Purpose

The Retail System in Navigator supports dealers who run a shop. You use it to process sales, receive stock, complete stock checks, manage product records, and run shop-level reporting. Each transaction links to accounts and stock so your figures stay accurate.

Why This Matters

• Keeps stock levels correct

• Reduces manual work

• Speeds up sales at the counter

• Maintains accurate accounting links

• Provides clear tools for shop staff and head office

• Supports barcode scanners, tills, and standard PC input

• Gives shop managers reporting and control tools

1. EPOS System

Access

1. Log in to Navigator.

2. Select Retail, then EPOS.

Screen Layout

• Top section shows the products on the current invoice.

• Bottom section is where you scan or enter products.

• Buttons perform actions. Some show F keys.

• Enter activates the highlighted button.

Producing a Simple Receipt

1. Scan each product.

2. Or type the product code and press Enter.

3. Select Receipt Only (F12).

4. Select the payment method.

5. Press Enter to confirm.

6. The receipt prints and the screen resets.

Searching for a Product

Use this when a product has no barcode and the code is unknown.

1. Select Search or press F7.

2. Enter a short part of the product description or part number.

3. Select the correct item from the list.

4. Select Add or press Enter to add it to the invoice.

Selling Multiple Quantities

1. Select Qty (F1) before scanning.

2. Enter the quantity.

3. Press Enter.

4. Scan the product.
   The product is added at the entered quantity.

Discounting a Product

1. Select Override (F2).

2. Scan or enter the product.

3. Enter either:

   • A percentage discount

   • A new VAT inclusive price

4. Press Enter.

Removing a Product from an Invoice

1. Double click the product in the invoice list.

2. The product appears in the Part No field for correction or removal.

Cancelling an Invoice

1. Select Cancel Sale or press F5.

2. Confirm the cancellation.
   The invoice resets with no items left.

Bottom Line Discounts and Vouchers

1. Select Bottom Line Price (F6).

2. Enter a percentage or a new total invoice price.

3. Press Enter.

4. Complete the sale as normal.

Issuing Products to a Workshop Job

Requires a valid Repair Order or Job Number.

1. Add the products as normal.

2. Select Workshop Job (F9).

3. Enter the Job Number.

4. Select Search.

5. Confirm the job.

6. Optional:

   • Tick Picking Note Required to print a picking note

   • Enter a Pre-Pick Box reference for storage

Stock updates and the parts are issued to the job.

Issuing Products to a Sales Vehicle

Requires a valid vehicle stock number.

1. Add the products as normal.

2. Select Sales Vehicle (F10).

3. Enter the stock number.

4. Select Search.

5. Select OK to confirm.

The products book out to the vehicle record.

2. Goods In

Entering Delivery Note Information

Enter the following details:

• Supplier

• Invoice or delivery note number

• Delivery date

• Notes

To find the supplier, enter the account number or part of the supplier name.

Entering Products on a Delivery

In the Part Number field enter:

• Product code

• Manufacturer part number

• Manufacturer barcode

• Local barcode

Or select Search to find the product.

Once selected:

• Update quantity if required

• Decide whether to print barcodes

• Select Add

The product appears in the Goods In list with totals displayed.

Removing or Changing a Product

1. Double click the product in the list.

2. Details appear in the Add Part section.

3. Update and re-add as needed.

Completing a Goods In

1. Select Complete.

2. The delivery note displays for printing.

3. Barcode printing details confirm if needed.

4. Accounts and stock update.

3. Stock Check

The Stock Check section guides you through counting products and correcting differences.
Steps include:

• Selecting ranges or departments

• Entering counted quantities

• Confirming and posting adjustments

(Use your existing Stock Check guide structure if needed.)

4. Head Office Toolkit

Used by head office staff.

Functions include:

• Creating and maintaining products

• Managing group retail pricing

• Running consolidated sales and stock reports

• Supporting multi-branch operations

5. Shop Managers Toolkit

Access

Select Retail, then Shop Managers Toolkit.

Purpose

Supports local shop management, product control, and reporting.

Functions

Products

View and modify local product details.

Transfer Log

Shows all branch-to-branch part transfers for a selected period.

Authorise / Complete

Used to manage transfers.
Includes:

• Authorised Transfers

• To Authorise

• Awaiting Authorisation

Mail Order Processing

Not used.

KPI Report

Shows key performance indicators.

Create Order

Raise shop-level orders.

Order List

Shows open and historic orders.

Authorise Internal

Used for internal shop approvals where applicable.

Reports Menu

Till Rec

End of day summary of all transactions and payment types.

Invoice Report

List of invoices between two selected dates.

Detailed Invoice Report

Line-by-line breakdown of invoice activity.

Sales Analysis

Summarises sales by department, category, or supplier.
You can group columns by dragging headers.

Stock List

Shows all stock and values.

Price Change Report

List of recent price changes.

Negative Stock

Lists items with negative stock.

Goods In History

Lists Goods In entries between selected dates.

Credits Required

Shows products awaiting credit processing.

Order Min/Max Report

Identifies products outside required stock levels.

6. Product Maintenance

Selecting a Product

Use one of:

• Product code

• Barcode scan

• Search

Tabs

Group Product Details

Information set up by Head Office.
Read only.

Local Details

Editable fields:

• Bin Location

• Local Bar Code

• Stock on Hand
  Barcode printing available here.

Audit

Shows transaction history for the product.
Selecting a line displays the original document.

Sales History

Shows a graph of monthly sales for the last year.