Creating Sales Items

 

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Sales Item.

3) Click the New Button.

4) A new record begins in the Detail view.

5) Enter the description of the item and hit tab. Description is the only required field.

6) A dialog box asks which type of sales item to create: non-inventory, green fee or inventory. Your choice automatically populates some fields, disables other fields and changes the navigation order for more efficient use.  The following steps are to enter an inventory item.

7) Fill in the approximate cost of the item and hit tab. A more accurate cost is calculated when items are received.

8) Enter the sales price of the item as it appears in the shopping cart and hit tab.

9) Enter the maximum discount to give this item in the shopping cart screen. If it is not known, and you want to figure the maximum discount by the minimum price, enter nothing and hit tab.

10) Verify the correct minimum price or enter one if you did not enter maximum discount in the prior field and hit tab.

11) Enter the minimum threshold that triggers a reorder report and hit tab.

12) Enter the maximum number of items desired in stock and hit tab.

13) Unless this is the initial set up of Fore! Reservations, do not enter a stock quantity. Instead, let the receive module add to this value and hit tab.

14) Enter the reorder quantity and hit tab.

15) Select the vendor from the vendor pull-down menu and hit tab.

16) Select the unit of measure from the unit of measure pull-down menu and hit tab.

17) Select the facility from the facility pull-down menu and hit tab.

18) Select the department from the department pull-down menu and hit tab.

19) Select the subdepartment from the subdepartment pull-down menu and hit tab.

20) Select the item category from the item category pull-down menu and hit tab.

21) Select the item subcategory from the item subcategory pull-down menu and hit tab.

22) Select the item type from the item type pull-down menu and hit tab.

23) Select the minimum category from the minimum pull-down menu and hit tab.

24) If this item is part of the third party billing program, select the customer to bill from the pull-down menu and hit tab. Otherwise, select nothing and hit tab to go to the next field.

25) Enter the awards percentage the customer receives when buying this item. A note next to the awards indicates whether or not the awards program is activated and hit tab.

26) Fill in the secondary price to print on the item labels. This price is printed as a Manufacturer‟s Suggested Retail Price (MSRP) on the label and hit tab.

27) For assistance in setting prices, enter a markup to see a suggested price and hit tab.

28) Likewise, enter a margin percentage to see a suggested price and hit tab.

29) If this item is subject to sales tax, check the appropriate tax checkbox or checkboxes.

30) If using a bar code scanner with the UPC or EAN number, scan it while in this screen. Otherwise, enter it manually in the UPC grid under the UPC tab.

31) If a raincheck can be issued for this item, check the RC Eligible checkbox.

32) If this item is a range bucket and you have Fore! Reservations integrated with ERange, place a value in this field to trigger an ERange PIN to be printed on the receipt (0 - Not ERange Item, 1 - Small Bucket, 2 - Medium Bucket, 3 - Large Bucket).

33) If there are any other item options you would like to activate, check the appropriate checkboxes.

34) Click the Receipt Options tab if you would like this item to be sent to a second printer, you may check the kitchen print or bar print checkboxes in the receipt options tab to have this item prompt a ticket to be printed upon sale or placed on tab.

35) If you have another similar item to add, click the Copy Next checkbox to save some settings when creating the next item, and press Enter. If you have no other items, click OK.

36) On the Sheet view, click OK for all new items to be saved.

When adding a new item, the default action for the Enter key is the New button. In other words, if adding new items, pressing the Enter key saves the item and begins with another new item. This default action reduces keyboard entry when adding multiple items. At any point, clicking the OK button saves the current item and takes you back to Sheet view. To save all these new items, click OK on the Sheet view.

Modifying Sales Items

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Sales Item.

3) Search for the sales item.

4) Make any changes necessary to any field, using the scroll bars to navigate.

5) You can continue to make changes to any other sales item.

6) Once all changes are made, click OK to save all changes.

Discontinuing Sales Items

Discontinuing a sales item removes it from various look ups such as the shopping cart, Billing Wizard, receiving module and Inventory Wizard. A discontinued item, however, still appears on sales and purchasing reports. Sales items with a stock quantity cannot be discontinued.

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Sales Item.

3) Scroll down to the item to be discontinued. If more than one item is to be discontinued, filter and sort.

