HANDS ON WITH ANTHOLOGY Your guide to Anthology Revised 2 February 2016 © Anthology Development LLC Table of Contents Your guide to Anthology .................................................................................................................... i Welcome.......................................................................................................................................... 1 Getting started ................................................................................................................................ 2 Install your training copy of Anthology ....................................................................................... 2 Set up Fetch ................................................................................................................................ 2 Set up your printers .................................................................................................................... 3 Using the Cash Register ................................................................................................................... 4 Overview ..................................................................................................................................... 4 Making a simple sale ................................................................................................................... 6 Selling non-book items ........................................................................................................... 6 Taking tenders and completing a sale .................................................................................... 7 i Table Of Contents Summary: Making a simple sale ............................................................................................. 9 Tender options: The example of InHouse gift cards ................................................................... 9 Other Cash Register features .................................................................................................... 11 Staying secure at the Cash Register ...................................................................................... 11 Receipt printing options ....................................................................................................... 11 Attaching a note to a sale ..................................................................................................... 12 Sales on account ................................................................................................................... 13 Suspending and resuming sales ............................................................................................ 13 Accepting returns ................................................................................................................. 14 Giving discounts at the Cash Register ................................................................................... 15 Dealing with sales tax ........................................................................................................... 17 Customizing the Cash Register ............................................................................................. 17 Building relationships with your customers .............................................................................. 18 Frequent buyer clubs ............................................................................................................ 18 Viewing customer sales history information ........................................................................ 20 Customer relationship marketing ......................................................................................... 21 Summary ................................................................................................................................... 23 Using the power of the Internet: The example of special orders ................................................. 24 Overview ................................................................................................................................... 24 Introduction to Fetch ................................................................................................................ 24 Taking a special order: Finding books and checking availability with Web Resources, Fetch and Internet StockCheck .................................................................................................................. 26 Tracking and managing special orders ...................................................................................... 30 Summary ................................................................................................................................... 33 More ways to sell .......................................................................................................................... 33 Web sales .................................................................................................................................. 33 Book fairs .................................................................................................................................. 33 Offsite sales ............................................................................................................................... 34 Web, mail, and phone orders: The Customer Orders screen ................................................... 35 ii Table Of Contents Inventory control ........................................................................................................................... 39 Purchase orders ........................................................................................................................ 40 Auto-generating purchase orders ............................................................................................. 44 Ordering electronically .............................................................................................................. 47 Receiving inventory ................................................................................................................... 48 Quick receiving .......................................................................................................................... 51 Overstock returns...................................................................................................................... 53 Auto-generating overstock returns ........................................................................................... 54 Other inventory control tools in Anthology .................................................................................. 56 Transfers in and transfers out .............................................................................................. 56 Physical inventory ................................................................................................................. 56 Master files .................................................................................................................................... 57 The Inventory screen ................................................................................................................ 57 Some special Inventory screen functions and actions .......................................................... 64 The Customers screen ............................................................................................................... 65 Other pages on the Customers screen ................................................................................. 66 Reporting and access to information ............................................................................................ 67 The Sales History report ............................................................................................................ 67 An Anthology reports sampler .................................................................................................. 69 A/R Sales Summary report .................................................................................................... 70 Customer Back Orders report ............................................................................................... 70 Daily Sales report .................................................................................................................. 70 Inventory Status report ........................................................................................................ 70 Purchase Order Status report ............................................................................................... 71 Overstock Returns report ..................................................................................................... 71 Historical Ztapes report ........................................................................................................ 71 Receiving History / Co-op report .......................................................................................... 71 Hourly Sales Graph ............................................................................................................... 71 Comparative Sales History report ......................................................................................... 72 iii Table Of Contents Business Center .................................................................................................................... 72 Creating your own reports with queries 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