| Reporting to the MAX including Point of Sale and Non-profit Versions (800-388-3038)
offers the retailer not only a very good point-of-sale and inventory control system, but
also a complete accounting package which includes GL, AP and AR. A fully operational
30-day trial version installs from CD, using a typical automated script that only requires
input of a default directory. Point of Sale for Windows (POSW) is designed for either
stand-alone or networked installations and allows for multiple companies. POSW Version 4.0 presents an attractive and
easy-to-navigate graphical interface. After completing the user ID and password window,
the main menu screen displays a row of icons on the toolbar representing the main modules
such as GL or Point of Sale. To begin sales entry, the user must select a register number
from the drop-down list as well as a user code and password. The default order entry
screen is divided into three sections: header, line items and tender/total. Prompts at the
bottom of this screen show the function keys available, which include customer and item
lookup. The F5 key opens the customer lookup window and provides searching and sorting by
customer number, short name and full name. New customers can be added on the fly here,
without exiting the Point of Sale screen. Even more data is at the operatorÕs disposal,
since the entire customer master record can be opened from here.
The customer master record is very extensive,
with a five tab window organized by Credit Data, Billing, Transaction History, AR Aging
and General Notes. This is one of the most detailed master records available and will be
especially important to retailers who do lots of sales on account and want to keep a close
eye on customer balances. Back on the main order entry screen, after a customer number is
entered, one button will quickly pop up a window showing basic AR data, such as credit
limit, current balance and last payment received. Order entry is the best time to do
credit checking and discuss the customerÕs account status if they are on the phone.
The default order entry screen is just that,
since Reporting to the MAX allows for extensive customization of the screen, not by programming
but by making choices within the Options menu. Various prompts can be displayed or hidden
in the header, customer, item detail, tender and close-out sections. For example, if there
is no need to associate a customer with each sale, the entire customer selection process
can be hidden, eliminating the need to bypass it for each sale. System security is
enforced through user IDs with optional passwords on a per company basis. For further
refinement, each user can be allowed or denied access to the main modules and even to
functions within a module.
The entire range of advanced features and
customization possibilities are beyond the scope of a quick review, but the examples
covered are representative of the depth of the database and flexibility of this product.
Overall, Reporting to the MAX Point of Sale for Windows would be an excellent choice for
practically any retail environment, especially where a complete, integrated accounting
solution is required. Visit their excellent web site at www.cmstothemax.com for more
information.
Reprinted by permission © 1999 The CPA Software
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