Introduction Congratulations! by Purchasing Bookmanager You Have Made a Very Important Decision for Your Bookstore
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Bookmanager v10.3.161109 INTRODUCTION Congratulations! By purchasing Bookmanager you have made a very important decision for your bookstore. Now comes the next important step—taking the initiative to implement this tool in a way that will help you achieve your goals. Bookmanager will help you: • Organize the enormous amount of information that must be maintained in a bookstore. • Make your business more efficient so it can grow. • Develop procedures that you can follow to provide a consistent level of quality and service for your clients. • Integrate information from publishers and suppliers, thereby streamlining your communication with them. If you are already in business, you will have established many routines, and Bookmanager will affect almost all of them. It is important to be open to change and to accept new ideas. Although learning to use Bookmanager may initially require more time and effort, once you become familiar with the various routines, your workload will diminish. Bookmanager will not make your business succeed - you will! You have the ideas, and Bookmanager is the vehicle to implement them. Remember that we are here to assist you during the transition, and we will attempt to answer any questions that you may have about Bookmanager, and how it affects your business. Our technical support staff is available to answer any questions. This manual outlines features and functions included with v10.3.161109 and was updated November 10, 2016. Some features outlined here may be missing if you have an older version. BOOKMANAGER SUPPORT Monday to Friday 8:00 am – 4:00 pm PST Phone: (250)-763-4415 [email protected] bookmanager.com TBM Bookmanager Ltd. 411 Bernard Ave Kelowna BC Canada V1Y 6N8 CONTENTS INTRODUCTION ........................................................... 1 Bookmanager support .............................................................. 1 The Big Picture ........................................................................14 GETTING STARTED ..................................................... 14 Choose the Bookmanager server ...............................................14 Which version of Windows? ...............................................................................15 Installing and starting Bookmanager ........................................15 Create a Bookmanager desktop shortcut ..........................................................15 Firewalls and Anti-Virus programs ..................................................................... 16 Start Bookmanager for the first time ............................................................... 16 Setting the size of the Bookmanager window .................................................. 16 Accessing Bookmanager from another computer..............................................17 If you need to restart the server computer ....................................................... 18 Starting up Bookmanager on networked computers ........................................ 19 Shutting down for the day ............................................................................... 19 Bookmanager Basics ................................................................19 Where is the mouse? ....................................................................................... 19 Starting Bookmanager more than once ........................................................... 19 Bookmanager’s Main Menu ..................................................... 20 Moving around within Bookmanager .........................................21 Entering and Editing data ....................................................... 22 Installing the Receipt printer and cash drawer �������������������������� 23 Adding or Changing the Message on your Receipts..........................................24 Setting up other Printers ......................................................... 24 Installing and using a bar code scanner ................................... 25 Backups ................................................................................. 25 Why Backup?.................................................................................................... 25 Choosing the right Backup methods for your store ..........................................26 Scheduling your backup ....................................................................................28 Restoring data from a backup .........................................................................28 Initial Setup ............................................................................ 28 Important options in a) General .......................................................................29 Option h) Month end settings ..........................................................................30 Option j) Tax Tables ..........................................................................................30 Building a classification file ............................................................................... 32 Entering new classifications .............................................................................. 32 Linking your Classes to BISACs .........................................................................33 Verify your store information ............................................................................34 Setting up passwords and clerk codes ...................................... 34 Why use passwords? .........................................................................................35 How to set up a password system ...................................................................35 How to eradicate the password system ............................................................36 Setting up the areas with restricted access ......................................................36 Logging in ....................................................................................................... 37 Removing yourself as the default user .............................................................. 37 POS Clerk Codes ............................................................................................... 37 Disabling Clerk Codes and Passwords System-wide .......................................... 37 Entering your store’s existing data ............................................ 38 Entering new stock only ....................................................................................38 Establishing your implementation strategy ................................ 38 Get the Point-of-Sale operating .......................................................................38 Decide what will be inventoried ........................................................................38 Ordering and reordering ...................................................................................39 Processing orders ..............................................................................................39 Paying bills ........................................................................................................40 Returns .............................................................................................................40 Customer tracking ............................................................................................40 General Ledger Accounting ...............................................................................40 Understanding Bookmanager Files Map .....................................41 ORDERS ..................................................................... 43 The Orders screen ................................................................... 43 Setting up Ordering defaults ................................................... 43 Building pending orders ........................................................... 45 From the Orders file ..........................................................................................45 Ordering from the Inventory file .......................................................................48 Reordering from a report ..................................................................................49 Special Orders ...................................................................................................53 Searching the Orders file ......................................................... 57 Practical searching tips .....................................................................................58 Copying an order ..............................................................................................58 Transferring an order ........................................................................................58 Orders Reports ....................................................................... 58 a) General orders reports .................................................................................58 b) Pending orders .............................................................................................59 c) Special orders ...............................................................................................59 d) No-show orders now past their cancel date ................................................60 e) Slow arrivers (orders not yet received)..........................................................60 f) S/O slips from no-show orders ...................................................................... 61 INVENTORY ............................................................... 62 The Inventory Screen