ANTEQ MALL MANAGER

 

 

 

 

 

 

 

 

ANTIQUES/ COLLECTIBLES MALL POS SOFTWARE

 

 

 

User Manual

 

 

 

 

 

Website:       www.anteq.com

 

 

Support Email:  support@anteq.com

 

 

Sales/Admin Email: sales@anteq.com

 

 

A product of Akalfon Enterprises

 


Table of Contents

 

Introduction. 5

What is Anteq Mall Manager?. 5

An automated accounting system for closeouts. 6

A robust Point of Sale System.. 6

Manages Inventory. 6

Generates Bar Codes and Pricing Labels. 7

Free Trial 7

Purchasing Anteq Mall Manager 7

Obtaining Your License(s) 7

Inserting Your License Number 8

License Agreement 8

Removing an installed Demo. 8

Conventions Used in this Manual 8

Getting Assistance. 9

Sources of Assistance. 9

The Software Manual 9

The Help Menu. 9

Technical Support 10

Software Installation. 10

Minimum Requirements. 10

Display Settings. 11

Installing Anteq Mall Manager 11

Installing from a CD: 11

Installing a demo version downloaded from the Internet 12

Anteq Mall Manager and Backup Desktop Icons. 13

Icon To Launch Anteq Mall Manager 13

Icon To Launch Anteq Mall Manager Backup. 14

Uninstalling Anteq Mall Manager 14

Backing Up, Restoring and Updating. 14

Backing Up Data. 14

The Importance of Backups. 14

Performing a Backup. 15

Restoring Data. 15

Updating from a Previous Version. 16

Navigation. 16

Starting the Application. 16

Resizing the Main Screen. 17

Navigation: getting around the software. 17

1. Top Horizontal Cascading Menu. 17

2. Top Icon Toolbar 18

3. Left Navigation Panel 18

4. Shortcut Keys. 18

Moving around to the main areas. 19

Navigation Grid to Main Areas of Software. 20

Screen Menus. 20

Recurring Screen Menus. 21

Screen Specific Menus. 23

Specific Menu Items for File/Entries/Point of Sale. 24

Specific Menu Items for File/Entries/Customer List 26

Specific Menu Items for File/Entries/Inventory List 27

Specific Menu Items for Files/Reports/Sales Reports. 28

Specific Menu Items for Files/Reports/Report Tool 29

Specific Menu Items for Files/Reports/Report Tool/Execute/Result Window.. 31

Specific Menu Items for Files/ Preferences/Administration. 31

Specific Menu Items for Files/Preferences/System Users. 32

Specific Menu Items for Files/Preferences/Print Layout 32

Specific Menu Items for Files/Preferences/Business Information. 33

Specific Menu Items for Files/Preferences/Configuration. 33

Setting Preferences. 34

Administration. 34

Purchased From.. 34

Report Header and Footer 34

Item Colors. 35

Item Patterns. 35

Sales Tax. 36

Payment Types. 36

Categories. 36

System Users. 37

User Name. 37

Password. 37

Type. 38

Security Access. 38

Changing Passwords. 38

Print Layout 39

Page Templates. 39

Cell Layouts. 39

Business Information. 40

Business Details. 41

Business Opening Times. 41

Configuration. 41

Inventory. 42

Display. 42

Database Information. 42

Receipt Printer 43

Receipt Settings. 43

Receipt Page Settings. 43

Cash Drawer 43

Point of Sale. 44

Default Values. 44

Invoice Number 44

Tracking Inventory. 44

Layaway. 45

Point of Sale Display. 45

Display Colors. 45

General Display. 45

Auto Full Screen. 45

Contracts. 45

Entries. 47

Dealer List 47

Dealer Info. 47

Dealer List 47

Booth info. 48

Closeout Info. 49

Commissions. 50

Accounting. 51

Booth List 51

Inventory Info. 53

Creating Filtered Lists. 53

Customer Lists. 54

Customer Emailings. 55

Printing Customer Labels. 55

Wants List 55

Tracking Expenses. 56

Tracking Mileage. 58

Inventory List 58

Entering a New Inventory Item.. 59

Entering Item Data. 59

Entering Item Barcode. 60

Entering Purchase Information. 61

Sales History tab. 62

Batch Purchases. 62

To print Bar Code Labels. 62

To print price tag labels. 63

Point Of Sale. 63

POS Detailed View.. 63

How to do a standard pos. 64

How to do a layaway sale. 65

How to enter a subsequent payment on a layaway. 66

How to cancel a Layaway Sale. 67

POS Easy View.. 67

How to do a refund. 68

Pending sales. 68

POS List View.. 69

Customer Wants. 69

Expenses. 70

Mileage. 72

Enter Payment from a Dealer 72

Closeouts. 73

Closeout Tab. 74

Check Register Tab. 76

Print Checks Tab. 76

Dealer Messages Tab. 77

Other Adjustments. 78

Rent Adjustments. 78

Reports. 79

Sales Reports. 79

Criteria, Results, Activities and Payment Types. 79

Activities Section. 80

Printing the Sales Report 80

Printing the Sales Detail Report 80

Sales By Type. 80

Sales By Payment Type. 81

Dealer Sales Tax ID.. 81

Dealer Sales Tax Item.. 81

Dealer Performance. 82

Dealer Rent 82

Prepaid Rent 83

Rent collected. 84

Rent History. 84

Rent Report 84

Dealer Recap. 85

Sales Reconciliation. 86

Financial Analysis. 87

Dealer Withholding. 87

Report Tool 88

Exporting to QuickBooks. 90

Printer Setup. 90

Quick Start Guide. 91

What do I do first?. 91

 

 

 

Introduction

What is Anteq Mall Manager?

Anteq Mall Manager is a true, Windows-based, state-of-the-art POS computer program designed specifically to assist you with your Antiques / Collectibles business. It is a mall management, point of sale and inventory software that has been carefully programmed to offer your business the best possible features based on sound business practices and modern technology.

 

Anteq Mall Manager has been designed from the ground-up by experienced program designers and Mall Owners and Managers experts.  We have been designing and updating Point of Sale modules since 1995.  Our continuing commitment in creating Anteq Mall Manager is to make it easy for you to manage your entire mall business now and in the future by keeping you up-to-date on the latest technology and business practices.

 

An automated accounting system for closeouts

You can enter your inventory in advance or punch in an item at a point of sale. In either case, the program will, of course, keep track of all data – sales, taxes, layaways, consignments, customer info etc and will make that data available to you at all times at the click of a mouse. It will keep track of all your dealers and all your booths and will at closeout time calculate what you have sold for each dealer and taking the rents and commissions into account. Finally, within seconds, it will let you know what a dealer owes you and print out a cheque for amounts that you owe to your dealers.    

 

 

A robust Point of Sale System

As Anteq Mall Manager is a complete mall management system, it is also a Point of Sale Software that can be networked across many cash registers and back office computers.  Anteq Mall Manager will total a sale, let you determine the mode of payment and if applicable, will inform your cashier of the change to be handed back to the customer. As many malls do not bother maintaining a complete inventory, you can enter sales for items you do not have in your inventory and Anteq Mall Manager will accept the sale and remind you that you are out of stock .and allow you to inventory the item if you so desire. 

Anteq Mall Manager allows you to track customers and assign customers to sales.  This lets you monitor your customer’s purchasing preferences and maintain mailing and want lists.  Mailing labels can also be generated for your customers in a variety of different ways.

 

Manages Inventory

Anteq Mall Manager enables you to track all of your inventory items quickly and easily.  For each inventory item, Anteq Mall Manager allows you to assign a: Stock Number, Description, Bar Code, Sale Price, Best Price,  Category,  Sub-Category, Color, Pattern, Part Number, Image, Date for Sale and a Tax Level. You can determine if a given inventory item is on active status and who it was purchased from, when and at what price.

 

For ease of use, Anteq Mall Manager can be setup to automatically assign certain features for each inventory item, saving you time when entering multiple items. 

Anteq Mall Manager allows you very powerful and flexible searching and filtering capabilities so you can view only the inventory you wish to see.

Anteq Mall Manager also allows you to generate reports that will show you what you have in inventory or what you have sold. 

 

Generates Bar Codes and Pricing Labels

One of the most tedious jobs involved in retail sales is handwriting pricing labels.  Anteq Mall Manager does away with all of that.  You can quickly and easily generate pricing labels or bar code labels for all or for a selected subset of your inventory.  Many different types and styles of labels are supported.  In addition, you have complete control over what information will appear on your labels.  You can even control how large or small the text will print.  Furthermore, it is possible to use different colors for each field of information on the label.

 

Free Trial

Anteq Mall Manager includes a free trial period that will allow you to run the software for 30 days. Thereafter, the software will no longer be functional. However, if you decide to purchase the software, you need only enter a permanent activation code to continue without losing the data that you entered during the demo trial phase (See Purchasing Anteq Mall Manager and Registering Anteq Mall Manager.)

 

Purchasing Anteq Mall Manager

When first installed, Anteq Mall Manager is in demo mode.  As a demo, the software is fully functional and no parts of it are grayed out, except that it is not registered and is set to stop functioning after 30 days. Purchasing and registering the software will enable you to continue using it while preserving all data already entered.

 

 “Purchasing” Anteq Mall Manager means obtaining a permanent activation code set to the number of licenses purchased in order to turn the demo downloaded from the Internet or received on CD into a permanent version. Please refer to www.anteq.com for payment modalities. Once you have made your payment you can go ahead and register your version (Please see Registering Anteq Mall Manager below.) 

 

Our knowledgeable sales staff would be happy to assist you in ordering a full version of Anteq Mall Manager. Our Sales Department can be reached by telephone, toll free at 1-877-525-3336 or by email at sales@anteq.com .

 

Once you have purchased Anteq Mall Manager, be sure to keep your sales receipt.  It contains important registration information.

 

Obtaining Your License(s)

After having experimented with the demo, you must register Anteq Mall Manager in order to receive your Permanent Activation Code licenses.

Please follow the steps outlined below to obtain your Permanent Activation Code:

Go to the computer on which you want to install the license. Licenses are coded to a given computer. Therefore it is important that you follow this process from the computer on which you wish to run your program.

Please fill out the User Information form that appears when you first install the software or later on by going to the Help / Registration menu.

 

 

Fill in the First Name, the Last Name and the Company name.

You will see that a Registration Key coded to your computer has already been filled in for you. Please do not modify it in any way otherwise your Permanent Activation Code will not work.

Leave the Activation # blank for now. When you receive your Permanent Activation Code, this is where you will be inserting it.

You can email, fax or mail in your registration form. If you are connected to the Internet, just fill in the form as outlined above and click on the Email button on the form. If you wish to fax or mail it in, click on the Print button and mail or fax the form. Please refer to the web site for fax number or mailing address: www.anteq.com/contactus.html . You will receive your Permanent Activation Code by email within one business day.

 

Inserting Your License Number

To insert the Permanent Activation Code (license) into your software, return to the User Information screen (via the Help/Registration menu and type in or better still, copy and paste your Permanent Activation Code from your email to the Activation # box. (See picture above)

 

License Agreement

Anteq Mall Manager is license-based software. To install and use it means that you agree to respect all terms of the contract as stated in the license agreement. To view the Anteq Mall Manager software licensing agreement, select the Help / License Agreement menu option.  The agreement can be viewed and printed.

 

Removing an installed Demo

The demo version is removed in the same way as the registered version. Please see Uninstalling Anteq Mall Manager

 

Conventions Used in this Manual

Software manuals convey a lot of technical information to the reader.  This makes them somewhat difficult to read.  We have tried to keep the amount of technical jargon in this manual to a minimum, and to make it as easy to follow as possible.

However, the passing of technical terms and instructions to the reader is necessary at times. To simplify this task, we have instituted a minimal set of conventions that we use throughout this manual.

 

Menu Selections

When instructing you to click on a series of menu items, we indicate the items to be selected in Bold type, and separate the items with a forward slash /. For example, if we would ask you to click on Lists, then Inventory, and then Categories, we would represent it like this:  Click on Lists / Inventory / Categories.

 

Start Menu

The same holds true for clicking on a series of items on the Start Menu.  The Start Menu in Windows is accessed by clicking on Start, located in the lower left-hand corner of the screen.  For example, to access the Control Panel, click on: Start / Settings / Control Panel.

 

Entering Text

When instructed to enter text, type it exactly as shown. If there are quotation marks in the manual, they are to be included.

 

Titles and Names

When referring to a name or title of an icon, dialog box, screen, or tab we put the name in italics.  For example, we may ask you to click on the Sales Info tab.

 

 

Getting Assistance

Sources of Assistance

There are many sources of assistance available to help you through the process of using Anteq Mall Manager and becoming familiar with the many powerful features it offers.  Our goal is to make the process of learning the software as easy and as quick as possible.

The Software Manual

The main source of information about Anteq Mall Manager is this software manual.  We have worked to make it not only complete, but also easy to understand and use. Reading it from cover to cover will give you an excellent understanding of how Anteq Mall Manager works and the many powerful features it offers.

Many examples using step-by-step instructions have also been included in this manual to assist you in using the software for the first time. The manual can be downloaded on the web site (www.Anteq.com) and is also included on the CD. It is available in Word and in HTML format and can be browsed digitally or printed.

The Help Menu

The Help menu on the top horizontal Menu Bar offers many sources of information about Anteq Mall Manager.  They are described below.

Selecting Help / Contents will give you access to the html version of the manual where you can browse down to the information you are looking for.

If you select Help / Search on Topics, you will be able to enter your question or subject and the results of the keyword search will be made available to you.

 

Technical Support

If you cannot find the answer to your problem in the User Manual or the help section of the menu, Anteq Mall Manager has technical support specialists available to assist you with any problems or questions you may have with regards to the software.

Email is the quickest and easiest way to obtain technical support. 

To obtain support via email, send your inquiry to support@anteq.com.  A support request form is also available on the web site at: www.anteq.com/contactus.html . In order to serve you better, when contacting our technical support specialists please be sure to provide as much information as possible about your problem and/or inquiry.  For example, if you are reporting a problem encountered while working in Anteq Mall Manager, describe exactly what you were doing at the time the problem arose, what screen you were working in, and so on.  The more information you supply, the quicker and more accurate the responses will be from our technical support specialists.

 

Our friendly support team will respond rapidly and professionally to your inquiry, whether by email or by telephone.  Phone support is available from Monday to Friday, from 8:30 am to 4:30 pm, Eastern Time. Please check the web site (www.anteq.com ) for up-to-date contact information. All inquiries are dealt with within 1 business days Support requests via email receive first priority.

 

 

 

Software Installation

Minimum Requirements

Anteq Mall Manager requires the following:

 

Ř      Windows 2000 or higher - though the program is compatible with the latest Windows version – and a minimum of 128 Megs of RAM

Ř      Video resolution (screen size) of 800 x 600 pixels, or larger

Ř      20 MB of free hard drive space (50 MB free hard drive space for installation)

Ř      Floppy disk drive, CD-Rom, USB Memory Bar, Zip Drive or other such storage device (for backups only)

Ř      A modem or network connection to the Internet (for on-line features only)

Ř      Access to a CD-ROM drive (for installation only)

Ř      Optional: A Receipt Printer (parallel port) and a cash drawer that connects to the printer (serial port)

 

The vast majority of computer systems operating today exceed these requirements.  Please ensure your computer meets the requirements before installing the software.

Internet and Email Features

Internet access and an email address are not indispensable but are highly recommended. Internet access is useful for obtaining upgrades to the software and emailing for support.

 

Display Settings

Anteq Mall Manager works best with a screen resolution of at least 800 X 600. Changing  the video resolution (screen size) of a computer differs from system to system. In most computers running under the more recent versions of Windows, however, you need only to right-click on your desktop, select Properties / Setting and then select the new resolution of your choice.

If you run into difficulties changing the video resolution (screen size) of your computer, please refer to the documentation included with your system.  If you require further assistance, please contact Anteq Mall Manager support.

 

 

 

Installing Anteq Mall Manager

 

We are now ready to install Anteq Mall Manager. Please read this entire section on the manual completely before proceeding. Also make sure you have the Anteq Mall Manager software CD or download from the Internet and this section of the manual, in printed form, handy before continuing.

 

The installation may be done in different ways, depending on whether you are installing from a CD or from an Internet download.

   

Installing from a CD:

 

Exit all programs currently running on your system. If Anteq Mall Manager is installed while other programs are running, the installation may not complete successfully.

Place the Anteq Mall Manager Anteq Mall Manager software CD into your CD-ROM drive. The installation procedure should begin automatically.

 

If the installation does not begin automatically, from the task bar, click on Start / Run.

Type "D:\ Setup " (include the quotes) in the box titles Open.  This assumes your CD-ROM is Drive D.  If the CD-ROM is not drive D, replace ‘D’ with the drive letter designating your CD-ROM drive.

 

Click on OK.

You will see a box informing you that you are about to install Anteq Mall Manager and asking to continue with the installation. Click on OK.

 

A welcome screen will appear.  Please read the contents of this screen and then click on Next.

 

You will then be prompted to confirm the installation directory. It is strongly suggested that you do not change the default location, which is  C:\Program Files\ Mall Manager \. Click on Next.

