© 2016 AcuSport Corporation
All rights reserved
Customized For:
<Retailer Name
Retailer Address
Date>
Copyright © 2015 AcuSport Corporation.
940 Industrial Drive, Suite 107
Sauk Rapids, MN 56379
1-800-547-7120
All rights reserved.
No part of this document may be reproduced, distributed, performed, displayed, or used to prepare a derivative work without the prior and express written consent of AcuSport Corporation (“AcuSport”). The software described in this document is furnished under a license agreement and may be used only in accordance with the terms and conditions of the license agreement. Information in this document is subject to change without notice, and AcuSport assumes no responsibility for errors.
ACUSPORT, AXIS, AXIS Retail Management System (AXIS RMS), AXIS Data Center, AXIS Register, and AXIS E4473 are trademarks of AcuSport and shall not be used without the express written permission of AcuSport.
Other trademarks, such as QuickBooks, are not being used as a trademark herein and are the property of the respective owners.
This program, printed documentation, and documents should not be used as a substitute for professional advice in specific situations. The procedures, images, and examples in this document are for illustrative purposes only and may not be applicable in your setting due to differences in preference, settings, and/or state and local regulations.
The following notice is required by law:
AcuSport products and services are not a substitute for the advice of an Attorney.
You are encouraged to seek the advice of your own attorney concerning the use and legality of this program, documentation, and forms.
Customer Link Exchange - Auto Order Implementation Project: Document of Understanding
| System & Store |
|
| Log In to the Data Center Application |
|
| Use the Data Center Ribbon Menu |
|
| Accounting menu |
|
| Accounting Setup screen |
|
| GL Postings screen |
|
| AP Postings screen |
|
| Adjustment Postings screen |
|
| Multistore Postings screen |
|
| Customer Admin menu |
|
| Customer Look-up window |
|
| Overview of (customer) screen |
|
| Customer Information for (customer) screen |
|
| Transactions for (customer) screen |
|
| Layaways for (customer) screen |
|
| Products on Hold for (customer) screen |
|
| Special Orders for (customer) screen |
|
| Work Orders for (customer) screen |
|
| Memberships for (customer) screen |
|
| House Account for (customer) screen |
|
| Signed Waivers for (customer) screen |
|
| Sales Orders for (customer) screen |
|
| House Account List screen |
|
| Best Customer List screen |
|
| Customer List screen |
|
| Duplicate Customer List screen |
|
| Customer Sales screen |
|
| Alias ID Update screen |
|
| Deposit List screen |
|
| Emails Sent screen |
|
| Education menu |
|
| Class Types screen |
|
| Class Maintenance screen |
|
| Class Details screen |
|
| Employee menu |
|
| Employee Look-up window |
|
| Employee Information for (employee) screen |
|
| Transactions for (employee) screen |
|
| Layaways for (employee) screen |
|
| Products on Hold for (employee) screen |
|
| Special Orders for (employee) screen |
|
| Work Orders for (employee) screen |
|
| Security Information for (employee) screen |
|
| Employee List screen |
|
| Facilities menu |
|
| Facility Usage screen |
|
| Facility Maintenance screen |
|
| Firearms menu |
|
| Firearm Purchase screen |
|
| Firearm Sale screen |
|
| Firearm Trade screen |
|
| Inbound Consignment screen |
|
| Inbound Consignment Return screen |
|
| Transfer In screen |
|
| Transfer Out screen |
|
| Firearm Inventory Report screen |
|
| Firearm Inventory Aging screen |
|
| Gunsmith Physical Firearm Inventory Count screen |
|
| NFA Physical Firearm Inventory Count screen |
|
| Non-NFA Physical Firearm Inventory Count screen |
|
| Firearm Sales Report screen |
|
| Firearm Transactions Report screen |
|
| Inbound Consignments screen |
|
| Waiting Period Report screen |
|
| Firearm Taxes screen |
|
| Start Customer 4473 screen |
|
| Process Customer 4473 screen |
|
| Update 4473 Disposition screen |
|
| Denied 4473s screen |
|
| All 4473s screen |
|
| Clear Firearm Holds screen |
|
| 3310-4 screen |
|
| 3310-12 screen |
|
| ATF Used Gun Report screen |
|
| Firearms Bound Book screen |
|
| Gunsmith Bound Book screen |
|
| NFA Bound Book screen |
|
| Audit Log Report screen |
|
| Gunsmith Bound Book screen |
|
| Firearms Bound Book screen |
|
| NFA Bound Book screen |
|
| Non-NFA Pre 2013-5 Bound Book screen |
|
| Gunsmith Pre 2013-5 Bound Book screen |
|
| NFA Pre 2013-5 Bound Book screen |
|
| Firearm Label Print Control screen |
|
| Non-NFA Bound Book Import screen |
|
| Gunsmith Bound Book Import screen |
|
| NFA Bound Book Import screen |
|
| (Firearm) Vendor Look-up window |
|
| Information for Log # <number> window |
|
| Transfer Agent Look-up window |
|
| Gunsmithing menu |
|
| New Gunsmithing Work Order screen |
|
| Open Work Orders screen |
|
| Delivered Work Orders screen |
|
| Inventory Management menu |
|
| Product Maintenance screen |
|
| Product Details window |
|
| Product Edit tab |
|
| Vendor Product tab |
|
| Sales Analysis tab |
|
| Multistore tab |
|
| Product History tab |
|
| Product Kit Maintenance screen |
|
| Product Taxes screen |
|
| Non-Stock Items screen |
|
| Quick Pick Setup screen |
|
| Seasonal Min/Max screen |
|
| Inventory Level screen |
|
| Min/Max Import screen |
|
| Product Inventory Stocktaking screen |
|
| Inventory Groups window |
|
| Product Stock Adjustment Report screen |
|
| Group History Report screen |
|
| Excel Import screen |
|
| Serial Report screen |
|
| License Maintenance screen |
|
| Product Search window |
|
| Memberships menu |
|
| Define Memberships screen |
|
| Member List screen |
|
| Expiring Members List screen |
|
| Membership Summary screen |
