1. 1 Bookstore Manager Trainings Presented by: Robbie Halstead Kingdom Retail Solutions www.KingdomRetail.com robbie@kingdomretail.com

2. 2 Effective use of Bookstore Manager Reports

3. IVP Program-Standard Reports

4. Basic Category reports can be run by: –Listing Category By Author –Format Standard –Parameters Beginning Category Ending Category F5 to Print

5. IVP Program-Standard Report Program can also be exported to Excel: –Excel must not be currently open –If looking to import back into BSMGR, headers cannot be changed! –Note message that appears prior to exporting

6. RPT Program-Custom Reports

7. Allows you to create for your specific store needs First need to give the report a unique name

8. RPT Program-Custom Reports You can choose which fields you want to show up on your report. Please note length of report based on characters.

9. RPT Program-Custom Reports

11. Inventory reports for cycle counts, keep report very basic –Item # –Title –Author –In-Stock

12. RPT Program-Custom Reports Trying to determine slow movers, i.e return possibility, use MODEL The entry in this field represents the percentage makeup of inventory by department based on sales dollars. For example: If the "Model" parameters in SYS, Config. File, Change Misc. Configurations, numbers 2043 and 2044 have been set at "80" and "90" consecutively (user determines these percentages), items in inventory which fall into the range of 80% of sales dollars would be "A" items and items which fall into the range of 81% to 90% would be "B" items. The remainder of sold items would be "C" items. Naturally, it would be important to keep an eye on the more profitable "A" and "B" items, as opposed to "C" and "D" items, to make sure there is always an ample supply of primary items in stock. Inventory makeup might look something like the following:2043 and 2044

13. RPT Program-Custom Reports A Represents –10% 20% 30% 40% 50% 60% 70% 80% B Represents –90% C Represents –100% D Represents –0%

14. Other reports SLA- 5 year comparison by department - 10 year comparison by department - 3 year comparison by day Gives you comparison as long as those department names have not changed over that period of time

15. Other reports SLT- See sales and all other pertinent details from a date range. Typically the report you would use for your accountant for each month/quarter/year. Sales tax data can be pulled from here.

16. Version 8

20. Training: Reports Question and Answer session

21. Kingdom Retail Solutions Your one-stop source for Bookstore Development and Management Robbie@KingdomRetail.com 508-265-8666 Fb: Kingdom Retail Solutions