 

The setup program will then prompt you for the name of the Program folder to create to place the Anteq Mall Manager icon in.  By default, a folder named Anteq Mall Manager will be created.  We recommend that you accept that name and continue by clicking on Next.

 

You will now be given a chance to review your selections before continuing.  When done, click on Next.

 

Sit back and relax while Setup copies all the files necessary for Anteq Mall Manager to your computer.  You should see a progress indicator.

 

When finished, you will see a Setup Complete message.  Remove the Anteq Mall Manager software CD and click on Finish.

 

You will now be returned to the desktop. You must now restart your computer.  Anteq Mall Manager will not function until you do so.

 

Congratulations! The installation is now completed.

 

Installing a demo version downloaded from the Internet:

 

Exit all programs currently running on your system except your browser. If Anteq Mall Manager is installed while other programs are running, the installation may not complete successfully.

Go to www.anteq.com and navigate to the download page. Click on Download to receive the program you desire.

You will be offered the choice between saving the installation file to your hard drive or installing it directly. Either option is fine. Just follow the steps of the installation wizard. If you chose to first save the installation file to your hard drive, please make a note of where you have placed it. You should be offered the option of starting the installation right away by clicking on the open button. Otherwise go to your Windows explorer (Right Click Start / Left click Explore) and find the file that you have just downloaded. Double click on it to start the installation procedure.

 

You will see a box informing you that you are about to install Anteq Mall Manager and asking to continue with the installation. Click on OK.

 

A welcome screen will appear.  Please read the contents of this screen and then click on Next.

 

You will then be prompted to confirm the installation directory. It is strongly suggested that you do not change the default location, which is: \Program Files\ Mall Manager. Click on Next.

 

The setup program will then prompt you for the name of the Program folder to create to place the Anteq Mall Manager icon in.  By default, a folder named Anteq Mall Manager will be created.  Click on Next.

 

You will now be given a chance to review your selections before continuing.  When done, click on Next.

 

Sit back and relax while Setup copies all the files necessary for Anteq Mall Manager to your computer.  You should see a progress indicator.

 

When finished, you will see a Setup Complete message.  Remove the Anteq Mall Manager software CD and click on Finish.

 

You will now be returned to the desktop. You must now restart your computer.  Anteq Mall Manager will not function until you do so.

 

Congratulations! Your downloaded program is now installed

 

Anteq Mall Manager and Backup Desktop Icons

For convenience, you should have 2 icons on your desktop: one to launch the Anteq Mall Manager Program and one to launch the backup program.

 

Icon To Launch Anteq Mall Manager

To make Anteq Mall Manager easy to launch, a desktop icon should have been created on install, enabling you to launch the program by double-clicking on that icon. If it wasn’t you may want to create one by following these steps:

Position your mouse on any portion of the Windows desktop that does not currently contain any icons.  Click the right mouse button.

 

Click on New.

 

Click on Shortcut.

 

 

You will now see a Dialog box titled Create Shortcut. Where it says Command Line enter the following:  "C:\Program Files\Mall Manager\Mall Manager.exe", including the quotes. 

Click on Next.

 

Note:  If you did not install Anteq Mall Manager to the default location, you will need to enter the directory in which Anteq Mall Manager was installed.

You will now be prompted for a name for the shortcut.  Enter Anteq Mall Manager.

Click on Finish.   

 

An alternate method is to left click on   Windows’ START button, left click on Programs, run your mouse over Anteq Mall Manager till a little window appears that reads Anteq Mall Manager and Backup. Right click on Anteq Mall Manager and select Send to desktop (create a shortcut ). The shortcut icon to launch Anteq Mall Manager will appear on your desktop.

 

Icon To Launch Anteq Mall Manager Backup

For the greater safety of your data, Anteq Mall Manager does not contain the backup program within itself. The great advantage of this is that if for some reason Anteq Mall Manager becomes corrupted, you can still backup your data. Install does not create the desktop icon for the backup program.  You can create a desktop icon Anteq Mall Manager Backup, by following the steps in Number 1 above (To Launch Anteq Mall Manager) and on the command line, enter "C:\Program Files\Mall Manager\Backup.exe".

 

Alternatively, left click on   Windows’ START button, left click on Programs, run your mouse over Anteq Mall Manager till a little window appears that reads Anteq Mall Manager and Backup. Right click on Backup and select Send to desktop (create a shortcut). The shortcut icon to launch Backup will appear on your desktop.

 

 

Uninstalling Anteq Mall Manager

A situation may arise where Anteq Mall Manager may need to be uninstalled.  To uninstall Anteq Mall Manager do the following:

Click on Start / Settings / Control Panel

The Control Panel dialog is displayed

Double click on the Add/Remove Programs icon.

Find Anteq Mall Manager in the list and select it by clicking on it once.

Click on Add/Remove.

Follow the prompts to uninstall Anteq Mall Manager.

 

 

 

 Backing Up, Restoring and Updating

Backing Up Data

The Importance of Backups

The importance of backing up your Anteq Mall Manager data cannot be over emphasized.  Your business is important to you and you do not wish to lose any vital information. You should therefore make a backup copy of your Anteq Mall Manager data on a regular basis.  Depending on how often you use Anteq Mall Manager, this could be once a week, once a day, or maybe even several times a day. 

One way to determine if it is time to do a backup is to ask yourself how difficult it would be to reenter all the data entered since you last did a backup – assuming that you could trace back all the necessary information.  Anteq Mall Manager is a time-tested and stable software and we have done our best to protect your data by running the backup program from a second software outside of Anteq Mall Manager. However, a virus could wipe out your hard disk in seconds, computers do crash and hard disks do fail and lose information. Nevertheless, if you have a recent backup of your Anteq Mall Manager data, it can easily be restored once the computer is repaired.

 

BACKUP YOUR DATA OFTEN!

 

Performing a Backup

Anteq Mall Manager makes it very easy to backup your data.  If you are using the single user version, make sure that your Anteq Mall Manager program is closed. Then click on the Backup icon that you need to have created on your desktop (See: Creating Desktop icons) or simply  left click on   Windows’ START button, left click on Programs, run your mouse over Anteq Mall Manager until a little window appears that reads Anteq Mall Manager and Backup. Left click on Backup.)

 

The backup screen will appear. It is recommended that you accept all the information suggested by the backup program: the current location of the database (C:\program files\   Mall Manager\data.fdb) and the place where the backup will be stored (Mall Manager/Backup). The screen also offers a name for the backup file (Backup-current date.zip).

 

We highly recommend that you check off the “Include an External Copy” option to preserve a copy of the Database outside of your computer. This could mean saving additionally to an A Drive diskette, a zip drive, a CD burner or a USB external storage device. If you choose that option, a second window will appear after you have clicked on Backup Now. This window will ask you to identify the location of your external saving device.

 

Anteq Mall Manager will copy your data to the storage location in a compressed format. If you have also backed up to an external drive, remove the storage unit (diskette, CD Zip Disk) and store it in a safe place.  If you are backing up to diskettes, it is a very good idea to have seven diskettes, labeled SUNDAY through MONDAY.  On Monday you would use the Monday diskette, on Tuesday the Tuesday diskette etc.   Backing up your Anteq Mall Manager data takes very little time in comparison to the time required to reenter data!

 

Restoring Data

In the event that you must restore your Anteq Mall Manager data, bring up the Backup Window once again. (See: Creating Desktop icons) or simply  left click on   Windows’ START button, left click on Programs, run your mouse over Anteq Mall Manager till a little window appears that reads Anteq Mall Manager and Backup. Left click on Backup.)

Click on the Restore tab.

 

Click on the filename of the database you wish to restore – usually the most recent one. The name of that file will then appear in the data entry space at the bottom of the screen. When you are satisfied that you will be restoring the right file, click on Restore.

Anteq Mall Manager will restore your data to the computer’s hard disk where Anteq Mall Manager can access it.  Restoring your data should take no more than a few minutes.

 

Updating from a Previous Version

 

If you currently have a previous version of Anteq Mall Manager installed on your computer, you are said to be updating and must read this section carefully before proceeding.  If Anteq Mall Manager is not currently installed on your computer, you may skip this section.

 

WARNING: If you are running an existing version of the software and reinstall a FULL version over it, you will wipe out all your existing data – inventory, customers etc. An online demo or the program on CD is a FULL version.

 

A download from Help/Web Update in the software is not a full version but an UPDATE. Installing a proper UPDATE version will not affect your data. However, it is still a good idea to backup your data before attempting ANY update (See the section on Backing Up Data).

 

In order to update Anteq Mall Manager, you must be connected to the Internet and access Help / Web Update from the top menu.

 

To check what version of Anteq Mall Manager you have installed, while in Anteq Mall Manager click on Help / About.

 

   

Navigation

We have succeeded in installing and creating desktop icons for Anteq Mall Manager. Now before configuring it to our specifications and learning to use the different features, we suggest you take a few moments to become familiar with the layout of the software; how it looks, feels, and operates.

Taking just a few minutes now can save much more time later!

Starting the Application

We are ready to begin working with Anteq Mall Manager.  If it is not already running, launch Anteq Mall Manager by double-clicking on the desktop icon, (if you created it), or by clicking on:  Start / Programs / Anteq Mall Manager / Anteq Mall Manager Standard

 

Anteq Mall Manager will launch with the Anteq Mall Manager main screen.  The Anteq Mall Manager main screen is composed of a top menu, a top icon bar, a retractable Navigation Bar on the left side and a central screen displaying an image.

Take a moment or two to become familiar with the main screen and the many options available by running the mouse pointer across the menus at the top of the screen, over File, Edit, View and Help.

 

Resizing the Main Screen

Anteq Mall Manager works, acts, and feels like any other applications designed for Windows. This means that if you are familiar with other Windows applications, such as MS-Word or Excel, Anteq Mall Manager should look act behave quite similarly. The Anteq Mall Manager main screen can be made larger or smaller by clicking on the restore icon in the upper right corner of the screen and placing your mouse on one of the 4 corners or sides of the screen, clicking and holding down the left mouse button and dragging the mouse.  The screen can be repositioned by placing your mouse anywhere on the blue caption area of the screen, clicking and holding down the left mouse button and dragging the mouse.

 

Can’t get the resize function to work? Try clicking on the restore button in the top right-hand corner of the screen.

 

When you exit Anteq Mall Manager, the program will remember the position and size of its main screen and return it to that position and size the next time you start it.

 

 

Navigation: getting around the software

Depending on whether you wish to use a mouse or your keyboard, Anteq Mall Manager offers you 4 ways of moving around the software:

 

1. The top horizontal cascading menu

2. The top icon toolbar

3. The left vertical panel

4. Shortcut keys

 

 

 

1. Top Horizontal Cascading Menu

The top menu is the most complete of all and gives you general access to the other parts of the software as well as more specific access to the functions directly relevant to the screen that you happen to be on. Therefore, parts of that menu will always remain constant while other will change depending on where you are in the program.

You can always gain access to the main parts of the program – Entries, reports, preferences – by clicking on File.

Also, in most screens, File will enable you to print text and, if applicable, labels. File/Exit will of course close your program.

 Edit is also commonly available and contains the usual editing functions: Undo, Cut, Copy, Paste, Delete, Select All.

View gives the ability to switch to a Full Screen and to Toggle Navigation Bar.

Help is also found on most screen menus and gives access to the Help and About files.

Most other items in the top menu vary according to the screen you are on. See the menu grid further down.

 

2. Top Icon Toolbar

A toolbar is located across the top of most screens in Anteq Mall Manager.  Most Windows programs employ a toolbar of some sort, and Anteq Mall Manager is no exception.  The purpose of a toolbar is to allow you to perform certain functions simply by clicking a button without having to open the cascading menu above it.

The selection of buttons available on the toolbar is consistent mostly throughout Anteq Mall Manager, but some buttons are found only on when in specific screens, as some screens have unique functions.  Most of the icons on the toolbar are specific to the screen they are on and their purpose is to enable you to perform more rapidly those functions available on a particular screen.

When you pass your mouse slowly over each button of the toolbar, a brief message, or screen-tip will appear to indicate what will occur when the button is clicked with your mouse.  For example, if you pass your mouse over the Plus button, you will see “Insert New Record)”.

 

3. Left Navigation Panel

A navigation panel can be made to appear when you run your mouse off the left side of the screen and disappear when your mouse leaves the surface of the panel. For some, this is quicker than going up to the cascading menu and clicking on submenu items. You can also bring up the panel by clicking Ctrl+F11 or going to View/Toggle Navigation Bar. The panel feature can be activated/deactivated by going to File/Preferences/Configuration/Display.

 

4. Shortcut Keys

In addition to being able to click a toolbar button to access a certain function, many functions also have shortcut keys assigned to them.  A shortcut key is defined as a key or combination of keys, when pressed, activates a certain function.

The shortcut keys in Anteq Mall Manager can be found on the screen-tip description of a toolbar button or in the cascading menu.  For example, if you go to Edit/Undo, you will see “Ctrl+Z”.  Holding down the Control key and the letter Z key will undo your last action.

Shortcut Keys are great if you are at the keyboard and do not wish to reach for the mouse.

 

Moving around to the main areas

Anteq Mall Manager is comprised of 3 main areas:

1. Entries

2. Reports

3. Preferences

Each of these areas in turn may have a number of subcategories below them. For example, there are 3 types of Entries: Point of Sale, Customers and Inventory. Here are the different ways to access all these areas.

 


 

Navigation Grid to Main Areas of Software

 

Top Menu

Left Navigation Panel

Shortcut Keys

File/Entries/Point of Sale

Entries/Point of Sale

Shift+Control+P

File/ Entries/Customer List

Entries/Customers

Shift+Control+C

File/ Entries/Inventory List

Entries/Inventory

Shift+Control+I

Files/Reports/Sales Report

Reports/Sales Report

Shift+Control+S

Files/Reports/Report Tool

Reports/Report Tool

Shift+Control+T

Files/ Preferences/Administration

Preferences/Administration

Shift+Control+A

Files/Preferences/System Users

Preferences/System Users

Shift+Control+S

Files/Preferences/Print Layout

Preferences/Print Layout

Shift+Control+L

Files/Preferences/Business Information

Preferences/Business Information

Shift+Control+F

Files/ Preferences/Configuration

Preferences/Configuration

Shift+Control+G

Files/Preferences/Change Password

Preferences/Change Password

Shift+Control+W

 

 

Screen Menus

Now that you know how to get to each area of the software, let’s look at all the menus available in each of these areas. Many of the items on those menus reoccur on most screens while a few are specific to individual screens, depending on the tasks that you need to perform.

Recurring Menus

Let’s have a look at the menus common to most screens first:


Recurring Screen Menus

 

 

 

Menu

Function

File/Entries...

See the Navigation Grid above

File/Reports...

See the Navigation Grid above

File/Preferences

See the Navigation Grid above

File/Print...

 

File/Print Setup...

Takes you to a Windows screen that enables you to select a printer as well as set that printer’s properties and determine the number of copies desired.

File/Exit

Enables you to shut down the program. Depending on what you were doing previously, you may be asked if you wish to save before closing.

Edit/Undo

Enables you to go back a step and undo your last action.

Edit/Cut

Enables you to delete part of a text or an image that you selected while keeping it in memory should you want to paste it somewhere else.

Edit/Copy

Enables you to copy into the computer’s memory part of a text or an image that you selected usually because you wanted to paste it somewhere else.

Edit/Paste

Enables you to insert at the cursor point part of a text or an image that you previously cut or copied into the computer’s memory

Edit/Delete

Deletes a selected text or image or the next image or letter following the cursor.

Edit/Select All

Allows you to select or highlight an entire column, page or document.

Record/First

Move to the first record

Record/Previous

Move to the previous record

Record/Next

Move to the record

 

 

 

 

 

 

 

 

 

 


Recurring Screen Menus Continued

 

Record/Last

Move to the last record

Record/Insert

Insert a new record. In a list view, this will position your new record right above the one containing the cursor. Also, you cannot insert a new record without completing the current or setting it to Pending in the case of a sale.

Record/Delete

Delete the current record or the one highlighted. Note that you cannot delete a sale once it is posted. You can, however enter a negative sale to offset the unwanted sale and restore the item to inventory.

Record/Post

Posting (saving) enables you to finalize your data entry before leaving the screen you are on. In some cases leaving a screen without posting will mean that the data that you have entered will not have been saved.

Record/Cancel

This enables you to cancel an incomplete record entry.

Record/Refresh

Updates the information on your screen. If, for example, you are in an inventory screen and go to POS to make a sale, the information on your inventory screen may no longer be up-to-date when you return to it.  F5 will update it.

In the multi-user version, enables a client computer to go back to the server computer for an update of information if there is any reason to suspect that new data was recently added to the server.

Record/Filter

This command opens a window that enables you to control the list you wish to display on the screen. (e.g. all sales between 2 given dates).

Record/Clear Filter

restores your list to its unfiltered length.

Record/Search

This command enables you to find the first of a series of records by entering a value for one of its fields.

Record/Search Next

Searches for the next record in the series of records that contains the parameters that you have defined.

View/Full Screen

Removes the Name Bar at the very top of the page to provide a bigger screen.

View/Toggle Navigation Bar

Makes the left navigational Panel appear and disappear alternatively

Help/Contents

Brings up the help file for consulting and browsing.

