.

4.1) Item4.1) Item

The Item Database is where items are stored for sales and other transactions. Items can be added,edited, deleted, and merged. When entering new items the use of a naming convention isrecommended to ensure ease of item lookup. CoPOS recommends naming items by item type

description .

Note:Here's a few examples of naming conventions. Soup Vegetable Lentil L/S , Apple CortlandLocal , Shampoo Lemon Clarifying

ADD ITEMSADD ITEMS

Scan an item or enter a PLU (price look up) number. Add a description (use a naming convention) forthe item. Enter the brand name. If the brand name is not in the database an option to add itappears. Specify the item units (ea, lbs, oz) or use F1 to choose from a list. Enter the departmentunder which the item is sold. Categories help distinguish types of items from each other and shouldbe set up prior to entering items. Food item, is the item food or not? Each department has a defaultsetting but it can be changed for individual items. Random weight, is the item sold by its weightvalue? Random weight applies mostly to produce and bulk. Item price, use P for the pricecalculator.

EDIT ITEMSEDIT ITEMS

Items can be edited one item at a time Single Item, Multiple Fields OR by many items at a timeMultiple Items, Single Field . When editing lots of items filter by vendor, brand, category, group,department, and location. Choose which part of the item's information you want to edit from thecriteria list. If editing one item scan or enter a PLU and change the desired field. Save whenfinished.

DELETING ITEMSDELETING ITEMS

Items with sales history in the past year can not be deleted. Items that have sales history within oneyear can be deactivated instead. Merge items with double entries into one if there is sales historyattached to both entries.



MORE CHOICESMORE CHOICES

Once an item is entered or edited further details aboutthe item can be entered such as sales and discounts,keywords, hotlist status, green info, age restrictions,brands and vendors, location, groups, EBT and WICeligibility, special order status, bottle deposits, tareweight, ingredients/allergens, prep notes, cost and margin, shelf tag printing, and inventory info.

4.2) Item Category4.2) Item Category

Categories help organize items within departments. They are groups of similar items in adepartment. The hierarchy of data structure is: Department (broad) -> Categories (general) -> Items(specific).

When entering categories it's helpful to code them numerically instead of abreviations. For example,in the Bulk Department the code for Grains and Cereals is 1001, Flours and Sweeteners is 1002, DriedFruits 1003, etc.

Merge two categories by selecting the merge and into categories. The MERGE category becomesthe INTO category and all associated items are transfered.

Print the category list from 4.2 and keep it at the server for reference material when entering newitems.

If your store gets the majority of its item from UNFI it's convienient to use thier item categorynumbers.

4.3) SPINS Category4.3) SPINS Category

Contact Support desk for more information on converting your item database to include SPINScategories.

4.4) Member4.4) Member

Add new members here or from Record a Sale. Use CoPOS to generate next member number orchoose your own. Enter all contact information, specify newsletter status, installment options, creditlimits, senior discount,active status, tax exemptions, set membership type F1 if other than default.

Note: When entering new items it is

important to add the brand name and

vendor information for future item searches

and filtering.

Note: An item can only belong to one

category at a time.

System Constant 17: Generate the Next Member Number Randomly.

4) Database CoPOS Manual


When editing select the Specify Discount option to remove a member's discount.

Messages and notes can be added to display at the register when the corresponding member isbeing cashed out. Members can also be merged.

4.5) Membership Type4.5) Membership Type

Establish membership types and their benefits. Enter/Edit settings for discounts, default status,equity and non-equity, fees, renewals, and repayment schedules. Also setup membershipinformation for employees, seniors, and eligibility for patronage refunds. Enter qualifications formember only sales and member day discounts.

After saving other options include working member discounts, department specific discounts,variable discounts for days of the week, and exemptions.

REPAYMENT SCHEDULESREPAYMENT SCHEDULES

Enter a repayment schedule instead of the number of days when renewal payment is due. Forexample: 0/25, 6/25, 12/25, 18/25. The first number is the number of months after signup that thepayment is due. The second number is the is the dollar amount due.

Edit and delete membership types as needed. Only membership types with no members attachedcan be deleted. Merging is not yet availible.

4.6) Location4.6) Location

Assign locations to help with item lookup. Locations are sections of shelving within an area of yourstore. Determine the area size of locations and make sure to document the titles for each location on

System Constant 110: Generate the Next Member Number From the FIRST Member Number in the

Sequence Gap. Use this if you have odd sets of numbers and want to fill in the gaps.

System Constant 129: Prompt for Member Number when Signing up a New Member.

Note: Only members with NO sales data and

IOUs can be deleted.

System Constant 36: Allow Differing Member Discounts by Department.

System Constant 44: Link Hours Worked to Working Member Discounts.

System Constant 105: Allow Different Basic Member Discounts on Different Days.



the shelves. This will help new staff find the locations when looking up items forcustomers. Locations can be defined by numbers, letters, or descriptions. For example, TomatoProducts, Condiments, Cold & Flu, or 1A, 1B, 1C where 1 is the aisle and A is the location within theaisle.

4.7) Units of Sale4.7) Units of Sale

Units of sale define how an item is sold.

UNIT TYPESUNIT TYPES

• EA - Items sold individually

• LBS - Items sold by the pound

• OZ - Items sold by the ounce

When adding the units make sure to indicate the random weight status. This is a default setting andcan be changed for individual items in the database.

4.8) Supplier/Vendor4.8) Supplier/Vendor

Enter the suppliers/vendors for your store. This will help filter data when compiling queries or usingfilters in menu options. Add codes for vendors and print a list for reference when entering items. Set



preferences for electronic invoicing and calculating srp/margin for each vendor. Enter vendoraccount numbers and minimum order dollar amounts for contact info when placing orders.

4.9) Brand Name4.9) Brand Name

Add brand names and link them to items. Brand name information helps with compiling queries andusing filters in menu options. Using brand names helps with data accuracy. Give brand namesabreviated codes and print for reference.

4.10) City/State/Zip4.10) City/State/Zip

Enter cities, states, and zip codes for the membership database here.

4.11) Employee4.11) Employee

Choose employee codes for clocking in and out. If employees are also members their membernumber can be used. Enter all contact info and their initials for register access. Specify their securitylevels (only if turned on) and their duties. Duties must be indicated to allow the use of IOUbenefits. Delete employees as needed.

4.12) Credit Cards4.12) Credit Cards

Specify which types of credit cards are accepted at your store. For example: Visa, Mastercard,Discover, American Express, or Debit. Give each type a code and keep it at each register forreference during Record a Sale or use F1 to list types.

4.13) Gift Card Types4.13) Gift Card Types

Establish gift card types and set the default type. Give each type a code or use F1 when selling agc. For example:(DB) in-house declining balance, (PGC) paper gift card, (NCGA) NCGA issued,etc. Recharge status can also be set.

System Constant 4: Prompt for Zip Code During Sales/Returns.



4.14) Item Groups4.14) Item Groups

Groups allow an additional way to group items. Unlike categories, items can be a member of multiplegroups.

EXAMPLESEXAMPLES

• Gluten free

• Vegan

• Manger specials

• Local products

4.15) Customer4.15) Customer

Customers can be added here or in Record a Sale. Add customers who place special ordersregularly or who wish to recieve newsletters.



5) Special Order5) Special Order

5.1) New5.1) New

Place a special order for a member or customer. If a customer is not in the database they can beadded here.

5.2) Edit5.2) Edit

Edit special orders, add items to orders, request dates, and enter deposits.

5.3) Delete5.3) Delete

Delete special orders for members or customers. Orders that have recieved items attached to themcan be deleted after confirming.

5.4) Purge5.4) Purge

Establish purge times to delete outdated special orders. Avoid deletion of active orders by using acut off date NOT within 30 days of today. The default setting for prepayment status is No , if set toYes all outstanding orders with deposits are forfeited. Use Y in the delete field to delete one order,use *ALL in the delete field to delete all special orders. Save when finished for deletions to takeeffect.

Note: this feature only works with items that

are in your database. If the member/

customer is ordering a case type C in the

quantity field.

System Constant 3: Allow Expanded Case Discount Syntax. Set to Y to allow C in Record a Sale

when purchasing a case. Add the Qty/Case in the pricing calculator in item database. Perform a

query in 6.20 to view items missing Qty/Case .

CoPOS Manual 5) Special Order


5.5) View5.5) View

Enter a member or customer to view a history of special orders. View recieved items, notes, andother orders.

5.6) View by Vendor5.6) View by Vendor

Specify a vendor to view a list of order numbers, dates, members, and items. Use F1 to list vendorswith special orders. From the list select Detail to view order details, recieved items, and notes.

5.7) Receive5.7) Receive

Find a special order and select to receive items. Enter the quantity recieved and select Record

Changes . The special order with recieved items will display at the register when the correspondingmember or customer is entered.



5.8) Distribute Items5.8) Distribute Items

Distribute items over several orders. For example, if two members want to split a 50# bag of oats theitem can be dispursed over the two orders.

5.9) Call Queue5.9) Call Queue

View open orders for a specific date. View phone numbers and call dates to members/customers. Add them to the call queue by typing Y in the call field. Set call status for all orders withY* or N* .

5.10) Reports5.10) Reports

5.10.1) Reports5.10.1) Reports Summarized ListSummarized List

Print a list of special orders recorded within a set of dates. Show notes, item order dates, and phonenumbers. Filter by department.

CoPOS Manual 5) Special Order


5.10.2) Reports5.10.2) Reports Detailed SheetsDetailed Sheets

Print sheets to record special orders by hand. Keep at the register for easy order taking.

5.10.3) Reports5.10.3) Reports ReceivedReceived

Print a list of special orders that have recieved items. Filter by department, dates, and recievedstatus.

5.10.4) Reports5.10.4) Reports OverdueOverdue

View orders that are overdue for a set of dates. Filter by department and recieved status.

5.10.5) Reports5.10.5) Reports DepositsDeposits

View deposits for special orders for a set of dates.

5.10.6) Reports5.10.6) Reports Sales By ItemSales By Item

View sales for special orders by item. Use vendor, brand name, category, date, and departmentfilters.



6) Inventory6) Inventory

6.1) Transfer6.1) Transfer

6.1.1) Transfer6.1.1) Transfer EnterEnter

Record items that have spoiled, been donated, or used in the store. Inventory figures can be updatedafter entering items. Save when finished and press ESC to return to main menu.

