MTS #02 – SMARTSystem Menus, Staff Entry and Security

SMARTSystem Management Training Series

Training Session #2 – SMARTSystem Menus, Staff Entry and Security

Purpose: To provide an overview of each SMARTSystem Main Menu, Sub-menus, Staff permissions and Security.

Keywords: The following is a list of key terms used in the SMART System that you should be familiar with and understand.

For example, in order to standardize information in the SMARTSystem we utilize pre-requisites. A Pre-requisite is required prior to the entering of some other data. For example, a salesperson (staff entry) is needed prior to entering customers.

Here are some other keywords to review and become familiar with:

Menu – A list of primary options.
Sub-menu – A list of options available under a Main Menu.
Table – Refers to data (pieces of information) arranged in rows and columns, as in a spreadsheet. In the SMARTSystem all information is stored in the form of tables.
Spreadsheet – Is a table of values arranged in rows and columns, like an Excel spreadsheet.
Columns – a column is a vertical line of characters from the top to the bottom of the screen
Rows – a row is a horizontal line containing a series of fields placed next to each other.
Database – An organized collection of data.
Data – The quantities, characters, numbers and symbols that are entered, stored and used in the computer.
POS – Point of Sale
SQL (Structured Query Language) – is a program responsible for managing the SMARTSystem information in the database.
View – a term used in the SMARTSystem to be able to see and select information.
System Control – a specific table that stores information used to configure and save your Company information in the SMARTSystem.

Training Procedure for this Training Session:

Introduction to Terminology
Go through the menus across the top of the screen
Select each Main Menu
Go over the sub-menus below each Main Menu
Proceed to the next menu
Do Staff Entry, Permissions and set Security

Introduction to Windows Terminology:

The Microsoft Windows terminology for the window itself is illustrated below:

SMARTSystem Title Bar & Menu Bar:

The blue bar across the top of the screen is called the TITLE Bar. It provides information at the top of the window identifying the SMARTSystem program name, Version number as shown above “Version 6.8.2.61” the User currently logged onto the SMARTSystem and the name of the Workstation you are on. When your local network environment is all 64 Bit computers the “64 Bit Mode Enabled” is shown. This information is used by FCS Support and tells us which version of the program is running, who is logged in and what PC it is running on.

The MENU Bar above shows the main Menu items that you can access for functions within the SMARTSystem program and these main Menu items can be restricted based on a user login established for each STAFF member.

Main Menu items include:

File
Sales
Purchase Orders
Vendors
Customers
Staff
Inventory
Shipping
Reports
Management
End-of-Day
POS
Drivers
Control Info
Help

Selecting each main Menu item will display their related sub-menus. The following is an example of Sub-menus under the Main menu item SALES:

Staff Menu:

Selecting the Staff Menu provides for the entry and maintenance of your Company staff information and access to related menu items:

Selecting “Staff Entry” provides for the creation and maintenance of user information for the SMARTSystem. The Staff Table Maintenance screen will be displayed showing 5 tabs: Name & Address, Personal Information, Staff Options, Advanced Security and Database Selection.

Name and Address Tab:

The Name and Address Tab contains important information and will give certain permissions to your staff.

To begin, the Staff Code can be any 5 character code or employee number. Frequently, the first few characters of the person’s first name are used.

If you do not want to enter the persons address information, just enter a period “.” in the Address Line 1 and City fields, which are required. Address Line 2 is optional.

The Division Assigned has been pre-defined for you and it can modify by you.

Additions or changes are made to this list by selecting the Division sub-menu under the Staff Menu.

The Division Assigned is required to show what area the person is working. It will not have impact on any SMARTSystem operations.

Each Staff member has an Authorization Level:

There are 4 Global Authorization Levels that function as follows:

0=No Access is used when someone is terminated, but their information may be referred to when accessing history information.
- 3=Manager total access to all menus and restrictions are established using the provided Advanced Security Tab.
  - 1=Sales Person limits a sales person to only their customers and with other restrictions. This Authorization Level restricts access to customer accounts assigned to other sales staff.
  - 2=User is the normal option which automatically restricts access to the following menus:
    - STAFF and
    - CONTROL INFO and
    - Additional restrictions are established using the Advanced Security Tab.
For each Staff member, you need to set a User Name and Password for them to log into the SMARTSystem. Neither entry is case sensitive,

- - Personal Information Tab:
  - - There are only 3 required fields on this screen:
    - Nick Name – allows an alias to be printed on the customer invoice
    - Initials – used on screens and reports
    - E-mail Address – two specific uses:
      - A SMARTSystem option can be set to use the User’s email as the FROM address when emailing an invoice, price list, etc. This feature is set as follows:

Staff Options Tab:

The Default Category drop down is used to streamline a person’s logon by setting a default area for them to work. The ALL option will include all product categories. Select the drop down to identify which default Category for this User.