|
| Recurring Member List screen |
|
| Process Payments screen |
|
| Membership Payments screen |
|
| Payment Charge Denials screen |
|
| POS Management menu |
|
| Assign Drawer screen |
|
| Cash Drop screen |
|
| Drawer Return screen |
|
| Cash Report screen |
|
| Pricing menu |
|
| Price Types screen |
|
| Tax Types screen |
|
| Markup Categories screen |
|
| Sales Events screen |
|
| Split Quantity Pricing screen |
|
| Purchasing menu |
|
| Vendor List window |
|
| Vendor Information for <vendor> screen |
|
| Vendor List screen |
|
| Vendor Catalog Detail screen |
|
| Create Purchase Orders screen |
|
| Vendor Purchase Order screen |
|
| Pending Purchase Orders screen |
|
| Special Orders Report screen |
|
| Sales Orders and Quotes screen |
|
| Sales Order Details screen |
|
| Quote Details screen |
|
| Sales Order History screen |
|
| Sales Order Details History screen |
|
| Range menu |
|
| Lane Statistics screen |
|
| Range Reservation Statistics screen |
|
| Rental Firearm Statistics screen |
|
| Range Shooters screen |
|
| Rental Control screen |
|
| Current Rentals screen |
|
| Range Setup screen |
|
| Range Bays screen |
|
| Range Lanes screen |
|
| Range Waiver screen |
|
| Range Use Products screen |
|
| Range Overage Charges for Range Lane Use screen |
|
| Receiving menu |
|
| Case Quantity screen |
|
| Receiving screen |
|
| Receiving Details screen |
|
| Vendor Product Detail window |
|
| Serialized Nonfirearm Description window |
|
| Firearm Description window |
|
| Label Printing window |
|
| Receiving Details Report window |
|
| Invoicing screen |
|
| Invoice Details screen |
|
| Invoice Report window |
|
| Edit Vendor Returns screen |
|
| Receiving History screen |
|
| Receiving Details History screen |
|
| Invoice Details History screen |
|
| Receiving History By Item screen |
|
| Transfer Out screen |
|
| Transfer Out Details screen |
|
| Transfer Out History screen |
|
| Transfer Out Details History screen |
|
| Reports menu |
|
| Retail Information Report screen |
|
| Transaction Item Report screen |
|
| Voided Transactions screen |
|
| Items Sold Report screen |
|
| Sales Performance Report screen |
|
| Department Review - Monthly screen |
|
| Department Review - Yearly screen |
|
| Manufacturer Sales Report screen |
|
| Inventory Turns Report screen |
|
| Daily Register Report screen |
|
| Sales Tax Report screen |
|
| Layaway Report screen |
|
| Layaway By Item Report screen |
|
| Gift Card List screen |
|
| 12 Month Sales Report screen |
|
| Vendor Reorder Report screen |
|
| Exception Report screen |
|
| Items Out of Stock Report screen |
|
| Value on Hand Report screen |
|
| Waiting Period Report screen |
|
| ATF Used Gun Report screen |
|
| Expiring Members List screen |
|
| Membership Summary screen |
|
| Dashboard screen |
|
| Work Orders menu |
|
| New Work Order screen |
|
| Open Work Orders screen |
|
| Delivered Work Orders screen |
|
| Setup menu |
|
| Company Information for <company> screen |
|
| Store Information for <store> screen |
|
| Misc. Local Store Information screen |
|
| Email Templates screen |
|
| Scheduled Services screen |
|
| Log Settings screen |
|
| Physical Machines screen |
|
| Software Versions screen |
|
| Attribute Control screen |
|
| Gun Shows screen |
|
| FFL Information screen |
|
| Identification Types screen |
|
| Label Printer Setup screen |
|
| Waiting Period Setup screen |
|
| Firearm UPC screen |
|
| Loss/Gain Reasons screen |
|
| Weighted Suggestion Setup screen |
|
| Vendor Product Setup screen |
|
| AcuSport Ordering Setup screen |
|
| PCI Audit Log screen |
|
| System Audit Log screen |
|
| POS Setup screen |
|
| Credit Card Setup screen |
|
| Payment Terminal Setup screen |
|
| Database Connection Settings window |
|
| Complete Data Center Procedures |
|
| Select a Date |
|
| Sort and Filter Reporting Screen Data |
|
| Save and Recall a Grid Layout |
|
| Search, Sort, Filter, Display, and Export a List |
|
| Navigate, Update, Modify, Preview, Print, and Export a Report |
|
| Sort and Filter Onscreen Data |
|
| Select or Add a Customer |
|
| Select a Product |
|
| Print a Product Label |
|
| Describe a Serialized Nonfirearm Item |
|
| Describe a Firearm |
|
| Select a Firearm from the Firearm Inventory Window |
|
| Select a Firearm Vendor |
|
| Select a Transfer Agent |
|
| Save and Print a Document |
|
| Export a Report to Excel |
|
| Open the AXIS Portal Window |
|
| Lock the Data Center Terminal |
|
| Unlock the Data Center Terminal |
|
| Respond to a Close/Continue Window |
|
| Close the Data Center Application |
|
| Log Out of the Data Center Application |
|
| System Administration |
|
| Schedule a Service |
|
| Manage Software Versions |
|
| Install a Software Update |
|
| Manage Physical Machines |
|
| Manage Label Printers |
|
| Manage POS Options |
|
| Manage Credit Card Processor Credentials |
|
| Manage Payment Terminals |
|
| Set Up AcuSport Ordering |
|
| View the System Audit Log |
|
| View the PCI Audit Log |
|
| Log In with the Database Connection Settings Window |
|
| Store Operations |
|
| Manage Company Information |
|
| Manage Company Contacts |
|
| Manage Store Information |
|
| Manage Miscellaneous Store Information |
|
| Manage Facilities |
|
| Maintain a Facility |
|
| Manage Facility Reservations |
|
| Manage POS Functions |
|
| Manage POS Options |
|
| Assign a Drawer to an Employee |
|
| Record a Cash Drop |
|
| Reconcile a Returned Drawer |
|
| Run a Cash Report |
|
| Manage Communications |
|
| Manage Email Templates |
|
| View Sent Emails |
|
| Employee Administration |
|
| Select an Employee |
|
| Quick Login feature |
|
| View the Employee List |
|
| Manage Employee Records |
|
| Create an Employee Record |
|
| Modify an Employee Record |
|
| Manage Employee Credentials |