6.1.2) Transfer6.1.2) Transfer SummarySummary

Print a summary of items transfered/reduced within a date range. Get more information by selectingView Transfer Detail from the bottom choice bar.

Note: CoPOS assumes there is more than

one item to transfer, use ESC when finished

to avoid double entries.



6.1.3) Transfer6.1.3) Transfer DetailDetail

Get details about item tranfers and reductions. Filter data by criteria, a query, or items.

6.2) Periodic6.2) Periodic

6.2.1) Periodic6.2.1) Periodic Enter Many CountsEnter Many Counts

Periodic inventory counts can be done on a CoSAT, server, weigh station, or register. Select thecurrent month for the inventory and set filters. This option is useful if taking regular inventories of adepartment or vendor/brand. From the list specify the quantities on hand and save whenfinished. Figures are added when processing the valutation details and summaries.

6) Inventory CoPOS Manual


6.2.2) Periodic6.2.2) Periodic Enter Single CountsEnter Single Counts

This is similar to taking inventory with CoSAT. Use this for doing an inventory count of your entirestore. Scan an item and enter its quantity on hand. Save after each item. Inventory figures arecompiled when processing the detail and summary.

6.2.3) Periodic6.2.3) Periodic Export CountExport Count

Export the inventory counts to a pc or mac to view information in spreadsheet form. Make sure themonth for inventory count matches the month on the CoPOS screen, save to a Zip disk, andproceed. The file name looks like INYYYYMM.TXT where Y is the year and M is the month of thecount.

6.2.4) Periodic6.2.4) Periodic Unlock ItemsUnlock Items

Unlock items for adjustments that have been locked after taking a count. Once the items areunlocked they can be edited.



6.3) Location6.3) Location

6.3.1) Location6.3.1) Location Assign ItemsAssign Items

Assign locations to items to help with item lookup. This is helpful for new cashiers and staff who maynot have a lot of experience in a particular department.

6.3.2) Location6.3.2) Location View ItemsView Items

View a list of items for a location. Filter by vendor, brand name, category, and department togenerate the list.

6.3.3) Location6.3.3) Location Item LookupItem Lookup

Enter an item code to view its location.

6.4) Enter Shipment6.4) Enter Shipment

6.5) Process Shipments6.5) Process Shipments

6.6) Item Query6.6) Item Query

An item query is an advanced search.



Include only the criteria you want to retrieve from the database. Use * to include missing informationin your results. Save the search criteria if it will be used again or on a regular basis.

6.7) Export Items6.7) Export Items

Export items from the database to view in spreadsheet form on a pc or mac. The exportedinformation is a comprehensive catalog of sales statistics, margin performance, profit analysis, andinventory data.

6.8) Replace Text In Items6.8) Replace Text In Items

Quickly change text in item descriptions, pack size, or receipt description by generating a list fromfilters.

6.9) Rename Location6.9) Rename Location

Change Location names here. All items associated with that location will be automatically updatedwith the new location name.



6.10) Delete Unused Locations6.10) Delete Unused Locations

Delete Item Locations that are not being used and are subsequently empty.

6.11) Deactivate Items6.11) Deactivate Items

Deactivate items that you no longer carry. Deactivation can also occur from the item database. Ifthe item has sales information attached to it it can not be deleted and will therefore be deactivated bydefault.


6.12.1) Reports6.12.1) Reports Detailed SheetsDetailed Sheets

Print item sheets to take a physical count not using CoSAT. Tally the front and back amounts on thesheet with srp or cost.

6.12.2) Reports6.12.2) Reports Valuation DetailValuation Detail

After inventory count information has been compiled from work stations and CoSATs retrieve theinventory details from here. Make sure the month corresponds to the inventory count month beforeselecting filters.

6.12.3) Reports6.12.3) Reports Valuation SummaryValuation Summary

View a summarized list of the most recenty inventory. Departments are listed with totals for theircosts and srps.



6.12.4) Reports6.12.4) Reports StatusStatus

Check the inventory status of items in the store. View by selecting filters, a query, or items. Makesure that shipments are received and processed to ensure accurate results.

6.12.5) Reports6.12.5) Reports One ItemOne Item

Check the inventory status for one item.

6.12.6) Reports6.12.6) Reports Item InventoryItem Inventory

View movement for items over a 12 month period.

System Constant 5: Maintain Active Inventory.

Note: If not using active inventory the QOH at

the last iventory count is displayed.

System Constant 5: Maintain an Active Inventory.

Note: If not using active inventory the QOH at

the last inventory count is displayed.



6.12.7) Reports6.12.7) Reports Reorder LevelsReorder Levels

Generate a list of items that need to be reordered.



7) Membership7) Membership

7.1) Payments7.1) Payments

Post or unpost member payments if their equity needs adjusting. Use F1 to list members. Postedpayments can be added to the till or entered as credit.

7.2) Deactivate/Refund7.2) Deactivate/Refund

Refund member equity or inactivate members here. Indicate if money is being remitted from thetill. The inactivation date should be T for Today. Confirm refund or inactivation when done. You canalso inactivate members from the member database in field 14 if no equity is being refunded. Ifequity is being remitted the amount refunded will ned to be deducted from the amount of memberequity in the Sales Recap.

Important: The post/unpost date must be a

day after the member joined.

Important: Using a date other than today will

cause an imbalance between the daily sales

recap and the membership payments

reports.

CoPOS Manual 7) Membership


7.3) Member Days7.3) Member Days

Set up member sales days and customer appreciation days. Set preferences for discount cappingand percentages. Departments can be edited to include or exclude discount extentions. To delete/remove a member day sale enter the date for the up coming sale and select Yes to delete themember day. As with member day setup logic boxes must be reset for change to take effect.

7.4) Setup Discount/Donations7.4) Setup Discount/Donations

Set up donate options for members who wish to eternally donate their discounts. Select from storefund (new roof, new equipment?), employee fund (scholarship, party, new stuff for breakroom?), orother (anything you want).

Important: Logic boxes must be reset for

member day activations and cancelations to

take effect. Member days can not be set up

on the day of the sale, they must be set up in

advance.

System Constant 86: Allow Donations to be Accepted at the Register. Use * in the items field in

Record a Sale. Member or customer can choose a donation amount or use a default amount.



7.5) Discount Inquiry7.5) Discount Inquiry

View current totals for the various donation funds. Use today's date to calculate everything. Viewthe number of members currently donating their discounts.

7.6) Newsletter Status7.6) Newsletter Status

Inquire on members recieving newsletters via email and regular mail. Restrict overdue members fromrecieving newsletters. Filter by status and and delivery method (email vs. reg mail). Set preferencesby last purchased date and joined on or after dates. After generating select indivdual members toedit or set status to yes for all members with *ALL in the newsletter status field.

7.7) Voting Status7.7) Voting Status

View a list of members with voting priviledges. Edit votingstatus if needed, use *ALL to change status for the entire list. Type V to view memberinformation. Enter individual members to change status or edit from the member database.

7.8) Letters7.8) Letters

7.8.1) Letters7.8.1) Letters WelcomeWelcome

7.8.2) Letters7.8.2) Letters ContractsContracts

7.8.3) Letters7.8.3) Letters DuesDues

7.8.4) Letters7.8.4) Letters DataData

Note: Newsletter status can be set in the

member database or when signing up a new

member.



7.9) Sales7.9) Sales

7.9.1) Sales7.9.1) Sales By DateBy Date

Generate a list of members who have shopped within a set of dates and view the amount of theirpurchases.

7.9.2) Sales7.9.2) Sales By Member TypeBy Member Type

Select a membership type to view sales for each month. Use F1 to list membership types. View thedepartment summaries for more information.



7.9.3) Sales7.9.3) Sales By VolumeBy Volume

Member sales by volume can generate serveral lists. View the highest spenders (top 100), membersthat makeup X percentage of sales, members not purchased within a set of dates, or view allmembers and their net sales for a set of dates.




7.10.1) Reports7.10.1) Reports StandingStanding

View equity, payment, and purchase information for individual members.

7.10.2) Reports7.10.2) Reports OverdueOverdue

Generate a list of members overdue in their equity or annual dues. Set basis dates, grace periods,membership types, as well as balance and join date preferences. Inquire on member status anddetails from the list. Print address labels from the list to mail overdue notices.

7.10.3) Reports7.10.3) Reports New MembersNew Members

Select dates to see a list of new memberships. View the total equity and dues paid.

7.10.4) Reports7.10.4) Reports New Member StatisticsNew Member Statistics

Select a set of months to compare this year and last year's new member signups.



7.10.5) Reports7.10.5) Reports Discount InquiryDiscount Inquiry

Set inclusion or exclusion parameters to compile a list of members and their discount type. Viewmember details, payments and schedules, and discount types.

7.10.6) Reports7.10.6) Reports PaymentsPayments

Generate a list of members who have made equity and non-equity payments within a set ofdates. Select a member from the list to view payment and membership details.

7.10.7) Reports7.10.7) Reports Active CountActive Count

Tally the active membership. Set a date range or use T to view the current tally as of today. Viewthe installment and overdue counts.



7.10.8) Reports7.10.8) Reports Member PercentileMember Percentile

See how much of the membership made up X amount of your MEMBER sales for each monthindicated.

7.10.9) Reports7.10.9) Reports View Last Timed DiscountView Last Timed Discount

View the current timed discounts for your store.

7.10.10) Reports7.10.10) Reports Active/InactiveActive/Inactive

View a list of active or inactive members. Inquire on individual member details from the list.

Active Status varies with each store. Determine requirements for active status in your membershiptype database.

Note: A timed discount is a discount that is

set to expire on a set date.



7.10.11) Reports7.10.11) Reports QueryQuery

This is an advanced search to find members instead of items. Save queries to use again with othermenu options. For example, save a query of the active membership and use the query to printmailing labels (3.11) to ensure that only the active membership recieves a newsletter.

7.10.12) Reports7.10.12) Reports PatronagePatronage

Distribute a year's rebate across your membership. Select the months to consider, the amount todistribute, membership criteria, and the minimum rebate to consider.



7.10.13) Reports7.10.13) Reports EquityEquity

Generate a list of membership equity. Select members with partial or no payments towards equityand see their membership details.



