UNITY BASIC TRAINING WORKSHOP AND REFERENCE … · UNITY® Basic Training Classroom Workshop 2...

E4W Level 14 Last Revision on Wednesday, February 09, 2005

®

BASIC TRAINING WORKSHOP&

REFERENCE MANUAL

UNITY® Basic Training Classroom Workshop

2 UNITY Workshop & Reference Manual

CREDITSEric Lane

Director of eBusiness & Retail Services

Michael SandersUnity Installation and Retail Systems Training Manager

(773) 695-6384

James TolandRetail Systems Training and Education, Chicago

(773) 695-6389

Glenn NiedergallRetail Systems Training and Education, East Butler

(724) 284-6488

Will HusaRetail Systems Documentation

Unity® Training CenterTrue Value World Headquarters

8600 W. Bryn Mawr AvenueChicago, IL 60631-3505

Activant Solutions, Inc7683 Southfront RoadLivermore, CA 94551


UNITY Workshop & Reference Manual 3

TABLE OF CONTENTS

1) OVERVIEW OF THE SYSTEM ............................................................................................ 1-1WELCOME & INTRODUCTIONS................................................................................. 1-2

Logistics ................................................................................................................ 1-2Classroom Objectives ........................................................................................... 1-3Workshop Schedule .............................................................................................. 1-3Using The Mouse In The Eagle Browser .............................................................. 1-4

OVERVIEW OF THE EAGLE BROWSER.................................................................... 1-5How To Get to the Eagle Browser......................................................................... 1-5Eagle Browser Applications List............................................................................ 1-6

OVERVIEW OF NETWORK ACCESS ......................................................................... 1-7What is Network Access? ..................................................................................... 1-7

Auto Log On .................................................................................................. 1-8Exit Network Access...................................................................................... 1-8Accessing System Files ................................................................................ 1-9System Acronyms.......................................................................................... 1-10

HELP............................................................................................................................. 1-11Training Assistance............................................................................................... 1-12

2) POINT OF SALE HANDBOOK ............................................................................................ 2-1TRAINING ASSISTANCE ............................................................................................. 2-2CASHIER RESPONSIBILITIES .................................................................................... 2-3

Cashier Abilities..................................................................................................... 2-3Num Lock ...................................................................................................... 2-3Caps Lock...................................................................................................... 2-4Read the Screen!........................................................................................... 2-4Cashier Log In ............................................................................................... 2-5Cashier Log Off ............................................................................................. 2-5

THE POSTING WINDOW............................................................................................. 2-6Title Bar ......................................................................................................... 2-6Menu Bar ....................................................................................................... 2-6Tool Bar ......................................................................................................... 2-6Header Area .................................................................................................. 2-7Body Area...................................................................................................... 2-7Posting Area .................................................................................................. 2-7Message Area ............................................................................................... 2-7

Using Only The Keyboard ..................................................................................... 2-8Menu Bar ....................................................................................................... 2-8Tool Bar ......................................................................................................... 2-9Text Entry Fields............................................................................................ 2-9Buttons .......................................................................................................... 2-9Check Box ..................................................................................................... 2-9Drop Down List Box....................................................................................... 2-10



Entering Item Information...................................................................................... 2-11Options at the Blank Item (SKU) Field .......................................................... 2-11Item Number Not Found................................................................................ 2-12UPC Code Not Found ................................................................................... 2-12Description Field Lookup By Keyword .......................................................... 2-13Description Field Lookup Using the Viewer .................................................. 2-14

COMPLETING A BASIC SALE TRANSACTION.......................................................... 2-15Step 1: Select The Correct Mode And Customer.................................................. 2-16

Customer Field Operational Tip .................................................................... 2-18Step 2: Enter The Items You're Selling ................................................................. 2-19Step 3: Totaling the Sale for a Cash Transaction ................................................. 2-20Step 3: Totaling The Sale For A Check Transaction............................................. 2-21Step 3: Totaling The Sale For A Credit Card Transaction .................................... 2-22Step 3: Totaling The Sale For A Store Charge Transaction ................................. 2-23

HANDLING POINT OF SALE RETURNS..................................................................... 2-24Returning Items With Additional Purchase ........................................................... 2-24Returning Items for Credit ..................................................................................... 2-27

COMMON POS FEATURES ........................................................................................ 2-28Selected Menu Shortcuts ...................................................................................... 2-28Using QuickFind Grids .......................................................................................... 2-31Void ....................................................................................................................... 2-32

