International Christian Retail Show 2007 Atlanta, GA July 2007

1. International Christian Retail Show 2007Atlanta, GAJuly 2007 Custom Reports and Returns

2. Custom Reports and Returns • To create a custom report, use the program “RPT”.

3. Custom Reports and Returns • RPT is designed to allow you to print any data fields contained in the IVM file!

4. Custom Reports and Returns RPT begins by choosing a “Report” name.” Example “SAMPLE1”

5. Custom Reports and Returns Simply highlight and click on the label in the list box that you want to print! Ex: Author

6. Custom Reports and Returns Continue highlighting and clicking until you have all the desired fields on your report.

7. Custom Reports and Returns • The Size column can be shortened to fit more characters. Example: You can shorten the Title field to 20 characters. • The Sort # allows you to do a Primary and Secondary Sort • The Max Length’s are listed for each format you can print. • Pay close attention to the Current Length of the report as this will determine how the report prints (Tall vs. Wide)

8. Custom Reports and Returns • Custom reports can be used in IVWO and IVP

9. Custom Reports and Returns • Enhancements to RPT • You can now print on Legal size paper enabling you to fit up to 228 characters (Printer has to support Legal size printing). • New labels in RPT (discussed in following slides) • IVP-EX-CST • IVST-RTL • IVST-UNITS • Custom Sorted IVP report enables you to use the “Sort Parameters” tab. • The manual has a full list of the different labels you can use. (F1 online manual also).

10. Custom Reports and Returns • Custom report label “IVP-EX-CST”. tells a custom “IVP” report to extend the cost for an item. • For example, if you had 3 items with a cost of $1.00 each, the report would print $3.00. “IVP-EX-CST” Label

11. Custom Reports and Returns “IVST-UNITS” and “IVST-RTL” Labels If you do a Custom Sorted IVP and you have the labels “IVST-UNITS” or “IVST-RTL”, you can sort the report based up unit sales or dollar sales.

12. Custom Reports and Returns • Just as you can sort your sales by particular months or weeks, you can sort by a date range. To do so you will need to print the IVP report using the “Custom Sorted or Excel” option and include the label “IVST-UNITS”. • This is also a good way to get a print out of what SKU’s have sold on a particular day. (Note, many users have traditionally used the ‘SLIV’ report for this). • Since the IVP report condenses by grouping together each item’s sales, the report is much smaller. • ‘SLIV’ is still a daily close out procedure but users might find it easier to print the ‘SLIV’ report to screen and generate an ‘IVP’ report for daily sales. “IVST-UNITS” Label and SLIV

13. Custom Reports and Returns IVR - Returns

14. Custom Reports and Returns • Recent enhancements to IVR • IVM - The “TBO” field has been changed from “TBO” to “TBO/TBR”. When this field is set to a negative number, BSMGR interprets that to mean the item is “to be returned” rather than “to be ordered”. • Three (3) new projected return types • Never sold, in-stock > 90 days • Last Received date older than xxx • “To Be Returned” • Option to Print to the screen or Microsoft Excel • Don’t discontinue core. When checked, any projected returns will not lower the In-stock amount to a zero amount. • IVI lookup when adding items to the return. • You can now limit a projected return to a category range. • IVR asks if you want to delete the return upon merging instead of automatically deleting.

15. Custom Reports and Returns Detailed Return History in IVM Pressing “F3” in the Total Return field brings up the detailed return history for the item.

16. Custom Reports and Returns Detailed information about each return is now stored in a return header

17. Custom Reports and Returns • Summary Report option displays suggested returns for each vendor. It is similar to a multi-vendor work order. It takes the projected return parameters and applies them to all vendors and then displays the report. • Note, however, no returns are actually created. This is only a summary of what would be created if the projected return was run individually for each vendor. • See Summary Screenshot on next slide.

18. Custom Reports and Returns

19. Custom Reports and Returns IVR – Edit a Return IVR’s editing of a return now works much like IVWO. There is a list box showing the entire return.

20. Custom Reports and Returns IVTBR This program is used for viewing what items currently have a TBO/TBR quantity in IVM less than zero. Again, you can do a Projected Return for items marked “To Be Returned” in IVR.

21. Custom Reports and Returns • You can reach us at • Phone #: 800-997-6724 / Fax: 325-673-0527 • Tech Support Email: support@bsmgr.com • Visit us on the web at: www.bookstoremanager.com • Additional Training CD’s: $15 • Remote / On Site Training also Available. Contact Us!