8) Pricing/Margin8) Pricing/Margin

8.1) Process Files8.1) Process Files

8.1.1) Process Files8.1.1) Process Files UNFIUNFI

8.1.1.1) Process Files8.1.1.1) Process Files UNFIUNFI InvoiceInvoice

Invoices from UNFI can be processed in CoPOS. Download the file from the UNFI website and loadthe Zip disk into your server. Select one of the invoice files and begin processing. If you want toderive the srp from cost and margin choose YES, if you want to use the srp on the invoice chooseNO. On the bottom choice bar there are items indicating information changes. If an item ishighlighted in red it has no information changes. After saving the updated information the inventoryfigures can be added if using active inventory. Shelf tags can be printed for items with pricechanges.

8.1.1.2) Process Files8.1.1.2) Process Files UNFIUNFI HealthyHealthyAdvantageAdvantage

TBD

8.1.1.3) Process Files8.1.1.3) Process Files UNFIUNFI Monthly SpecialsMonthly Specials

TBD

8.1.1.4) Process Files8.1.1.4) Process Files UNFIUNFI Natural ConnectionsNatural Connections

TBD

Important: UNFI Electronic Invoice

formatting issues should be reported to a

UNFI sales rep immediately.



8.1.1.5) Process Files8.1.1.5) Process Files UNFIUNFI Body Care CelebrationBody Care Celebration

TBD

8.1.2) Process Files8.1.2) Process Files CAPCAP

Process Co-op Deals Plus bi-weekly specials after downloading the file from the NCGAwebsite. Load the disk into the server and begin processing the file. Set parameters for date, flyertype (A or B cycle), and member discounts.

8.1.3) Process Files8.1.3) Process Files TPRTPR

Process monthly Temporary Price Reduction files from NCGA. After downloading the file fromNCGA's website load the disk into the server and begin processing the file. Set the dates anddiscount types. After saving print a list of all the items on TPR for your records.

8.1.4) Process Files8.1.4) Process Files SPCSPC

TBD

8.1.5) Process Files8.1.5) Process Files Price ChangePrice Change

TBD

8.1.6) Process Files8.1.6) Process Files VitamerVitamer

TBD

Important: Contact NCGA to report file

format changes or with questions.

Important: Contact NCGA with file format

questions or to report file format changes.

8) Pricing/Margin CoPOS Manual


8.1.7) Process Files8.1.7) Process Files CDS ProduceCDS Produce

Contact Mel Braverman from the Cooperative Development Services at [email protected] forpermission to use the Produce spreadsheet.

Adjust cost and price information in the produce spreadsheet at a pc or mac. When finished save toa Zip disk and load into the CoPOS server. Process the updated cost and price changes here.

8.1.8) Process Files8.1.8) Process Files CoPOS Bulk/ProduceCoPOS Bulk/Produce

Contact Support to access the pricing spreadsheet. Once information is entered into thespeadsheet it can be uploaded here. Work on the spreadsheet for random weight items at a pc ormac and load it into the database when you are done.

8.2) Item Prices8.2) Item Prices

FLOATING AND FIXINGFLOATING AND FIXING

You will periodically encounter options for floating or fixing a margin, cost, or srp when changingprices. The floated object of pricing changes when one part of the pricing equation is adjusted. Forexample, when changing the cost, the margin OR the srp must change as a result. The fixed objectof pricing does not change when a part of the equation is adjusted.

MARGIN VS.MARGIN VS. MARKUPMARKUP

You will notice that CoPOS calculates price using a margin instead of a markup. When using amargin to calculate cost it means that the cost is divided by the reciprocal (expressed as a decimal) ofthe PERCENT you wish to achieve in your price. It the cost of an item is $1.00 and the item is sold at a40% margin the reciprocal by which you divide is 60% expressed at .6. The equation is:

$1.00 / .6 = $1.66 (SRP)

Markup is the product of the cost and a percentage to arrive at a price. A markup of $1.00 cost by40% equals $1.40. You are not selling that item at a margin of 40% you are simply increasing its priceby 40%.

Visit the CoPOS Website www.thecoposcompany.com for additional videos on Markup vs. Margin.



8.3) Sale Prices8.3) Sale Prices

Assign sale prices for many items. Use filters, a query, or enter items. For example, a vendor line drivewith start and end dates can be entered with a default percentage off. Set member only pricing onsales here. You can also enter items individually and enter/edit the sale price from the list.

8.4) Case Discount8.4) Case Discount

Enter case prices by generating a list from criteria, a query, or items. If selling case prices at adiscount you can use a default percentage off. Edit the number of items in a case from the list andcalculate the case price. The case price can be adjusted if necessary.

8.5) Default Margins8.5) Default Margins

Enter/edit the default margins for each department. Adjust shelf prices automatically to reflect thechanged margin and new print new shelf tags.

8.6) Costs8.6) Costs

If items are missing costs, use this option to enter themindividually. Scan the item or enter its PLU. Select Edit at the bottom. To change the cost of manyitems use Item Query (6.20) and include department and cost as the parameters. From thegenerated list edit the items by selecting Item Detail , use Save & Continue when finished andselect 0 to return to the list.

8.6.1) Costs8.6.1) Costs Per ItemPer Item

Enter costs for items using this feature. Once the cost is entered you can float the srp or the marginto reflect the changed cost.

8.6.2) Costs8.6.2) Costs Enter Dept PurchasesEnter Dept Purchases

Track spending for each department by entering purchase information from invoices. The controlfigure on the right subtracts the shipping costs from the total to determine the amount spent onproduct.

Note: A margin can be overridden in 4.1. The

default setting is simply a default and only

changes prices if you want it to.



Enter amounts for each department if an invoice is for multiple departments.

8.6.3) Costs8.6.3) Costs List Dept PurchasesList Dept Purchases

View information regarding purchase totals for each department. This report can be exported orprinted. Each invoice entry is viewable.

8.7) Future Changes8.7) Future Changes

This is a quick way of entering a few items whose cost/price information will change in thefuture. When a price is changed you can float the cost or margin to reflect the new price.

8.8) Worksheet8.8) Worksheet

Calculate pricing and margins for a set of products. An option to distribute shipping charges makesit easy to calculate the true cost of the product.



8.9) Delete Flyers8.9) Delete Flyers

If sales have been entered as flyer types (ex: NCGA) they can be deleted if necessary. The current,future, or all flyer sales can be deleted for all or one department. Sales can also be deleted byperforming a query or for specified items.



9) System Maintenance9) System Maintenance

9.1) System Constants9.1) System Constants

System constants customize CoPOS. Access using Option 9.1 > Save (and Continue) > 9 Other

Misc Options > 9 Specify Other Misc Options . Make selections and save. System constants canbe printed.

• 1 - Print a Sales Receipt by Default

• 2 - Prompt for EBt Sales Tax Removal at Register

• 3 - Allow Expanded Case Discount Syntax

• 4 - Prompt for Zip Code during Sales/Returns

• 5 - Maintain an Active Inventory

• 6 - Use Sale Prices Along with Member Discounts

• 7 - Print Member # on Receipt

• 8 - Show Non-Discounted Prices on Sales Receipt

• 9 - INITIALLY Suppress Member Discounts at the Registers

• 10 - Enable Check Validation at the Register

• 11 - Show Repayment Schedule on Receipts for NEWLY Signed Up Members

• 12 - Allow Cach Back WITHOUT Purchasing Items

• 13 - Allow Cash Back for Overdue Members

• 14 - Show IOU Balance on Sales Receipt

• 15 - Show $Paid Toward Purchase Discount on Sales Receipt

• 16 - Check Net Sales Against Extentions When Sales are Saved

• 17 - Generate the Next Member# Randomly

• 18 - Prohibit the Overriding of EBT Eligibility

• 19 - Show Working Member Discount Expiration Date on the Receipt

• 20 - Require Members Due to be Paid in Full prior to Discounting

• 21 - Block Entry of Inactive Items as the Register

• 22 - Prompt for Bag Charges at the End of qualifying Sales

• 23 - Prompt for Cashier's Initials when Entering Cash Register

• 24 - Suppress IOU Prohibited Prompt on the Enter a Sale Option

• 25 - Print the Department on the First Line of the Shelf Tags

• 26 - Show Pre-Discounted Prices on Sales Receipts

• 27 - Show Pre-Discounted Prices on X/Z Tapes and Sales Recap Export

• 28 - Always Print a Sales Receipt (without asking)

• 29 - Prompt for an additional OK if Member Discount is Taken

• 30 - Default Shelf Tag Printing to NO

• 31 - Allow for Extra Equity Payments at the Register

• 32 - Allow the Use of WIC Coupons

• 33 - Allow a SIX Digit PLU Code in UPC Codes (on Bulk/Repack Labels)

• 34 - Scan the Price Instead of the Weight (on Bulk/Repack Labels)

CoPOS Manual 9) System Maintenance


• 36 - Allow Differing Member Discounts by Department

• 37 - Allow Due Date Extention via Partial Dues Payments

• 38 - Compare the Net Sales to Sum of Extentions At End of EACH Sale

• 39 - Perform a Balance Check at the End of EACH Sale

• 40 - Sort Items By Name when Looking Up Items when Entering a Sale

• 41 - Prompt for Eligibility for Member Only Sales when Owing Dues

• 42 - Keep Sales Tax on EBT Purchases

• 43 - Wait for ONE TENTH of a Second while Weighing Items

• 44 - Automatically Link Hours Worked to Working Member Discounts

• 45 - Allow EBT to Include Bottle Deposits

• 46 - Allow for Tallying when Closing a Register

• 47 - Sort Items on the Receipt by Department

• 48 - Allow Ingredient Change while Printing Pre-Pack Labels

• 49 - Allow Barter as Payment for Declining Balance Gift Cards

• 50 - Prompt at Register if More than 12 Items Purchased on a Line

• 51 - Check IOU Balance Discrepancies at the Register

• 52 - Allow Selective Member Discount Eligibility by Member Types

• 53 - Prohibit IOU Cash Advances at the Register

• 54 - Use Digits 7 through 10 for the Price (on Bulk/Repack Labels)