|
| Modify an Employee’s Login ID |
|
| Modify an Employee’s Password |
|
| Manage an Employee’s Quick Login Credentials |
|
| Select an Employee’s Security Roles |
|
| View Employee History |
|
| View an Employee’s Transactions |
|
| View an Employee’s Layaways |
|
| View an Employee’s Product Holds |
|
| View an Employee’s Special Orders |
|
| View an Employee’s Completed Work Orders |
|
| Reports |
|
| View the Dashboard |
|
| Use the Retail Information Report |
|
| Use the Sales Performance Report |
|
| Use the Transaction Item Report |
|
| Use the Items Sold Report |
|
| Use the Inventory Turns Report |
|
| Use the Value On Hand Report |
|
| View the Items Out of Stock Report |
|
| View the Daily Register Report |
|
| View the Department Review - Monthly Report |
|
| View the Department Review - Yearly Report |
|
| View the Manufacturer Sales Report |
|
| View the 12 Month Sales Report |
|
| View the Membership Summary List |
|
| View the Expiring Members List |
|
| Manage the Gift Card List |
|
| View Gift Card Purchases and Uses |
|
| Import Gift Card Data into the Gift Card List |
|
| Use the Sales Tax Report |
|
| View the Layaway Report |
|
| View the Layaway By Item Report |
|
| View the Vendor Reorder Report |
|
| View the Exception Report |
|
| View the Voided Transactions Report |
|
| View and Update the ATF Used Gun Report |
|
| View the Waiting Period Report |
|
| Accounting |
|
| QuickBooks Software Setup Guide |
|
| Install the QuickBooks SDK File |
|
| Configure the Accounting Module |
|
| Set Up Accounting Links and Features |
|
| Post Accounts Payable Invoices to the Accounting Software |
|
| Post Accounting Entries to the Accounting Software |
|
| Post Inventory Adjustments to the Accounting Software |
|
| Export Accounting Entries to an Excel File |
|
| Customer Transactions |
|
| Log In to the Register Application |
|
| Use the Cash Register Screen |
|
| Party Control window |
|
| Customer window |
|
| Smartwaiver Search window |
|
| Current window |
|
| History window |
|
| Sales Orders page |
|
| Product Search window |
|
| Sell window |
|
| Special Order page |
|
| Service window |
|
| Range Control window |
|
| Complete Register Procedures |
|
| Create a Transaction |
|
| Use the Party Control Window |
|
| Email a Receipt for a Transaction |
|
| Reprint a Receipt for a Transaction |
|
| Use the No Sale Button |
|
| Void a Transaction |
|
| Void a Customer's Transaction |
|
| Search the Transaction History |
|
| Search a Customer's Transaction History |
|
| Process a Return |
|
| Process a Customer's Return |
|
| Record a Paid Out Amount |
|
| Set the Number of Receipts to Print for Each Transaction |
|
| Lock and Unlock the Register Application |
|
| Identify the Customer |
|
| Customer Information |
|
| Set Up and Edit a Customer Record |
|
| Clear the Customer Selection |
|
| Manage Customer Information |
|
| Select a Customer |
|
| Create a Customer Record |
|
| Modify a Customer Record |
|
| Clear the Currently Selected Customer |
|
| View and Update the Customer List |
|
| Import Customer Data |
|
| Manage Manually Identified Duplicate Customer Records |
|
| View and Update the Duplicate Customer List |
|
| View the Customer Alias ID List |
|
| Create or Edit an Alias ID |
|
| View the Best Customer List |
|
| Manage Identification Types |
|
| View the Customer Sales Report |
|
| View the House Accounts Report |
|
| View a Customer’s Transactions History |
|
| Reprint a Customer’s Transaction Receipt |
|
| View a Customer’s Sales Orders |
|
| Print an Invoice from the Sales Orders for <customer> Screen |
|
| View a Customer’s Signed Waivers |
|
| Print a Customer’s Signed Waiver |
|
| Add an Item to a Transaction |
|
| Memberships |
|
| Register a Member for a Membership |
|
| Register a Group/Family Member for a Membership |
|
| View a Customer’s Active Memberships |
|
| Renew a Customer’s Membership |
|
| Maintain a Customer’s Memberships |
|
| Update a Customer’s Membership Expiration Date |
|
| Suspend a Customer’s Membership |
|
| Reactivate a Customer’s Membership |
|
| Manage Memberships |
|
| View the All Members List |
|
| Maintain Memberships |
|
| Create or Edit a Membership |
|
| Manage a Membership Incentive |
|
| Create or Edit a Membership Incentive |
|
| Add or Remove a Membership Incentive Product |
|
| Add or Remove a Membership Incentive Attribute/Descriptor Combination |
|
| Delete a Membership Incentive |
|
| Manage a Membership Member List |
|
| Add a Member to a Membership Member List |
|
| Remove a Member from a Membership Member List |
|
| Delete a Membership |
|
| Manage Membership Billing |
|
| Manage Recurring Billing Memberships |
|
| Modify a Member's Recurring Billing Membership Information |
|
| Renew a Member's Recurring Billing Membership |
|
| Manage Recurring Payments |
|
| View Processed Payments |
|
| View Denied Payments |
|
| Classes |
|
| Register a Class Participant |
|
| Relocate a Participant to Another Class |
|
| View a Customer's Upcoming Classes |
|
| Manage Classes and Education |
|
| Set Up and Edit a Class Type |
|
| Set Up and Edit a Class |
|
| View and Update a Class Roster |
|
| Gift Cards |
|
| Sell a Gift Card |
|
| Check a Gift Card Balance |
|
| Manage Gift Cards |
|
| Sales Orders |
|
| View a Customer’s Sales Order History |
|
| Return an Item as a Sales Order |
|
| Manage Sales Orders and Quotes |
|
| Maintain Sales Orders and Quotes |
|
| Create or Edit a Quote |
|
| Create or Edit a Sales Order |
|
| Select or Add a Sales Order Contact |
|
| Delete a Quote or Sales Order |
|
| View the Sales Order History |
|
| Print an Invoice from the Sales Order History Screen |
|
| Special Orders |
|
| Place a Special Order |
|
| Receive a Payment on a Special Order |
|