Void Line Items.............................................................................................. 2-32Void The Entire Transaction at POS Posting Window .................................. 2-33Void The Entire Transaction at POS Totals Window .................................... 2-33

Pricing ................................................................................................................... 2-34Price Overrides.............................................................................................. 2-34"Slash" Pricing ............................................................................................... 2-35Promotion Pricing a Line Item (manually) ..................................................... 2-36Discount Line Items....................................................................................... 2-37Discount the Entire Transaction .................................................................... 2-38

Tax......................................................................................................................... 2-39Non-Tax Line Items ....................................................................................... 2-39Taxing a Non-Taxable Item........................................................................... 2-39Changing Line Item Tax Codes..................................................................... 2-40

Suspended Transactions ...................................................................................... 2-41Retrieving Suspended Transactions ............................................................. 2-42

ADVANCED POS FEATURES ..................................................................................... 2-43Saved Document retrieval..................................................................................... 2-43Layaways .............................................................................................................. 2-44

Creating a Layaway....................................................................................... 2-44Applying a Layaway Payment ....................................................................... 2-45Completing a Layaway .................................................................................. 2-45

Special Orders....................................................................................................... 2-46Creating a Special Order From the POS Window......................................... 2-46Creating a Special Order from the Catalog ................................................... 2-47Completing a Special Order .......................................................................... 2-49

Gift Certificates...................................................................................................... 2-50Selling A Gift Certificate ................................................................................ 2-50Redeeming A Gift Certificate in Full .............................................................. 2-51



Value Remaining on a Gift Certificate ........................................................... 2-51Other Advanced Features ..................................................................................... 2-52

Importing a Rental Contract .......................................................................... 2-52Alternate Tenders.......................................................................................... 2-52Rain Check .................................................................................................... 2-53Retrieving an Advanced Rain Check............................................................. 2-54Received On Account.................................................................................... 2-55Reverse Transactions (also known as "Post-Voids") .................................... 2-56Adding a Comment........................................................................................ 2-57Inserting an Item or Comment in a Transaction ............................................ 2-58Changing an Item Description ....................................................................... 2-59Open Cash Drawer........................................................................................ 2-59Paid Out / Paid In .......................................................................................... 2-60Cash a Check ................................................................................................ 2-61

3) END OF DAY REPORTS ..................................................................................................... 3-1TRAINING ASSISTANCE ............................................................................................. 3-2INTRODUCTION TO END OF DAY REPORTS........................................................... 3-3SPOOLED REPORT MAINTENANCE ......................................................................... 3-4

Features Of Spooled Report Maintenance ........................................................... 3-5Search/Look-Up............................................................................................. 3-5Viewing Reports ............................................................................................ 3-5Options on the Report Viewer ....................................................................... 3-6Saving A Report As A Text File..................................................................... 3-7Printing Reports:............................................................................................ 3-7Deleting Reports............................................................................................ 3-8Protecting A Report From Automatic Deletion .............................................. 3-8Manually Deleting A Report........................................................................... 3-9

END-OF-DAY REPORTS ............................................................................................. 3-10Print Report Setup................................................................................................. 3-10Price Exception Report (RPE)............................................................................... 3-11

FAQ about the Price Exception Report ......................................................... 3-12Preliminary Page (Pre-Page) ........................................................................ 3-13Sample Price Exception Report .................................................................... 3-14

Daily Inventory Update Report (RDI) ................................................................... 3-16Report Preferences ....................................................................................... 3-16FAQ about the Daily Inventory Update Report.............................................. 3-17Preliminary Page (Pre-Page) ........................................................................ 3-18Sample Daily Inventory Update Report ......................................................... 3-19

End of Day Sales Totals Report (RDS)................................................................ 3-27Report Preferences ....................................................................................... 3-28FAQ about the End of Day Sales Totals Report ........................................... 3-29Preliminary Page (Pre-Page) ........................................................................ 3-29Sample End of Day Sales Totals Report....................................................... 3-30

Daily Journal Report (RDJ) .................................................................................. 3-33Report Preferences ....................................................................................... 3-34FAQ about the Daily Journal Report ............................................................. 3-35Preliminary Page (Pre-Page) ........................................................................ 3-36Sample Daily Journal Report......................................................................... 3-37

Check Register Report (RCK)............................................................................... 3-40



