Navigating the Parts Retail System

The Parts Retail System within Navigator is specifically designed for dealers with a retail shop as part of their business. It supports tools such as barcode readers, tills, and standard input devices like keyboards and mice, enabling efficient management of retail operations. This guide will walk you through the key sections of the system, focusing on the functionality needed for daily operations.

Key Sections of the Parts Retail System

1. EPOS (Electronic Point of Sale)
2. Goods In
3. Stock Check
4. Head Office Toolkit
5. Shop Managers Toolkit

1. EPOS System

The EPOS system is the core interface for retail transactions, using a till, barcode scanner, and receipt printer. It allows quick sales processing and efficient stock management.

Accessing EPOS:

• Log in to Navigator using your credentials.
• From the main menu, go to Retail > EPOS.

The screen is split into two parts:

• The top half displays items added to the current invoice.
• The bottom half is used to add products for sale.

Producing a Simple Receipt:

• Scan each product or enter the product code manually.
• Press "Receipt Only (F12)" to proceed to the payment screen.
• Select the payment method (cash, credit card, cheque) and confirm.

Searching for a Product:

• If the product lacks a barcode, press F7 or click the Search button.
• Enter part of the description or part number to search.
• Select the product from the list and click Add or press Enter to include it in the invoice.

Selling Multiple Quantities:

• Press F1 or click Qty (F1) to sell multiple quantities of a product before scanning or entering the product code.

Discounting a Product:

• Press F2 or click Override (F2) to apply a discount.
• Enter either a discount percentage or a new sale price before confirming.

Removing a Product:

• Double-click the product on the invoice list to remove it.

Cancelling an Invoice:

• To cancel the entire invoice, press F5 or click Cancel Sale.

Applying a Bottom Line Discount:

• Press F6 to apply a percentage discount or adjust the invoice's total price.

Issuing Parts to a Workshop Job:

• After selecting the parts, press F9 to issue them to a workshop job.
• Enter the Job Number and confirm the job details.

Issuing Products to a Sales Vehicle:

• Select the products, then press F10 to book them to a sales vehicle by entering the Stock Number.

2. Goods In

The Goods In section allows you to process deliveries and update stock.

Entering Delivery Note Information:

• Input the supplier, invoice number (or delivery note), and delivery date.
• Search for a supplier by entering the account number or part of the name.

Entering Products from Delivery:

• Products can be entered by scanning or typing the Product Code, Manufacturer’s Part Number, or Barcode.
• Add each product to the goods in list and update quantities as needed.

Completing Goods In:

• Once all products and details are entered, click Complete to update the stock and accounts.

3. Stock Check

Stock checks help maintain accurate inventory records by reconciling physical stock with system data. The stock check procedures ensure that the system reflects actual stock levels.

4. Head Office Toolkit

The Head Office Toolkit is used by head office staff to:

• Set up new products.
• Generate group sales and stock reports.

5. Shop Managers Toolkit

The Shop Managers Toolkit offers local functionality for shop managers, allowing them to manage stock and sales on a branch level.

Key Features:

• Product Maintenance: Update local product information.
• Transfer Log: View and manage parts transferred between branches.
• Reports: Access detailed sales, stock, and invoice reports.

Common Reports:

• Till Reconciliation Report: Provides a daily summary of all transactions and payments.
• Invoice Report: Lists invoices raised between specific dates.
• Stock List: Lists all stock in the shop.
• Sales Analysis: Summarizes product sales by supplier, department, etc.

Conclusion

The Parts Retail System is designed to streamline the retail operations of dealerships, offering a range of tools to handle sales, stock management, and reporting. Whether you are processing a sale, receiving goods, or running a report, this guide provides you with the essential steps to effectively navigate the system.