• 55 - Skip the Extra Read while obtaining the Weight from the Scale

• 56 - Prohibit NEW Members from having an IOU

• 57 - Allow Non-Members to Receive Cash Back

• 58 - Prompt for Seperate Equity and Dues for Member Payments

• 59 - Disable the Overdue Message at the Register

• 60 - Allow Payments to Create Gaps in Member Installments

• 61 - Display Test Pmts Owed at Register

• 62 - Supress Initial Prompt for Member Discount at Register

• 63 - Block ALL Discounts for Non-Members - INCLUDING Seniors

• 64 - Block ALL Discounts for Non-Members - ALLOW Seniors

• 65 - Block Discount Adjustments For Members

• 66 - Track Sales By Hour WITHIN Department

• 67 - Force Entry of Cashier's Initials for EACH Sale

• 68 - Skip the Initial Member Prompt at the Register

• 69 - Allow G Syntax at Register without a Declining Balance Gift Card

• 70 - Skip the Finalizing Prompt when printing Bulk Repack Labels

• 71 - Show the Packed Date on Bulk Repack Labels

• 72 - Enclose Ingredients with a Box on Bulk Repack Labels

• 73 - Supress the Freeze By Text on Bulk Repack Labels

• 74 - Supress Store's Name and Address on Bulk Repack Labels

• 75 - Include Sales Tax in the Adjusted Gross Sales Figures

• 76 - Require Members to be Current in Order to ACCRUE Patronage

• 77 - Reserve the Bottom of Bulk Labels for a Logo

• 78 - Allow Cashiers to Autofix Member Due Balances

• 79 - Ignore the 7th Digit when scanning Bulk/Repack Labels



• 80 - Request the Member Type when Entering a Member at a Sale

• 81 - Keep Sales Tax on In Store Coupons

• 82 - Block the Sale of Paper Gift Certificates

• 83 - Automatically Reserve a Gift Card when Signing up a Member

• 84 - Allow Autofixing of Member Dues at the Main Menu

• 85 - Case Price is ALWAYS Unit Price x Qty/Case

• 86 - Allow Donations to be accepted at the Register

• 87 - Use Only the PLU Code on Bulk Labels (Ignore Price/Qty)

• 88 - Exclude Overdue Members From Member Only Sales

• 89 - Autocut Receipts

• 90 - Prompt for Department When Clocking In

• 91 - Start Week on Sunday Instead of Monday

• 92 - Make New Members AUTOMATICALLY Eligible for Member Only Sales

• 93 - Allow Member Discounts ON TOP of Case Discounts

• 94 - Use Large Font Size for key fields on the Receipts

• 95 - Use Bold Font for the Custom Message on the Receipt

• 96 - Track Labor Hours By Department

• 98 - Prohibit the Maximum IOU Balance from being superceded

• 99 - Include Coupons in X-Tape Department Totals

• 100 - Include Bottle Deposits in X-Tape Department Totals

• 101 - Triple Beep when an Item is NOT Found During a Sale

• 102 - Show the NON-SALE Price on Bulk Repack Labels

• 103 - Skip the Finalizing Prompt when Receiving Items

• 104 - Supress the Member Savings Statement on Receipts

• 105 - Allow Different Basic Member Discounts on Different Days

• 106 - Required Exchanged Cash in order to Open Cash Drawer

• 107 - Allow Adding Items From Receive a Shipment (Option 6.7)

• 108 - Force Entr of Cashier's Initials when VOIDING a Sale

• 109 - Display Brand Name Instead Of Sale Info When Looking Up Items

• 110 - Generate the Next Member# From the FIRST Member# Sequence Gap

• 111 - Tally #Members with Fully Paid Equity At Start of Day

• 112 - Specify Newsletter Delivery Method (Email vs Regular Mail)

• 113 - Require Members to be Current to Receive Discount

• 114 - Record SIMPLE Open Register Drawer Events

• 115 - Indicate Reversals in Payment Summary

• 116 - Automatically Load the Paste Bugger When Viewing

• 117 - Allow Remote System Shutdowns

• 118 - Maintain Leading Zeroes in UPC Codes when more than 5 Zeroes

• 119 - Show $Amt Due on a Sale in Different Video Attributes

• 120 - Use the Smaller Bulk Repack Label

• 121 - Allow Canadian (US if in Canada) Currency

• 122 - Prompt to Collect Cash when a DBGC is Purchases in a Sale

• 123 - Prompt to Use DBGC when a DBGC is Purchases in a Sale

• 124 - Word ALL Savings Messages on Receipts to As a Member...



• 125 - Have a Weigh Station Option at the Kiosk

• 126 - Show and Item Count on Sales Receipts

• 127 - Prompt for Name and Ph# for Non-Member Returns

• 128 - Block Display of Inactie Items at the Register

• 129 - Prompt for Member Number when Signing up a New Member at Sale

• 130 - Require Members to be Paid In Full to RECEIVE Patronage

• 131 - Enable Unit Weight (or Volume) Processing

• 132 - Show Department Macro Categories on the X and Z Tapes

• 133 - Enable the Mis-spell Checker

• 134 - Allow a 30 Day Grace Prd for Patronage Accrual (Req #76=Y)

• 135 - Use CoPOS Custom Tags on Shelf Tag Printer (3844Z Only)

• 136 - Always Prompt for Brand Names when Looking Up By Name

• 137 - Always Prompt for ALL Other Files when Looking Up By Name

• 138 - Print PLU Codes as 12 Digit Zero Padded UPCs in Shelf Tags

• 139 - Always Show the Base (Non-Sale) Price On Shelf Tags

• 140 - Prompt for Age (Example: When Purchasing Alcohol)

• 141 - Display File Path Info When Prompting For the Export Path

• 142 - Reverse the Print Orientation of Large Bulk Repack Labels

• 143 - Show Green Info on Sales Receipts

• 144 - Show Member Notes on the Returns Screen

• 145 - Require Entering the Check# When Paying via Check

• 146 - Allow Item Reactivation When Entering Special Orders

• 147 - Allow Entry of Items NOT Found From Pricing Options (8.N)

• 148 - Automatically Clear Shelf Tag Print Flag AFTER Printing a Tag

• 149 - Show Declining Balance Gift Card# On Sales Receipts

• 150 - Prompt for Paper Gift Certificate# When Recording a Sale

• 151 - Show the Remaining Available IOU on the Receipt

• 152 - Release a Register AUTOMATICALLY For IOU Sales

• 153 - Start Logic Boxes With The Field Editor ON

• 154 - Show a Tally of Locally Purchased Items on the Receipt

• 155 - Print a Receipt AUTOMATICALLY For IOU Sales

• 156 - Bypass the Logic Box Firmware For Drawing and Clearing Boxes

• 157 - Allow Editing of Member Informaiton Outside of Option 4.4

• 158 - Password Protect External Member Information Edits

• 159 - Show the Weight in Grams on the Bulk Repack Labels

9.2) Tests9.2) Tests

9.2.1) Tests9.2.1) Tests ScaleScale



9.2.2) Tests9.2.2) Tests ScannerScanner

9.2.3) Tests9.2.3) Tests CommunicationsCommunications

9.3) Device Table9.3) Device Table

The device table configures what printers are attached to the server, weigh stations, and checkoutlanes. The device table also maintains the lane number of each checkout lane. This option shouldbe run with the assistance of CoPOS Support.

DEVICE IDDEVICE ID

The Device ID for each lane is located on the main menu of that lane's display. In the upper-rightcorner it reads, Terminal: ###.

• 1 is the CoPOS Server (PC Console)

• 100 and above are reserved for checkout lanes and weigh stations

9.4) View Device Table9.4) View Device Table

The device table is used to modify your hardware settings. Contact CoPOS support with questions.

9.5) List Device Types9.5) List Device Types

Use this as directed by CoPOS Support.

9.6) DOS Paths9.6) DOS Paths

Filesystem paths are setup to make exporting files easier. By default, paths include:

• C:\POS - Hard drive of CoPOS Server

• D: - Zip drive of CoPOS Server



9.7) Halt Processes9.7) Halt Processes

Halting processes may help to reset a rare frozen terminal.

9.8) Date/Time9.8) Date/Time

Set date and time.

9.9) Database9.9) Database

9.9.1) Database9.9.1) Database Backup/RestoreBackup/Restore

Execute backup or restoration here instead of from the DOS Shell.

9.9.2) Database9.9.2) Database Transfer DataTransfer Data

Copy the last backup of your CoPOS Database to a Zip disk.

9.9.3) Database9.9.3) Database Disk UsageDisk Usage

Display free space on the CoPOS Server hard drive.

9.9.4) Database9.9.4) Database Verify DatasetVerify Dataset

Use this as directed by CoPOS Support.



9.9.5) Database9.9.5) Database Verify ApplicationVerify Application

Use as directed by CoPOS Support.

9.10) Maintenance9.10) Maintenance

9.10.1) Maintenance9.10.1) Maintenance Bind .ABind .A

GEIGER X=.A S X=$$OLÛCA(2,1) G SEL

9.10.2) Maintenance9.10.2) Maintenance Clear ScreenClear Screen

Clear the screen with .B (B for blank) from the main menu. Helpful for cashiers in a one lane storewhen working with limited number of staff.

9.10.3) Maintenance9.10.3) Maintenance CalendarCalendar

Use .C at the main menu to generate a calendar. X=.C S Arg=32^15^^1 D ÛCLN G INI

9.10.4) Maintenance9.10.4) Maintenance Date & SpaceDate & Space

Type .D to check today's date with the percent of free space and space used on your hard drive.

9.10.5) Maintenance9.10.5) Maintenance Current PathCurrent Path

Use .P to see what path is being used on the hard drive. X=.P D PATHÛDOS(55^ ($G(VD)+5)) GSEL



9.10.6) Maintenance9.10.6) Maintenance Adding MachineAdding Machine

GEIGER X=.T S Arg=1 W /CLR D ^UTAPE G TOP

9.10.7) Maintenance9.10.7) Maintenance Version CheckVersion Check

Type .V to check the latest version of CoPOS and its install and release dates. please double checkmy programming on this node

9.10.8) Maintenance9.10.8) Maintenance Item CountItem Count

Type #ITEMS at the main menu to view the amount of active and inactive items in the itemsdatabase. Active and inactive are totaled. X=#ITEMS S X=$$NI^F18ULIX D NMI(X) G SEL

9.10.9) Maintenance9.10.9) Maintenance Member CountMember Count

Generate a list of active and inactive members with #MEMBERS at the main menu. Total membercount is also displayed. X=#MEMBERS S X=$$NM^F18ULIX D NMS(X) G SEL

9.10.10) Maintenance9.10.10) Maintenance Clock In/OutClock In/Out

Type Clock at the main menu to clock in or out. Confirm action with Yes or No from the bottomchoice bar. X=CLOCK D ^F18EEC G TOP

9.10.11) Maintenance9.10.11) Maintenance Default Tax StatusDefault Tax Status



9.10.12) Maintenance9.10.12) Maintenance Fix Text BoxesFix Text Boxes

Use DISPLAY at the main menu to fix text boxes drawn with p and q. X=DISPLAY W: $P>9 *27,)0 GSEL

9.10.13) Maintenance9.10.13) Maintenance Install DatesInstall Dates

Check dates and times of upgrade installations with INSTALLATIONS at the main menu.