Report Preferences ....................................................................................... 3-40FAQ about the Check Register Report ......................................................... 3-41Preliminary Page (Pre-Page) ........................................................................ 3-41Sample Check Register Report..................................................................... 3-42

4) INVENTORY MAINTENANCE ............................................................................................. 4-1TRAINING ASSISTANCE ............................................................................................. 4-2TRUE VALUE ELECTRONIC CATALOG..................................................................... 4-3

Searching for Items ............................................................................................... 4-3Using the Catalog Find Item Window............................................................ 4-3Using the Drill Down Feature ........................................................................ 4-4Using The Relay Viewer................................................................................ 4-5Receiving RDC Balances .............................................................................. 4-5

VENDOR MAINTENANCE ........................................................................................... 4-6Adding A Vendor ................................................................................................... 4-6

Maintaining a Vendor .................................................................................... 4-7Using the Vendor Search Feature................................................................. 4-8

INVENTORY MAINTENANCE...................................................................................... 4-97. Load Tab ................................................................................................... 4-101. Stocking Tab.............................................................................................. 4-112. Pricing Tab ................................................................................................ 4-123. Codes Tab................................................................................................. 4-134. History Tab ................................................................................................ 4-145. Notes Tab .................................................................................................. 4-156. Vendor Tab................................................................................................ 4-16

UPC Codes Maintenance...................................................................................... 4-17Delete UPC Codes ........................................................................................ 4-18

SUPPORTING APPLICATIONS ................................................................................... 4-19Go To a Related Application menu ....................................................................... 4-19

View Inventory ............................................................................................... 4-20View Purchase Orders .................................................................................. 4-21View Item Sales History ................................................................................ 4-22View Item Purchase History .......................................................................... 4-23View POS Documents................................................................................... 4-24View QuickRecall Documents ....................................................................... 4-25View Promo History....................................................................................... 4-26Item Price Changes (IPC) ............................................................................. 4-27Modify Item Promotions (MIP)....................................................................... 4-28View Vendors ................................................................................................ 4-28Modify Departments (MDE)........................................................................... 4-29Modify Finelines (MFI) ................................................................................... 4-29Modify Kits (MKR).......................................................................................... 4-30Import Inventory From Handheld Unit ........................................................... 4-31Modify Classes (MCL) ................................................................................... 4-31Modify Multiple Selling Unit Codes (MSU) .................................................... 4-32Modify Price Matrix (MPM) ............................................................................ 4-33Modify Quantity Breaks (MQB)...................................................................... 4-35Modify Price Rounding Table (PRO)............................................................. 4-37Shrinkage History Type Assignments ........................................................... 4-38Modify Tally Cross Reference (MTL)............................................................. 4-39Modify Units Of Measure (MUM)................................................................... 4-40



Modify Vendors (MVR) .................................................................................. 4-41Modify Units Of Weight (MUW) ..................................................................... 4-41Physical Inventory Posting (PIP) ................................................................... 4-42Physical Inventory History (MPH).................................................................. 4-43

Miscellaneous Menu.............................................................................................. 4-44Display Quantity Break and Promotion Pricing ............................................. 4-45Maintain UPC Codes..................................................................................... 4-46Maintain Serial Numbers ............................................................................... 4-46Maintain Seasonal Codes ............................................................................. 4-48Maintain Location Codes............................................................................... 4-50Maintain Raincheck Quantities...................................................................... 4-51Maintain Lots ................................................................................................. 4-52Substitute/Referral Item................................................................................. 4-52Change ROP Protect..................................................................................... 4-53

PRICE CHANGES ........................................................................................................ 4-54Item Price Changes (IPC) ..................................................................................... 4-54

Adding A Price Change for an Individual Item .............................................. 4-55Adding Price Changes for a Group of Items ................................................. 4-56Adding Price Changes for a Range of Items................................................. 4-58

Printing Labels (Optional Step) ............................................................................. 4-61Modify Printer Status (MPS).......................................................................... 4-61Printing Item Price Labels (RLA) ................................................................... 4-62Printing Item Bin Labels (RBL) ...................................................................... 4-64

Finalizing the Item Price Change File ................................................................... 4-66Creating a Price Change File for the LDT............................................................. 4-68