Help/Search on Topics

Enables the user to search the help file by entering key words.

Help/Web Update

Click on the icon if you are connected to the Internet and wish to check for program updates

Help/About

This brings up a little screen displaying the version number and the name of the developing company.

 


Screen Specific Menus

Depending on the screen that you are on, you will find other menu items in addition to the recurring ones listed above. Here are the additional menus specific to the following screens:

 

Files/Entries/Point of Sale

Files/Entries/Customer List

Files/Entries/inventory List

Files/Reports/Sales Report

Files/Reports/Report Tool

Files/ Preferences/Administration

Files/Preferences/System Users

Files/Preferences/Print Layout

Files/Preferences/Business Information

Files/ Preferences/Configuration


Specific Menu Items for File/Entries/Point of Sale

 

Menu

Function

Shortcut Keys

File...

See Recurring Screen Menus

 

Edit...

See Recurring Screen Menus

 

Record...

See Recurring Screen Menus

 

Record/Insert Item

This command makes it possible to insert a new item on the same invoice (the smaller blue “Plus” icon in the items sold section). Not to be confused with inserting a new sale/record (the bigger blue “Plus” icon at the top of the screen or Ctrl+Ins).

Alt+Ins

Record/Delete Item

This command makes it possible to delete a sale item from an open invoice (the smaller blue “Minus” icon in the items sold section). Not to be confused with deleting an entire sale/record (the bigger blue “minus” icon at the top of the screen or Ctrl+Del). You must delete an incomplete ITEM before you can delete an incomplete sales invoice.

Alt+Del

Action/Select Customer

Opens up a window onto the list of customers. You can create a new one on the fly or pick one from the list. Double-clicking or pressing F2 will select that customer and return you to the POS screen.

F2

Action/Do Layaway Payment

Use this screen to enter a layaway payment and lower the amount owed on a layaway bill. You must first select the appropriate layaway sale from the list of layaways still open by entering F8 (Action/Find Unpaid Layaways) and clicking on the layaway sale desired. For an initial payment, you must follow the same procedure. First enter the sale on the POS screen as a layaway (activate the “Layaway” checkbox and print the contract by pressing F12.). Press F12 again and the Layaway Payment Screen will automatically appear to give the customer the possibility of making a first payment on the item.

F10

Action/Pay and Check Out Sale

Once you have entered the item information (item code, price, quantity etc.) on the POS Screen, press F12 to pay and check out.  This will bring up the payment screen with the payment type options that you have created in Preferences/Administration/Payment Types. Enter the amount tendered and press the appropriate shortcut payment key.

F12

Action/Find Pending Sales

In the POS screen, this menu enables you to return to a pending sale. Since you cannot begin a new sale until you have posted or deleted an open sale, this command allows you to find an incomplete sale previously set aside as pending until you or the customer are ready to finalize it. This command offers you a list of these incomplete sales from which you can select the one you wish to return to and complete or erase it.

F7

Action/Find Unpaid Layaways

In the POS screen, this command enables you to find all outstanding layaway sales in order to select one for a payment.

F8

Action/Bar Code Search

Use this command to bring up the Bar Code Search window to scan or type in a product code in order to place a product on your sales invoice at the POS Screen.

F9

View...

See Recurring Screen Menus

 

Help...

See Recurring Screen Menus

 

 


Specific Menu Items for File/Entries/Customer List

 

Menu

Function

Shortcut

Keys

File...

See Recurring Screen Menus

 

Edit...

See Recurring Screen Menus

 

Record...

See Recurring Screen Menus

 

View/Full Screen

Removes the Name Bar at the very top of the page to provide a bigger screen.

F11

View/Show Disabled

Clicking on this toggle menu adds a check mark next to it and makes visible all customers that have been disabled on the customer list. Clicking a second time has the reverse effect and hides all customers that have been rendered inactive by removing the check mark from the visible box on the customer’s record.

 

Help...

See Recurring Screen Menus

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Specific Menu Items for File/Entries/Inventory List

 

Menu

Function

Shortcut Keys

File...

See Recurring Screen Menus

 

Edit...

See Recurring Screen Menus

 

Record...

See Recurring Screen Menus

 

Inventory/ Edit Purchase Batch

Enables you to bring modifications to an inventory purchase already made.

 

Inventory/Add New Purchase

Enter new purchase information for a selected item.

 

Image/ Image Load

Opens up the Windows File Browser for you to select an image to load into the database and associate to an item.

 

Image/ Image Save

This function will enable you to save the image associated with a given item to your hard disk, should you ever need to do that. 

 

Image/ Image Clear

Removes the link between an item and an its image. Also removes the image from the Database though not from your hard disk.

 

View/Full Screen

Removes the Name Bar at the very top of the page to provide a bigger screen.

F11

View/Show Disabled

Clicking on this toggle menu adds a check mark next to it and makes visible all inventory that have been disabled on the inventory list. Clicking a second time has the reverse effect and hides all inventory that have been rendered inactive by removing the check mark from the visible box on the inventory’s record.

 

 

 

 

View...

See Recurring Screen Menus

 

Help...

See Recurring Screen Menus

 


 

 

Specific Menu Items for Files/Reports/Sales Reports

 

Menu

Bar Icon

Function

Shortcut

Keys

File...

 

See Recurring Screen Menus

 

Edit...

 

See Recurring Screen Menus

 

Report / Calculate

 

Tells the program to go ahead and perform the calculations once you have made a date selection and indicated the salesperson and/or cashier. The same command can be activated in the upper left corner of the report form.

 

Report /

Print Summary

 

Prints a summary of the report. The same command can be activated in the upper left corner of the report form.

 

Report / Detail

 

Prints a detailed report. The same command can be activated in the upper left corner of the report form.

 

View...

 

See Recurring Screen Menus

 

Help...

 

See Recurring Screen Menus

 

 


Specific Menu Items for Files/Reports/Report Tool

Menu

Bar Icon

Function

Shortcut

Keys

File...

 

See Recurring Screen Menus

 

Edit...

 

See Recurring Screen Menus

 

Report / Create

 

Launches the creation of a new type of report. It opens a window enabling you to name this new report. You will then go to Add Field to structure your new report. If you do not add the Fields right away, you will have to click on Modify when you return to it later.

 

Report / Modify

 

Enables you to modify an existing report. Please note that the reports that come with the software cannot be modified. Those that you create can. Don’t forget to save your modifications before leaving the screen!

 

Report / Delete

 

Deletes a report structure that you do not wish to keep.

 

Report / Save

 

Saves the report that you have created.

 

Report / Add Field

 

This enables you to choose a Table (a regrouping of related info) from the data that you have entered into the program. Eg, If I wanted a report listing my customers, I would choose Customer from the list of Tables. Customer regroups a lot of “Fields” of info on my customers. To prepare a mass emailing, for example, I would add the fields Last Name, First Name and Email Address from the Customer Table. Choosing a Table or a Field means highlighting it and the clicking the left arrow to select it.

 

Report / Add Filter Row

 

 

 

Report /  Delete Selected Field

 

 

 

Report / Delete Filter Row

 

 

 

Report / Alter Table Selection

 

 

 

Report /  Add Filter

 

 

 

Report / Show SQL Syntax

 

 

 

Report /  Execute

 

Opens up a Result Window that displays the information that you have asked for in your report. You cannot return to the main program until you have closed that window.

 

View...

 

See Recurring Screen Menus

 

Help...

 

See Recurring Screen Menus

 


 

Specific Menu Items for Files/Reports/Report Tool/Execute/Result Window

 

Menu

Bar Icon

Function

Shortcut

Keys

File / Save Display Settings

 

Enables the user to save the configuration that he has created

 

File / Print

 

Leads to a preview Window of the report with printing options

 

File / Export

 

 

 

 

 

 

 

 

 

 

Specific Menu Items for Files/ Preferences/Administration

 

 

Menu

Bar Icon

Function

File...

 

See Recurring Screen Menus

Edit...

 

See Recurring Screen Menus

Record...

 

See Recurring Screen Menus

View...

 

See Recurring Screen Menus

Help...

 

See Recurring Screen Menus

 

 


 

Specific Menu Items for Files/Preferences/System Users

 

 

Menu

Bar Icon

Function

File...

 

See Recurring Screen Menus

Edit...

 

See Recurring Screen Menus

Record...

 

See Recurring Screen Menus

View...

 

See Recurring Screen Menus

Help...

 

See Recurring Screen Menus

 

 

Specific Menu Items for Files/Preferences/Print Layout

 

Menu

Bar Icon

Function

File...

 

See Recurring Screen Menus

Edit...

 

See Recurring Screen Menus

Record...

 

See Recurring Screen Menus

View...

 

See Recurring Screen Menus

Help...

 

See Recurring Screen Menus

 


 

Specific Menu Items for Files/Preferences/Business Information

 

Menu

Bar Icon

Function

File...

 

See Recurring Screen Menus

Edit...

 

See Recurring Screen Menus

Business/Business Logo/add

 

This menu enables you to access the Windows File Browser in order to select an image to use as a logo for your business. That image can be made to appear on receipts and on reports..

Business/Business logo/Delete

 

Removes a logo that you have previously selected as a company logo.

Business/Business Image/add

 

This menu enables you to access the Windows File Browser in order to select an image to use as a business image.  That image will appear as the background when opening Anteq Mall Manager.

Business/Business Image/Delete

 

Removes an image that you have previously selected as a company image.

View...

 

See Recurring Screen Menus

Help...

 

See Recurring Screen Menus

 

 

 

Specific Menu Items for Files/Preferences/Configuration

 

Menu

Function

Cancel

Enables you to leave the screen without applying the changes made to the data.

Save

Will save new modifications made to the data.

 


Setting Preferences

 

Anteq Mall Manager is an extremely powerful tool that can assist you in many aspects of operating a retail business.  Though it is easy to use in its simplest form, Anteq Mall Manager is also packed with special features that can be configured to facilitate your business transactions and accounting and enhance your contact with the customer. To help you configure Anteq Mall Manager to your specifications and situation, follow along this section of the manual while working at your computer with Anteq Mall Manager.  Change the examples given to reflect your situation and requirements.

 

Setting preferences is easy to do and well worth taking the time before entering sales or inventory as this is where you will be creating the structure for these operations. In fact, this is where you define your business and its features.

 

With Anteq installed and running, let’s begin to personalize the software before using it. This means entering list of vendors, establishing the different types of payment accepted, determining tax levels, setting up the categories of inventory and so on. To do so, we will follow the File/preferences menu and from there, continue down to the different sections: Administration, System Users, Print Layout, Business Information, Configuration and Change Password.

 

 

 

Administration

File / Preferences/Administration

 

Purchased From

 

 

Enter your list of wholesalers, distributors or other agents from whom you purchase your products by clicking on New or on the Plus icon. New entries will be added directly above the active one as indicated by a right‑pointed triangle next to the record ID Number. You can always go back and edit a name by clicking on it and typing in your modifications. The ID number is entered automatically for you and cannot be changed. What you enter here will be available as a drop down menu when you enter your inventory items later on.

Clicking on the column heading will sort all the listings ascending order. Clicking a second time will sort them in descending order. Remember to save your Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

Report Header and Footer

           

Enter the text that you would like to add to all your report headers and footers. These will appear at the top and bottom section of your reports. You can also adjust the Font type and Size as well as the Bold, Underline and Italics features. No need to save before leaving the tab, the program will keep what you have entered.

 

 

Item Colors          

 

 

This enables you to control the different color codes/names used to describe or categorize your items. You will not need to spend time doing a search for "Mauve" because your clerk entered it as "Lilac". The colors that you define here will become automatically available to you when entering your inventory. This is a useful feature for lines of merchandise that come in different color schemes. Enter your list of colors by clicking on New or on the Plus icon. New entries will be added directly above the active one as indicated by a right‑pointed triangle next to the record ID Number. You can always go back and edit a name by clicking on it and typing in your modifications. The ID number is entered automatically for you and cannot be changed.

 

What you enter here will be available as a drop down menu when you enter your inventory items later on. Clicking on the column heading will sort all the listings ascending order. Clicking a second time will sort them in descending order.

 

Remember to save your Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

Item Patterns       

 

Similar to Item colors. This feature enables you to standardize the different patterns that may  be useful in classifying your inventory. Enter your list of item patterns by clicking on New or on the Plus icon. New entries will be added directly above the active one as indicated by a right‑pointed triangle next to the record ID number. You can always go back and edit a name by clicking on it and typing in your modifications. The ID number is entered automatically for you and cannot be changed.

 

What you enter here will be available as a drop down menu when you enter your inventory items later on. Clicking on the column heading will sort all the listings ascending order. Clicking a second time will sort them in descending order.

 

Remember to save your Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

Sales Tax

 

Name the different taxes that you think you may need to enter at the POS and register their corresponding percentages. You can enter the information directly in the spaces reserved by clicking in the area to activate it and typing in the information. You will have the option to remove the taxes for a given sale at the point of sale.

Remember to save your Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

Payment Types   

 

Enter here the different payment types that you will allow, how you want to display the type on the receipt and whether you wish to charge a percentage or flat fee for using that form of payment. Assign a keyboard shortcut (hotkey) to call up that type of payment, indicate whether you will allow overpayment and return the difference in cash to the customer or whether you  require extra information from the customer ‑ for example, if you are accepting a check. Accept Payment indicates whether a payment mode is active and whether it will appear as an option at the cash.. The last column is not yet avilable and will enable automatic credit card authorization in the future.

 

Enter your different payment types by clicking on New or on the Plus icon. New entries will be added directly above the active one as indicated by a right‑pointed triangle next to the record ID Number. You can always go back and edit a name by clicking on it and typing in your modifications.           What you enter here will be available when you enter your sales on the POS screen later on.

 

Clicking on the column heading will sort all the listings in ascending order. Clicking a second time will sort them in descending order. Remember to save your Entries or Changes by clicking on the Cheekrnark icon before leaving that tab.

Layaway days           

 

Helps you to preset the layaway periods that you wish to establish as part of your business policy. Enter your list layaway periods by clicking on New or on the Plus icon. You can always go back and edit a name by clicking on it and typing in your modifications. This list will then be available as a drop down menu during a layaway sale.

Remember to save your Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

Categories

 

Give a structure to your inventory with the use of categories and subcategories. What you enter here will be available as a drop down menu when you enter your inventory items later on. Enter categories by clicking on New or on the Plus icon. New entries will be added directly above the active one as indicated by a right‑pointed triangle next to the record ID Number. You can always go back and edit a name by clicking on it and typing in your modifications.

 

Enter subcategories by activating a category (clicking on it) and then clicking in the space under subcategories. You can add as many categories and subcategories as you wish by clicking on the New or on the Plus icon. Clicking on the column heading will sort all the listings ascending order. Clicking a second time will sort them in descending order. Remember to save your Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

System Users

File/Preferences/System Users

 

This section of the preference settings will enable you to give employees the authorization to logon and use different aspects of the software. Clicking on the New or on the Plus Icon will enable you to enter a new user and to enter information under the following tabs:

 

User Name                       

Enter a user name to identify the new user. You may use any combination of up to twenty letters, numbers and special characters. The user name is not case sensitive so it will disregard capitalization. The user names that you enter here will be displayed in the drop down menu when you log in and will be the only ones that can enter a password to access the program.

 

Clicking on the column heading will sort all the listings ascending order. Clicking a second time will sort them in descending order.

 

Wait until you have filled in the Password and Type tabs for that user before saving your Entries or Changes by clicking on the Checkmark icon. You can define the Security Access later if you wish.

 

Password 

Enter a secret password for that user. You may use any combination of up to twenty letters, numbers and special characters. No matter what you enter, the tab will only display 15 asterisks to minimize security risks. The password IS case sensitive and it will take capitalization into consideration. The password that you enter here will have to be entered properly by the user when loging into the program.

 

We recommend that you keep a written list of your employees' user names and passwords safely stored in a safe or other private place.

Wait until you have filled in the User Name and Type tabs for that user before saving your entries or changes by clicking on the Checkmark icon. You can define the Security Access later if you wish.

 

 

Type

The program allows you to create 3 types of employees: Sales reps, Cashiers or Both. Someone registered as a sales rep is eligible for commissions but may not log on to the software. The distinction between cashier and sales rep facilitates the preparation of more specific sales reports. An owner, administrator or supervisor may, of course, be designated as both.

 

Security Access 

Security access allows you to define the screens that an employee can access. You can define that by checking off one or more of the following areas: Point of Sale, Customer; Inventory, Report and Preferences. If you choose not to allow access to any screen, a user cannot use the software but can still be entered as a sales representative and be eligible for commissions entered by another cashier. That user name will appear as an option in the point of sale screen in the sales rep drop down menu.

 

Remember to save your Security Access Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

 

Changing Passwords

File / Preferences / Change Password

 

When needed, you can change your or one of your employee’s password.  Please refer to section File / Preferences / System Users / for more details on passwords. 

 

Please note that you can change the current user’s password only.  If you need to change the password for another user, you will need to close the program, reopen it and change the user name. 

 

When choosing Change Password from the pull down menu, the program will automatically bring you to the System Users screen with the Change Password rectangle.  You will notice that you cannot change the Current User Name (it is grayed out).