| Cancel a Special Order |
|
| Finalize a Special Order |
|
| View a Customer’s Active Special Orders |
|
| View a Customer’s Special Order History |
|
| Manage Special Orders |
|
| Maintain Special Orders |
|
| View a Special Order's Details |
|
| Edit a Special Order’s Notes |
|
| Add or Remove a Special Order Product |
|
| Amend an Existing Purchase Order for a Special Order Product |
|
| Create a New Purchase Order for a Special Order Product |
|
| Print a Special Order |
|
| View a Customer’s Special Orders |
|
| Edit a Customer’s Special Order Note |
|
| Layaways |
|
| Place a Product on Layaway |
|
| View a Customer’s Active Layaways |
|
| Receive a Payment on a Layaway |
|
| Cancel a Layaway |
|
| View a Customer’s Layaway History |
|
| Process a Return from a Customer’s Layaway History |
|
| Manage Layaways |
|
| View a Customer’s Layaways |
|
| Product Holds |
|
| Place a Hold on a Product |
|
| View a Customer’s Active Product Holds |
|
| Sell a Held Product |
|
| Cancel a Product Hold |
|
| Manage Product Holds |
|
| View a Customer’s Product Holds |
|
| Work Orders |
|
| Create a Work Order |
|
| View a Customer's Active Work Orders |
|
| Add a Detail to an Open Work Order |
|
| Close a Completed Work Order |
|
| View a Customer's Completed Work Orders |
|
| Receive Payment for a Completed Work Order |
|
| View a Customer’s Work Order History |
|
| Manage Work Orders |
|
| Maintain Work Orders |
|
| Create a Work Order (non-firearm) |
|
| Update an Open Work Order |
|
| Edit a Work Order's Description |
|
| Print an Open Work Order |
|
| Add a Component to a Work Order |
|
| Edit a Work Order Component |
|
| Remove a Work Order Component |
|
| Complete a Work Order Component |
|
| Complete a Work Order |
|
| Delete a Work Order |
|
| View and Print a Delivered Work Order |
|
| View a Customer’s Completed Work Orders |
|
| Adjust Transaction Details |
|
| Split a Tab Between Customers |
|
| Combine Tabs for Customers |
|
| Create a Gift Receipt for a Transaction Item |
|
| Accept Payment for a Transaction |
|
| Credit Cards |
|
| Review Credit Card Discrepancies |
|
| Review a Customer's Credit Card Discrepancies |
|
| Deposits |
|
| Receive a Deposit |
|
| Apply a Deposit to a Transaction |
|
| View a Customer’s Active Deposits |
|
| View the Deposits List |
|
| Manage Deposits |
|
| Gift Cards |
|
| Check a Gift Card Balance |
|
| Redeem a Gift Card |
|
| Manage Gift Cards |
|
| House Accounts |
|
| Receive a Payment on a House Account |
|
| View a Customer’s House Account Balance |
|
| Manage House Accounts |
|
| Create a Customer's House Account |
|
| Edit a Customer's House Account Limit |
|
| View a Customer's House Account Details |
|
| Close a Customer's House Account |
|
| Maintain a Customer's House Account |
|
| Inventory Management |
|
| Product Maintenance |
|
| Manage Product Information |
|
| Create and Maintain a Product |
|
| Deactivate and Reactivate a Product |
|
| Manage a Product's Alias UPC |
|
| Bulk Edit a Group of Products |
|
| Import Inventory Item Data |
|
| Manage Mandatory Attributes |
|
| Update a Product's Tax Types |
|
| Manage Quick Pick Categories |
|
| Create a Quick Pick Category |
|
| Add, Edit, or Remove a Quick Pick Category Product |
|
| Delete a Quick Pick Category |
|
| Set Up a Case Quantity |
|
| Delete a Case Quantity |
|
| Manage Product Kits |
|
| Create or Edit a Product Kit |
|
| Add and Edit a Product Kit Product |
|
| Remove a Product Kit Product |
|
| Delete a Product Kit |
|
| Manage License Types |
|
| View and Edit Non-Stock Items |
|
| View the Serial Number Report |
|
| Stocktaking |
|
| Perform a Physical Inventory Count for Non-Firearm Items |
|
| Create an Inventory Count Group |
|
| Select an Inventory Count Group |
|
| Delete an Inventory Count Group |
|
| Import Inventory Stocktaking Data |
|
| View the Group History Report |
|
| View the Product Stock Adjustment Report |
|
| Manage Loss/Gain (Stock Discrepancy) Reasons |
|
| Purchasing |
|
| Manage Vendor Information |
|
| Create a Vendor Record |
|
| Modify a Vendor Record |
|
| Manage a Vendor's Contacts |
|
| View the Vendor List |
|
| Import Vendor Data into the Vendor List |
|
| View and Update a Vendor Catalog |
|
| Add a Product from a Vendor Catalog to the Product Database |
|
| Manage a Product’s Min/Max Levels |
|
| View and Update a Product’s Sales Analysis |
|
| Set a Product’s Min/Max Levels to Suggested Values |
|
| Change a Product’s Min/Max Type |
|
| Import Min/Max Levels |
|
| Manage Seasonal Min/Max Values |
|
| Create or Edit a Seasonal Min/Max Period |
|
| Add, Edit, or Remove a Seasonal Min/Max Product |
|
| Delete a Seasonal Min/Max Period |
|
| Manage Weighted Suggestions |
|
| Add a Department to the Weighted Suggestion Setup Screen |
|
| Remove a Department from the Weighted Suggestion Setup Screen |
|
| Modify a Department's Week Weight Values |
|
| Modify a Department's Safety Stock Value |
|
| Manage Purchase Orders |
|
| Create a Purchase Order |
|
| Create a Vendor Purchase Order |
|
| Import Purchase Order Data |
|
| Manage a Pending Purchase Order |
|
| Modify a Pending Purchase Order |
|
| Process a Pending Purchase Order |
|
| Delete a Pending Purchase Order |
|
| Manage Special Orders |
|
| View a Special Order's Details |
|
| Edit a Special Order’s Notes |
|
| Add or Remove a Special Order Product |
|
| Amend an Existing Purchase Order for a Special Order Product |
|
| Create a New Purchase Order for a Special Order Product |
|
| Print a Special Order |
|
| Manage Sales Orders and Quotes |
|
| View the Sales Order History |
|
| Receiving |
|
| Receive Inventory |
|
| Import Purchase Order Data |
|
| Print a Receiving Details Report from the Receiving Details Screen |
|
| Complete the Vendor Product Detail Window |
|