1. Run the Price Change Report .................................................................. 4-682. Select the Items Whose Price has Changed............................................ 4-693. Create Unity Inventory Database File ...................................................... 4-704. Downloading the Price Change File to the LDT....................................... 4-725. Applying Price Changes ........................................................................... 4-736. Finalize the Price Changes ...................................................................... 4-74

PROMOTIONS.............................................................................................................. 4-75Promotion Pricing Report (REPM) ....................................................................... 4-75Modify Item Promotion File (MIP).......................................................................... 4-76

Changing the Start / End Date of a Promotion.............................................. 4-76Deleting Promotion Items .............................................................................. 4-77Adding Promotion Items ................................................................................ 4-78Adding a Group of Items to the Promotion File ............................................. 4-79Adding a Range of Items to the Promotion File ............................................ 4-80

Finalizing Item Promotions.................................................................................... 4-82Update Promotion Price Report (RUP) ......................................................... 4-82Deleting Old / Unused Promotion Files ......................................................... 4-83

AUTOMATED TELECOMMUNICATIONS.................................................................... 4-84Receive File Maintenance (EFM).......................................................................... 4-84System File Updates ............................................................................................. 4-87Electronic Promotion Pricing Transmission (EPM) ............................................... 4-88Receiving RDC Balances (ERDC) ........................................................................ 4-88Receive Variable Pricing (EVP) ............................................................................ 4-89



5) ACCOUNTS RECEIVABLE ................................................................................................. 5-1TRAINING ASSISTANCE ............................................................................................. 5-2ACCOUNTS RECEIVABLE .......................................................................................... 5-3

Adding a Customer................................................................................................ 5-3Cash Customer Accounts.............................................................................. 5-3Creating a Default Customer......................................................................... 5-3

Accounts Receivable Tabs.................................................................................... 5-41 Main Tab..................................................................................................... 5-42 Credit Tab................................................................................................... 5-53 Department Tab.......................................................................................... 5-64 Sales Tab ................................................................................................... 5-75 Payment Tab .............................................................................................. 5-86 Miscellaneous Tab ..................................................................................... 5-97 Names Tab ................................................................................................. 5-108 Notes Tab ................................................................................................... 5-11

SUPPORTING APPLICATIONS ................................................................................... 5-12Go To Menu for Accounts Receivable .................................................................. 5-12

Change Customer Number/Job (CCN) ......................................................... 5-13Open Item Maintenance (MOI)...................................................................... 5-14Category Pricing Plans (CPP) ....................................................................... 5-15Maintain Terms (MTM) .................................................................................. 5-17Maintain Tax Codes (MTX) ........................................................................... 5-18Salesperson File Maintenance (MSL) ........................................................... 5-19Finance Charge Deletion (FDELETE)........................................................... 5-21View Documents............................................................................................ 5-22Customer Sales Summary from Quick Recall ............................................... 5-23

VIEWERS...................................................................................................................... 5-24Customer Viewer................................................................................................... 5-24Transaction Viewer................................................................................................ 5-25Quick Recall Viewer .............................................................................................. 5-26

RECEIVED ON ACCOUNT .......................................................................................... 5-27Posting Payments ................................................................................................. 5-28Deleting a Payment ............................................................................................... 5-29

Payment Reconciliation................................................................................. 5-30ACCOUNTS RECEIVABLE MONTHLY STATEMENTS .............................................. 5-31

Step 1) A/R Aging Report (RAG) ......................................................................... 5-31Step 2) Daily Journal Report (RDJ)...................................................................... 5-33Step 3) Evaluate Finance Charges ...................................................................... 5-34Step 4) Load Statement Paper Into The Printer................................................... 5-34Step 5) A/R Statements Report (RSM) ................................................................ 5-35

Align Statement Forms.................................................................................. 5-35Printing Final Statements .............................................................................. 5-37

PURGING PAST DUE TRANSACTIONS..................................................................... 5-41Open Item Accounts...................................................................................... 5-41Balance Forward Accounts ........................................................................... 5-41Revolving Charge Accounts .......................................................................... 5-41For Disputed Items ........................................................................................ 5-42When to Purge............................................................................................... 5-42

Purging Past-Due Transactions Using A/R Aging Report..................................... 5-43



6) PURCHASING & RECEIVING ............................................................................................. 6-1TRAINING ASSISTANCE ............................................................................................. 6-2PO EXCEPTION INDICATORS.................................................................................... 6-3

Showing PO Exceptions........................................................................................ 6-4PO Exceptions Color Scheme....................................................................... 6-5