 

Type in the new Password.  Confirm you new Password by typing it again.  Click on OK.  If you made a mistake, you can cancel and start over.  This change of password takes effect immediately.

 

Print Layout

File/Preferences/Print Layout

 

The Print Layout tab comes with 2 views: the Page Template view and the Cell Layout view. They both work together to prepare the layouts of the labels that you will be using to do customer address, bar code and inventory  labels in the program. You can, in Anteq Mall Manager, use one of the preformatted templates from the exhaustive list of Avery products or create your own template for special needs instances.

 

The idea is that once you have a layout template to match the label dimensions that you want to use (done in Page Templates view) you can then define the data and the placement of that data as you want it to appear on each label (done in the Cell Layouts view) and you can go to your customer or inventory lists and have them printed out as you have set them up here in the Print Layout.

 

Page Templates

 

In the Page Template view you can choose an Avery label page layout or you can build your own. Choosing an Avery Product is easy: look at Avery Package and find the corresponding number under Format Name near the bottom of the screen. All the appropriate data will be entered automatically, directly in the top area.

 

To create your own format click first on the New logo (the white rectangle) or on the blue plus sign.

 

Give it a name in the TOP Format Name box and continue to enter the data necessary to formulate your own Print Layout.

 

Caution:  Only enter information in the top half of the screen if you wish to create your own label layout. If you already have an Avery product number, scroll down the Format Name at the bottom of the page till you find your product. All the information at the top will then be filled in automatically for you and should not be changed manually. You can always start over by clicking on the Blue ‘X” on the top icon bar.

 

Remember to save your Entries or Changes by clicking on the Checkmark icon before leaving that tab.

 

 

Cell Layouts

 

 

In Cell Layouts you can determine what to put on your labels and where. Three layouts have already been prepared for you- Customer address, Inventory Bar Code and Inventory Price tag. You can modify these or create others.

 

To create a new cell layout, click on the white rectangle or the Blue Plus Sign.

 

In the top box:

Give your project a new Layout Name.

Choose a Page Template from the Page Templates dropdown menu. This corresponds to all the entries under the Page Templates view tab.– either an Avery product or one that you created and named yourself.

 

Choose in Table Name whether you want customer or inventory information

Enter any comments that you might find useful

Set the number of times you wish to print your lists. For example, If you decide that you need two sets of the same labels, set your Copies/Repeat to “2” and the printer will continue with the second set exactly on the page where the first set ended.

 

Once you have defined and selected a layout name in the top box, you can choose the data that you want to see and its position on the label in the second box:

For each element you wish to see on the label, you must determine the following:

In the Display type dropdown menu, the element can be:

Data if it is some information on customer or inventory that you have entered into the program.

 

Bar Code if it is an actual bar code.

Static refers to text you may want to add that is not data that you have entered into the program. If you wish to enter “Price: 43.23$”,  “Price:” would be “Static” and 43.23$ would be “Data” (UNITPRICE).

 

Select an entry from the Field Name.

Determine the exact horizontal and vertical position where you want that element to appear.

 

Set the width and height of the print size.

Choose a font size, color and style.

Remember to save your Entries or Changes by clicking on the blue Checkmark icon before leaving that tab.

 

Now you can go to your customer list, inventory or vendors and print out your labels.

To modify, enter the desired changes and save (Blue Check Mark)

 

 

Business Information

File/Preferences/Business Information

 

The Business information menu enables you to enter pertinent information for you business and to display it automatically in different parts of your software. It is made up of 3 tabs: Business Information, Business Details and Business Opening Times.

Business Information

 

Here you can enter your own personal Contact Information: name, personal phone numbers/ faxes and personal email. In the bottom half of the screen, you can enter your Business Address Information, including the business name, the company name, addresses, faxes, phone numbers and email address as well as the company web site.

Remember to save your Entries or Changes by clicking on the Diskette icon before leaving that tab.

 

 

Business Details

 

 

On the left side, please enter your business description and directions.

You can also enter a business logo by clicking on the open folder left of the display window. This logo can be made to appear on the printed receipt by activating the Display Logo checkbox in File/Preferences/Configuration as well as on your reports. Similarly, you can include a business image which will form the backdrop to the point of sale screen.

Those images can be removed by clicking on the red `X" icon.

 

You can accomplish the same thing by going to Business/Business Logo/Add or Delete

Remember to save your Entries or Changes by clicking on the Diskette icon before leaving that tab.

 

 

Business Opening Times 

Enables you to define your opening and closing times.

Remember to save your Entries or Changes by clicking on the Diskette icon before leaving that tab.

 

 

Configuration

File/Preferences/Configuration

 

The Configuration area is in many ways a key area for setting certain parameters that will affect the entire program. It includes setting parameters for:

 

Inventory                                                         Display

 

Database information                                   Receipt Printer

 

Cash Drawer                                                Point of Sale

 

POS display                                                  Contract

 

 You do not have to leave the POS screen to open the configuration page as it will open as a new page on top of the POS screen. However, you must close (and save if you have made any changes) the configuration page once again before you can enter data onto your POS screen.

 

Inventory

 

Inventory Display Colors

Here, you can color code your inventory for easier recognition. Inactive, oversold and over credit items will appear in the colors that you chosen. You can always return to the default colors by clicking on Default Colors.

Barcode System

Your scanner manual should tell you what system your barcode scanner works under. Enter that information here by using the drop down menu. Have you come across a system that is not listed here? Please contact us to let us know.

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

Display      

Check “on” Enable Navigator Bar if you wish to have the use of the left-hand panel Navigation Bar.

 

Auto hide Nav Bar and Auto hide Nav Bar on Selection and Display Animation work together to control the retractable navigation panel on the left side of the menu.

 

Auto hide Nav Bar – The bar disappears when you move your mouse off it.

 

Auto hide Nav Bar on Selection - The bar disappears when you when you have made your selection.

 

Display Animation enables the program to display special effects such as a trailing edge to the movement of the retractable navigation panel.

 

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

 

Database Information

 

This screen offers some interesting information about your software. It lets you know how many users are presently connected, on which computer the database information is situated (the server), in which computer folder the database rests, the present size of your DB and the version number of the DB engine.

 

The Update Indexes button is useful when you have made certain changes to your data and it doesn’t seem to have been integrated into the software. This button manually “compacts” or updates/refreshes your data.

 

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

 

Receipt Printer

Receipt Settings

Here you can let the program know how many copies of a receipt it should print out after each sale and which of all the Windows‑run printers you have installed on the computer you want to use as your printer. This can be a receipt printer or a full size printer but you must have installed the printer in Windows first before it will show up as a printer option in the program.

 

You can also check the box if you wish to use a receipt printer style and you can determine if you wish to display a logo on the printed receipt and if so, whether you wish to have it left or right aligned. This logo is entered in File/Preferences/Business Information.

 

 

 

Receipt Page Settings

Set the font type and font size that you wish to see on your receipts. You also need to determine the width of the receipt paper you are using as well as the margins you wish to include and the maximum length of a page that you will allow to print.

Receipt header and footer

Enter the text you wish to print as header and footer on your receipts and set the print characteristics: font type, size, bold, underline, italics.

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

 

Cash Drawer

To activate your cash drawer directly, the program needs to know whether you have connected your drawer to a serial, US13 or parallel port (also referred to as a printer port or LPT 1). If you are using a serial port, the program needs to know the port number, baud rate, data bits, stop bits, parity and flow control.

 

If you are connecting your cash drawer to a parallel or USB port, you will also need to retrieve some basic connection information from the user manual that accompanied the cash drawer. This information is standard for software activated cash drawers and should be made readily available by the manufacturers of the product.

 

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

 

 

Point of Sale        

 

Default Values

When you start a new sale, Anteq Mall Manager will automatically display a default inventory item. That is useful if you have an item that you sell much more often than others as it will come up automatically on your point of sale screen. It can be any item in your inventory. However, if you want that item to appear automatically, you must tell the software what the Inventory ID of that item is. By default, the Default Inventory ID is set at 1. To find out the Inventory ID of one of your items, go to File/Entries/Inventory List.

 Right next to that, enter the default quantity you wish to have appear on your POS screen. If you only sell goods in sets of 6, then enter “6”.

 

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

Invoice Number

Here you can enter a value for the invoice number that will appear on your next POS. Invoice numbers will then automatically increase by one. This is handy if you decide, for example to start numbering your sales at the next convenient round number (500 or 1000) to mark a new sales strategy or the beginning of a new year of operations.

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

Tracking Inventory

Use the Track Inventory checkbox to determine whether or not you wish to track inventory. The program can function either way but will yield different reports depending on how it is used. If you opt to track inventory, the program will enable you to enter quantities and prices for stock purchased and will alert you when you take an order on non-existent or out-of-stock inventory. The various reports will also be able to display inventory levels and profit margins.

 

If you chose not to track inventory, the program will still function as a point of sale, allowing you to enter sales and to derive sales reports. However, these reports can not include inventory levels or profit margins. The Purchase History screen will also be disabled.

 

Use the Autofill checkbox to determine whether or not you wish to use Autofill Payment. This feature saves you the time and trouble of entering the amount tendered when the customer provides you with the exact change. Just choose F2 to indicate that it was a cash transaction and F12 to checkout and you are done.

 

With Autofill either on or off you cans still do a rapid checkout for an exact change cash transaction by entering “0” (zero) in the Payment Amount box and then F2 andF12.

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

Layaway     

Check the box if you wish to print the contract on the receipt.

 

Set the number of days that a contract can be in default and the grace period that you may be willing to add to that. At the bottom, enter the minimum allowable payment in percentage.

 

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

Point of Sale Display

 

Display Colors

Choose the colors you wish to use for the main text, the totals text and the background color, the grid and the alternate grid row of your point of sale screen. Obviously, choosing the same color for Grid and Alternate Grid will give you a uniform background. Thus you could turn your display into a blue background with white text or any other combination of your choice.

return to the program's default colors by clicking on Default Color.

 

General Display

Open Point of Sale on startup. Clicking on this box will bring you directly to the POS screen when you open the program.

 

Auto Full Screen

Enabling this checkbox will make your active screen bigger by removing the top label bar identifying your company name. Removing the check mark will restore the top bar.

Don't forget to save before leaving the screen by clicking on the Diskette Icon.

 

 

Contracts

 

Anteq Mall Manager has a built-in contract generator feature. Two contracts have been prepared for you which you can use as is or modify at will.

 

First edit the text in the left window. If you wish to bring in data from the database to be printed on the contract, position your cursor where you want the program to automatically insert data, select the variable on the right and click on the “Insert Variable” button. 

 

When the contract is printed for a layaway sale, it will be personalized for that client. Make sure that the “Print Layaway Contract on Receipt is checked “On” in the Files/Preferences/Configuration/Point of Sale screen.

 

Don’t forget to save by clicking on the diskette icon!       

 


 

Entries

 

Dealer List

File / Entries / Dealer List

 

You will use this screen whenever you need to create a new Dealer or modify information.

 

You will notice that this screen is broken up into four broad areas of functionality represented by tabs on the screen.  These areas are Dealer Info, Dealer List, Commission and Inventory Info.

 

Dealer Info

 

Note that you can use letters, numbers and a combination of letters and numbers as Dealer ID number.  If you decide that for some dealers you will use numbers and for others you will use letters, we suggest that you use the same amount of digits for the dealers who have numbers as Dealer number.  Let say you give a dealer the number 1 and the next one number 003, we suggest you enter number 0001 and 0003 to make sure they will appear in the right order on the different reports.  It is better you decide right from the beginning the number of digits you will use.

 

To enter a new dealer press the + sign icon.  You are free to enter as much information here as you like but some basic information is required in order to produce complete reports.

 

Dealer List

 

On this screen you can see the list of all your dealers and all their personal information. 

 

If you prefer, you can personalized your Dealer List View, all you need to do is to click on the Change List View icon.  You will see a box named Views appear.  From here, you can modify the default view or you can create a new one.

 

To modify the Default View:

 

You will notice the name Default in Layout Name which is the view you see at the moment.  On the right side you see the Position of the column, the Field Name, the Display Name and the Display Length of the column.  Mall Manager allows you to change the order of these columns.  Let say you would prefer to have the Dealer ID column after the Family Name column, all you need to do is change the positions of the columns. 

 

Move your cursor to the column Position and look for Position 1 which is Dealer ID and change that number 1 for number 3. 

 

Now look for Position 2 and change it for 1.

 

Click on the Checkmark icon to accept these changes. 

 

If you look at your Dealer List, you will see that the Last Name is now in Position 1, the First Name is in Position 2 and the Dealer ID is in Position 3.  Mall Manager will save these changes and next time you click on the Dealer List tab this will be the view you will see.

 

Booth info

 

This tab allows you to assign booth ID’s to the current dealer.  These booth ID’s must have already been created in File / Entries / Booth List.  Remember that a booth can only be assigned to one dealer at a time.  If you try to assign a booth to a dealer and that the booth is already assigned to another dealer, you will get a warning message.

 

To assign a booth ID to a Dealer, the Dealer ID you need using the two arrows pointing left or right.

 

Click on the + sign icon.

 

When you do this, Mall Manager will position your cursor on the Booth ID field.

 

From the pull down menu, select the booth ID you want to assign to this Dealer.

 

Tab to the Date Open column and choose the open date.

 

You have to make sure you assign at least one booth to all your dealers, if you forget this step, you will not be able to select that particular booth or dealer when entering a point of sale. The booth ID or the Dealer ID will not be available to pull up from the pull down menu.

 

The Date Close field is only used when a dealer leaves the booth.  It is recommended you close a booth at the end of the month and reassign it at the beginning of the next month.  If you choose to close and open a booth during the month, you will need to do a rent adjustment to withhold the exact rent due at closeout. Mall Manager will calculate the rent due to be withheld for the dealer currently owing the booth. This means that you will need to do a rent adjustment for the dealer who closed the booth and for the dealer who opened the same booth.  Please refer to Rent Adjustments tab under File / Entries / Closeout for more details on Rent Adjustments.   For example: you close a booth on December 31 and you want to assign it to somebody else, you will need to enter January 1 as the Open Date and not December 31 because on December 31, it belonged to another dealer.

 

The Deposit field allows you to keep track of dealer deposits.  Please note that the deposits won’t appear on the reports, this information is for tracking purposes only.

 

You can assign a Booth Title for that particular booth.

 

You can enter comments for that booth.

 

Miscellaneous Information:

 

  1. A dealer can be assigned to an unlimited number of booth ID’s.
  2. A booth ID can only be assigned to one dealer at a time.
  3. You need to enter a date in the Date Closed before you can assign this booth to another dealer.
  4. You need to enter a different Date Open when you reassign a booth closed to another dealer.
  5. It is permissible to close a dealer from a booth and assign that booth to another dealer in between closeout periods. 
  6. Rent adjustments calculations will need to be made manually if you choose to close and open the same booth during a closeout period.

 

Booth’s Master Information

 

Once you enter a booth ID, the information retrieved from the Booth List screen will appear.  You will notice that this information is grayed out meaning that you cannot change it. 

 

Closeout Info

 

This screen controls the way Mall-Manager will perform a closeout for the dealer.  The screen is broken up into two areas of information.  The top portion allows you to alter the way Mall Manager will perform a closeout for the dealer.  The bottom portion shows you information about prior closeout’s done for the dealer.  The information contained on the bottom portion of the screen cannot be changed.  It is placed there by Mall-Manager when a closeout is done for the dealer.

 

The fields in the top portion of the screen are as follows:

 

The Deduct Rent:  If this field is checked, Mall Manager will withhold rent from the dealer when a closeout is done.  Otherwise it will not.  Please note that when doing a closeout, you tell Mall Manager whether or not to withhold rent.  If you tell Mall Manager to withhold rent, it will only do so for those dealers who have this field checked.

 

Deduct Charge Card Fees:  If this field is checked, Mall Manager with withhold charge card fees for the dealer.  The rate Mall Manager withholds for each card is set in Payment Types tab under File / Preferences / Administration.

 

Dealer Pays Sales Tax:  If you intend to give sales tax back to your dealer, place a check mark in this field.  When you do this, Mall Manager will include sales tax collected on behalf of this dealer in their pay out at closeout.

 

Other percentage:  In addition to commissions, some malls desire to withhold a fixed percentage for advertising etc.  To do this, place a check mark in this field and then the rate in the field next to it.

 

Please note that by default, each time you enter a new dealer, Mall Manager will place check marks in the Deduct Rent, Deduct Charge Card Fees and Dealer Pays Sales Tax, fields.  This means that, after entering a new dealer, you need to click on the Closeout Info to personalize the information for this dealer if it defers from the default one.

 

Commissions 

Deduct Commission:  If this field is checked, Mall Manager will withhold commissions from the dealer.  Otherwise, it will not.

 

Commission System By:  From the pull down menu choose from Item or Dealer Total. 

 

The commission calculated by item means that the commission will be calculated on each item sold. 

 

The commission calculated based on the Dealer Total means that the commission will be calculated on the Dealer Total for the closeout period. Please note that when sold items are returned you may need to recalculate the commission manually.

 

We suggest you take a few minutes to decide which method you want to use, depending on your commission schedule it can make a difference for you as the Mall owner.

