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HOW TO:


To Top Starting Gemsoft Treasure

To Start Gemsoft Treasure, form your Windows menu Press the Start button, Programs, then select Gem of The Nets Gemsoft Treasure, and finally select Gemsoft Treasure

To Top Printer Setup

The very first time Gemsoft Treasure is run, the following message will appear:

This is normal, just press the OK button and the following window will appear

Gemsoft Treasure requires the selection of  printers to use for the different functions, such as bar-code printing, cash Register Receipts, Reports, etc.  The printers installed on the computer will appear in the large window at the bottom.  Select the printer to use and press the corresponding button.  Repeat this for the Tag Printer, Default Printer, Invoice Printer, Label/Job Tag Printer.  Selecting one printer for multiple functions is permitted, but a printer must be selected for each function.

Printer Type Definitions:

Additional Options:

Click here if you are using a receipt printer:  Check this box if you are using a narrow receipt printer that prints on a narrow roll.  Gemsoft Treasure will format the receipts to fit on this size paper.

Click here if you have a cash drawer attached:    Check box if  using Gemsoft Treasure with cash register, Gemsoft Treasure will send the designated code to open the cash register drawer.  Change the code which is sent by entering the ASCII code in the window to the right.  See the documentation which came with the cash register/drawer to find out the code needed to open the drawer. 
NOTE: Most Cash Drawers use CODE 007

Once you have selected your printer press the Done button, you should now be at the Gemsoft Treasure main screen as shown below:


Use the Menu Bar to switch between the main modules in Gemsoft Treasure

 


To Top Input Your Company Information

The first step, is to enter your company Information, to begin by pressing the Setup Button from the Main Menu Bar

 

The following Screen will Appear

Fill in all the fields with the appropriate information. about your company.

The following fields are explained below

Tax Rate
Enter your local sales tax rate here, it will be added to taxable items on the invoices

Price Markup Factor
Gemsoft Treasure uses this value to automatically calculate your selling price based on your cost when adding new items to inventory.  If you don't want Gemsoft Treasure to calculate your selling price, you can disable this function in the Inventory setup and enter any selling price you want regardless of cost.

Inventory Discount
This discount will be applied to the selling price to all items when printing an invoice or receipt.  This is useful for retailers who have sales and wish to apply across the board discounts.  Its also useful for stores that show the suggested retail price, and then sell at an advertised discount.

Default Inventory Location
When a new item is added to Inventory, this information will be placed in the Location Field for that Item.  You can change the location for each item at anytime on the Inventory Screen.

Default Inventory Supplier
When a new item is added to Inventory, this information will be placed in the Supplier Field for that Item.  You can change the Supplier for each item at anytime on the Inventory Screen.

Invoice / Memo Options

Optional Text to Add to Bottom of Invoice and Memos
Enter a short message to be printed on the bottom of all your Invoices and Memos

In Inventory change the location to customers name when creating Invoices
When this box is checked, the location field in the inventory will change to the customers name.  This is useful if you are selling one of a kind type items and what a quick way to keep track of what happen to the merchandise.  You can always print out sales reports to see where merchandise went.

Add inventory Style to invoice descriptions
When this option is checked, the information entered in the Inventory Detail Style field will be printed on Invoices

Current Numbers

The current sequence number of the various documents are shown here.  These numbers will change as you create invoices, sales order, PO's etc. You don't have to change the numbers, they will increment automatically. If you wish to change the starting number you can change it here.

 For example if you have a sales force on the road with notebook computers, you could assign different Invoice Starting numbers to each Salesman, such as Joe starts at 1000, Bob starts at 2000 and Jeff starts at 3000. 

Note:  You can always change number when you create an Invoice or Item, these numbers are just created and entered automatically to make the job of  entering data easier for you.

 

 

 

Press the UPDATE button after making any changes to the Setup screen to save!

 


To Top Overview Inputting your Data

Please read the following section, don't worry if it isn't clear, just keep what you learned in mind as you proceed to the next steps.  You can always refer back to this section later.

You should input your data in the following order listed below.  This is necessary since vendor information is required when inputting your inventory, so its nice to have your vendors input first.  

Add

Gemsoft Treasure uses the same method for adding data to all screen.  The process always begins by Pressing the ADD F11  button (You can also press the F11 key on your keyboard)

Once you press the Add Button, most of the fields will blank out, a few fields like Item, location, supplier will be filled in automatically for you, but you can change them if you like.

Update

Once you filled out the necessary information then press the Update  button to save the data  you entered.  

Note: If you don't press the Update button, Gemsoft Treasure will usually save the information when you move to a different record,  but there is no guarantee its been saved unless you press the Update button

Delete

The one way to delete information for an Item or customer or Vendor is to use the Delete button.  Back spacing over the information will not erase the record.

