Getting Started with WordStock Click to print this page
Appendix 8     Scheduled Maintenance
   
C O N T E N T S
 HOME / Introduction
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 Customer File
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 Data Import
 System Maintenance
 Glossary

To run your store on the WordStock system, you should set up some schedules. First of all, you need to establish a daily and weekly routine. You should also create a calendar for routinely run programs, ordering, and returns.

 

Example Daily Schedules

There are certain programs which must be run every day in order to keep WordStock4 running properly in your store.

Please Note
Some daily procedures can be carried out EITHER at the end OR at the beginning of your business day.

You will notice that the following example closing schedule and example opening schedule contain procedures in common.

IF YOU CARRY OUT A PROCEDURE OR RUN A PROGRAM AT THE END OF THE DAY, DO NOT REPEAT IT IN THE MORNING.

 

Sample Closing Schedule

The following is a sample check-list of procedures to be carried out at the end of your business day. They can be performed in any order, as long as the following conditions are met:

You must quit out of all programs BEFORE you stop the File Manager.

You must stop the File Manager BEFORE you perform a System Backup.

Individual cash sheets must be printed BEFORE the Cash Sheet Summary.

You must quit out of the Point of Sale (POS) program BEFORE you print cash sheets.

1. End Sales programs.

2. Settle credit card transactions (if you have the optional WordStock CCA program).

  • Print the Transaction Log Summary
  • Check the Transaction Log Summary
  • Send the Transaction Log for settlement

3. From each sales terminal:

  • Print cash sheets

4. From the main computer:

  • Print Cash Sheet Summary Report
  • Print Product Summary Report

5. End all other programs.

6. Start the System Backup

7. When the Backup is finished, close down the system

 

Sample Opening Schedule

The following is a sample check-list of procedures to be carried out at the beginning of your business day. They can be performed in any order, as long as the following condition is met:

You must stop the File Manager BEFORE you perform a System Backup.

1. Turn on the computer

2. Start the System Backup .

3. Start the File Manager

4. Start sales programs at registers

5. Check your calendar for reports to be run today.

6. Run the days sorts and reports

 

Weekly, Monthly, and Yearly Schedules

You should make note on your calendar that the following programs must be run at the appropriate times:

Weekly: You must Roll the Weekly Sales at the beginning of the first day of each week, OR at the end of the last day of each week.

Monthly: You must Roll the Monthly Sales at the beginning of the first day of each month, OR at the end of the last day of each month.

Yearly: You must Roll the Yearly Sales at the beginning of the first day of each fiscal year, OR at the end of the last day of each fiscal year.

 
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HOME / Introduction 8. Ordering APPENDICES
1. Computer Basics 9. Receiving 1. System Hardware
2. Menus & Screens 10. Returns 2. F key Functions
3. Organizing Your Store 11. Customer File 3. SKUs & Barcodes
4. The Inventory File 12. Special Orders 4. Product/Section Codes
5. Keyword Search 13. Data Import 5. Abbreviation Methods
6. Point-of-Sale 14. Maintenance 6. Sort Specifications
7. Reports Glossary 7. S.T.O.P. Orders