 

Default Commission Schedule:  By default Mall Manager will assign the Default Commission Schedule for all the dealers you enter.  This Default Commission Schedule is set in the Default Commission tab under File / Preferences / Configuration.  If you prefer to use a different Commission Schedule for the dealer, remove the check mark from this field.  When you do this, you will notice that the commission schedule displayed will clear itself.  You can now create your own commission schedule for the dealer.  When entering a rate, please enter the rate as a whole number.  For example, if you wish to withhold seven percent, enter the number as ‘7’ and not’.07’.  You may enter as many commission levels as you desire for a given dealer.

 

Accounting

 

The majority of all accounting entries are added by Mall Manager during a closeout.  When a closeout is performed, Mall Manager withholds commissions, withholds charge card fees, withholds rents and determines the amount of the check the dealer will receive.  Mall Manager adds these entries for all of these activities.  You will find this information on the bottom portion of the screen and it cannot be changed.

 

Record Date:  This is the date the accounting entry was made.

 

Booth ID:  The Booth ID the rent was withheld for.

 

Amount:  The amount of the accounting entry.

 

Check Number:  This is normally used for tracking dealer rent checks received.

 

Comments:  What ever comments are appropriate.

 

Closeout ID:  The Closeout ID this money was withdrawn on.

 

There are three additional fields above the main accounting entries section.  These three fields show the current balance of the Dealer’s Prepaid Rent, Rent in Arrears and Other Money Owed.  When you make accounting entries, these fields will be adjusted to reflect the accounting entry just made.  The information contained in these fields cannot be changed.

 

The Other Money Owed:   This field represents other money the dealer might owe the mall.  This would normally occur when the dealer has negative sales for the period.  Negative sales can occur when there have been returns which are greater than any sales made during the period.  Again, the information contained in this field cannot be changed.

 

You will notice a button titled Add Payment.  If you already are in the Dealer List, you can use the Add Payment button to enter a payment; otherwise it will be more practical for you to go File / Entries / Add Payment.  Please refer to that section for more details about the Add Payment feature.

 

 

Booth List

 

This is where you will list all your booths available in your mall.  Mall Manager will calculate the monthly cost per booth for you.  Here are the steps:

 

Click on the + sign icon to create a new record

 

Enter a new Booth ID

 

From the pull down menu, choose a Booth Type (set in the Preferences under Administration / Booth Type)

 

You can enter the square footage of the booth or enter 0.

 

From the pull down menu, choose the Rent Type. Choose Fixed if you plan to charge a fixed amount for the booth or choose Square Feet if you plan to charge per square feet.

 

From the pull down menu, choose the Rent Class (set in the Preferences under Administration / Rent Class);   Again depending on the location of the booth you can charge more or less per square feet.

 

Cost Per Month:  You will notice that Mall Manager does the calculation for you if you choose <square foot> as a Rent Type; or enter an amount if you choose Fixed as a Rent Type.

 

Description: you can type in a description or a comment for that particular booth.

 

At the bottom of the screen you can see the Booth History, please refer to the section How to Assign a booth to a Dealer for more details.  Move your cursor up or down to see the history of the different booths.

 

How to assign a booth to a dealer

 

Now that you have entered all your dealers and all your booths, it is time to assign a booth (or booths) to a particular Dealer.

 

Go back to the Dealer List screen:  Preferences / Entries / Dealer List;           

 

Choose the Dealer you want to assign a booth to;

 

Click on the Booth Info tab;

 

Click on the + sign icon to create a new record;

 

From the pull down menu, choose the booth you want to assign to this Dealer.  Please note that if this booth was assigned to somebody else before, make sure you closed it first.  If by mistake you try to assign a booth number that has already been assigned to somebody else, Mall Manager will prompt you to choose a different open date or choose another booth number.

 

Choose a Date Open. 

 

If you ask for a Security Deposit you may want to enter the amount in the column Security Deposit.

 

You may also want to assign a Booth Title as a reference.

 

You can type in comments as well.

 

The area on the bottom portion of the screen contains the Booth History information about all the dealers that have owned the current booth ID. 

 

If you need to assign more then one booth to a Dealer, click on the + sign icon and follow the same steps.

 

Please go back to the Booth List under Preferences / Entries.

 

Choose a booth that has been assigned to a Dealer.

 

At the bottom of the screen you will see the Booth History.  The names of the Dealer that owned this particular booth, the Open Date, the Close Date …. Etc.

 

The information contained in the Booth History screen cannot be changed from this screen.  If you need to change any of the information contained there, you would need to go to File / Preferences / Dealer Info screen and make the changes there.

 

Inventory Info

 

This screen is used to have a quick glance at your inventory.

 

Number of Inventory Items:  This will give you a count of your Inventory Items

 

Values of Inventory Items:  This will give you the value of your Inventory.

 

You can use the filter feature while you

 

 

Creating Filtered Lists

Record/Filter (CTRL +R)

The process of setting filters – whether it be for customers, inventory or sales – is always the same. Before you can set a filter, you need to be in the List View tab mode of the screen.

Let’s take the Customer List as an example. (Files/Entries/Customer Lists)

Customer List view in the Customer list Screen will give you a list of all your Customers.

As the name implies, filters enable you to view certain elements of a list – whether it be customers, inventory or sales – based on a criterion of your choosing. For example, you may wish to extract from your customer list all the customers with a certain zip code in order to do a local mailing.

 

In your Customer List Screen, choose the Customer List View tab and go to Record/Filter on your menu or CTRL +R on your keyboard or yet again, click on the Yellow Filter Icon.

 

A Customer List dialog box will open inviting you to set your filter by selecting an item from the list of fields. If you want for example to do a mailing in California, you would select State from the list and type in CA under the field value.

Under Search Type you can set the search type to Exact Match, Partial Match at Beginning or Partial Match Anywhere.

 

That’s it. Click on OK to view the result of your search – i.e. all the customers in the state of California. You can print the new list, make mailing labels or send it directly to an email program for a mass emailing.

Notice that when you are looking at a filtered list, the formerly Yellow Filer Icon has turned green and the reset White Filter Icon has turned from white to red. To revert to the full customer list, click on the Red Filter Icon next to the green one

 

 

 

Customer Lists

Files/Entries/Customer Lists

 

Your business may not require you to enter a customer list. If you are unlikely to ever see the same customer again, you probably may not want to waste your time gathering the data. However, your best publicity is a satisfied customer and your business may lend itself to repeat sales, in which case, you would want to be able to contact your clients when you run promotions or seasonal sales. Anteq Mall Manager enables you to draw up mailing or emailing lists that enable you to rapidly contact your customers and promote your products.

 

You can enter customer information one customer at a time from the Customer Details View or enter a bunch from the Customer List View. In either case, the data to be entered is the same: Last Name, Middle Name, First Name, Social Security Number if applicable, Address, City, State, Zip, Country, Other risk, Mail List, Bad Checks, Bounced Checks, Tax Name, Tax ID, Phone, Birth Date, PC Number, Web Address, Email Address, Personal Interests and Comments.

 

Of course, you will only collect the information that you deem important to your purpose but the space is there to enter all relevant information. Please note that the Customer ID cannot be entered manually; it is entered for you when you post (save) the data.

 

If you have a list of clients, you can enter their information ahead of time by using the List View. If you are in the middle of entering a sale (POS Screen), pressing F2 on the keyboard will bring up the Customer List Screen. After entering the information, posting (saving the data by clicking on the Check Mark Icon) will close the Customer Screen and bring you back to the POS Sale Screen. Double clicking anywhere on that customer’s data will also close that screen and return you to the sale.

 

 

Customer Emailings

Anteq Mall Manager gives you the ability to save a list of your customers’ emails in a text file that can be exported or cut and pasted into most email programs. File/Export Emailing List.

 

An even simpler way to do a mass emailing is to go File/Start Mailing List Message. This will open a New Message in your email program and will list all your customer’s emails in the To: box.

 

 

Printing Customer Labels

To print customer labels for a mailing, go to File/Print Label.

 

You can also click on the white tag icon in the icon bar. One layout has already been prepared for you (Customer Address) and appears when you click on the drop down menu. You can go to File/Preferences/Print Layout should you wish to prepare a different layout to display your customer information. Any new template that you create there will appear in the Layout Print Selection drop down menu.

 Click on OK to go to the printing dialog box.

 

 

 

Wants List

File / Entries / Wants

 

You will use this screen whenever a customer asks you for a particular item that you do not have in stock.  You will want to keep track of the want in order to let the customer know when you receive the item.  By entering the want in this screen you will be able to refer to this list whenever you need to.  You will also be able to print a report by Customer Wants or by Wants.

 

The screen Wants List will appear once you click on File/ Entries / Wants. 

 

Click on the + sign icon to enter a new want.

 

Choose the Customer Name you need, from the pull down menu. Note that the list will give you the names of all your Customers previously entered in File / Entries / Customer List.

 

Go to the next column and enter the description of the wanted item.  Note that once you enter a new description it will be added to the existing list from the pull down menu.  The next time a customer asks you for the same item, you won’t need to type it in again, you will be able to choose it from the list.

 

Note that the software will assign a Want ID automatically.

 

To print a report by Want:

 

Click on the icon Print by Want.  From the pull down menu, choose the Want you are looking for.  Click on OK.  A preview of the report will appear, click on Print for a copy.

 

On the report you will see the Want as the title and a list of all the customers who were looking for that Want.  Also, if, in your Customer List, you have entered your customer’s phone number, it will also appear on the report.

 

To print a report by Customer:

 

Click on the icon Print by Customer.  From the pull down menu, choose the Customer you are looking for.   Click on OK.  A preview of the report will appear, click on Print for a copy.

 

On the report you will see the Customer’s name as the title and a list of all his Wants.

 

To move around in your list, use the other icons, you can either move to the first record, move to the previous record, the next record, the last record, delete a record, save changes made to a record and cancel a change made to a record.

 

Click on the Filter icon to set your filter, select an item from the list of fields.

 

Click on the Search icon to set the Search, select an item from the list of fields and type in a Search Value.  The cursor should position itself on the searched item.

 

Tracking Expenses

File / Entries / Expenses

 

You will use this screen whenever you want to keep track all of a business related expense.  This is necessary, of course, when tax time comes.  Mall Manager goes beyond just allowing you to save your expenses.  You will be able to assign a category and a location to each expense item. 

 

Expense Categories

 

Before you can assign an expense category to an expense item, you must first predefine all of your expense categories you intend to use.  You will do this by selecting File / Entries / Expenses menu option.  You can then define as many categories as you desire.

 

Entering Expenses

 

Select File / Entries / Expenses menu option.  Click on the + sign icon, a new line will appear with today’s date in the Expense date.

 

Choose the Expense category from the pull down menu.

 

Move to the next column and choose a Location category from the pull down menu.

 

Leave the date as is or click on the arrow pointing down to choose another date from the calendar.

 

Move to the next column and enter the amount.  No need to enter the $ sign, Mall Manager will do it for you.

 

Move to the next column and type in a Comment, if you like.

 

Click on the tab key on your keyboard to move to the next line.

 

You will note that Mall Manager assigned an Expense ID automatically.

 

To run a Business Expense report:

 

Click on the Business Expense report icon menu option.

 

To print a Business Expense Report for a specific Location and a specific Category, please do as follow:

 

Select the location from the pull down menu.

 

Select the Expense Category from the pull down menu.

 

Select the range from the pre-defined period from the pull down menu or enter your own date range.

 

Click on the Print Detail icon.

 

A preview of your Business Expense Report will appear, click on the Print icon to print a copy.

 

If you want to print an Expense Business Report for one location but for all Business Categories, choose a location from the pull down menu and leave the Expense field blank.  If you want to group the Business Expense by Expense Category, put a check mark in that box.  You can also leave it blank and all your expenses will be listed.

 

If you want your Expense Business Report showing all your Locations and all Business Categories on one report, just leave those two fields blank.  You can also group them or list them depending if you put the check mark in the box or not.

 

Remember that you can use the Filter and Search tool in this screen.  It can be very useful when you are looking for something more specific.  All you need to do is: 

 

Click on the Filter icon to set your filter, select an item from the list of fields.

 

Click on the Search icon to set the Search, select an item from the list of fields and type in a Search Value.  The cursor should position itself on the searched item.

 

Tracking Mileage

File / Entries / Mileage

 

Mall Manager also allows you to manage all of your business mileage.  Any time you travel on business, you may enter the date, beginning odometer, ending odometer reading, destination and any applicable comments.

 

Click on the + sign icon to enter your business mileage.

 

Mall Manager will put today’s date automatically for you; click on the arrow pointing down to choose another date from the calendar.

 

Enter the begin reading of your odometer.

 

Move to the next column and enter the ending reading.

 

Move to the next column; no need to do the calculation, Mall Manager will calculate the distance covered for you.

 

Type in the destination and any comments you like.

 

Click on the Filter icon to set your filter, select an item from the list of fields.  Click on the Print icon to print a copy of your filtered mileage expenses.

 

Click on the Search icon to set the Search, select an item from the list of fields and type in a Search Value.  The cursor should position itself on the searched item.

 

 

Inventory List

 

Though some store owners do not bother maintaining inventory but enter an item at the time of the sale, most will want to use this feature to enhance their business.

 

Entering a New Inventory Item

FILE/ENTRY/INVENTORY LIST

There are 2 main steps to entering a new item: Entering the item and Entering the Purchase Information. Both are on the same screen.

 

Entering Item Data

When entering new items, you may want to use the Item Details View when entering 1 or 2 items or the Item List View when entering a larger number. The information to be entered is the same on both.

 

Inventory ID – This is a number that the program creates for its internal management of inventory. You cannot enter or modify it.

 

 Stock Number - Before you start entering your stock numbers, please read the following carefully, it will help you understand how the filter tool works in case decide to produce a list for a specific stock number range.  This filter tool works in the alpha-numeric way.  The best way to explain this is, we think, to give you a few examples:

 

First, if you decide to enter your stock numbers starting with number 1 and continue all the way to 5000, you won’t have any problems using the filter tool.  So, if you need a list of all your items numbers between 100 to 5000:  in the starting range you would simply enter 100 and in the ending range, 5000.  It would produce a list with all your stock numbers between 100 to 5000.

 

Some users like to do a combination of numbers, letters or numbers with letters.  Here are a few examples: 

 

Example 1:  You have the following stock numbers to enter:

2-A, 3-A, 9-C, 12-A, 12-B, 111-A, 120-A, 120-B, 122-C.

 

Let’s say you want to have all your stock numbers between 12-A and 122-C.

Your starting range would be:  12-A

Your ending range would be:  122-C

Click on OK.

 

You will note that your stock number 9-C and 111-A do not appear on the list.  This is because the filter tool works in alpha-numeric; it looked for all the items starting with 1 and 2.  So, for the filter tool, 9-C is higher then 122-C.  As for 111-A, it does not appear because it did not start with 1 and 2.

 

Example 2:  You have the following stock numbers to enter:

A1, A2, A3, A10, A11, A3, A8, A88, A9.

 

Let’s say you want to have all your stock numbers between A1 and A88.

Your starting range would be:  A1

Your ending range would be:  A88

Click on OK.

 

You will note that your stock number A9 is not on the list.  The filter tool looked for all the A’s:  A1, A2…etc.  In this case, A9 is considered higher then 8 and your ending range started with A8…

 

Example 3:  You have the following stock numbers to enter:

2-A, 3-A, 9-C, 12-A, 12-B, 111-A, 120-A, 120-B, 122-C.

 

This time, let’s say you want to have all your stock numbers to show on your report, you would need to enter the range as follows:

Your starting range would be:  111-A

Your ending range would be:  9-C

Click on OK.

 

The result of your list will be as follow:  111-A, 12-A, 12-B, 120-A, 120-B, 122-C, 2-A, 3-A, 9-C.

If you enter your range this way, the filter tool will look for all your stock items between 1 and 9.

 

Note that if you were to enter the range starting with 9C and ending with 111-A, it would not work; you would see a blank list (no result).

 

Description – Enter the description of your item

 

Entering Item Barcode

 If your item is already barcoded, you can scan in the label directly.

By following the instructions in your scanner manual, you can program the F9 key on your keyboard to bring up a dialog box that will enable you to scan in the barcode directly.

 

- Enter the stock number

-  Press F9

- Scan the item barcode

- The barcode will automatically be entered in the right field.

- The barcode label is automatically created

 

If your item is not already barcoded, you can, by following the instructions in your scanner manual, program the F9 key on your keyboard to bring up a dialog box that will enable you to create a barcode for that item and to then scan that code directly.

 

Item Price – Enter your Selling Price.

Best Price – Enter your lowest acceptable Selling Price.

Tax – Check the box if you want to apply to this sale the taxes that you have created in

Preferences / Administration / Sales Tax.

Date for sale – In case you wish to not make your item available for sale before a certain date.

Termination date – In case you wish to remove your item for sale after a certain date.

Unit System- Let’s you indicate whether your item is measured in whole units or by weight. Choose from the drop down menu.

Part Number – Refers to your provider’s stock number.

Category – A drop down menu offers you a choice of categories that you have created in your preferences.

Subcategory - A drop down menu offers you a choice of categories that you have created in your preferences.

Color ID - A drop down menu offers you a choice of Item Colors that you have created in your preferences.

Pattern ID - A drop down menu offers you a choice of Item Patterns that you have created in your preferences.