 


To Top Editing Your Data

You can edit your data  at any time by simply placing the mouse cursor in the field you wish to change and just typing in the new data and pressing Enter on your keyboard and then press

 


To Top Searching and Finding Records

You can move to a record of data at anytime by using the button or pressing the F4 button on your keyboard.

This will bring up the Search Criteria window.  

The procedures explained in this section use the Inventory Data as an example, however the same methods are used and applied when searching, displaying and printing Customer data, Loose Inventory, Vendor data and Accounting Reports as well. 

Inventory Search

 

You can fill in the information that you are looking and press the OK button.

If you leave all the fields blank on the Search Criteria Gemsoft Treasure will return all the records in your Inventory

Once you have used the button, the number of records that Gemsoft Treasure displays will be limited to those that match the Search Criteria you entered.  

Info:  If only one record matches, as the case when you Search for an exact match, then the buttons will no longer function, since there is only one record to move too.

Exact Match Method
To find a specific item, type in the Item number in the field and press the OK button.

To find all the Items in a certain location, type in the Location in the Location field.

To find Items based on more than one criteria, enter  criteria in more than one field, for example to find all the RINGS at
Store1 from Supplier A Plus , fill out the form as below:

Gemsoft Treasure will now only display the Cameras at the Store1 location.  Use the to move between these records that match criteria.

Power Search Method ( ?, *, < , > and % Characters )
The Find function in Gemsoft Treasure is one of its most powerful features.  Use special characters in the find function to search for groups of records.  

All Wild Card searches  begin with the "?" or "*" character.

Use the "?" at other places to specify that any character in that location should be included in the search results.  For example to
find all the items in  inventory from the Suppliers ALP and ALS and ALX enter the following:

This will return all the records that begin with AL but end with any letter or number.

Use the "*" character to search for large groups of records.  To search for all suppliers that begin
with the letter A, enter ?A* in the Supplier search field and press the OK button.

To search for words or letters embedded in longer sentences or words, such as something in the description, use the following method.
To find all the Items with the word "Silver" in the description enter and press OK

Use the ">" and "<" to search for items greater or less than something.  This also applies to both numbers and letters whereas A is the smallest and Z is the largest.  To find all the Items in Inventory greater than Item Number 5000 enter in the Item field of the search window press OK

Use the % character to specify numeric fields between a range.  To find all items between a price of $1000 and $2500 enter    in the Tag field of the search window and press OK

 

Combine the techniques for the ultimate in searching power.  To find all the Cameras in stock at the Downtown store from supplier ALP, ALQ and ALX with a Silver finish with stock numbers above 5000 that was added to inventory between January 1 and February 15th the search criteria would look like this:

To Top Sorting Records

 

The order in which data is displayed can be specified by using the

The Sort By window will be displayed:

The order in which the boxes are checked will determine the order in which the records are sorted. For example to sort the items by Category and have the items listed by price in each Category first check the Category box then check the Tag box.



 

To Top List Views

Use the Tab in the Inventory, Loose Inventory, Customer and Vendors screen to switch the view to a table style listing of your data. Gemsoft Treasure will show  approximately 25 records at a time.   Use the scroll bars to move through the data.  The is used to indicate the current active row, this would be the record  displayed if the tab is pressed.

Edit data in the List View by simply placing the cursor in the data to be changed and typing in the new data as show below.  

Editing in List View

When the is shown in the left most column, this indicates that the data in this record has been changed, but has NOT been saved yet.  To save the data in list view you must click the mouse cursor on the next line.  When the changes to or this indicates that the data has been saved and you are no longer in edit mode.

Adding New Data in List Views
To add new records in list view, move to the last record in the list and add the new record at the very end, do this by pressing the button.  An  symbol is displayed at the far left, this is the indicator for a New Record. Type in the new information in this row and it will be added to the data.  Click on another field or record to save the data

 


To Top Adding Pictures Inventory

 

Gemsoft Treasure makes it very easy to keep an Image associated with each Item in your Inventory. Gemsoft Treasure supports nearly every way possible as well as most image formats.  Any of following methods are supported by Gemsoft Treasure.

It is not required to size or save the picture before or edit, Gemsoft Treasure does all the work for you.

It is not required that an Image is created when the Inventory record is created.  Images can be added to Inventory at a later time if so desired.

Windows Clipboard a.k.a. cut & paste

Press the button on the Gemsoft Treasure main navigation bar, then press the tab to bring up the main Inventory display.