| Complete the Label Printing Window |
|
| Print a Label for a Product |
|
| Print a Receiving Details Report from the Label Printing Window |
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| Print an Invoice Report from the Label Printing Window |
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| Delete a Purchase Order |
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| Manage Invoices |
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| Complete an Invoice |
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| Merge Invoices |
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| Print an Invoice Report from the Invoice Details Screen |
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| Delete an Invoice |
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| Manage the Vendor Product Detail Windows |
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| Control All Vendor Product Detail Windows |
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| Control a UPC's Vendor Product Detail Window |
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| Manage Vendor Returns |
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| View and Use the Receiving History Record |
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| Print a Receiving Details Report from the Receiving History Screen |
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| Print an Invoice Report from the Receiving History Screen |
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| View the Receiving History By Item Record |
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| Pricing |
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| Price Types |
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| Tax Types |
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| Add or Remove a Tax Type's Tax Rate |
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| Markup Categories |
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| Create or Edit a Markup Category |
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| Add or Remove a Markup Category Product |
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| Recalculate Markup Category Product Prices |
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| Delete a Markup Category |
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| Sales Events |
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| Create or Edit a Sales Event |
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| Add or Remove a Sales Event Product |
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| Edit a Sales Event Product's Price |
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| Delete a Sales Event |
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| Split Quantity Pricing Events |
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| Create or Edit a Split Quantity Pricing Event |
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| Add or Remove a Split Quantity Pricing Event Product |
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| Edit a Split Quantity Pricing Event Product's Price |
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| Delete a Split Quantity Pricing Event |
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| Range & Firearm |
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| Range |
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| Range Point of Sale |
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| Use the Party Control Window |
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| Reserve a Range Time |
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| View a Customer’s Upcoming Range Reservations |
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| Redeem a Customer’s Range Reservation Deposit |
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| Cancel a Range Reservation |
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| Review All Range Reservations |
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| Add a Range Customer to the Range Queue |
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| Open a Range Customer's Party Control Window |
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| Verify a Customer’s Range Waiver |
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| Rent a Firearm to a Range Customer |
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| Retrieve a Rental Firearm from a Range Customer |
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| Turn a Range Lane On or Off |
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| Assign a Range Customer to a Lane |
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| Move a Range Customer to a Different Lane |
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| Add a Secondary Shooter to a Range Customer’s Party |
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| End a Range Customer’s Lane Time |
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| Complete a Range Customer’s Transaction |
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| End a Range Customer’s Range Session |
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| Range Management |
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| Manage Range Information |
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| Set Up and Edit the Range Waiver |
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| Set Up Smartwaiver Software for the Range Module |
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| Manage Range Bays |
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| Manage Range Lanes |
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| Manage Range Use Products |
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| Manage Range Overage Charges |