9.10.14) Maintenance9.10.14) Maintenance Last BackupLast Backup

Check the last successful back up with LAST BACKUP at the main menu. Time and date is displayed.Please check programming node

9.10.15) Maintenance9.10.15) Maintenance Margin AdjustMargin Adjust

Type RECALCULATE MARGINS to auto-fix items to their default margin for their department.

X=RECALCULATE MARGINS D MGC^F18ULISA G TOP

9.10.16) Maintenance9.10.16) Maintenance Tidy MembershipTidy Membership

Geiger X= TIDY MEMBERS ! (X=TIDY MEMBER FILE) D MTF^F18ULIZ G TOP

9.10.17) Maintenance9.10.17) Maintenance View System ConstantsView System Constants

Type VIEW MISC SYSTEM CONSTANTS to view the current settings of all system constants. X=VIEW

MISC SYSTEM CONSTANTS D SHO^F18USCX G TOP

Important: There is no way to view which

items have been recalculated. Use with

caution.



10) Other Options10) Other Options

10.1) Timekeeping/Scheduling10.1) Timekeeping/Scheduling

10.1.1) Timekeeping/Scheduling10.1.1) Timekeeping/Scheduling EmployeesEmployees

All employee timekeeping options take place here. Generate reports, set department status, andenter/edit hours worked. Enter, edit, view, and delete employees as needed.

10.1.1.1) Timekeeping/Scheduling10.1.1.1) Timekeeping/Scheduling EmployeesEmployees SetupSetup

Enter employees into the database and give them codes for clocking in and out. If the employee is amember their member number can be used. Associate employees with departments or tasks. Enternotes about that employee and set security levels. Set pay rates to track department labor margins,contact CoPOS Support for more details on how to set pay rates.

10.1.1.2) Timekeeping/Scheduling10.1.1.2) Timekeeping/Scheduling EmployeesEmployees Assign DepartmentsAssign Departments

Asign departments for employees for labor margin data inquiries. To view hours worked for adepartment or task use options 10.7 and 10.8

Employees must be assigned departments in order to clock in and out.

System Constant 96: Track Labor Hours by Department.



10.1.1.3) Timekeeping/Scheduling10.1.1.3) Timekeeping/Scheduling EmployeesEmployees Enter Hours By EmployeeEnter Hours By Employee

This option is password protected. Enter an employee's code and select a date to edit hoursworked. Specify the hours worked and save when finished.

10.1.1.4) Timekeeping/Scheduling10.1.1.4) Timekeeping/Scheduling EmployeesEmployees Enter Hours By DayEnter Hours By Day

This option is password protected. Enter a day for entering or editing. Choose an employee from thelist ans specify their clock in and out times. Save when finished.

10.1.1.5) Timekeeping/Scheduling10.1.1.5) Timekeeping/Scheduling EmployeesEmployees Hours WorkedHours Worked



10.1.1.5.1) Timekeeping/Scheduling10.1.1.5.1) Timekeeping/Scheduling EmployeesEmployees Hours WorkedHours Worked By DayBy Day

Select a day to view a list of employees who worked on that day and their number of hoursworked. Enter or Edit their clock in and out times. Sort by name and print, use Find to locate aspecific employee. Remember to save when finished.

10.1.1.5.2) Timekeeping/Scheduling10.1.1.5.2) Timekeeping/Scheduling EmployeesEmployees Hours WorkedHours Worked ByByEmployeeEmployee

This option is password protected. Select one employee at a time to view hours worked within a setof dates.

10.1.1.5.3) Timekeeping/Scheduling10.1.1.5.3) Timekeeping/Scheduling EmployeesEmployees Hours WorkedHours Worked ByByDepartmentDepartment

Select a department and a set of dates to view the number of hours worked by employees assignedto that department.

10.1.1.5.4) Timekeeping/Scheduling10.1.1.5.4) Timekeeping/Scheduling EmployeesEmployees Hours WorkedHours Worked By TaskBy Task

Select a task (cashier, admin, other) and a set of dates to view the number of hours worked for thattask.

10.1.1.6) Timekeeping/Scheduling10.1.1.6) Timekeeping/Scheduling EmployeesEmployees Clock In/OutClock In/Out

Clock in and out. Each employee can clock in or out no more than seven times in a 24 hourperiod. Enter a number and select Yes or No from the bottom choice bar. Employee numbers arenot displayed on the screen for privacy protection.





Use blind option Clock to clock in and out quickly.

10.1.1.7) Timekeeping/Scheduling10.1.1.7) Timekeeping/Scheduling EmployeesEmployees ReportsReports

10.1.1.7.1) Timekeeping/Scheduling10.1.1.7.1) Timekeeping/Scheduling EmployeesEmployees ReportsReports Currently ClockedCurrently ClockedInIn

Generate a quick status report to view which employees and members are clocked in.

10.1.1.7.2) Timekeeping/Scheduling10.1.1.7.2) Timekeeping/Scheduling EmployeesEmployees ReportsReports Currently ClockedCurrently ClockedOutOut

View employees who did NOT clock out within a set of dates and will need editing to their timeslots.

10.1.1.7.3) Timekeeping/Scheduling10.1.1.7.3) Timekeeping/Scheduling EmployeesEmployees ReportsReports Hours WorkedHours Worked

Print a report on LP1 of all hours worked for employees in a set of dates. Print in summary or detailedformat.

System Constant 90: Prompt for Department When Clocking In. If an employee is assigned to more

than one department or task activate this to track labor hours. When an employee switches to

another department or task, bakery to cashiering for example, have that employee clock out to

switch.



10.1.1.7.4) Timekeeping/Scheduling10.1.1.7.4) Timekeeping/Scheduling EmployeesEmployees ReportsReports Labor Costs ByLabor Costs ByDeptDept

Specify a set of dates to track cost. Make sure system constant 96 is set to Yes .

10.1.1.7.5) Timekeeping/Scheduling10.1.1.7.5) Timekeeping/Scheduling EmployeesEmployees ReportsReports Overtime AlertOvertime Alert

Get a quick report on possible overtime hours worked for the current week.

10.1.1.7.6) Timekeeping/Scheduling10.1.1.7.6) Timekeeping/Scheduling EmployeesEmployees ReportsReports Export PayrollExport PayrollFiguresFigures

Export payroll figures to process them in spreadsheet format.




10.1.2) Timekeeping/Scheduling10.1.2) Timekeeping/Scheduling MembersMembers

Similar to Employee time keeping options but for members instead. Generate reports, link discountsto hours worked, and track overall member volunteer information. Set up eligibility for discountsassociated with hours worked by member volunteers in the membership type database. Use Save

and Continue to access the Hours Worked/Discount Increment Table . Specify the discount resets(weekly, calendar month, 30 days, or 90 days).

10.1.2.1) Timekeeping/Scheduling10.1.2.1) Timekeeping/Scheduling MembersMembers Clock In/OutClock In/Out

Members can clock in and out to keep track of their volunteer time.

10.1.2.2) Timekeeping/Scheduling10.1.2.2) Timekeeping/Scheduling MembersMembers Enter HoursEnter Hours

Enter hours worked by members for a selected week.

10.1.2.3) Timekeeping/Scheduling10.1.2.3) Timekeeping/Scheduling MembersMembers Currently Clocked InCurrently Clocked In

See members who are clocked in.

10.1.2.4) Timekeeping/Scheduling10.1.2.4) Timekeeping/Scheduling MembersMembers Currently Clocked OutCurrently Clocked Out

View members who clocked in but not out for a set of dates. Members will need editing to their timeslots.

System Constant 44: Link Hours Worked to Working Member Discounts.

System Constant 44: Link Member Hours Worked to Working Member Discounts. Enter/edit the hours

worked to discount amounts in the membership types option in the member database after saving.

System Constant 44: Link Member Hours Worked to Working Member Discounts.



10.1.2.5) Timekeeping/Scheduling10.1.2.5) Timekeeping/Scheduling MembersMembers Hours WorkedHours Worked

Print on LP1 to see the hours worked by members for a set of dates. Print in detailed or summaryformat.

10.1.2.6) Timekeeping/Scheduling10.1.2.6) Timekeeping/Scheduling MembersMembers Hours Worked By WeekHours Worked By Week

View the number of hours worked for a week for one member at a time.

10.2) Hotlist10.2) Hotlist

10.2.1) Hotlist10.2.1) Hotlist DefaultDefault

Specify the default department to be used with the hotlist. Use =item to locate an item in the defaulthotlist department. For more information on hotlists see Resources > Best Practices > Hotlists. Oftenthe most handy department to set as the default for hotlist is the produce department. Instead oflooking up the PLU for bananas, type =banana .

10.2.2) Hotlist10.2.2) Hotlist View/PrintView/Print

View a list of items currently on the default hotlist. Print it for reference.

10.2.3) Hotlist10.2.3) Hotlist Maintain By DepartmentMaintain By Department

Select a department to generate a list of items for hotlist status editing. Each department can have ahotlist of current items in the store or active items in the database. To find an item from a differentdepartment's hotlist use =#=item where # is the department reference number.

10.3) Lending Library10.3) Lending Library



10.3.1) Lending Library10.3.1) Lending Library SetupSetup

Establish a lending library at your store for books or other items of your choosing. Add or edit itemshere.

10.3.2) Lending Library10.3.2) Lending Library Check OutCheck Out

Enter a member name or number to check out an item. Scan the item and enter the due date. Use+# where # is the amount of days the item can be on loan.