CREATING PURCHASE ORDERS.............................................................................. 6-6Creating a Purchase Order ................................................................................... 6-6

Other Purchase Order Types ........................................................................ 6-7Editing Purchase Orders ....................................................................................... 6-8Combining Unsent Purchase Orders .................................................................... 6-9Printing the Purchase Order Report (RPO) .......................................................... 6-10

SENDING YOUR PURCHASE ORDER ....................................................................... 6-11Using Network Access .......................................................................................... 6-11Using the Eagle Browser....................................................................................... 6-12

Verify Transmission....................................................................................... 6-13RECEIVING PURCHASE ORDERS............................................................................. 6-14

Manual Purchase Order Receiving ....................................................................... 6-14Handling Exceptions During Receiving ......................................................... 6-15Adding Items to a Purchase Order During Receiving ................................... 6-18

Electronic Method for Purchase Order Receiving................................................. 6-20Modify the Received Purchase Order ................................................................... 6-22

Handling Exceptions During Receiving ......................................................... 6-22Adding Items to a Purchase Order During Receiving ................................... 6-26

Printing Labels (Optional Step) ............................................................................. 6-28Modify Printer Status (MPS).......................................................................... 6-28Printing Price Labels (RLA) ........................................................................... 6-29Printing Bin Labels (RBL) .............................................................................. 6-31

Finalizing the Receiving Process .......................................................................... 6-33SUPPORTING APPLICATIONS ................................................................................... 6-35

Go To Menu For Purchasing & Receiving ............................................................ 6-35View Inventory ............................................................................................... 6-36View Purchase Orders .................................................................................. 6-37View Item Sales History ................................................................................ 6-38View Item Purchase History .......................................................................... 6-39View Open POS Documents ......................................................................... 6-40View Quick Recall Documents ...................................................................... 6-41Modify Vendor Record................................................................................... 6-42Resequence the Purchase Order.................................................................. 6-42Copy the Purchase Order.............................................................................. 6-43Buyer's List .................................................................................................... 6-44View Direct Mail Relay .................................................................................. 6-45View Market Download Relay ....................................................................... 6-46View POS Order Details................................................................................ 6-47Modify Item Promotions (MIP)....................................................................... 6-48View Promo History....................................................................................... 6-49Modify Tally Cross Reference (MTL)............................................................. 6-50View Vendors ................................................................................................ 6-51

Header Menu For Purchasing & Receiving........................................................... 6-52Change Due Date on All Items...................................................................... 6-53



Select Ship to Store....................................................................................... 6-53Enter Special Instructions.............................................................................. 6-54Change Receive Method............................................................................... 6-54Resequence P.O. (POR)............................................................................... 6-55Show Additional Vendor Information............................................................. 6-55Change Next By to Vendor............................................................................ 6-56Import P.O. from Handheld Unit .................................................................... 6-56

Posting Menu For Purchasing & Receiving .......................................................... 6-57Go To Line..................................................................................................... 6-58Access additional item information (Flip) ...................................................... 6-58Enter Header's Special Instructions .............................................................. 6-59Show Special Order Information ................................................................... 6-59Re-sequence the Purchase Order................................................................. 6-60Show Additional Vendor Information............................................................. 6-60Lookup SKU on All PO's................................................................................ 6-61Show Rain Check Quantity Information ........................................................ 6-62Export P.O. to a Worksheet........................................................................... 6-62Flip Thumbnail ............................................................................................... 6-63

Receiving Menu For Purchasing & Receiving....................................................... 6-64Go To Line..................................................................................................... 6-65Enter Special Instructions.............................................................................. 6-65Access Additional Item Information (Flip)...................................................... 6-66Show Special Order Information ................................................................... 6-67Resequence P.O. (POR)............................................................................... 6-67Show Additional Vendor Information............................................................. 6-68Lookup SKU on All P.O.’s ............................................................................. 6-69Maintain Lot Numbers ................................................................................... 6-70Set “Will Call” Location .................................................................................. 6-70

7) SUGGESTED ORDER ......................................................................................................... 7-1TRAINING ASSISTANCE ............................................................................................. 7-2SUGGESTED ORDERING ........................................................................................... 7-3

Order Point Calculation (ROP).............................................................................. 7-3Order Point Calculation Sample .................................................................... 7-6

Suggested Order Report (RSO)............................................................................ 7-7Replenishment Ordering (RSO) ............................................................................ 7-9