The Default Group drop down is used to add the sales person to a default group. These groups are set up in the Management > Sales Order Group Maintenance program. In the Sales Order Group Maintenance, program you will add items and it will automatically save the information. The groups may now be used as an additional filter in the Sales View program when looking up information tied to specific groups you’ve created and associated with the sales person.

Checkbox options are defined below for Users:

User is a Cashier (POS Configuration Will be Applied)

For a User to have the POS Main Menu, a SMARTSystem configuration on the PC used for Point of Sale (POS PC) is required. Refer to Training Session #5B for additional information and setup.

In addition, the Staff Login needs to have this checkbox set to utilize all of the POS features when this person signs onto the POS PC.

User is an Inventory Administrator

When the SMARTSystem is set for Weighted Average Cost (WAC), then this option applies.

Control Info > System Control > Options

The SMARTSystem will prevent any User from changing inventory costs:

Current Landed Cost or
Average Landed Costs

without a password.

When a User has this check box set they are authorized and do not have to enter a password.

Here is what the screen will look like when prompted for a password:

Show totals on Sales, Invoice and PO Views

The Total Sales, in the lower right corner of these screens is available for all Users or only selected Users. For example on the Sales view:

In System Control, you can “Hide Totals on Views” for all Users by checking this box. Access to this box using menus:

Control Info > System Control > Options

Therefore, some Users with authorization can override this “Hide” option and view the Totals.

User is a Driver

The “Driver Check-in” feature is used by delivery drivers to check in their work on a daily basis after completing a route. Display this Main menu by unchecking this option:

Control Info > System Control > Sales Options > Hide/Show Options

User is a Surcharge Administrator

A password is required to change a Customer Surcharge. A User can be assigned responsibility to change customer surcharges and by checking this box in their staff record they will not be required to enter a password:

This checkbox, on the second tab “Sales Info” in the Customer table sets Surcharges by customer.

Include in Dashboard

The Manager’s Dashboard is a software module to keep owners and manager’s updated on today’s sales activity. A separate icon will appear on your desktop to select the Manager’s Dashboard program:

Checking this box will include the User in the Dashboard statistics:

Sample Dashboard showing Weekly Report:

User Cannot Cancel Sales Orders

When this option has been set, Sales Orders not Invoiced cannot be CANCELLED:

the red CANCEL button does not show on the Sales Order screen:

User Can Cancel Invoiced Sales Orders

When this checkbox is NOT set, the following message will appear when a User attempts to cancel an invoiced sales order:

If this checkbox is set the invoiced sales order can be CANCELLED using the Supervisor Password:

User can Delete Credit Memos

A User with this checkbox can access credit memos and a button will appear to “Delete Credit Memo” from the System. There is no audit trail with this action.

This option is only used when the program is set for Mass Market, Bouquet operations:

Only allow printing options in Recipe Portal

This applies to our bouquet recipe portal only. The user logged in will not have the print button visible to print documents:

Advanced Security Tab:

User access to the Menus and Sub-menus is defined under the Advanced Security.

The yellow highlighted line represents the main MENU items on the menu bar. When unchecked all of the items under it are not available.

All menus and sub-menus can be checked by clicking Check All. Uncheck All will remove all menus and sub-menus. You must check which ones this user has access to when logged on.

See the Master Menu Overview below for additional information.

Database Selection Tab:

When multiple branches exist there may be multiple databases involved. If there is more than one database available, this selection would be the default database this User is assigned to or the location they are working at to process transactions.

Now, continuing to review the main Menus from left to right we have:

Master Menu Overview:

File

This Menu should be restricted to senior staff. It provides sub-menus to import data, backup the database, restore the database, log off and exit.

You do not want anyone to restore the Database unless they know where the last backup is stored and why they are doing it. See the File Menu selection below:

Sales

The screen below represents the Sales Menu items that are available.

The Sales Menu will provide access to all sales related functions. Prior to entering a sales order there are pre-requisites required, such as, entering your sales staff, assigning staff to your customers, establishing terms, etc.