Print Label – is a check box which let’s you decide if you want that item included in your list of items to be included in the next label printing.

Inventory count – is grayed out here but will be filled in for you automatically when you go to step 2 which is Entering the Purchase Information.

Visible – is a checkbox that determines whether this item will be visible from the drop down menu of items for sale in the Stock Number zone of your Point Of Sale Screen. Check this box if you want to be able to pull out this item number from the pull down menu while in the Point of Sale screen.  Uncheck this box if you don’t want this item to show.  This feature becomes very useful when you have old item numbers that you don’t use anymore.

 

Please note: To include all inventory items, including the items marked invisible, click on View / Show Invisible.  To hide the items marked invisible, click on View / Show Invisible to uncheck it.

 

Entering Purchase Information

Inventory/Purchase more of current item

 

After you have created your new stock number for your new item, click Files/Inventory/Purchase more of current item from the main tool bar.  A rectangle will appear. 

Stock Number – You should see the same stock number found in the Inventory List under the Item details.

Purchase From – A drop down menu offers you a choice of Purchase From places that you have created in the File / Preferences / Administration / Purchase From.

Purchase Date – Today’s date is entered automatically for you. You can also choose another date from the calendar by clicking on the pointing down arrow.

Purchase Price – Enter the purchase price of your item.

Purchase Quantity – Type in the quantity purchased or, from the pull down menu, choose the number of items purchased.

Comment - You can type in a personal comment.

Now, click on the Close icon, if you are finished with this stock number or click on the Buy More icon to enter another purchase. 

 

Click on the tab Item List.  If you look at the bottom of the screen, under the tab, Purchase History you will see:

 

Purchase ID (which is automatically given by the program)

Quantity:  you will see the quantity purchased and the quantity sold

Date: the date you purchased the item(s)

Price:  the purchased price

From:  you will see the name of the place you purchased the item(s) from

Comment:  you will see any comment you entered previously in the rectangular in the Inventory / Purchase more for current item screen.

 

 

Sales History tab:  By clicking on the sales history tab you can easily see the sales history of your item.  You will see the invoice number the item was sold on, the date and time of the sale, you will see if the invoice is pending or not, the name of the cashier, the name of the sales representative, the quantity of this item sold on this invoice and the item total.

 

Batch Purchases

Inventory/Edit Purchase Batch

At one point you may realize that you made a mistake entering a purchase for one item.  To edit that purchase: 

Go to File/Entries/Inventory List. 

Track the stock number you need to correct. 

Find the Purchase ID you need to correct and put the cursor to highlight it.

Click on Edit Purchase Batch icon. 

Do the appropriate corrections; it may be a mistake in the purchase date, the purchase price, the quantity bought or the Purchase from place.  Once you have finished click on close.  You will then need to click on the Refresh icon to bring the inventory up-to-date.  Now, if you look at your Purchase History you should see the corrected information.

 

To print Bar Code Labels

Go to File / Entries/ Inventory List

Click on the icon Print Labels or from the main menu, click on File / Print Labels.  Please note that the system will use the layout configured in the File/ Preferences / Print Layout by default.  For more information on the Print Layout, please see the section Print Layout.

 

You will see a message appear asking you if you want to print labels for the marked items only or for all the items.

 

If you click YES, the software will print the labels for the items with the Print Label field checked.

If you click NO, the software will print the labels for all the items, even the ones that don’t have the Print Label field checked.

 

 - Choose Inventory Bar Code, from the pull down menu.

 - Click on OK.  You will see a preview of your Bar Code labels.

 - Click on Print to print your Bar Code Labels.

 

To choose the items for which you want to print labels:

Use the Item List screen if you want to decide which items you want to print Bar Code Labels for.  All your items will be listed; it will be easier to choose which items you want to print labels for.  You can click or unclick the Print Label field.  Note that checking or unchecking a Print Label field will make the change permanent in your Inventory.

 

To print the Bar Code Labels: From the toolbar, click on File / Print Labels or use the Print Label icon.  

 

From the pull down menu, choose Inventory Bar Code, click on OK.  You will see a preview of your Bar Code labels.  Click on Print to print your Bar Code Labels.

 

To print price tag labels

You basically follow the same steps as when you print Bar Code Labels:

 - Click on the icon Print Labels or from the main menu, click on File / Print Labels.

 - You will see a message appear asking you if you want to print labels for the marked items only or for all the items.

 - Choose Inventory Price Tag, from the pull down menu.

 - Click on OK.  You will see a preview of your Inventory Price Tags labels.

 - Click on Print to print your Inventory Price Tag labels.

 - Note you can also choose the items you want to print Price Tag Labels, just follow the steps described in the How to print Bar Code Labels section.

 

Point Of Sale

File / Entries / Point of Sale

 

You will find 3 different tabs that will give you the choice to see your invoices in 3 different ways; there is the POS Detailed View, the POS Easy view and the POS List View.  You can decide the one you prefer depending on the information you need to see when you are working.

 

POS Detailed View

Most people use this view when their store is open.  You will notice that this View is divided in 4 sections:  Invoice, Total, Sale Type and Item Sold.

 

 Invoice section:  You can see the invoice number, today’s date and the time.

F2 Customer:  You click on this icon if you want to assign a customer to a sale.

Total Section: You will see the subtotal of your sale and the calculated tax so far.

Total amount due:  You will see the total amount of the sale including the tax.

 

Sales Rep:  You will see the name of the Sales Representative, if applicable.

Sale Type Section: Here is where you determine weather the sale is a pending sale, a taxable sale or a Layaway sale. 

 

Items Sold: You will see all the items sold for this invoice. The Stock Number of the item, the Description, if the item is taxable or non-taxable, the quantity sold, the % or amount of discount (when applicable), the item total. 

 

F12 – Pay and check out sale:  This is icon to click on when the sale is completed and the customer is ready to pay.

 

How to do a standard pos

Click on the + sign icon to generate a new invoice.

 

Press F2 or click on the icon to choose a Customer, if needed. You may want to assign a customer to this sale.  Note that the list of names you will see here is the list you have entered previously in File / Entries / Customer List.

 

 For a Layaway Sale you will be prompted to enter a Customer Name (explanation later). To choose a Customer, click on F2 Customer icon, the list of all your customers will appear, find the one you want and double click on it.  This will bring you back to the POS screen and you will see the name of your customer entered.

 

 Note:  instead of going up and down the list of customers to find the right one, click on the Search icon; choose the criteria Last Name from the Fields menu and type in the Last Name of your customer in the Field Value. 

 

Choose the Sales Rep. from the pull down menu previously entered in the Preferences under System Users.

 

For the Items Sold Section:  use the icons located on the right side of the screen, they go as follow:

The triangle pointing to the left icon:  to go back one line

The triangle pointing to the right icon: to go to the next line

The + sign icon: to enter an item.  Click on this icon for each new item you want to enter.

The – sign icon:  to delete the record on the line your cursor is presently on.

The X sign icon:  to cancel the entry you are working on right now.

 

Choose the stock number you want from the pull down menu or use your scanner to scan the Bar Code on the Bar Code Label.  Note that if you have more then one item with the same Bar Code number, just scan the other items and the quantity will change automatically.  The item total will also change accordingly.

 

Please note: If you type in a stock number that wasn’t entered in the inventory, this stock number will appear in red.  This is to warn you that this stock number is not in the inventory and will not appear in the Financial Analysis Report.

 

 

Verify the description of the item.

If the item is taxable, just use the tab key to move to the next column.  If the item is non-taxable, uncheck that box.

If you don’t use a scanner, change the quantity if needed, if not, use the tab key to move to the next column.

 

Verify the Unit Price.

Enter a Percentage or an amount of Discount, if applicable.

Click on the tab key to move to the next column, you should see the Item Total.

If you need to enter another item, click on the + sign icon to be allowed to move to the next line.

 

Press on F12 or the F12 – Pay and Check Out Sale icon when the invoice is completed.

The Payment Box will appear.

If the customer pays cash, enter the amount of money handed.  Note that if the customer gives you the exact amount of cash, no need to enter the exact amount, just type in 0 (zero), it will save you time.

 

If the customer pays you using another payment type, just click on the appropriate icon on the right side of the Payment box.

 

 

How to do a layaway sale

Basically you need to follow the same steps as a regular POS.

- Click the + sign icon to generate a new invoice number.

- Press the F2 key or F2 – Customer icon and choose a customer.  Again, choose the Search icon to find your customer faster.

 

- Choose the Sales Rep. from the pull down menu

- Put a check mark in the box next to LAYAWAY.  Note that if you did not enter the name of your customer, the system will prompt you to do so here.

- Choose the Layaway period from the pull down menu that appears when you put a check mark in the box next to Layaway

 

- Choose the stock number you want from the pull down menu or scan the Bar Code.

- Verify the description of the item.

- Choose if this item is taxable or not.

- Change the quantity if needed, if not, use the tab key to move to the next column.

- Verify the Unit Price.

 

- Enter a Percentage or an amount of Discount, if applicable.

- Click on the tab key to move to the next column, you should see the Item Total.

If you need to enter another item, click on the + sign icon to be allowed to move to the next line.

 

Press the F12 key or click on F12 – Pay and Check Out Sale.  The Layaway Payment box will appear.

On the top, left side of that box you will see the personal details of your customer.  On the top, right side you will see the Amount Due, the Amount Paid (when applicable) and the Balance Due.

 

To add a payment, press the F2 key or click on the icon F2 – Add Payment.  A Payment box will appear.  Under Minimum Payment Due, you will see the amount calculated according to the percentage previously entered in the Preferences / Configuration / Point Of Sale in the Layaway Section.  This means that the first payment has to be the amount of the Minimum Payment Percentage or an amount higher. 

 

At the bottom of the Payment box you will see the details of the payment appear.

The receipt and the Layaway contract will print (according to what you have previously set up in File / Preferences / Configuration / Contracts.

 

Please note that for refund and closeout purposes you can enter one dealer only per Layaway.  If your customer wants to purchase items from different dealers, you will need to prepare a new Layaway sale for each dealer.

 

 

 

 

 

How to enter a subsequent payment on a layaway

 

When your customer comes back to make another payment on his Layaway here is what you need to do:

No need to go back and forth trying to find the right Layaway sale; while in the POS screen, select Action from the main menu.

- Choose Find Unpaid Layaway

- Select the one you need.

- Click on F10 or the Layaway icon (the last one on the right).

The Layaway Payment box will appear.  You will be able to see the Payment History for this particular Layaway.  You can also see the Balance Due.

- Press the F2 key or click on F2 – Add Payment icon.

- Enter the amount, choose the Payment Type.

- A new receipt will print showing all the payments details made so far for this layaway.

 

How to cancel a Layaway Sale.

 

Click on the icon Action, choose Find Unpaid Layaway.

 

Retrieve the Layaway Sale you need.

 

Click on the icon Layaway payment or hit F10.

 

Choose Delete Payment, enter the return date.

 

It will produce a new invoice with a Balance Due to the customer.  Make sure the Tax box is checked if this is a taxable sale.

 

You will note that this returned Layaway will show as Returned Item on different reports.

 

Please NOTE:  If the Dealer with the Layaway sale pays a commission based on his Dealer Total, when the item is returned, it may affect the commission rate.  You may need to do an adjustment for the difference.

 

POS Easy View

 

You can choose to work from this screen instead of the regular POS Detailed View.  There are fewer details here but you can easily enter a sale using this screen. 

 

Again, you will use the icons located at the top of the screen or use the shortcut keys to work on this screen.

 

- Click on the +sign icon to start a new sale

- Date:  you will see today’s date and the time

- Customer:  Press F2 on your keyboard to choose a customer if you need or want to.

- Layaway, Taxable, Pending:  Depending if this sale is a Layaway sale, a taxable, non-taxable or a pending sale, you put a checkmark or not in the appropriate box.

- Invoice Number:  you can see your invoice number on the top part of the screen on the right side.

- Stock Number:  choose your stock number from the list of the pulldown menu or scan the item.

- Description:  the description of your stock number will appear.

- Quantity:  1 by default but can be changed.

- Unit Price: the price entered in your inventory will appear.

- Item Total:  the system will calculate the item total depending on the quantity of items you have put in.

- To enter a second item, you will need to click on Record / Insert Item from the main menu.

- Total:  On the bottom part of the screen, on the right side you see the subtotal of the sale, the amount of tax to be paid and the Total amount including the tax.

- Press F12 key on your keyboard to have the Payment box appear.  Use the same steps as explained in the Section POS Detailed View to enter the Payment Type.

 

How to do a refund

If a customer comes and asks for a refund, you will need to create a new POS.

 

Again, basically you need to follow the same steps as a regular POS:

- Click the + sign icon to generate a new invoice number.

- Press the F2 key or F2 – Customer icon to choose a customer, if needed.

- Choose the Sales Rep. from the pull down menu

- Choose the stock number you want from the pull down menu.

- Verify the description of the item.

- Choose if this item is taxable or not.

- Enter a negative quantity.

- Verify the Unit Price.

- Enter a Percentage or an amount of Discount, if applicable.

- Click on the tab key to move to the next column, you should see the Item Total in red and in brackets.  At this moment, you should see a new box appear in the right, top part of the screen named REFUND REF.:  Enter the number of the original invoice to cross-reference this refund.

If you need to enter another item, click on the + sign icon to be allowed to move to the next line.

Press the F12 key or click on F12 – Pay and Check Out Sale.  Press F12 or F12 – Close icon, a Payment box will appear.  You will see a negative amount; this is the amount, including the taxes, to reimburse the customer.

 

Pending sales

If you start entering a sale for a customer and the customer decides to purchase more items, you can keep the sale pending.  All you need to do is put a check mark in the box Pending and click on the + sign icon to generate a new sale. 

 

To retrieve a Pending Sale:

- Click on Action, from the toolbar menu.

- Click on Find Pending Sale. 

- Highlight the invoice number you need.

- Click on Select Sale or double-click on it. 

- You can complete the sale just like a regular sale. 

- To delete the unwanted pending sales:

 

At the end of the day, it would be a good idea to verify if there are any pending sales left. 

- Click on Action / Find Pending Sale.

- Select the sale.

- Click on the delete icon. (icon with the – sign).  Note that once you delete an invoice the system does not keep track of that invoice.  This means that on your Sales Detail Report, the deleted invoice would not appear.

 

 

POS List View

On this screen you will not be able to add, delete or change anything.  You will use this view to have a quick look on your sales.  Quickly you will be able to spot your pending sales, or your Layaway sales, for example.

Note that this view doesn’t give you any details of the invoice (you can’t see the stock number, the number of items sold, and the discount given, if any. 

Fortunately there is an easy way to see the details without going back to the POS Detailed view.  On the left side of your invoice number you can see a small box with a + sign in it.  By clicking on it, the details of the POS Detailed view will appear.

 

Customer Wants

File / Entries / Wants

 

You can use this screen whenever a customer asks you for a particular item that you do not have in stock.  You will want to keep track of this particular want in order to let the customer know when you receive the item.  By entering the wants in this screen you will be able to refer to this list whenever you need to.  You will also be able to print a report by Customer Wants or by Wants.

 

The screen Wants List will appear once you click on File/ Entries / Wants. 

 

Click on the + sign icon to enter a new want.

 

Choose the Customer Name you need, from the pull down menu. Note that the list will give you the names of all your Customers previously entered in File / Entries / Customer List.

 

Go to the next column and enter the description of the wanted item.  Note that once you enter a new description it will be added to the existing list from the pull down menu.  The next time a customer asks you for the same item, you won’t need to type it in again, you will be able to choose it from the list.

 

Note that the software will assign a Want ID automatically.

 

To print a report by Wants:

 

Click on the icon Print by Want.  From the pull down menu, choose the Want you are looking for.  Click on OK.  A preview of the report will appear, click on Print for a copy.

 

On the report you will see the Want as the title and a list of all the customers who were looking for that Want.  Also, if, in your Customer List, you have entered your customer’s phone number, it will also appear on the report.

 

To print a report by Customer:

 

Click on the icon Print by Customer.  From the pull down menu, choose the Customer you are looking for.   Click on OK.  A preview of the report will appear, click on Print for a copy.

 

On the report you will see the Customer’s name as the title and a list of all his Wants.

 

To move around in your list, use the other icons, you can either move to the first record, move to the previous record, the next record, the last record, delete a record, save changes made to a record and cancel a change made to a record.

 

Click on the Filter icon to set your filter, select an item from the list of fields.

 

Click on the Search icon to set the Search, select an item from the list of fields and type in a Search Value.  The cursor should position itself on the searched item.

 

 

Expenses

File / Entries / Expenses

 

You will use this screen whenever you want to keep track all of a business related expense.  This is necessary, of course, when tax time comes.  Mall Manager goes beyond just allowing you to save your expenses.  You will be able to assign a category and a location to each expense item. 

 

Expense Categories

 

Before you can assign an expense category to an expense item, you must first predefine all of your expense categories you intend to use.  You will do this by selecting File / Entries / Expenses menu option.  You can then define as many categories as you desire.

 

Entering Expenses

 

Select File / Entries / Expenses menu option.  Click on the + sign icon, a new line will appear with today’s date in the Expense date.

 

Choose the Expense category from the pull down menu.