10.3.3) Lending Library10.3.3) Lending Library Check InCheck In

Enter a member name or number and process the return of a checked out item.

10.3.4) Lending Library10.3.4) Lending Library Member SummaryMember Summary

Generate a list of items that a member has checked out.

10.3.5) Lending Library10.3.5) Lending Library Item StatusItem Status

Enter an item to view its current checkout status.

10.3.6) Lending Library10.3.6) Lending Library Overdue ItemsOverdue Items

Enter a member to view any overdue items they have on loan.

10.4) EBT10.4) EBT



10.4.1) EBT10.4.1) EBT EligibilityEligibility

10.4.1.1) EBT10.4.1.1) EBT EligibilityEligibility DepartmentDepartment

Choose which departments are eligible for EBT purchases. This is the default setting by departmentand can be overridden in the item database for individual items. Specify Discounts/EBT, etc. afterediting/adding an item to the database.

10.4.1.2) EBT10.4.1.2) EBT EligibilityEligibility ItemsItems

Specify the EBT status of many items by vendor/brand, from a query, or items you enter.

10.4.1.3) EBT10.4.1.3) EBT EligibilityEligibility One ItemOne Item

Enter one item to change its EBT status. EBT status can also be changed in the item database.

10.4.2) EBT10.4.2) EBT Inquiry/ReportInquiry/Report

View items and their EBT eligibility status. Use filters for vendor, brand, category, and EBTstatus. Items can not be edited from this list.

10.5) CoSAT10.5) CoSAT

CoSAT can edit cost, margin, price, location, category, green status, and also create and maintainitem groups, receive shipments, place items on sale, print labels and set shelf tag printing flags forbatch printing in CoPOS. CoSAT is also very useful for quarterly inventory counts. Transfernecessary files before using to ensure fully accessable data.

GOOD TO KNOWGOOD TO KNOW

• No information is lost if the computer is accidentally turned off.

• All CoSAT changes must be transferred to CoPOS for changes to take effect.

• Inventory File - ITEMSI.TXT - Only one version can exist on a Zip disk or CoSAT unit.



• Multiple CoSAT units can share a Zip disk so long as unique file names are used. Forexample ITEMSIA.TXT, ITEMSIB.TXT, etc.

• All inventory figures remain on the CoSAT Unit until a new item inventory is loaded or,CoSAT 1.4 is used to reset inventory count.

• Print bulk repack labels with ingredients using CoPOS 10.5.2 - Send Existing Items toCoSAT.

• Use CoSAT to update inventory levels when you receive shipments.

• Eject Zip disks from the CoPOS server when not in use. ALWAYS start the CoPOS Serverand CoSAT Units with an empty Zip Drive.

• Enlarge screen by holding the FN key and pressing the F7 key.

• Always verify correct date and time by pressing F2 on startup. Use the arrow keys tochange the date and time.

• To start CoSAT from and DOS prompt (C:\>) type the commands: C:\>cd SAT

C:\SAT>COSAT

10.5.1) CoSAT10.5.1) CoSAT SendSend

10.5.1.1) CoSAT10.5.1.1) CoSAT SendSend All ItemsAll Items

Use a Zip disk to send the item database from the CoPOS server to the CoSAT unit. Enter the monthfor the count, choose the Zip Drive (D:\), and set any item filters. Maximize flexibility by NOT settingitem filters. Restrict to active items to ensure only items that are active in the database are eligible forcounting. Send zeroed out figures, this sets all items back to zero before the count is taken. Thisoption is 10.5.1 and Sends ALL Items to CoSAT .

10.5.1.2) CoSAT10.5.1.2) CoSAT SendSend Existing ItemsExisting Items

Use this file for CoSAT tasks such as printing labels, price changes, locations, shelf tags, andshipments. This option is 10.5.2, it Sends EXISTING Items to CoSAT .

10.5.1.3) CoSAT10.5.1.3) CoSAT SendSend Background FilesBackground Files

Send this file along with the inventory file to CoSAT for an inventory count. Use 10.5.3 Send the

Necessary Background Files to CoSAT .



10.5.2) CoSAT10.5.2) CoSAT ReceiveReceive

10.5.2.1) CoSAT10.5.2.1) CoSAT ReceiveReceive Inventory CountInventory Count

Transfer the inventory count to CoPOS via Zip disk. Use a seperate disk for each CoSAT unit. Onlylock items if no adjustments are needed. Replace figures for the FIRST inventory usingCoSAT. Increment figures for all subsequent inventory counts. Print prior to saving for a physicalrecord of each disk.

10.5.2.2) CoSAT10.5.2.2) CoSAT ReceiveReceive Existing Edited ItemsExisting Edited Items

Send information back to CoPOS for items edited using CoSAT. You can edit information regardingcost, margin, srp, location, category, green status, or flag for shelf tag printing.

10.5.2.3) CoSAT10.5.2.3) CoSAT ReceiveReceive Existing Sale ItemsExisting Sale Items

Place items on sale in CoSAT and process the changed information here.

10.5.2.4) CoSAT10.5.2.4) CoSAT ReceiveReceive New ItemsNew Items

Process new items added in CoSAT here.

10.5.2.5) CoSAT10.5.2.5) CoSAT ReceiveReceive Item GroupItem Group

A CoSAT Unit can record a list of items to add to an item group. Once exported from CoSAT to a Zipdisk, use this option to load the new or updated group.



10.5.3) CoSAT10.5.3) CoSAT InitializeInitialize

This will create the necessary files on a Zip disk to initialize a CoSAT unit for this CoPOS Server.

10.5.4) CoSAT10.5.4) CoSAT Unlock CountUnlock Count

Select an inventory month to unlock figures if adjustments need to be made.

10.5.5) CoSAT10.5.5) CoSAT View QuantityView Quantity

View an item's count for the most recent inventory.

10.5.6) CoSAT10.5.6) CoSAT HistoryHistory

CoPOS remembers the history of each import from CoSAT. Use this option to view processed filesfrom CoSAT.

10.6) File Import10.6) File Import

Import items, vendors or members from an external file. This option is compatible with CoPOSGeneric Exports. To better understand the format requirements it is recommended to first export aGeneric member or item file.

10.7) File Export10.7) File Export

Export files for SPINS reporting, item files, member files, spreadsheets, and sales figures forNCGA. Generic files exported by CoPOS can be imported by CoPOS.

10.8) Calculators/Converters10.8) Calculators/Converters



10.8.1) Calculators/Converters10.8.1) Calculators/Converters Margin/MarkupMargin/Markup

A handy tool for converting margin to markup.

10.8.2) Calculators/Converters10.8.2) Calculators/Converters Canadian to US$Canadian to US$

Convert Canadian to U.S. dollars using an exchange rate you define.

10.8.3) Calculators/Converters10.8.3) Calculators/Converters Annuitized PayoutAnnuitized Payout

A handy calculator to compute compound interest payments.

10.8.4) Calculators/Converters10.8.4) Calculators/Converters Compound InvestmentCompound Investment

An investment calculator to help investment calculations.

10.8.5) Calculators/Converters10.8.5) Calculators/Converters MortgageMortgage

Know how much you might pay for owning your physical store.

10.9) Department List10.9) Department List

View department listing and their basic settings such as food item, bulk item and eligibility fordiscount, tax, EBT. Default margins are also listed.

10.10) Lookup Item By Keyword10.10) Lookup Item By Keyword

Find an item by using keywords to search. Specify keywords for items in 4.1 after saving, chooseoption 3.



10.11) Security10.11) Security

10.11.1) Security10.11.1) Security Assign PasswordsAssign Passwords

Assign passwords to users.

10.11.2) Security10.11.2) Security User Security LevelsUser Security Levels

10.11.3) Security10.11.3) Security Security OptionsSecurity Options

Create custom rules for user access.

10.11.4) Security10.11.4) Security Include UsersInclude Users

Grant access to specific menus.

10.11.5) Security10.11.5) Security Exclude UsersExclude Users

Prohibit access to specific menus.

10.11.6) Security10.11.6) Security Change PasswordChange Password

Change the current user's password.



10.11.7) Security10.11.7) Security Set Default PasswordsSet Default Passwords

Default passwords are required. Use security levels for more control over access to CoPOS options.

10.12) Customization10.12) Customization

On occasion, CoPOS Support will offer customized programs for your store. This option displays alisting of available customizations.



11) Resources11) Resources

This chapter focuses on how to use CoPOS within your store. Read 'Getting Started' for the basics ofCoPOS. Our 'Best Practices' contain useful information that will jump start your use of CoPOS. Foreach version of CoPOS, we assemble 'Release Notes' that detail the changes you can expect.

11.1) Getting Started11.1) Getting Started

CoPOS is a Point of Sale system that uses the keyboard. Select menu options by typing the numberor use the arrow keys. CoPOS tracks membership & patronage, inventory, gift cards, IOUs, salesdata, special orders, and employee & volunteer timekeeping. Access CoPOS Help by using F10 at amenu or option. CoPOS Help mimics the menu structure of CoPOS to help you become a CoPOSexpert.

Thank you for using CoPOS.

11.2) Best Practices11.2) Best Practices

CoPOS Support has lended a hand to many stores in the setup and maintenance of CoPOS. Hereare some best practices to give you an idea of how other stores use CoPOS.

11.2.1) Best Practices11.2.1) Best Practices BackupsBackups

Backups should be done at the end of each business day to ensure survival of sales data on a dailybasis. CoPOS provides seven Zip disks (one for each day of the week) for the purpose of dailybackups. Run the backup procedure from the CoPOS shell menu. Once finished, CoPOSrecommends off site data storage. Use the Support tab on the CoPOS website to load a backup filefrom the Zip disk.

BACKUP PROCEDURE INSTRUCTIONSBACKUP PROCEDURE INSTRUCTIONS

• 11 to Quit

• Yes to return to the Shell

• B to Save your Database to REMOVABLE Media

• Y Enter to save data

• D to select the D drive (zip disk)

• Y Enter to verify

Congratulations you have successfully created a back up file. You may Run (R ) CoPOS again toclock out or keep working, OR you can Exit (E ) to DOS to turn off your machine.