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| Manage the Rental Firearm List |
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| View the Range Shooters Report |
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| View and Update the Current Rentals List |
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| View the Rental Firearm Statistics Report |
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| View the Reservation Statistics Report |
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| View the Lane Statistics Report |
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| Gunsmithing |
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| Create a Gunsmithing Work Order |
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| Update an Open Gunsmithing Work Order |
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| Edit a Gunsmithing Work Order's Description |
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| Print an Open Gunsmithing Work Order |
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| Send a Work Order Firearm for External Repair |
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| Receive a Work Order Firearm from External Repair |
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| Add a Component to a Gunsmithing Work Order |
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| Edit a Gunsmithing Work Order Component |
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| Remove a Gunsmithing Work Order Component |
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| Complete a Gunsmithing Work Order Component |
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| Complete a Gunsmithing Work Order |
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| Delete a Gunsmithing Work Order |
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| View and Print a Delivered Gunsmithing Work Order |
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| Firearm Transactions |
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| POS Firearm Transactions |
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| Sell a Firearm through the Register Application |
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| View a Customer’s Current Firearm Transactions |
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| Move a Firearm Transaction to the Cash Register Screen |
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| Transfer a Firearm to a Customer from the Current Window |
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| Exclude a Firearm Transaction from a Waiting Period |
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| Void a Firearm Transaction |
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| Oversee the Electronic 4473 Form Process |
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| Start a 4473 Form for a Customer |
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| Fill Out the Customer Portion of an Electronic 4473 Form |
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| Process a 4473 Form |
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| Update a 4473 Form Disposition |
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| Clear a Firearm Hold |
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| View and Use a List of All 4473 Forms |
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| View and Use a List of Denied 4473 Forms |
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| Document a Firearm Sale |
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| Document a Firearm Purchase |
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| Document a Firearm Trade |
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| Document an Incoming Firearm Transfer |
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| Document an Outgoing Firearm Transfer |
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| Document an Interstore Firearm Transfer |
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| Document an Incoming Consignment Firearm |
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| Document the Return of an Incoming Consignment Firearm |
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| View the Inbound Consignments Report |
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| Firearm Inventory |
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| Print Firearm Labels |
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| Perform a Physical Inventory Count for Firearms |
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| View and Update the Firearm Inventory Report |
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| View and Update the Firearm Inventory Aging Report |
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| Manage Firearm UPCs |
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| Add a Firearm UPC |
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| Edit a Firearm UPC |
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| Deactivate or Reactivate a Firearm UPC |
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| Delete a Firearm UPC |
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| Manage Firearm Taxes |
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| Add a Firearm Tax |
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| Delete a Firearm Tax |
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| Firearm Reports |
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| View and Update the Firearm Inventory Report |
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| View and Update the Firearm Inventory Aging Report |
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| View the Firearm Sales Report |
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| View the Firearm Transactions Report |