The sub-menu items at the bottom of the Sales Menu that have “(Inquiry)” are for your sales staff with limited access to your information. This “Inquiry” only program will allow a User to view information, but not change it.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Sales Menu selection below:

Purchase Orders

The screen below represents the Purchase Order Menu items that are available.

The Purchase Order Menu will provide access to all buying related functions. Prior to entering a purchase order there are pre-requisites required, such as, establishing vendors, vendor farm codes for selective selling, buyers, ship via, etc.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Purchase Order Menu selection below:

Vendors

There are certain pre-requisites that are required for vendor information to function smoothly. These pre-requisites include: vendor type, terms, ship via, state and country tables.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Vendor Menu selection below:

Customers

There are certain pre-requisites that are required for customer information to function smoothly. These pre-requisites include: salesperson, customer type, terms and ship via.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Customer Menu selection below:

Staff

The Staff Menu was already reviewed above.

Inventory

There are certain pre-requisites that are required for inventory information to function smoothly. These pre-requisites include: product type, product category, product item, product size, product color, unit of measure, etc.

The items on this menu below “Hold List Processing” apply to a SMARTSystem configuration for bucket truck operations.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Inventory Menu selection below:

Shipping

The Shipping function provides solutions for warehouse operations to maintain better control.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Shipping Menu selection below:

Reports

There are seven areas of reporting which consist of additional sub-menus:

Sales Reports
Purchasing Reports
Inventory Reports
Grower Reports
Management Reports
Labels
SMART Mobile Suite

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Reports Menu selection below:

Management

This function provides menu items that are normally managed by supervisory staff.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Management Menu selection below:

End-of-Day

The End-of-Day process will export information from your SMARTSystem to your accounting system which includes:

New Customers or changes to customer information
New Vendors or changes to vendor information
New Inventory Items or changes to Inventory information
Inventory Adjustments
Received Purchase Orders
Invoiced Sales Orders
Sales Credit Memos

In your Staff Advanced Security, you make available to each User access to the programs you want. See the End-of-Day Menu selection below:

Driver

Driver is for orders that are done via truck and can be used for mobile delivery.

POS

Point-of-Sale (POS) processing is optional and POS workstations require SMARTSystem configuration to operate in POS mode.

This POS program will provide for:

A cash drawer
Thermal receipt printer
Bar Code Scanning of product
Signature Pad that will capture and store the signature electronically
Credit Card processing for payments

In your Staff Advanced Security, you make available to each User access to the programs you want. See the POS Menu selection below:

Control Info

Control information should be restricted to only senior management staff. In addition, training for the System Control sub-menu option is required.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the Control Info Menu selection below:

HELP

The Help Menu will provide documentation and operational tools to help you manage your PC better.

In your Staff Advanced Security, you make available to each User access to the programs you want. See the HELP Menu selection below:

The HELP Documentation can be accessed directly in the SMARTSystem by selecting the HELP menu or pressing the F1 key on any program screen.

Questions and Answers

If you have any questions or need support, please contact us at Support@Floralcomputer.com or call 727-483-5306 for assistance.

Practice Drills

The purpose of a Practice Drill is to get you more familiar with the SMARTSystem and comfortable using it.

Login into SMARTSystem
Go to the STAFF Menu and select Staff Entry
1. Select your Staff information and change your password
2. Click “Modify” and Exit the program
3. Exit the SMARTSystem using the red “X”

How to Add Staff

In the file menu bar select the word “Staff” from the list.
In the drop down list under Staff choose “Staff Entry.”
A pop up window entitled “Staff Table Maintenance” will open to the tab called “Name & Address.”

Type the information for your new Staff entry.

Staff Code must be entered before you can save your entry and move on to another staff entry. The Staff Code is any 1 through 5 letters, numbers or a combination of letters and numbers that you make up that help you to refer to your new Staff entry.

Required fields are Address, City, State, Division Assigned, Authorization Level, User Name and Password.
Create a unique User Name and Password for the new staff entry.
Click the tab for “Personal Information” and the “Nick Name” and Initials field needs to be entered. It is highly recommended to add the email address of the staff entry.

8. Click the Staff Options tab and set default options for this user.

Check any of the boxes that apply to this user:

*Please note that the Advanced Security Tab will already be populated with checked items for the default Authorization Level that you have chosen for the staff individual. Changes can be made to the authorizations of an individual staff member at any time by the staff administrator.

9. Only if you have multiple locations will you select the next tab:

10. Click the Add button and your new staff entry is added.