8) UNITY REPORTS................................................................................................................. 8-1TRAINING ASSISTANCE ............................................................................................. 8-2INTRODUCTION TO UNITY REPORTS ...................................................................... 8-3SPOOLED REPORT MAINTENANCE ......................................................................... 8-4

Features Of Spooled Report Maintenance ........................................................... 8-5Search/Look-Up............................................................................................. 8-5Viewing Reports ............................................................................................ 8-5Options on the Report Viewer ....................................................................... 8-6Saving A Report As A Text File..................................................................... 8-7Printing Reports:............................................................................................ 8-7Deleting Reports............................................................................................ 8-8Protecting A Report From Automatic Deletion .............................................. 8-8Manually Deleting A Report........................................................................... 8-9



ACCOUNTS RECEIVABLE REPORTS........................................................................ 8-10Printing A/R Statements (RSM)..................................................................... 8-10A/R Aging Report (RAG) ............................................................................... 8-11A/R Terms Report (RTM) .............................................................................. 8-12Finance Charge Report (RFC) ...................................................................... 8-12Check Register Report (RCK) ....................................................................... 8-13Salesperson Report (RSL) ............................................................................ 8-13Daily Journal Report (RDJ) .......................................................................... 8-14Sales Analysis Report (RSA) ........................................................................ 8-15Tax Information Report (RTX) ....................................................................... 8-15

INVENTORY REPORTS............................................................................................... 8-16Alternate Part Number Report (RAP)............................................................ 8-17Create Unity Inventory Database (UCID)...................................................... 8-17Build Description Index (BDI) ........................................................................ 8-18Create Unity PO Receiving Database (UCPD) ............................................. 8-18Class Sales/Purchase History Report (RCL) ................................................ 8-19Item Bin Labels (RBL) ................................................................................... 8-19Department Sales/Purchase History Report (RDE) ...................................... 8-20Item Price Labels Report (RLA) .................................................................... 8-20Fineline Sales/Purchase History Report (RFI) .............................................. 8-21Item Sales Report (RIH) ................................................................................ 8-21Flexible Inventory Loading (RFL) .................................................................. 8-22Item Status Report (RIS) ............................................................................... 8-22Inventory Update Report (RIU)...................................................................... 8-23Order Point Calculation (ROP) ...................................................................... 8-23Inventory Valuation Report (RIV) .................................................................. 8-24Modify Promotions Report (RPD).................................................................. 8-25Physical Inventory (RPI)................................................................................ 8-26Physical Inventory History (RPH) .................................................................. 8-26Price Changes (RPC).................................................................................... 8-27Price Book Report (RPB) .............................................................................. 8-28Product Analysis (RPA)................................................................................. 8-28Promotion Item Report (RPM)....................................................................... 8-29Promotion Sales Report (RPS) ..................................................................... 8-29Reduce Item File Records (SHRINK)............................................................ 8-30Sales History Report (RSH) .......................................................................... 8-31Update Promotion Price Report (RUP) ......................................................... 8-31Vendor Update Report (RVU) ....................................................................... 8-32Vendors (RVE) .............................................................................................. 8-32

PURCHASING & RECEIVING REPORTS ................................................................... 8-33Suggested Orders (RSO) .............................................................................. 8-33Bin Labels - Purchasing (RBL) ...................................................................... 8-34Combine Purchase Order (BPO)................................................................... 8-34Order Point Calculation (ROP) ...................................................................... 8-35Price Labels - Purchasing (RLA) ................................................................... 8-35Print/Fax Purchase Orders (RPO)................................................................. 8-36Purchasing Information (RPP)....................................................................... 8-36Receipt Posting (RRP) .................................................................................. 8-37Restocking Order Form (ROF) ...................................................................... 8-37

POINT OF SALE REPORTS ........................................................................................ 8-38Create Offline Refresh (COR) ....................................................................... 8-39Daily Inventory Update Report (RDI)............................................................. 8-39End-of-Day Sales Totals Report (RDS) ........................................................ 8-40Monthly Recap Report (RMR) ....................................................................... 8-40



POS Open Orders Report (ROO).................................................................. 8-41POS Open Order Items (RIO) ....................................................................... 8-41Price Exception Report (RPE)....................................................................... 8-42Void Transactions Report (RVT) ................................................................... 8-42