Now switch to the graphics program which you are using, or the video capture software you are using.  Select the image you wish to capture and then select Edit and then Copy from the menu of the graphics program you are using.  Now switch back to Gemsoft Treasure and press the Paste button below the white graphics window in the Gemsoft Treasure main Inventory.  The image should now appear in the window.

If you want to replace the Image, simply Paste a new image the window, Gemsoft Treasure will replace the image automatically.

You can also use the Alt+Print Screen buttons on your keyboard to capture pictures from your monitor and then simply use the Paste button in Gemsoft Treasure to add the image to your inventory.

 

Microsoft Video for Windows

You must have the drivers that came with your video capture card installed for this method to work.  The video capture card and camera must be installed and working properly on your computer before you begin this procedure.

  1. Press the button on the Main menu.  In the photo directory field, enter the directory path for your capture program.  Enter the program name in the Photo Executable File Name box.   Press the button.

  2. Press the button on the Gemsoft Treasure main navigation bar, then press the tab to bring up the main Inventory display.

  3. Press the button to launch the Video Capture Tool.

  4. Select Options and then Preview to see a live picture.

    If the picture is black, then select Options, then Video Source, and select the proper video source and format for your camera.  If you don't see a live image, then the drivers for your video capture card may not be installed.  See the documentation for your video card for installation of the capture card drivers.

  5. Select Edit Copy or the button or the Camera button to take a snapshot.  

  6. Now switch back to Gemsoft Treasure and press the Paste button below the white graphics window in the Gemsoft Treasure main Inventory.  The image should now appear in the window.

    If you want to replace the Image, simply Paste a new image the window, Gemsoft Treasure will replace the image automatically.  

    The image is now added to your inventory record!

     

     

 

 


Using TWAIN for Image Capture

Gemsoft Treasure has built in support for TWAIN.  TWAIN is an universal interface that allows hardware such as scanners, cameras, and video devices to send images to other programs such as Gemsoft Treasure.  The TWAIN interface is created by the manufacturer of the hardware device.  The quality and functionality of the TWAIN drivers very greatly among different manufacturers.

It is a good idea to check the web site of the manufacturer of your camera/scanner for the latest versions of the software since this will include the TWAIN drivers as well. 

To use TWAIN in Gemsoft Treasure simply follow the steps below.

  1. From the Detailed view in Inventory, check the box.
  2. Press the button.
  3. Select the TWAIN device for Gemsoft Treasure to use for image capture.

    and press the Select button.
  4. Press the button to start your TWAIN software.
  5. The capture software which came with your camera/scanner should now start.  
  6. Capture your image as you normally would using the software that came with your camera/scanner.
  7. Then press the Acquire or Finish or Done button, there should be a button with this type or similar that will send the captured image to Gemsoft Treasure.

Direct JPEG or BMP method

Gemsoft Treasure will automatically search ImageDir folder in the application folder where Gemsoft Treasure has been installed for any images that match the Item number of the Inventory.  This process is completely automatic and requires no setup from the user.  

To add Images with your inventory, simply save or copy a JPG or BMP file with the same name as your Item number in the "your_drive_letter:\Treasure\ImageDir folder.  For example: Item number 00004 would require an Image saved as 00004.jpg or 00004.bmp in the ImageDir folder.

TIP:  Gemsoft Treasure doesn't need to running for this method to work.  It is also possible for multiple personal to add images and entering Gemsoft Treasure Inventory information independently, without knowledge of what the other is doing.  As long  the Item number and image file have the same name the Image will be displayed in inventory. 

The folder that Gemsoft Treasure searches for the Images can be specified in the Gemsoft Treasure.ini  file located in the Windows folder of your computer.

 

Directory Browser

 

You can use existing images you already have saved on your computer.  To do so select the button below the  Image Window.

The Window shown on the Right will appear.  Select the Image you want to use for the Inventory and Press the Add to Inventory Button.  Gemsoft Treasure will automatically save a new image associated with the Item number in the Treasure Image Directory. 

 

Support for SNAPPY

Gemsoft Treasure has complete support for Snappy built right in.  Snappy takes the highest quality pictures possible from live video sources such as home video cameras, security/industrial cameras, VCR's.

To use Snappy with Gemsoft Treasure:

  1. Install the Snappy software from the Snappy Installation CD
  2. Install the latest Snappy Patch for the version of Snappy you have, which can be downloaded from the Snappy web site.
  3. If you skipped Step 2., go back and do Step 2 now.

  4. If your computer has two printer ports, or if your computer prints to a network printer or your computer will not be used for printing then go to Item C.

      1. Locate the printer port on the rear of your computer

        HINT: You may connect a TV or Monitor to the pass-through connector on the SNAPPY. This will aid in setting up the camera and focusing. After you get familiar with the way the system is working you can use the preview window in the Gemsoft Treasure software. If you do decide to use the pass through mode, make sure you select the proper Termination setting on the Setup page in Gemsoft Treasure. This will ensure the proper video level signal. See the next section about the Setup window.