11.2.2) Best Practices11.2.2) Best Practices Cashier TrainingCashier Training

As a cashier your primary job is to quickly and accurately ring up sales to customers. The first step isto login to the register by typing your initials. Next, ask the customer if they're a member. A customermay give you their whole name, last name, or their member number. Type in their member number ortheir last name. In a case where you only know their first name, type ,mike to search for membernames that being with Mike. If you mistakenly add a member, type .D to remove. New members canbe added during a sale by typing *N in the member field. To leave the field blank just press the Enter

button.

To ring up items, simply scan the barcode or enter the PLU. Items on the hotlist (usually produceitems) can be accessed using the = key, for example, =tomato . Read more about searching andshortcuts in the help for Register > Record a Sale. To read a weight from the scale type + . If acustomer is using their own container, type - with the container weight. This is called tare weightand is entered as -.03 where .03 is the weight of the container.

If the price of an item needs to be adjusted make the necessary change in the price field. If thecustomer is a member type D after the price change to account for their discount, for example,1.99D . If tax needs to be removed from an item type T- in the quantity column. When all items arerung, the total can be read to the customer. Type F2 to enter a simple payment. Typing F2 asecond time will show an advanced payment screen. Enter all known amounts then use . to auto-fill the remaining amount.

Sales may be put on hold by typing CTRL-C . Retrieve theheld sale, type .R in the member field. Additionally, salesthat have been voided are available by typing .V in themember field.

FUNCTION KEYSFUNCTION KEYS

• F1 - Returns cursor to Items field for editing/addingitems

• F2 - Payment Method box (F2 twice to list ALLpayment options)

• F3 - Adjust discount, process WIC Coupons (System Constant 32), apply non-membersurcharge.

• F4 - View special orders, view EBT eligible items, adjust sales tax, pay dues, pay IOUs,timed discounts, purchase gift cards, put transaction on hold.

• F5 - Record the sale

• F6 - Quit (without recording the sale)

• F7 - Returns cursor to Member line

• F8 - Apply coupons

Important: Always eject the Zip disk before

turning off/on the CoPOS Server.

Important: With some sales, such as EBT

purchases, only the pre-tax total must be

used. This total is displayed in the upper-

right of the screen. CoPOS will only allow EBT

eligible items to be used in the EBT payment

field. Type F in the Other payment field first

to seperate out the EBT eligible items then

enter other forms of payment if applicable.

11) Resources CoPOS Manual


11.2.3) Best Practices11.2.3) Best Practices DepartmentsDepartments

Department managers should be familiar with the best practices for their department.

11.2.3.1) Best Practices11.2.3.1) Best Practices DepartmentsDepartments BulkBulk

Helpful tools for the Bulk department are printing bulk bin labels, printing preparation labels,andadding ingredients to re-pack labels. Bulk bin labels with PLUs, item names, price/weight, codes, andingredients can be printed in three different sizes and affixed to bulk bins. Print preparation labels forre-pack or bulk items to help customers learn how to use the product, ex: 7 bean soup mix (soak,simmer, etc.) Adding the ingredients list to your bulk re-pack items will help your ingredient-consciousshoppers navigate the bulk aisle with ease.

11.2.3.2) Best Practices11.2.3.2) Best Practices DepartmentsDepartments DeliDeli

Use the pre-packaged label option (3.15) to print big labels for deli items, list ingredients for allergensensitive shoppers. Put the sell by and made on dates on your deli labels for quality control. Sellinghouse made deli items by their weight helps maintain margin targets within that department. In thedeli achieving target margin goals is key to maintaining sustainability and growth. Use the marginanalysis tools to track margin by item and department. Include spoilage figures in the anaylisis to gettrue margin feedback.

11.2.3.3) Best Practices11.2.3.3) Best Practices DepartmentsDepartments ProduceProduce

The Hotlist is a tool that can quickly look up items specific to one department. The Hotlist is especiallyhelpful for looking up produce items during sales. Instead of relying on a sheet of paper, find an itemby typing =tomato to see a list of all the tomatoes ONLY in the produce department.

Print shelf tags for the produce department from the active Hotlist. Run a query to include theproduce department and items on the hotlist to maintain up-to-date shelf tags ONLY for items thatare in the store.

Use the pre-pack label option (3.15) to generate labels for produce items that are re-packaged in thestore.



11.2.4) Best Practices11.2.4) Best Practices HotlistsHotlists

Use the Hotlist as a way to search items with more precise results. When a department is setup witha hotlist find items in that department by typing =item . For example in bulk, use =granola to find onlyitems which contain granola within the bulk department. Hot lists can also be used to print new shelftags. Run a query and select a department and its hotlist to print accurate and up-to-date shelf tagsonly for items that are in the store.

11.2.5) Best Practices11.2.5) Best Practices Label PrintingLabel Printing

CoPOS uses three primary types of printers: Label, Laser, and Receipt printers.

The Label Printer allows for printing of individual shelf tags and product labels with scanable UPCcodes and ingredient listings. Use with standard size shelf tags or adhesive labels.

The Laser Printer serves as the main system printer for CoPOS, is used to print all reports exceptthose printed on the receipt printer (X and Z tapes).

The Receipt Printer lists the items and their prices that were purchased. Can be programed withcustomized information. CoPOS offers two types of receipt printers: Impact and Direct Thermal.

Faded labels? Make sure the power supply is fully functioning.

Re-order Levels vary from store to store. Most stores re-order at 2 or 3 rolls left but if your store goesthrough labels fast you might want to consider ordering one case ahead.

11.2.6) Best Practices11.2.6) Best Practices SecuritySecurity

Security levels are designed to limit accessiblity of CoPOS to employees. There must be at least oneperson with full access to establish the levels of security for others. Levels of access can berestricted by employess or by options. Access to CoPOS can also be password protected to ensuresecurity against non-employee interference.

11.3) Release Notes11.3) Release Notes

CoPOS releases new versions every 6 months. These lists of changes contain three sections:

• HEADLINES - Notable changes that you should read.

• FEATURES - Small changes of new or expanded features.

• BUGS - Fixes to broken pieces of CoPOS.



11.3.1) Release Notes11.3.1) Release Notes Interim Change LogInterim Change Log

HEADINGHEADING

• bullet

11.3.2) Release Notes11.3.2) Release Notes 2012 February2012 February

HEADLINESHEADLINES

• Debut of CoPOS Help. Enter CoPOS Help using F10 from the main menu. CoPOS Helpcan run any CoPOS program. Search CoPOS Help with F1 . Many hidden features ofCoPOS are documented. CoPOS Help menus may differ from CoPOS itself, but we areconfident the new organization is more intuitive. We want your feedback on CoPOS Help.

• Edit price/cost/margin for multiple items using Option 4.1. Be aware that searching foritems with margin between 0-15% and setting their margin to 20% will result in a computedmargin slightly higher/lower than 20%. Therefore, running another query for exactly 20%margins will not return every item. Instead, use a wider range such as 17-23% to capturethe majority of the items. Lower-priced items rounded to the nearest nickle are the likelyscenario for margin hunting.

• Queries have been overhauled and expanded with functionality. Queries provideadvanced searching of the CoPOS Database.

FEATURESFEATURES

• Master File renamed to Database.

• System Constant 154: Print dollar amount and percentage of local purchases on salesreceipt.

• Department and brand exclusion has been added to item lookups using pizza/-3 syntax.This example shows all pizza products not in department number 3.

• System Constant 155: Automatically print receipts when a sale involves charging to an IOU.

• System Constant 156: Fixes p and q characters on some older logic boxes.

• Pricing/margin inquiries show sale items with ! character.

• Members can be exported using Generic Membership File format.

• Member query has been improved with advanced city searching using +MI for Minneapolisand Milan.

• Gift card now uses Starting Balance instead of Previous Balance and Initial $Amount

• Member and item imports now include options to view, select and print.

• Item query can view monthly sales for one item.

• Item query criteria include contextual on-screen help.

• Updated Voided Sales and Returned Item Reports to provide more detailed sales data.

• System Constant 127: Print customer name on Returned Items Report.

• System Constant 159: Show weight in grams and lbs on bulk repack labels.



• Added Member Query search options Member Equity Received Between and Refunded

Member Equity.

• Updated BID/NGCC and UNFI Price Change files that contain implied decimal point.

• Added sorting to queries: Sale, Return, Cash Payout, and IOU.

• More help F10 when Entering a Special Order.

• Returns now display tax exempt members.

• System Constant 161: Print date and time on Sales Recap Report.

• Customer Name is displayed in sales inquiry and query.

• Print Sales Recap Report from Weekly Sales By Month

• Added ability to accrue equity on a per sale basis.

• Member Day summary is easier to read.

• Print up to 3 gift card receipts when selling or charging a gift card.

• Multi-day Sales Recap Report can be exported as a consolidated file.

• Toggle between cost/price in Inventory Reduction/Transfer

• Added credit card type to Sales Query.

• System Constant 82: Blocks the sale and use of paper gift certificates.

• Added ability to sell declining balance gift cards at the register that are not owned by amember or customer.

• Accept credit cards as IOU payment.

• Wording of Vendor will replace Supplier (Vendor) in most reports.

BUG FIXESBUG FIXES

• Corrected electronic invoices to print a list of items.

• Deactivated gift cards show correct balance.

• CoSAT printing of shelf tags for sale items corrected.

• Customer name searches work better.

• Member Export fields realigned.

• Return receipts print correctly when files are locked.

• Merged Gift Card balance accuracy fixed.

• Age restriction flag fixed.

• Sales Recap Export fields realigned.

• View EBT and WIC Eligibility are displayed correctly in item view.

• Tax exempt customers are handled correctly in a return.

• Member query for newsletter uses both mail and email.

• Location fixed in Item Query.

• Shelf tags print correctly in Edit Item Prices when SRP changes.

• System Constant 41 removed due to conflict and overlap with System Constant 88regarding member eligibility in member only sales when dues are owed.

• Reports style (headings and lines) modified for readability.

• Margin Analysis by Department calculates profit from net sales instead of adjusted gross-tax.

• Purging items can be sorted by brand name.

• IOUs by Date now sorts correctly

• Refunds are shown as a gift card transaction.



• Error messages are now more clear.

11.4) Upgrade CoPOS11.4) Upgrade CoPOS

Installing upgrades (releases) is easy and only takes a few minutes. Upgrades should be completedafter hours when the store is empty. Make sure all logic boxes at lanes and weigh stations are loggedoff.

