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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Trackable Items Setup

Trackable Items are items that have a rolling number or quantity that can be updated at the end of every shift or day. This allows for a cross check between sales and calculated sales. It makes for an easy way to make sure nothing that is trackable left without a sale being rung up. After a trackable is setup, entry of the quantity sold will be available in Trackable Sales in Shift Paperwork.
 
Trackable Items Setup
1

Trackable Nav Bar

1. Trackable Nav Bar 
Insert new, Delete and Save entries in the Trackable grid. Please see Grid Navigation instructions here if you are not sure about these controls.
2

Trackable Grid

2. Trackable Grid 
Trackable grid contains all Trackable items that are setup for the Trackable Type selected.  For information on Trackable Types see Item 4
3

Trackable Item Inspector

3. Trackable Item Inspector 
The Inspector shows all the information about the Trackable Item selected in the Trackable Grid. This is where the information for the Trackable Items is entered and edited.
4

Trackable Type

4. Trackable Type 
Select the Trackable Type to setup or edit. When you select/Click on one of the Types, the Trackable Items grid changes to contain the Items of matching Type. The Inspector also changes to the fields that apply the the Type as well.
5

Trackable Code

5. Trackable Code
Trackable Code can be alpha or numeric.
6

Description

6. Description
Description of Trackable.
7

Department

7. Department
Choose Department using the drop down arrow. This will be the Department that is updated with the Trackable Items sales amount.
8

Bin Location

8. Bin Location
This is the Bin location of the Lottery Trackable. This field is only available in the Lottery Trackable Type.
9

Ticket Price

9. Ticket Price
This is the Purchase price of the Lottery Ticket. This field is also used in Lotto and Postage Stamps.
10

Option Blocks

10. Option Blocks
These options are on when there is a checkmark and off when the box is empty. Change them by clicking on them.
1. Allow Voids - This allows you to enter void counts in Trackable Sales if it is on. This option is available in all Trackable Types.
2. Sell in Ascending Order - You must sell the Lottery tickets in ascending order if this is on.  This is only available in Lottery.
3. Rollover To New Book - If on, this will rollover to zero.  This only Available to Lottery.
11

Starting No.

11. Starting No.
This is the starting number when you begin using Trackables.
12

Quantity in Ticket Book

12. Quantity in Ticket Book
This is the number of Lottery tickets in each book. This is only available in the Lottery Type.
13

Prior Shift Next Ticket

13. Prior Shift Next Ticket
This is the next Ticket number available for sale when you start using Trackables. This number will change automatically as Trackable Sales is  used.