Feature of the Month – April 2006

Version 8

BUILD TOTALS (Recalc SRO)

            The Build Totals utility (or Recalc SRO) in Retail Pro can prove to be a beneficial tool for retailers who want to see Sold, Received & On Order information per item on the screen without having to run a separate report.  The build totals values (Str/Cmp Sold, Str/Cmp Rcvd, & Str OnOrd) are on most screens by default, but it is important to note that they DO NOT update themselves automatically.  They are static fields until the utility is ran, with appropriate date ranges selected.

            The following steps will show you how to update the values calculated by Build Totals, and then where to view them on default screens.  If you have multiple stores, it need only be run at the MAIN location.   If you need any assistance in setting this up, please don’t hesitate to call 916.368.1070 and setup an appt to go over this feature with a member of our training or technical support staff.

From the main screen in Retail Pro, select MERCHANDISE at the top.

Select BUILD TOTALS from the side toolbar.  (NOTE:  It might be called Recalc SRO)

A window will appear as below.  Check off the areas on the left that you would like to build totals for, and then select an appropriate date range to the right. Select OK when finished.

After a brief moment, you will be returned to the main screen.  Select INVENTORY on the side toolbar to view the results of Build Totals.

Select the QUANTITIES tab at the bottom of the screen.  On this, or possibly other tabs, notice the values created by Build Totals.  If you do not see the columns STR SOLD, STR RCVD, or STR ON ORD, please view our training video on adding columns to your screen found at http://www.bighairydog.com/video/Modifying_LIST_View.html

Feature of the Month – April 2006

Version 7

BUILD TOTALS (Recalc SRO)

            The Build Totals utility (or Recalc SRO) in Retail Pro can prove to be a beneficial tool for retailers who want to see Sold, Received & On Order information per item on the screen without having to run a separate report.  The build totals values (Str/Cmp Sold, Str/Cmp Rcvd, & Str OnOrd) are on most screens by default, but it is important to note that they DO NOT update themselves automatically.  They are static fields until the utility is ran, with appropriate date ranges selected.

            The following steps will show you how to update the values calculated by Build Totals, and then where to view them on default screens.  If you have multiple stores, it need only be ran at the MAIN location.   If you need any assistance in setting this up, please don’t hesitate to call 916.368.1070 and setup an appt to go over this feature with a member of our training or technical support staff.

From the main screen in Retail Pro 7, select GENERAL REPORTS.  You must have DOS General Reports installed to run Build Totals.  For v7.63 users you might have to choose TOOLS>General Reports.

When general reports appear, select BUILD TOTALS.  If a warning appears that “All Previous Inventory Totals will be erased?”, select YES.

Confirm that there is a Y to the right of each data type that you would like to build totals for, and that the date range is set appropriately.  Select END to continue.

Escape back to the main screen, and then enter into POS/INVENTORY to test out the build totals numbers.

Select INVENTORY, then press ALT+4 to go to screen 4. By default this screen will show values for CMP Sold, CMP Rcvd, and On Order.