NECESSARY FILESNECESSARY FILES

CoPOS upgrades consist of a COA.LZH file and Install Disk files supplied by CoPOSSupport. These files are downloaded to an office PC (Windows or Mac) and saved to a Zip disk usingan internal or external USB Zip drive. Once an Install Disk has been created only a new version ofCOA.LZH is needed to upgrade CoPOS.

When ready, insert the Install Disk in the CoPOS Server. Exit to the CoPOS shell and type E for exit. Ablack screen indicates that you are now in the DOS shell and ready to install the upgrade.

DOSDOS

Type D: on the first line. At D:\> type CSETUP . Select the C drive for installation and install in the POSdirectory. When the installation has successfully finished you will return to the DOS prompt. TypeCOMAX to return to CoPOS. Congratulations you have successfully installed an upgrade.

11.5) Hardware Guide11.5) Hardware Guide

11.5.1) Hardware Guide11.5.1) Hardware Guide Label PrinterLabel Printer

HOW TO RESET LABEL PRINTERHOW TO RESET LABEL PRINTER

Hold down the green glowing round button on the face of the printer until it starts to flash. It will flashsequentially (one flash, two flashes, etc.) until it reaches FOUR flashes. At this point let go of thebutton and the printer should return to factory defaults, auto recalibrate, and save the new settings.

Label Printers are used at a work or weigh station and are used to print shelf tags and scanableproduct labels. Always load labels face up and remember to close the lid firmly when replacingrolls.

If labels are printing faded check the power source to make sure it is receiving full power.

REORDERING FROM COPOSREORDERING FROM COPOS



Shelf Tags - LPQ05 (compatible with all printers) or LPQ06 (works only with 3844-z) Shelf Labels -LPQ04 (compatible with all printers) Bulk Repack Labels - LPQ02 (2.4x3) or LPQ03 (2.4x2) both arecompatible with all label printers.

Re-order Levels depend on how fast your store uses labels. Some stores order a case ahead toensure that they always have adequate supply, other stores order when they have 2 or 3 rolls left.

11.5.2) Hardware Guide11.5.2) Hardware Guide Office PrinterOffice Printer

The Laserjet printer serves as the main printer for CoPOS and prints all reports. When printing at astation where there is more than one printer it is refered to as LP1.

LOADING PAPERLOADING PAPER

Perform a manual feed by pulling tray 1 open from the top panel and extend the support. Adjustwidth settings and load paper one piece at a time. To load paper internally pull tray 2 out and placepaper in the tray below the tabs in the corners. Place paper face down in the tray.

AVOID PAPER JAMSAVOID PAPER JAMS

When using labels make sure they are laser compatible and only use full sheets at a time. Do not usedamaged or wrinkled paper. When adding more paper, remove the entire stack, combine new andold paper and tap the stack on a horizontal surface. Reload new stack in the paper tray.

CHANGE TONERCHANGE TONER

Power OFF the Printer. Flip the top cover toward you, out of the compartment. Slide the printercartridge toward you, out of the compartment. Remove new cartridge from its package and shake itback and forth. Bend the tab on the cartridge's right side to release it and pull out the strip oftape. Slide the new cartridge into the toner compartment. It will snap into place. Close the topcover. Power ON the Printer.

11.5.3) Hardware Guide11.5.3) Hardware Guide Receipt PrinterReceipt Printer

CoPOS uses two types of receipt printers, Impact and Direct Thermal. Both types of printers areavailable with tear bars or auto cutters and are available in black or off white.

IMPACT PRINTERS- Economical and flexible they use inexpensive ink ribbons to imprint text onto thereciept. You can use single or 2-ply rolls of reciept paper. Impact reciepts are not affected by heat,making them ideal for the deli or other heat-intensive environments.

DIRECT THERMAL PRINTERS- Uses heat to create an image on special paper (CoPOS offers BPAfree). The printer head activates the heat-sensitive coating on the paper to create the image. Directthermal printers are fast and quiet and do not require replenishing of ink ribbons making them a lowtotal cost option.



11.5.4) Hardware Guide11.5.4) Hardware Guide ScaleScale

CoPOS uses two different types of scales, counter top orin-counter, with three weight capacities (30,60,120 pounds). There are 3 ports in the back of thescale, the remote connection, data connection, and power connection.

CHECK SETTINGSCHECK SETTINGS

Remove the stainless steel cover to locate the internal access port. The cover plate for interal accessis located near the leveling guide (small air bubble inside a black circle). Before calibrating, power offthe scale and check with CoPOS Support at 1.855.77.CoPOS1.855.77.CoPOS (26767). Dip switch settings may haveto be changed. Dip Switches control the internal functions of a scale. Refer to the hardware manualfor more info.

11.5.5) Hardware Guide11.5.5) Hardware Guide ScannerScanner

Barcode scanners allow easy data entry of product UPCs.

TYPESTYPES

• Handheld - Usually the scanner is off until you turn it on to scan.

• Stand-alone - Operates from a base that is not comfortably held in the hand. Thesescanners will be on nearly all of the time.

• Integrated Scanner/Scale - An always-on scanner that is integrated into the scale unit forfast and easy checkout.

11.5.6) Hardware Guide11.5.6) Hardware Guide ServerServer

The CoPOS server acts as the brain and heart of your system. All systems processing happens at theserver and all data is stored here unless it is downloaded to a Zip disk for external storage. Allupdates and backups must happen at the server.

PORTSPORTS

There are two locations on a CoPOS server that have ports (plugs) for different types of cables. Thefirst set of ports is color coded and is the plug-in location for a screen, keyboard,and laser printer atthe server. The second location is a set of slots with ports and is where logic boxes connect into theserver. CoPOS servers use either a 4 or 8 port multi connector to run lanes and stations. USB portsare not used with CoPOS at this time.

Important: Receipt Printers must be ON

during Record a Sale to ensure proper cash

drawer opening!



INTERNAL ELEMENTSINTERNAL ELEMENTS

Motherboards, Memory Slots, IDE Ports, Disk Drive, Zip Drive, Power Cables (yellow, red, & black) HardDrive, Cooling Fan, Power Supply, Additional Serial Ports, Data Ribbons (usually grey), CPU Heat Sink,and ISA Slots. A Solid State Drive can be added to your server for added data protection andenhanced processing speed. This accessory drive gets inserted into one of the empty drive slotsunder the zip and disk drive.



COMMON TROUBLESHOOTINGCOMMON TROUBLESHOOTING

• Keyboard Error: no keyboard input. Power down and connect keyboard.

• No Log On: check cables and connections, re-connect if necessary. Try using a differentport. Switch out logic box and connect a different one (CoPOS advises having an extralogic box for emergencies).

• Server Will NOT Power ON: check power supply and connections. Open server and checkall internal connections. Refer to comphrehensive hardware manual or call SystemSupport at 507-205-4414.

11.5.7) Hardware Guide11.5.7) Hardware Guide TerminalTerminal

Terminals are connected to the server via Cat5e shieldedcable. A terminal screen usually sits on top of a logic boxwhich acts as a nerve center for any weigh or workstation, and all registers. The CoPOS server must be on and running in order to use logic boxes.

LOGIC BOX PORTSLOGIC BOX PORTS

• Power - Connects to an external power source. This must be plugged into a surgeprotected outlet to prevent damage to the device from power surges.

• Printer - Labeled Parallel on the logic box and connects to a receipt printer, label printer, orlaser printer.

Important: CoPOS Server should be plugged

in to an uninterruptible power supply

(UPS). This battery backup will power the

CoPOS Server in case of power outages and

give staff enough time to shutdown CoPOS

properly.



• Scale - Labeled AUX on the logic box, it connects the scale to the logic box on a register orweigh station via Cat5e cable.

• Server - Labeled EIA, this pair of ports is comprised of one 8 pin jack and one 25 pin port(looks like the one you connect to the printer). The 8 pin jack is left empty and the 25 pinport is used to connect to the server.

• Video - This port is used to connect the monitor to the logic box.

• Keyboard/Scanner - This is a pair of ports labeled Keyboard. If using a scanner with akeyboard connect the scanner into the port and connect the keyboard into the open end ofthe cable on the scanner.

HELPFUL HINTSHELPFUL HINTS

Type Screen at the main menu to reset oddly drawn text boxes. Refer to the Manual for Logic BoxSettings and Color Palette Settings. Always Log OFF the logic box prior to shutting down (chooseQuit from the main menu).

11.6) Order Supplies11.6) Order Supplies

If your store uses shelf tags AND bulk re-pack labels consider having two label printers. This will allowyou more flexibility when printing labels and you won't have to switch between rolls and subsequentlylose labels when swapping.

SHELF TAGSSHELF TAGS

• Item # LPQ05 (compatible with all printers), or LPQ06 (works only with printer 3844-z).

• Shelf Labels LPQ04 (compatible with all printers). Shelf Tag Labels are used to identify anitem's price, brand, department, and description to the consumer. They are placed directlybelow the item in the slot on a shelf.



BULK RE-PACK LABELSBULK RE-PACK LABELS

Item # LPQ02 (2.4X3) or LPQ03 (2.4X2) both are compatible with all label printers. Bulk Re-packLabels are used at a weigh station and convey an item's price per unit, description, brand, andingredients. Labels are placed on packaged items and scan at the register during checkout.

11.7) CoPOS Company Info11.7) CoPOS Company Info

The CoPOS Company was created by Ken Geiger. CoPOS is a point of sale system originallydesigned for Ken's local co-op, Bluff Country Co-op, in Winona, MN.

After hearing about the new POS at Bluff, other food cooperatives became interested in CoPOS andinstalled it in their stores. The co-op point of sale system known as CoPOS was born. Ken thanks hiswife, Kathie Geiger, for being gainfully employed while he took this one year diversion.

MAILING ADDRESSMAILING ADDRESS

The CoPOS Company902 E 2nd StSuite 301Winona, MN 55987

11.8) CoPOS Support11.8) CoPOS Support

We're here to help.

CONTACT USCONTACT US

Office hours are 8am-5pm Monday-Friday.

• Email: [email protected]@thecoposcompany.com

• Telephone: 1.855.77.CoPOS1.855.77.CoPOS (26767)

STAFF CREDITSSTAFF CREDITS

Ken, Caylan, James, April, Lindsay and Dedrick.




manual - copos · 2016. 3. 2. · introduction welcome to the copos manual. this manual is great...

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