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| View the Inbound Consignments Report |
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| View the Waiting Period Report |
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| Firearm Regulations and Records |
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| Manage FFL Information |
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| Manage Firearm Waiting Periods |
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| Create a Firearm Waiting Period |
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| Edit a Firearm Waiting Period |
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| Delete a Firearm Waiting Period |
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| Exclude Days from Firearm Waiting Periods |
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| Manage Gun Show Information |
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| Manage Bound Books |
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| Maintain a Bound Book |
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| Print a Label for a Firearm Record in a Bound Book |
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| Modify a Firearm Record in a Bound Book |
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| Set a Transfer Date for a Firearm Record in a Bound Book |
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| Delete Disposition Information for a Firearm Record in a Bound Book |
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| Delete a Firearm Record from a Bound Book |
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| Import Data into a Bound Book |
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| Print a Bound Book |
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| Export a Bound Book to an Excel File |
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| View a Bound Book Archive |
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| View the Bound Book Audit Log Report |
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| Generate, View, and Print 3310-4 Forms |
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| Generate, View, and Print 3310-12 Forms |
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| More |
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| Use the Online Guide |
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| News & Notes |
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| AXIS Software Suite |
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| AXIS Network |
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| Update Notes |
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| AXIS Update Notes: February 2017 |
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| Version 2.8 |
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| Version 2.7 |
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| Version 2.6 |
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| Version 2.5 |
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| Version 2.4 |
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| Version 2.3 |
|
| Version 2.1/2.2 |
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| Version 2.0.1 |
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| RTG Links |
|
| RTG Library |
|
| RTG Scanner Configuration Resources |
|
| Skorpio Scanner Setup Guide |
|
| RTG University User's Guide |
|
| Supplemental Documents |
|
| CLX Auto Replenishment Module Setup Guide |
|
| Report Columns Index |
|
| Freezes and Voids Overview |
|
| Version 2.4 Reports Overview |
|
| Retail Information Report Overview |
|
| Sales Tax Report and Layaway Overview |
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The AcuSport® Retail Technology Group (RTG) provides this document to outline the stages of the Customer Link Exchange - Auto Order (CLX-AO) Implementation Project and the associated responsibilities for all involved parties.
Your RTG Solutions Consultant will provide a detailed Implementation Project Plan that will assist you in correctly completing each task in a timely manner to install, configure, train, and successfully use the system to enhance your Inventory ordering process.
It is critical to the success of the Implementation Project that everyone involved understands the timelines and tasks that need to be completed.
The Implementation Project will be managed in accordance with the following project stages:
The RTG Solutions Consultant is the main contact throughout the Implementation Project and must be notified immediately of any changes or risks regarding business objectives, target date changes, and/or resource availability.
The Retailer will assign a primary contact person (i.e., Project Manager) who will be responsible for attending all conference calls, completing all training opportunities, scheduling network assistance, and scheduling employee training.
The Retailer will complete all training as established in the project plan. Failure to complete all training in a timely manner may delay production use of the CLX-AO program and delay benefits.
Project timelines are estimates based on the earliest possible completion of each task. Actual time to complete each task will affect the project completion date.
The Project Initiation and Planning stage presents an opportunity for all parties involved (stakeholders) to come together, define the business objectives, communicate expected benefits, define roles and responsibilities, and agree upon a timeline.
The RTG Solutions Consultant or CLX Specialist initiates the project by scheduling an initial conference call in which the Retailer communicates the business objectives of implementing the CLX-AO program.
