98 lines
6.2 KiB
HTML
98 lines
6.2 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Getting started">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Using Alternate Lookups</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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font.hcp2 { font-weight:bold; }
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span.hcp3 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Using Alternate Lookups</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_item_identifiers.htm">About Item Identifiers</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic219.htm">UPCs</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic254.htm">Bar Codes in Point of Sale</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">An alternate lookup is an optional, user-defined item identifier that can be used to locate and quickly list items on documents. The use of alternate lookups is well suited to retailers that do not tag their merchandise or to those that want to print vendor part numbers on purchase orders or other documents.</p>
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<p class="Help-Text">This field can contain text descriptions, catalog/part numbers, alphanumeric entries, abbreviated names, or anything allowing you to quickly identify a unique item. Alternate lookups must be unique for each item for which they are defined.</p>
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<p class="Help-Text">To be effectively used to list items on documents, each alternate lookup entry:</p>
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<ul>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text">Should be a unique character string that can be easily remembered by cashiers</p>
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</li>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text">Should not duplicate any item's UPC code or Item #</p>
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</li>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text">Ideally, will start with a letter rather than a number. This helps ensure that alternate lookups do not duplicate a UPC or Item number. Point of Sale begins looking for matches as soon as you begin entering characters; if you have an alternate lookup value of 1234 and a UPC of 1234567890123, both will be returned as matches when you enter 1234.</p>
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</li>
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</ul>
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<p class="Help-Info-Line">To define alternate lookups:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp2">Item List</font> from the Inventory menu.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Locate an existing item record and select <font class="hcp2">Edit</font> (or select <font class="hcp2">New</font> if adding a new item).</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Navigate to the <font class="hcp2">Alternate Lookup</font> field and make an entry. Enter or edit other <a href="../qbpos_fields/fields02.htm">item fields</a> as necessary.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp2">Save</font>.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Repeat for all items you want to list on documents using alternate lookups.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps"> </p>
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</li>
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</ol>
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<p class="Help-Info-Line">To list an item on a document using an alternate lookup:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Enter the alternate lookup string in the <font class="hcp2">Enter</font> <font class="hcp2">Item(s)</font> field and press <font style="font-weight: bold; font-style: italic;"><Enter></font>.</p>
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</li>
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</ul>
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<p class="Help-Text">If one matching item is found, it is instantly listed on the document. If multiple matches are located, the Find window is displayed, listing all matching items. Highlight the correct item and choose <font class="hcp2">Select Item</font> to list the item on the receipt.</p>
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<p class="Help-Note"><span class="hcp3">Tip</span>: Post a list of alternate lookups at the POS workstation to help cashiers remember the correct entries.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Info-Line">To print alternate lookup values on documents:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Access the Documents & Printers page in <a href="../qbpos_workstation_preferences/wsprefs03.htm">workstation preferences</a>.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select a document template ending in the suffix "-ALU" for each document type you wish to print using this value.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Save your changes.</p>
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</li>
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</ol>
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<p class="Help-Text">(Pro) You can use the <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to add the <span class="hcp3">Alternate Lookup</span> field to other document templates, if desired.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text"><font class="hcp2">Example Use of Alternate Lookups</font></p>
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<p class="Help-Text">You sell a large volume of one-gallon, two-gallon, and five-gallon clay pots from the vendor Clay Pots International and you dont want to tag them. You define alternate lookups of CPI1, CPI2, and CPI5, respectively, for the three pots. When a customer purchases a five-gallon pot, you simply enter CPI5 in the <font class="hcp2">Enter</font> <font class="hcp2">Item(s)</font> field to list that pot size on the sales receipt.</p>
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<p class="Help-Main-Topic-Links"><a href="gstarted11.htm">Return to top</a></p>
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</body>
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</html>
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