4) Scroll right to the discontinued field and check the discontinued checkbox. If the Show All Items checkbox is unchecked, the discontinued items immediately disappear.

5) You must click OK in the Sheet view to save your changes.

Discontinued items older than two years can be removed from the system completely using the purge module, if not needed for history.

Deleting Sales Items

If there is a mistake in the original set up of a sales item, it may be deleted. However, once a sales item has been sold or purchased, it cannot be deleted. Instead, discontinue it as described above.

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Sales Item.

3) Scroll or search for the sales item.

4) Click on the Delete button.

5) Answer Yes to the confirmation prompt.

6) You must click OK in the Sheet view for the sales item to be deleted.

The sales item is deleted unless the sales item is needed for history.

Tag Along Item

A tag along item is a sales item that is automatically included in the shopping cart when its parent is selected. A typical tag along item is a cart fee associated with green fee. To set up a tag along item:

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Sales Item.

3) Scroll or search for the parent sales item by using the various methods described on page 145. For ourexample, we selected the Replay 18 Hole Green Fee.

4) Click on the Tag Along/Package tab. If the tab is dimmed, this sales item is already used as a child of another sales item. Such sales items are not allowed to be parent sales items.

5) From the sales item column, select the desired item to tag along from the pull-down menu. In our example, we selected the 18 hole replay cart fee. 

 

6) If the item can be discounted, change the price if desired.

7) If an additional item is to tag along, move down one line and repeat steps 5) through 7) above.

8) To change the order the tag along items are displayed in the shopping cart, change the report order column.

9) Click OK when done.

10) Click OK in the sales item sheet to save your changes.

Package

A package item is a special sales item with other items bundled into it. A package includes the package item as the parent and one or more sales items as children. Typical packaged items are outings. To prepare a package:

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Sales Item.

3) Click the New Button.

4) A new sales item begins in the Detail view.

5) Enter the description of the parent item and hit tab. Outing package is used in our example.

6) Select non-inventory when asked for the desired sales item type.

7) Select the appropriate department and category values for this package.

8) In our example, this item is used as a fee on the schedule automatically loading into the shopping cart. Thus, select the green fee checkbox.

9) Click on the Tag Along/Package tab.

10) From the sales item column pull-down menu, select a desired item for this package. In our example, select the weekday golf package fee.

11) Check the package checkbox which then displays the total package price, package discount, awards and awards percentage.

12) Enter the price for this child item. When in a package, a child item price can exceed the minimum and maximum defined. When exceeding the maximum, the price is displayed in a cyan background and when exceeding the minimum, it is displayed in yellow as a visual cue. Changes on the package as a whole are reflected in the price and package discount fields above to help make a pricing decision.

13) Enter the desired award percentage for each item. Like the price, the overall package award amount and percentage is displayed to help fine tune this process.

14) Check the hide checkbox if the item is not to be itemized on the receipt. In our example, we do not want to clutter the receipt and thus hide all child items.

15) If more items are desired, move down one line and repeat steps 11) through 14) above.

16) To change the order the tag along items are displayed in the shopping cart, change the report order column.

17) Click OK when done.

18) Click OK in the sales item sheet to save your changes.

Volume Pricing

Sales items priced differently based on volume are handled as package items. The typical example is selling a dozen golf balls versus a sleeve. The dozen balls is the package or parent sales item, and the sleeve is the child sales item.

1) Create a sales item for the sleeve of balls (see Creating Sales Items above) or use one already created.

2) Click the New Button.

3) A new sales item begins in the Detail view.

4) Enter the description of the parent item and hit tab. In our example, Titleist - Pro V1 Dozen is used.

5) Select non-inventory when asked the desired sales item type.

6) Select the appropriate department and category values for this package.

7) If using a bar code reader, scan the UPC code of the dozen box and not the sleeve.

8) Click on the Tag Along/Package tab.

9) From the sales item column pull-down menu, select the item created in step 1) above. In our example, Titleist - Pro V1 Golf Balls is selected.

10) Select the Titleist - Pro V1 item 4 times.

11) Change the unit price to reflect the volume discount.

12) Check the package checkbox.

13) Check the hide checkbox.

14) Click OK when done.

15) Click OK in the sales item sheet to save your changes.

To better manage package and/or tag along items, print the tag/package item list .