9) PHONE TRAINING............................................................................................................... 9-1Pre-Go-Live Phone Training (1 HOUR) ............................................................ 9-2Pre-Go-Live - File Maintenance (1 HOUR) ...................................................... 9-3Pre-Go-Live - Delete All EOD, EOM & EOY Queues (2 Hours) ....................... 9-4

Build DAILY Queues (Hour 1) ....................................................................... 9-4Build WEEKLY Queues................................................................................. 9-4Build MONTHLY Queues (Hour 2) ................................................................ 9-5Build YEARLY Queues.................................................................................. 9-5

Pre-Go-Live - Purchasing & Receiving (2 HOURS).......................................... 9-6Curriculum to Cover ...................................................................................... 9-6

Week 1 Of Post Go-Live (3 Hours) ................................................................... 9-7Curriculum to Cover in Scheduled Weekly Call (1 Hour) .............................. 9-7Help Desk Training Calls (2 Hours)............................................................... 9-7



Week 4 Of Post Go-Live (1 Hour) ..................................................................... 9-10Curriculum to Cover in Scheduled Weekly Call (1 Hour) .............................. 9-10





10) HANDHELD DEVICES......................................................................................................... 10-1TRAINING ASSISTANCE ............................................................................................. 10-2USING THE LDT/PDT WITH THE UNITY SYSTEM .................................................... 10-3

Unity Configuration for the LDT / PDT .................................................................. 10-3LDT Hardware ............................................................................................... 10-3LDT Software................................................................................................. 10-3Eagle Browser ............................................................................................... 10-4Security Settings............................................................................................ 10-4Create a Desktop Shortcut (Recommended) ............................................... 10-5LDT Bin Label and Printer Configuration ...................................................... 10-6

Creating a Unity Inventory Database File for the LDT .......................................... 10-7Downloading the Inventory File to the LDT ................................................... 10-8

Creating an Order Using the LDT ......................................................................... 10-9



Upload the LDT Order to Unity...................................................................... 10-10Import LDT Order to Purchasing and Receiving ........................................... 10-11LDT / PDT and the Receiving Report (RRP)................................................. 10-13

Creating a Unity PO Receiving Database File for the LDT................................... 10-14Downloading the Purchase Order File to the LDT ........................................ 10-15Receiving Items Using the LDT..................................................................... 10-16Uploading the LDT Receiving File to Unity ................................................... 10-17Finalizing the Receiving Process .................................................................. 10-18

Creating a Price Change File for the LDT............................................................. 10-191. Create Unity Inventory Database File ...................................................... 10-192. Run the Price Change Report .................................................................. 10-203. Select the Items Whose Price has Changed............................................ 10-224. Downloading the Price Change File to the LDT....................................... 10-235. Applying Price Changes ........................................................................... 10-246. Finalize the Price Changes ...................................................................... 10-25

Using the LDT Management / Labels Module....................................................... 10-26Uploading the LDT Management / Labels Data to Unity............................... 10-27Viewing Your Uploaded File From Management / Labels............................. 10-28Flexible Inventory Loading Report (RFL) ...................................................... 10-28

Taking Inventory Counts with the LDT.................................................................. 10-30Uploading a LDT Inventory File to Unity ....................................................... 10-33Reviewing Physical Inventory Posting (PIP) ................................................. 10-35Reporting Physical Inventory (RPI) ............................................................... 10-36

Troubleshooting UCID........................................................................................... 10-37How to Verify Your Order ...................................................................................... 10-37LDT Maintenance and Parts ................................................................................. 10-38

LDT Warranty ................................................................................................ 10-38Labels ............................................................................................................ 10-38True Value Salesperson................................................................................ 10-38

USING THE TELXON WITH THE UNITY SYSTEM..................................................... 10-39Unity Configuration for the Telxon......................................................................... 10-39

Eagle Browser ............................................................................................... 10-39Create a Desktop Shortcut (Recommended) ............................................... 10-40

Purchase Orders from Telxon ............................................................................... 10-41Creating a Telxon Order................................................................................ 10-41Uploading a Telxon Order ............................................................................. 10-42Import Telxon Order to Purchasing and Receiving ....................................... 10-43

Inventory From Telxon .......................................................................................... 10-44Taking Inventory Counts with the Telxon ...................................................... 10-44Uploading a Telxon Inventory........................................................................ 10-44Reviewing Physical Inventory Posting (PIP) ................................................. 10-46Reporting Physical Inventory (RPI) ............................................................... 10-47