 

Move to the next column and choose a Location category from the pull down menu.

 

Leave the date as is or click on the arrow pointing down to choose another date from the calendar.

 

Move to the next column and enter the amount.  No need to enter the $ sign, Mall Manager will do it for you.

 

Move to the next column and type in a Comment, if you like.

 

Click on the tab key on your keyboard to move to the next line.

 

You will note that Mall Manager assigned an Expense ID automatically.

 

To run a Business Expense report:

 

Click on the Business Expense report icon menu option.

 

To print a Business Expense Report for a specific Location and a specific Category, please do as follow:

 

Select the location from the pull down menu.

 

Select the Expense Category from the pull down menu.

 

Select the range from the pre-defined period from the pull down menu or enter your own date range.

 

Click on the Print Detail icon.

 

A preview of your Business Expense Report will appear, click on the Print icon to print a copy.

 

If you want to print an Expense Business Report for one location but for all Business Categories, choose a location from the pull down menu and leave the Expense field blank.  If you want to group the Business Expense by Expense Category, put a check mark in that box.  You can also leave it blank and all your expenses will be listed.

 

If you want your Expense Business Report showing all your Locations and all Business Categories on one report, just leave those two fields blank.  You can also group them or list them depending if you put the check mark in the box or not.

 

Remember that you can use the Filter and Search tool in this screen.  It can be very useful when you are looking for something more specific.  All you need to do is: 

 

Click on the Filter icon to set your filter, select an item from the list of fields.

 

Click on the Search icon to set the Search, select an item from the list of fields and type in a Search Value.  The cursor should position itself on the searched item.

 

 

Mileage

File / Entries / Mileage

 

Mall Manager also allows you to manage all of your business mileage.  Any time you travel on business, you may enter the date, beginning odometer, ending odometer reading, destination and any applicable comments.

 

Click on the + sign icon to enter your business mileage.

 

Mall Manager will put today’s date automatically for you; click on the arrow pointing down to choose another date from the calendar.

 

Enter the begin reading of your odometer.

 

Move to the next column and enter the ending reading.

 

Move to the next column; no need to do the calculation, Mall Manager will calculate the distance covered for you.

 

Type in the destination and any comments you like.

 

Click on the Filter icon to set your filter, select an item from the list of fields.  Click on the Print icon to print a copy of your filtered mileage expenses.

 

Click on the Search icon to set the Search, select an item from the list of fields and type in a Search Value.  The cursor should position itself on the searched item.

 

Enter Payment from a Dealer

File / Entries / Add Payment

 

For more details on rent payment, please refer to section How Rent is Handled.

 

If a dealer comes to see you to pay for his Rent In Arrears, his Prepaid Rent or his Other Money Owed it may be more practical for you to go to Add Payment directly instead of pulling up the dealer name from the dealer list, go to the accounting tab and then click on Add Payment button.

 

Select Payment:  From the pull down menu, choose whether this is a Rent Payment or an Other Money Owed Payment.

 

Rent Payment:  To select if you want to apply this payment to the Rent In Arrears or to Prepaid Rent.

 

Other Money Owed:  To select if the Dealer owes you money after a closeout.

 

Pay By:  Choose if you are receiving a payment for a Dealer or a Booth.  From the pull down menu, choose the Dealer ID or the Booth ID.  You will notice that information about that Dealer will appear on the right side of the screen

 

Amount:  Type in the amount.

 

Check:  Type in the check number.

 

Print Receipt:  Put a check mark in the box if you want to print a receipt for this payment.

 

Post Date:  Choose the Post Date for this entry.

 

Comment:  You can type in a comment if you would like.

 

Click on ADD.

 

A new screen will appear giving you the details of this current payment.  Mall Manager will tell you if this payment will be applied to Prepaid Rent or to Rent In Arrears.  Please note that if a Dealer has Rent In Arrears, the payment will be applied to the Rent In Arrears first.  If there is some money left, it will then apply the rest to Prepaid Rent.

 

If you choose Other Money Owed from the pull down menu in the Select Payment, the money received will be applied to Other Money Owed by this dealer.

 

Previous Payment:  At the bottom of that screen, you will notice the Previous Payment information.  This will give you the details of all the payments received.

 

 

Closeouts

File / Entries / Closeout

 

Overview

 

A closeout is the process of determining what items each dealer sold and how much each dealer should receive in payment.  A closeout can be done as often as you desire.  Many malls pay their dealers once every two weeks.  In addition, a closeout can be done for all the dealers or for one booth only. 

 

When a closeout is done, Mall Manager calculates, for each dealer who owned a booth during the period encompassing the closeout period, the following information: 

  • Retail Sales
  • Wholesale Sales
  • Layaway Sales
  • Layaway payments
  • Positive Adjustments
  • Special Credits

 

Mall manager then deducts the following:

  • Rent (if desired)
  • Rent in Arrears (if desired)
  • Charge Card and Check Fees
  • Commissions
  • Negative Adjustments
  • Special Assessments

 

Important

 

Once a closeout is done for a period of time (for example, from September 1 through September 30), it is not possible to do it a second time for the same time period.  The reason is because when a closeout is done, and rent is withheld, all the rent balances for the dealers change.  Note that if you decide to do a closeout for one booth only for a time period, the details will not show on the next closeout you will do for all your dealers.

 

We strongly suggest you do a backup before a closeout is done.  Then, if you discover a mistake has been made, you can restore from the backup and do the closeout a second time.

 

Closeout Tab

File / Entries / Closeout / Closeout tab

 

Starting a Closeout

 

To begin a new closeout, click on the + sign icon.  You will notice that the screen is broken in four parts: Criteria, Rent, Special and General.

 

Criteria;

 

Closeout ID:  This is a number assigned to the closeout by Mall Manager and it cannot be changed.  Each closeout gets assigned an identification number.  This number is used when you generate various closeout reports or print checks.  Mall manager will need to know which closeout a report should be generated or which closeout checks should be printed.  You will enter this number.  This is discussed in more detail later.

 

Closeout Date:  This is the date on which the closeout was done.  This date is entered by Mall Manager and cannot be changed.

 

This Booth ID (only):  If you leave this field blank, Mall Manager will do a closeout for all dealers who owned a booth during this closeout period.  If you enter a booth ID, Mall Manager will do a closeout for the Dealer who owned the desired booth during the closeout period.

 

Date Selection:  From the pull down menu, select a Date Selection or enter a Start Date and an End Date.

 

Rent

 

Withhold Rent:  If you wish to withhold rent (most malls withhold rent once per month), place a check mark in this field.  Please note that this does not necessarily mean that all dealers will get rent withheld.  Before Mall Manager withholds rent for a dealer, it checks to see if the dealer is set to have rent withheld.  This is controlled via the Closeout Info tab under File / Entries / Dealer List.

 

Withhold Rent in Arrears:  If you do not wish to withhold rent but do wish to recoup any rent in arrears a dealer might have, place a check mark in this field.  Note:  When you choose to withhold rent, Mall Manager will automatically withhold any rent in arrears amount.

 

Rent Type:  This field allows you great flexibility in withholding rents.  You could decide to enter 50% to tell Mall Manager to withhold only 50% of the normal rent.  Another possibility is to enter something like 200 and choose $ sign from the pull down menu.  This tells Mall Manager to withhold $200 for everyone, regardless of what their normal rent might be.

 

Rent Date:  This field tells Mall Manager for what month and year the rent should be withheld.  Before withholding rent for a dealer, Mall Manager will determine if the dealer is going to be owning the booth for that month and year.

 

Special

 

Special Assessment / Special Credit:  If you wish to withhold a special assessment or give a special credit, you may do so in these respective fields, along with comments.  These comments will appear on the Dealer’s Sales Reconciliation Reports (discussed later).

 

General Comment

 

If you wish to give every dealer the same message, enter that message in this field.  The comment will appear on the dealer’s Sales Reconciliation report.  If you want to give only certain dealers a message, you can do so.  Please refer to the section titled Dealer Messages.

 

To begin the closeout, press the Calculate icon.  You will see a progressing bar showing you that the program is working.  When the closeout is finished, the progressing bar will disappear. 

 

After a closeout is done, it can either be saved or cancelled.  You can cancel the closeout by clicking the Cancel Closeout icon.  If you cancel the closeout it will be as if it never happened.  When you commit the closeout, it is saved to the database and can not be changed or done over. 

 

Before committing a closeout, it is highly recommended that you review the details of the closeout.  This can be done by pressing on the View Result icon.  When you do this, Mall Manager will show you the Closeout Results report showing you a list of all dealers who had a closeout done and what they will be paid and all the details which went into determining what their pay out will be.  If you discover a mistake, you can cancel the closeout, correct the error and perform the closeout a second time.

 

It is highly recommended you generate a Dealer Recap report and / or Sales Reconciliation reports before committing the closeout to ensure that all was done correctly.  We will discuss those two reports later.  If you discover any errors, the closeout can be cancelled and redone at any time.

 

Mall Manager will not permit you to close the Closeout screen until a closeout is either committed or cancelled.  It will permit you to generate reports to double check everything before committing or canceling.

 

 

Check Register Tab

File / Entries/ Closeout / Check Register tab

 

The check register contains all checks that Mall Manager has printed for dealers.  After you print your checks for a closeout, you can view the Check Register.  This report will show you the check number, the check date, the amount, the comments entered, Dealer Name and the Closeout ID.

 

 

Print Checks Tab

File / Entries / Closeout / Print Checks tab

 

Mall Manager is capable of printing dealer checks after a closeout is done for a period.    You will note that this screen is divided in three parts:  Select, Print Checks Criteria and Check Register Criteria.

 

Select

 

From the pull down menu, select the Closeout ID you want to print checks for.  You can see the Closeout Date, and the Begin and End Date for that closeout.

 

Print Check Criteria

 

Print By Range (Optional)

 

Leave these fields blank if you want to print checks for all the dealers.  Otherwise, select the Dealer From and Dealer To from the pull down menu.

 

Check Style

 

From the pull down menu, select the check style you want to use.  Note that Mall Manager will use the check style set by default in File / Preferences / Print Layout.

If you want to configure the Print Layout to match the checks you already have, you are welcomed to do so.  Refer to File / Preferences / Print Layout for more information.

 

Date Style

 

From the pull down menu, choose the date style you want to be printed on your checks.

 

Print Test Check

 

To print a test check put a check mark in the box Print Test Check.  You can also choose the number of checks to be printed on the page.  Click on the Print Check button to see the preview.

 

Check Register Criteria

 

Enter the beginning check number in the Beginning Check Number field.  For each check printed, Mall Manager records the check number in its database.  These check numbers can be seen when viewing closeout details and the Check Register.  For more information on closeout details, see section File / Dealer List / Closeout Info tab.

 

Click on the Print Check button, you will then see a preview of all your checks to be printed. Click on Print to start printing the checks. 

 

After all the checks have printed successfully, you can have the checks added to your check register by clicking the To Register button.

 

 

Dealer Messages Tab

Entries/ Closeout / Dealer Messages tab

 

When the Sales Reconciliation reports are generated for your dealers, it is possible to include a customized message for one or more dealers.  Mall Manager makes it quite easy to accommodate this situation.

 

Before performing a closeout, you enter all the dealers who require a personal message.

 

Choose the Dealer ID from the pull down menu and use the tab key to go to the next field.

Click on the pull down menu and choose the Record Date from the calendar and tab to the next field.

You will notice that you will skip the Dealer Name field, Mall Manager enters it automatically.

By default, the Active Status box will be checked for you.  Please note that Mall Manager will only consider those messages which are active.

Use the tab key and type in your message.

 

 

Other Adjustments

File / Entries / Closeout / Other Adjustments

 

Often times you may have a need to increase or decrease an individual dealer’s pay out by some amount to perhaps correct an error that was made or for some other reason.

 

Before performing a closeout, you enter all the dealers who require an adjustment.

 

Choose the Booth ID from the pull down menu and use the tab key to go to the next field.

Click on the pull down menu and choose the Record Date from the calendar and tab to the next field.

Click on the pull down menu and choose the Record Date from the calendar and tab to the next field.

You will notice that you will skip the Dealer Name field, Mall Manager enters it automatically.

By default, the Active Status box will be checked for you.  Please note that Mall Manager will only consider those messages which are active.

Enter the amount of the adjustment and any comments you wish to add.

Please note that Mall Manager allows you to enter a negative or a positive amount depending if you need to withhold or add money to the dealers pay out.

 

 

Rent Adjustments

File / Entries / Closeout / Rent Adjustments

 

In many malls, a few of the dealer who rent space also work in the mall in exchange for some sort of rent reduction each month.  Mall Manager makes it quite easy to accommodate this situation.  Before performing a closeout, you may enter all the dealers who require an adjustment in their normal rent.

 

Choose the Booth ID from the pull down menu and use the tab key to go to the next field.

Click on the pull down menu and choose the Record Date from the calendar and tab to the next field.

Click on the pull down menu and choose the Record Date from the calendar and tab to the next field.

You will notice that you will skip the Dealer Name field, Mall Manager enters it automatically.

By default, the Active Status box will be checked for you.  Please note that Mall Manager will only consider those messages which are active.

Enter the amount of the adjustment and any comments you wish to add.

 

Reports

 

Sales Reports

File / Reports / Sales / Sales Report

The Sales Report will give you all the details of your sales for a specific period of time.  You can run this report for the entire store by leaving the Sales Rep. and Cashier fields blank.  You can run this report for one Sales Rep. in particular or one Cashier.  All you have to do is choose the Sales Rep. or the Cashier from the pull down menu. 

 

Criteria, Results, Activities and Payment Types

You will note that this screen is divided in 4 sections: Criteria, Results, Activities and Payment Types.

 

Criteria Section: 

You need to fill out this section in order to produce a report.

- Date Selection:  From the pull down menu, you can choose a pre-determined period.  If you do so, the dates fields will be filled automatically.

- Start Date and End Date:  You can choose the period by choosing the date directly from the calendar by clicking on the pointing down arrow.

- Choose the Sales Rep and / or the Cashier, if applicable.

-Click on the Calculate icon.

 

Results section:

  - This section gives you the details of your sales for that period.  This section is divided in 2 columns: the first one is for the ‘regular’ Sales and the other is for the Layaway Sales.

- Total Retail Sales: Total of your taxable sales for that period.

- Total Wholesale Sales: Total of your non-taxable sales for that period

.- Total Sales:  The total of your Retail Sales and the Wholesale Sales for that period.  (Line 1 + 2)

- In the sub-section Tax you can see the details of the tax calculated based on the total of your Retail Sales.

- Total Retail Layaway Sales: Total of your taxable Layaway Sales

- Total Wholesale Layaway Sales: Total of your non-taxable Layaway Sales.

- Total Layaway Sales:  The total of your Retail Layaway Sales and Wholesale Layaway Sales.  (Line 9 + 10)

- In the sub-section Tax you can see the details of the tax calculated based on the total of your Retail Layaway Sales.

- Total Paid Retail Layaway Sales:  Money received as payments on the Retail Layaway Sales for that period.

- Total Paid Wholesale Layaway Sales:  Money received as payments on the Wholesale Layaway Sales for that period.

- Total Payment Received:  Total of the money received as payments on Retail and Wholesale Layaway Sales for that period.  (Line 18 + 19)

 

Activities Section

- Total Sales Made:  A count of all sales made during the period.

- Total Items Sold:  A count of all items sold during that period.

 

Payment Types Section:

The amounts received divided by Payment Types.  The total of the Payment Types should equal your Total Sales, Total Tax for the Sales and Total Payment Received.  (Lines 3 + 8 + 20)  (Excludes the Layaway Sales and the tax calculated on the Layaway Sales).

 

Printing the Sales Report:

 Click on the Print Summary icon.  You will see a preview of this report, click on the Print icon to print a copy.

You will note that this report is divided in 3 sections:  the Sales Total, Layaway Sales and Payment Types.

To calculate how much money you have in your cash drawer you will need to add lines 3 + 8 + 20.  The total of these 3 lines should equal the total of Payment Types Made.

Please note, next to each Payment Type, you have a count of the number of sales paid by payment type.

 

Printing the Sales Detail Report

Click on the Print Detail icon.  You will see a preview of this report, click on the Print icon to print a copy.

This report will give you the details of your sales for a specific period.

You can see the date and the time of the sale, the invoice number, the stock number(s), the description, the Quantity sold, the Unit Price, the Item Total, the Tax Total, if this sale was a Layaway or not and the identification of the Sales Rep.

 

Sales By Type

File / Reports / Sales / Sales By Type

 

This report shows you a list of all items sold, between any two points in time.  For each day of the period, you will have a list of the items sold, the total and the average for that day.  You have a choice to print the detailed list and / or the Summary only by putting a check mark in the appropriate fields.

 

Sales By Payment Type

File / Report / Sales / Sales By Payment Type

 

This report shows you a list of all items sold, between any two points in time, broken down by payment type.

 

Dealer Sales Tax ID

File / Reports / Dealer / Dealer Sales Tax ID

 

Some malls may decide to let the dealers handle the sales tax or some dealers may ask the mall to give them back the sales tax for the dealers to pay.  This option can be set in File / Entries / Dealer List / Closeout Info tab. 

