XpertMartUser's Manual
Table of Contents


PC Installation
Installing XpertMart  
XpertMart Hardware Requirements
Testing the Java Installation
Testing the InterBase Installation
Testing the Installation
Installing XpertMart on a Network
Installing a New Version of XpertMart

Macintosh Installation
Installing XpertMart on Macintosh OS X
Installing XpertMart on Macintosh Snow Leopard OS X
Installing XpertMart on a Hybrid Macintosh/PC Network  
Installing a New Version of XpertMart on a Macintosh

Orientation
Finding Your Way Around the Installed Files
Creating a Backup of Your Data
How to Practice with XpertMart
System Overview
The Relational Nature of the Data
File Menu

Configuration & Security Setup
Configuring XpertMart at the Main

Configuring XpertMart at the Remote

Setting up the Security System

Catalogs
Catalogs
Entering Data into the Catalogs
XpertImage

Departments  
Defining Departments

Styles & Items
Styles Catalog
Items Catalog 
XpertMatrix
Creating a New XpertMatrix
Bar Codes
Printing Bar Codes on a Laser Printer

Vendors
Vendors Catalogs

Customers
Customers Catalogs
Customer Relationship Management
Customer Discount Groups
States Catalog

Prices, Costs and Taxes
Prices
Multiple Price Lists
Prices by Quantity
Prices by Date and Time
Rounding Prices
Costs
Cost Adjustments
Setting up the Initial Inventory
Mass Changes to Prices and Costs
Taxes

Query
Query by Example
XpertQuery
Replace by Example
Execute SQL

Reports
Running Reports
XpertDate

Transactions
Transactions
How Transactions Affect Inventory
How to Simplify the Transactions Screen

Invoices, Lost Sales, Returns & Layaways
Invoices
Editing Payments on Invoices
Return Credits for Customers
Lost Sales
Layaways
Gift Certificates
Converting a Gift Certificate Balance Into a Store Credit
Gift Registry

Purchasing & Receiving
Purchase Orders
Receipts
Return Receipts
Multi-Store Purchase Orders

Point of Sale Reports
End of Day Reports

Physical Inventory
Physical Inventory
Adjustments
Audit Log

Synchronization
Synchronization
Setting-Up & Configuring Synchronization
Automating Synchronization with the Scheduler
Monitoring & Troubleshooting Synchronization
Synchronization Audit
How to Test the FTP Server
Adding a New Store to the Database
Synchronizing Software Upgrades to Stores

Transfers
Transfers
Matching Out Slips & In Slips

Auto Distribution

Promotions
Promotions

Accounts Receivable
Accounts Receivable

Special Modules
XpertMart Yahoo Store Interface
XpertVerify Credit Card Processing Module
XpertCount for the Symbol 3100 PDT
XpertMart Tricoder Manual: Portable Data Terminal for Mac


Useful Links
Quick Start Guide
Support FAQs

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