11) FREQUENTLY ASKED QUESTIONS.................................................................................. 11-1TRAINING ASSISTANCE ............................................................................................. 11-2POINT OF SALE FAQ................................................................................................... 11-3PURCHASING & RECEIVING FAQ ............................................................................. 11-7SUGGESTED ORDER FAQ ......................................................................................... 11-8ACCOUNTS RECEIVABLE FAQ.................................................................................. 11-9



ELECTRONIC CATALOG FAQ .................................................................................... 11-12INVENTORY MAINTENANCE FAQ ............................................................................. 11-13REPORTING FAQ ........................................................................................................ 11-15TELECOMMUNICATIONS FAQ ................................................................................... 11-17MISCELLANEOUS FAQ ............................................................................................... 11-18

12) MANAGEMENT RESOURCES............................................................................................ 12-1GENERAL RESOURCES ............................................................................................. 12-2

Unity Support Desk ............................................................................................... 12-2Unity Support Desk: ...................................................................................... 12-2Regular Hours: .............................................................................................. 12-2

Training Assistance............................................................................................... 12-3How To Do A Manual Backup ............................................................................... 12-4Hiding The Taskbar ............................................................................................... 12-5Using The Scheduler............................................................................................. 12-6Security Maintenance............................................................................................ 12-8

Adding a User Record ................................................................................... 12-8Assigning Security to a User ......................................................................... 12-10

Eagle Viewer ......................................................................................................... 12-11Selecting Columns To View .......................................................................... 12-11Saving Columns to View ............................................................................... 12-12Loading a Saved View................................................................................... 12-13

POINT OF SALE RESOURCES ................................................................................... 12-14Preferences ........................................................................................................... 12-14

Maximizing the Point of Sale Window ........................................................... 12-14Setting Deposit Calculation & Minimum Deposit Amount Defaults ............... 12-15Special Order Decisions................................................................................ 12-16

POS Menu Options ............................................................................................... 12-17POS No Sale Menu Version.......................................................................... 12-17POS Posting Menu SKU Entered Version .................................................... 12-18POS Posting Menu Version........................................................................... 12-19POS Totals Menu Version............................................................................. 12-20

Displaying a Cash Drawer..................................................................................... 12-21Training Mode at Point of Sale.............................................................................. 12-22Quickfind Grids...................................................................................................... 12-23

Setting Up A Quickfind Grid .......................................................................... 12-23Adding Text Items to a QuickFind Grid ......................................................... 12-24Adding Image Items to a QuickFind Grid ...................................................... 12-25QuickFind Grid Template .............................................................................. 12-26

Aligning Invoices ................................................................................................... 12-27System Acronyms List........................................................................................... 12-28

13) CONTINUING EDUCATION................................................................................................. 13-1TRAINING ASSISTANCE ............................................................................................. 13-2

Using Overview Videos ................................................................................. 13-3QuickTips....................................................................................................... 13-3Application Training....................................................................................... 13-3



Job Aids......................................................................................................... 13-4Do It Yourself Training (Simulations)............................................................. 13-5Quizzes.......................................................................................................... 13-6Other Documentation .................................................................................... 13-7

Online Help............................................................................................................ 13-9Membersonline (MOL) .......................................................................................... 13-10Hardlines Digest .................................................................................................... 13-10True Value Market Training................................................................................... 13-10Regional User Meetings........................................................................................ 13-11Web Conference Center ....................................................................................... 13-12Activant Pinnacle Technology Conference ........................................................... 13-14On-Site Training .................................................................................................... 13-16Phone Training ...................................................................................................... 13-16

14) BETWEEN CLASSROOM AND GO-LIVE........................................................................... 14-1REQUIRED ACTIVITIES BETWEEN CLASSROOM & GO-LIVE ................................ 14-2

Unity Training System Installation......................................................................... 14-2Unity Pre-Conversion ............................................................................................ 14-3Training of store staff............................................................................................. 14-3Phone Training (Activant)...................................................................................... 14-4Two Weeks Prior To “Go-Live” Day ...................................................................... 14-4Just Prior To “Go-Live” Day .................................................................................. 14-5

15) MASTER INDEX................................................................................................................... 15-1

UNITY BASIC TRAINING WORKSHOP AND REFERENCE … · UNITY® Basic Training Classroom Workshop 2...

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