 

The dealers who need to take care of the sales tax themselves may need to produce a list of all customers who purchased a product from them on a non-taxable basis.  This report will show you the invoice number, the date of the sale, the Customer Name, the Tax Identification number and the Tax Name.

 

To generate the report for all your dealers at once, leave the dealer field blank.   To separate the dealers by a page break, put a check mark at the box.  To generate it for one dealer only, choose the dealer from the pull down menu. 

 

Enter the date range and click on Print Detail.

 

Dealer Sales Tax Item

File / Reports / Dealers / Dealer Sales Tax Item

 

For those malls which give sales tax back to their dealers or for the dealers who ask to get the sales tax given back to them, this report can be created which shows, for each dealer, for any two points in time, all items sold on a non-taxable basis. 

 

To generate the report all you need to do is choose a Date Selection or type in a Start Date and an End Date. 

 

If you want to separate the dealer with a page break, put a check mark in that box.

 

If you choose to include the Layaway Sales as well on the report, put a check mark in that box.

 

Click on Print Detail

 

Dealer Performance 

File / Reports / Dealer / Dealer Performance 

 

This report allows you to view the sales performance for a dealer for any two points in time.  In addition, you can specify the ‘time chunks’ you wish to view the sales data (daily, weekly or monthly).

 

This is applicable when a dealer owns more then one booth.  You can indicate how many booth(s) in the Booths Owned field.  This gives you an accurate picture of how the dealer is doing on a per booth basis.  It also makes it fairer when comparing the performance of one dealer versus another. 

 

For example: Dealer 1 owns 2 booths, his total sales adds up to $500.00, the Total Adjusted column will show $250.00. Mall Manager did the calculation for you.

 

To generate the report:  Type in a Dealer ID or select one from the pull down menu.

 

Choose a Date Selection or type in a Start Date and an End Date.

Choose the Time Period.

Choose how many booth(s) owned by the dealer.

Click on the Execute icon.

Click on the Print Detail to print a copy of the report.

 

Dealer Rent

File / Reports / Rent

 

How Rent is Handled

 

What is Prepaid Rent?

 

Prepaid rent is money a dealer gives you to cover his NEXT month’s rent.  It is not a deposit which a dealer gives you.  When you enter Prepaid Rent into Mall Manager, Mall Manager adds it to the dealer’s Prepaid Rent Balance.  As discussed in a moment, when Mall Manager withholds rent for a dealer, it first checks to see if the dealer has any money in this <Prepaid Rent Balance>.  For more information on adding rent payments, please see the section titled Add Payment.

 

What is Rent In Arrears?

 

Just as Mall Manager keeps track of each dealer’s Prepaid Rent Balance, Mall Manager also keeps track of each dealer’s Rent In Arrears.  Rent In Arrears is simply money which a dealer owes you because he did not have enough in Prepaid Rent nor did he have enough in sales to cover his prior month’s rent obligation for the Closeout period.

 

How Mall Manager Withholds Rent

 

When you perform a closeout and you have told Mall Manager you wish to withhold rent and withhold the Rent In Arrears, Mall Manager does the following for each dealer.

 

  1. Mall Manager first determines if rent should be withheld from the dealer.  It does this by looking in the Dealer List screen, Closeout info tab to see if rent should be withheld from the dealer.

 

  1. Next, the amount the dealer owes in rent for the month is calculated.  It does this by first looking in the Booth Info to determine the monthly amount due.  It then adds any rent in arrears due.  It then subtracts any rent adjustments which may exist for the dealer (see the section titled Rent Adjustments)

 

  1. Mall Manager now knows how much the dealer owes.  It then checks to see how much is in the dealer’s prepaid balance.  If the amount in the prepaid balance is sufficient to cover the entire amount due, Mall Manager reduces the amount of prepaid balance by the amount due.  If the amount in the prepaid balance is insufficient to cover the entire amount due, Mall Manager takes what is there, reduces the balance to zero and then attempts to take the rest from the dealers’ sales for the period.  If the amount of sales is insufficient to cover the amount due, the shortfall is added to rent in arrears to be withheld for the next closeout.

 

How Mall Manager withhold rents when a dealer owns more than one booth ID.

 

It is important to understand how Mall Manager handles rents, prepaid rents and rent in arrears for dealers who own more than one booth ID.  If you never intend to assign more than one booth ID to a dealer, you can skip this section.

 

  • Each individual booth ID has a cost per month.
  • Each dealer will have a single prepaid rent balance or a single rent in arrears balance.  It is not on a per booth ID basis.  In other words, a dealer will never have a positive prepaid balance on one booth ID and a zero balance on another.
  • A dealer will always have a prepaid rent balance for all the booths that he/she owns.  The same is true with rent in arrears.  It is not on a per booth basis.  It is for the dealer as a whole.

 

Prepaid Rent

File / Reports / Rent / Prepaid Rent

 

This report shows all dealers who have made a rent Prepayment between any two points in time.  Many malls like to know who has made a rent prepayment before a closeout is done.  This report was designed to provide that information.

 

All you need to do is choose a Date Selection or enter a start Date and an End Date.

 

Click on Print Detail button

 

The report will show you the Record Date which is the date you received the prepayment, the Amount Prepaid, the Amount Due, the Check Number, the Dealer ID and any comments you may have entered.

 

For more information on how to enter Rent Payments into Mall Manager, please refer to the section titled Add Payment.

 

The report will also show you the Total Amount Prepaid you have received and the Total Amount Due.

 

 

Rent collected

File / Reports / Rent / Rent collected

 

This report shows you all rent monies collected from all dealers between any two points in time.  The Rent Collected report takes into consideration rent prepayments, rent withheld from closeout(s) during the desired period and any rent adjustments made.  Total for each occur at the end of the report.

 

All you need to do is choose a Date Selection or enter a Start Date and an End Date.

 

Click on Print Detail button

 

 

Rent History

File / Reports / Rent / Rent History

 

This report shows a rent history for a single dealer or a single booth for any two points in time. 

 

All you need to do is select a Dealer ID or a Booth ID from the pull down menus.

 

Choose a Date Selection or enter a Start Date and an End Date.

 

Click on Print Detail button.

 

 

Rent Report

File / Reports / Rent / Rent Report

 

This report shows a Rent Report by Dealer or by Booth.

 

The Rent Report by Dealer will show the Dealer ID, the Dealer Name, the number of Booth(s) rented, the total Rent per Month, the Prepaid Balance, and the Rent in Arrears.

Please note that this list includes all the dealers, even the ones that don’t rent a booth.  If you prefer to generate a report with the dealers renting booths only, put a check mark in the box next Suppress Dealer with no booth.

 

At the end of the report you will see the number of booths rented, the Grand Total Rent per Month, the Total Prepaid Balance and the Total Rent in Arrears.

 

The Rent Report by Booth will show the Dealer ID, the Dealer Name, the Rent per Month, the Date Open, the Prepaid Balance, the Rent in Arrears and any description you have entered in the File / Entries / Booth List.

 

 

Dealer Recap

File / Report / Closeout / Dealer Recap

 

The dealer recap report summarizes all of the closeout details for each dealer that had a closeout performed.

 

You will notice that this screen is divided in 3 sections:  Criteria, Select Closeout ID and Select Date.

 

Criteria

 

You can choose to generate a Dealer Recap Report by Closeout ID or by Date Range.

 

Click Closeout ID to generate a Dealer Recap Report by Closeout ID.

From the pull down menu, select a closeout ID. 

If you don’t remember the ID, go to the Select Closeout ID part. You can refer to the Closeout Date, Begin Date and End Date of the closeout period.  Use your mouse and click on the Closeout ID you need or use the blue icons to move up or down in the list.

 

Click on the Print Detail button.

 

Report Type

 

Click on Full Report if you want to print a report with all the details of the closeout.

 

Click on Dealers Total Report if you want to print a report showing only the Payout Totals.

 

Click By Date Range if you want to generate a Dealer Recap Report by Date Range. From the pull down menu, choose a Date Selection or enter Start Date and End Date.  Click on the Print Detail button.

This report will give you a list of all the closeouts performed for all dealers during the selected date range.

 

 

Sales Reconciliation

File / Report / Closeout / Sales Reconciliation

 

The Sales Reconciliation report can be generated after closeout calculations have been done for a period.  They can be done before or after a closeout has been committed.  We strongly recommend you verify the Sales Reconciliation before you commit the closeout.  For more information, refer to section Closeout.

 

You will notice that this screen is divided in 3 sections: Closeout ID, Results and Print Report.

 

Select the desired Closeout ID from the pull down menu.  If you don’t remember the Closeout ID, go to the Select Closeout ID part. You can refer to the Closeout Date, Begin Date and End Date of the closeout period.  Use your mouse and click on the Closeout ID you need or use the blue icons to move up or down in the list.

 

Click on the Execute icon.

 

In the section Results, you will find a list of all the dealers included in this closeout.

 

Use your cursor or the blue icons to move in this screen.  If you need to print a Sales Reconciliation Report for a particular dealer, put your cursor on his Dealer ID.

 

Go to the section Print Report, notice that the Dealer ID you have just selected in the section Results also appears in this section.  Note that you can also choose your dealer ID from here.

 

Click on the Print Detail button to see a preview of this report before you print it.

 

Now, if you want to print the reports for all your dealers without previewing it first, go to the section Without Preview, select the Dealer ID Range you need or, leave blank to print the reports for all the dealers at once.

 

Click on the Print icon.

 

You will notice the Sales Reconciliation report is divided in 3 sections: Income, Deductions and Rent.

 

In addition to the Sales Reconciliation report, Mall Manager will also print a detailed list of all the sales made during the closeout period.  At the end of the report, you will also find some interesting data such as how many items this dealer have sold, the average unit Price…etc.  If an item sold on Layaway was returned during the closeout period, it would be listed here.

 

 

Financial Analysis

File / Reports / Sales / Financial Analysis

 

Mall Manager allows you to perform financial analysis for your business for a specific time period. Please note that this report will be accurate and useful only if you enter your inventory into the system. Non-inventoried items sold at the Point of Sale will skew the analysis.

 

You have the choice to put a check mark in the box next to Purchase Report only or Sales Report only or in both boxes depending on the report you want to produce.

 

You have the choice to print a Summary Report or a Detailed Report for your purchases or your sales, or you can print both.

 

On the Financial Analysis Report – Purchases – Summary Report - you will find the number of Purchases you made, the number of Items purchased and the Total Value of Items Purchased for a specific period.

 

On the Financial Analysis Report – Purchases – Detailed Report - you will find a detailed list showing the date of the purchase, the stock number given, the description of the item, the quantity of items purchased, the amount you paid per item and the total value for this stock number.  For a more complete report, you will also have the same information found on the Summary Report.

 

On the Financial Analysis Report – Sales – Summary Report - you will find the number of sales you have made, the number of items sold, the total Unit Price, the Total Sale of Items Sold and the Total Profit  made on items sold for a specific period.

 

On the Financial Analysis Report – Sales – Detailed Report - you will find detailed list showing the date the item was sold, the stock number, the quantity sold, the Value of the item, the Unit Price, the Sale Price and the Profit made on this item.  For a more complete report, you will also have the same information found on the Summary Report.

 

 

 

Dealer Withholding

File / Report / Dealers / Dealer Withholding

 

The Dealer Withholding report shows, for each dealer and/or consignor, the sale date, each item sold, the quantity sold, the amount of the sale, the sales tax, the charge fees withheld, the commissions withheld, other charges withheld, as well as the total amount due to the dealer and/or consignor.  This report can be run for one dealer or for all dealers and for any range of dates.

 

To print a withholding Report for one dealer:

 

Click on the down arrow to the right of the Dealer field to display a list of dealers.  Click on the dealer to report on.

 

To select the period, you can use the Date Selection feature to select a pre-determined range or enter a start date and an end date.

 

Click on Print Detail to see the Dealer Withholdings Report.  You can print a copy of the report.

 

To print a Withholding Report for all the dealers:

 

All you need to do is leave the Dealer field blank.  Click on Print Detail to see the Dealer Withholding Report.  To have a page break after each dealer, put a checkmark in the box next to Separate Dealer by a page break, if you don’t, the software will print the result for each dealer one after the other.

 

Please note that on the Dealer Withholding report, the calculated commission withheld by item will show in the column named Commission by Item. For your dealers with commissions calculated by Dealer total, notice that the column Commission by Item will be empty, instead, at the end of the report, you will see a line ‘Total commission by Total’ giving the amount of commission withheld.

 

Report Tool

File / Report / Report Tool

 

With this tool you will be able to prepare unlimited reports to show specific information you want to see. 

 

You will note that this screen is divided in 3 sections:  Report, where you will find the name of your report, Details, where you will find the Date Selection and the description of the report, Design where you will find the different Tables and Field that were used to produce your report.

 

Let’s look at the first report you see to try to understand how this tool works.

 

Please click on the first report you see <Customer List>.

 

Click on the Details tab; you will see the description the user entered to describe that particular report.

 

Please leave the Date Selection as is for now.

 

Look more closely at the section Design; you can see that the user have chosen the Table Customer, you can also see the different Fields he chose to show on the report:  Customer Phone Number, Customer Address…etc.) 

 

Click on the Execute icon.

 

Look at the report.

 

On the report itself, you can see that the first column shows the phone number of your customers entered in your Customer List, the second column shows your customers’ addresses….etc.

 

Before you build your own reports it would be good for you to first have a look at all the icons in the top menu bar. Simply position your mouse over each one and a brief description of each icon will appear.

 

Now, we will build another report using the Customer Table but this time we want the report to show if your customers had Bad Checks, Bounced Checks and if you set them as Other Risks.  Here is how we will do this:

 

Click on the icon Create a New Report and give it a name.  Click on OK. You can see that it saved your report in the section Report and it is now highlighted.

 

Click on the Description tab and type in a description for this new report.

 

Click on the icon Add Field.  A Field/Table Selection box appears.  You will see a list of all the Tables available to produce different reports.  Click the Table Customer and highlight it.

 

Click on the arrow pointing to the left.  If you look at the field named Select Main Table, Customer is now in this field.

 

Now click on Field Selection, a list of all the different fields attached to the Customer Table will appear.  At this point you have to determine the Fields you want to show on your report. 

 

Let’s say that in the first column you want the Customer Last Name; find the field Customer Last Name, click on Add or double click.  If you look at the Design part of the screen, you can see the Table named Customer with the Field Customer Last Name.  Now look for Customer First Name and double click on it.  Again, it now shows in the Design part of the screen.  Follow the same steps for Bad Checks, Bounced Checks and Other Risks.

 

Click on the Execute icon.  Look at the report:  you can see 5 different columns in your report the first one being Customer Last Name, second one, Customer First Name…etc.

 

Now let say you want to modify your report because you want Customer First Name to show in the first column instead of the Customer Last Name:

 

-          Make sure your report is highlighted in the section Reports,

-          Click on the Modify Selected Report.  Position your cursor in the field Customer First Name. 

-          Click and keep your finger on your mouse and move to the left where the first column is.

-          Release.

 

 

Exporting to QuickBooks

File / Quickbooks Export

 

Anteq Mall Manager gives you the possibility to export files into Quickbook.

 

Click on File / Quickbook Export. You can export the Customer File, the Vendor File, the Purchase list or the Sale list from your Inventory and you can also select a Date Range.

 

Let’s say you want to export your Sale List for a specific period.  Put a checkmark in the box next to Sale List and a check mark in the box next to Date Range.  Click on the arrow pointing down to choose the Start Date from the calendar.  Click on the arrow pointing down to choose the End Date from the calendar.  Click OK.  A new box named Quickbook Export File will appear.  Choose the place you want the file saved in.  Enter a file name for your file and click on Save.

 

 

Printer Setup

File / Print Setup

 

The system will use the printer set as the default printer in Windows to print your reports.  If you want, you can choose another printer to print your reports.  All you need to do is click on Print Setup and choose another printer from the pull down list.  Please note that the new printer will be kept in memory until you close the program.  The next day, when you open your program, the system will be back to the default printer again.

 

 

 

 

 

 

 

Quick Start Guide

What do I do first?

 

There are some very important steps you will need to go through before you can start using the Anteq Mall Manager software efficiently.  Remember, if you take the time to fill in all the necessary information in the Preferences section, you won’t need to go back and forth to add information.  At the end, it will save you time.  Here are the steps that we would recommend you follow prior to trying to use the software commercially:

 

Go to File / Preferences / Business Information and fill in the information in the 3 tabs.

 

Go to File / System Users and enter your own name as a user.  You can come back to this screen later to enter the other users.

 

Go to File / Configuration and fill in the information in the 9 different tabs.

 

Go to File / Administration and fill in the information in the 12 different tabs.  Keep in mind that some of the tabs are specifically for inventory; if you don’t plan on entering any inventory items, you may skip them. 

 

Go to File / Entries / Booth List and enter all the details for all your booths.

 

Go to File / Entries / Dealer List and enter all the necessary information for all your dealers.

 

Assign the booths to the dealers.  This is an important step otherwise you will not be able to choose the Dealer ID or the Booth ID from the pull down menu while in the Point of Sale screen.

 

Go to File / Entries / Inventory List and start entering your inventory if you have decided to enter inventory items in the program.

 

Go to File / Entries Point of Sale, you are now ready to start using the Point of Sale screen.