The Retailer and Solutions Consultant mutually agree on all targeted milestones and implementation dates based on the desired Go Live date. These dates determine the feasibility and depth of tasks included in a detailed project plan. Roles and responsibilities are defined in the Implementation Project Plan.
Stage 1 Deliverables |
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| Retailer | RTG |
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Assign team members to responsibilities in the project plan and ensure their availability Commit to attending milestone conference calls Required hardware meets minimum specifications per RTG guidelines and has been installed/configured per RTG specifications Ensure internet speed/bandwidth meets minimum requirements per RTG specifications Provide RTG access to Retailer network domain (if applicable)
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Develop and deliver a detailed project plan based on the Retailer’s business goals and target dates Consult on hardware, software and network infrastructure requirements Soft schedule the installation and training based on the project plan Provide Document of Understanding (DOU) for signature Schedule and facilitate project kickoff conference call Review DOU and other pertinent documentation |
The Execution stage involves the installation of the CLX-AO program and utilities, initial training, data review, and setting and review of Min/Max values. This stage includes the bulk of project work to be performed and requires the Retailer’s complete dedication.
Stage 2 Deliverables |
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| Retailer | RTG |
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Collaborate with the Solutions Consultant to confirm training completion and go live dates Review and clean up existing data.
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Schedule and install CLX-AO Program software and utilities The Installation Specialist assists with backup of baseline data Provide end-user training consisting Remote Access phone training and consultation to assist in system navigation and initial data review Identify issues with existing data Collaborate with the Retailer to confirm additional training or consulting
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Note: IMPORTANT: The Retailer assumes all responsibility regarding the accuracy of the data. The Solutions Consultant and CLX-AO Specialist will assist with identifying data issues and consulting on Min/Max values however the Min/Max values are the sole responsibility of the Retailer.
The Training and Delivery stage includes, remote access phone training, adjusting Min/Max values, completing advanced training or consulting, and preparing Retailer staff for live use.
Stage 3 Deliverables |
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| Retailer | RTG |
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Verify all training is completed. Demonstrate system knowledge and understanding of process to set Min/Max values, as well as understand effect of changes to Min/Max values |
Provides overview of the Auto-Order process Trains on setting Min/Max values Provides opportunity for Retailer to demonstrate comprehension
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The Acceptance stage allows the Retailer and the Solutions Consultant to verify that business objectives can be achieved and confirm the deliverables. This is a collaborative effort between the Retailer and the Solutions Consultant to identify future opportunities for product development and process improvements.
Stage 4 Deliverables |
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| Retailer | RTG |
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Assign and schedule the core group for the conference call to review deliverables, determine future objectives for the team, and inform the Solutions Consultant of any outstanding questions or issues Make adjustments/updates to Min/Max Values as needed Set goals for future process or enhancement improvements |
Schedule a conference call with the core retail group to review deliverables and opportunities Provide instruction or determine who can best address any outstanding questions or concerns Make adjustments to data and/or Min/Max values as needed |
The Close and Transition stage officially declares the Implementation Project closed and introduces the Retail core group to the RTG Support Team.
Stage 5 Deliverables |
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| Retailer | RTG |
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Submit final questions to the Solutions Consultant Ensure end user readiness Determine how questions and support issues are to be managed and who is the main contact for RTG Support Team |
The Solution Consultant notifies the RTG Support Team of the Retailer status, business objectives, future goals, and potential issues and schedules a conference call Introduce RTG Support Technician and provide support contact information Address questions prior to transition to production support |
The database server is a dedicated machine that houses the AXIS RMS database.
16 GB RAM (32 GB RAM for multi-store server)
3.0 GHz Equivalent Processor
Standard 500GB Hard Drive Configuration
Monitor with 1920 x 1080 Resolution
24/7 hardwired Internet connectivity
Server 2008 R2 or Server 2012 (No small business server)
Microsoft SQL Server 2012 Standard Edition
Note: MS SQL Licensing is embedded with each machine (Server and Workstation) purchased from AcuSport RTG
Antivirus software is the responsibility of the Retailer
Note: General protection software may be installed on this machine, but office software (e.g., Microsoft Office, the Data Center and Register applications, accounting software, etc.) should not.
The database server is a dedicated machine that houses the V6 RMS database.
Windows OS Windows 7 Professional, Windows 8 Professional, Windows Server 2008 R2, Windows 2012
80 GB available hard drive space
4 GB RAM
Mouse/Keyboard
24/7 hardwired Internet Connectivity
Monitor
High Speed Internet Connection (1 Gigabit)
Antivirus software is the responsibility of the Retailer
Note: General protection software may be installed on this machine, but office software should not.
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With the signatures below, RTG and the Retailer acknowledge and agree to the Implementation Project Plan and associated responsibilities indicated above. Both parties acknowledge that modifications to the plan may jeopardize the project timeline.
Signatures:
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Retailer Owner/Manager |
Date |
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AcuSport RTG Representative |
Date |
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© 2016 AcuSport Corporation |