      2. Disconnect your printer if its connected and connect the supplied switch box cable to your computer. Connect your printer cable to other port on the back of the switch box.
      3. Connect the video cable for the camera to the IN connector on the SNAPPY!

        NOTE: If you did not have to install the switch box, you can install the SNAPPY! directly to your printer port.

      4. Test the SNAPPY installation using the SNAPPY supplied software, this way you can be sure your hardware is functioning correctly.

     

    NOTE: If the SNAPPY does not work properly, for example the pre-view does not work but the capture works we have found a number of cases where the printer port on the computer was configured to the wrong interrupt and base address. Please see your Windows95/98 documentation on how to configure your printer port.

     

  5. Test the entire system.
      1. Turn on the lights and and your video camera or video source.  Removing the lens cap is also helpful.
      2. Make sure the switch box is set to use the SNAPPY!
      3. Start the SharpCatalog software, SharpCatalog and Gemsoft Treasure are fully integrated and share the same Inventory and Image databases.  Any changes to Inventory in either program will reflect in both programs.
      4. Select Options and then setup from the top menu bar

      5. Select the use Snappy option box 

      6. Press and then and then  
      7. Now press the Capture button 
         

        The image should now appear in the Single Image frame.
      8. Select Window, then Inventory from the main menu, this will launch the Gemsoft Treasure Inventory interface for the catalog module.


      9. Add a new Item to your Inventory just as you normally would.
      10. Press the button to associate the Image with the Inventory Item
        It is also possible to Drag the Image from the Single Image window to the Inventory  Window.

 

 

 

 

 


To TopMoving through records

The procedure for moving to records is the same for Inventory, Loose Inventory, Vendors, Customers and Ledger screens

To change the current  information displayed, use the move buttons at the bottom. 

TIP: The Move Buttons will only move through the records that match the current search criteria.  To display all the records press the F4 Find button and then press OK

Moves to the First record that matches the search criteria
Moves to Previous record that matches the search criteria
Moves to the Next record that matches the search criteria
Moves to the Last record that matches the search criteria

 

TIP:  In List View it is possible to move thru records by using clicking on any displayed field and then using the arrow keys on the keyboard.

In List View it is also possible to use the scroll bars on the right side to move thru the records.

 


To TopSetting up Gemsoft Treasure on a Network

This section is intended for Network Administrators or persons with a fundamental understanding of networks and networking concepts.

The section assumes you understand the basic operation of Windows and that Windows 95/98/2000 or NT is installed on your computer.  That you know how  to navigate the Windows menu system, and copy and edit plain text files using utilities such as Notepad.

A network adapter card and local area network (LAN) connection is installed and working properly on at least two computers.

To configure Gemsoft Treasure for use on a network:

  1. Install the Gemsoft Treasure software on all the computers on the network that will be sharing data, including the server.
  2. Designate one of the computers as the "server" (the remaining computer(s) will be designated as "clients"), it doesn't matter which computer, but it should be the computer with the fastest processor, most memory and most disk space. 
  3. On the server, create a "Network Share" on the hard drive Gemsoft Treasure is installed on.
    To do this:
    a.    Start the Windows Explorer
    b.    Select My Computer, then the Drive on which Gemsoft Treasure is installed (usually C:)
    c.    Using the mouse, right click the Drive and then select "Sharing" from the Menu.
    d.    Select "Share As" option and enter a name for the Share (full access is required for Gemsoft Treasure, do not set the Share to read only!)
  4. On the remaining client computers, map a network drive to the share created on the server
    To do this:
    a.    Start the Windows Explorer
    b.    From the menu, select Tools, then Map Network Drive
    c.    Select a Drive letter from the drop down list (remember the letter you choose, you will need to know this later)
    d.    Click the Path box, and then type the path to the resource you want. For example: \\computername\foldername (shared directory)
    e.    Check the Reconnect at login option box and press OK
  5. From the Windows Start Menu select Start then Run, and type  Treasure.ini  in the open text box and press enter
  6. Edit following entries in the Treasure.ini to use the mapped drive letter from step 4.c. instead of the C: as shown below.

    DataDir=C:\Treasure
    ImageDir=C:\Treasure\ImageDir
    ThumbNailDir=C:\Treasure\ThumbNailDir
    CatalogDir=C:\Treasure\CatalogDir

    For example: If the server is mapped to drive T: on the client the entries would look like:

    DataDir=T:\Treasure
    ImageDir=T:\Treasure\ImageDir
    ThumbNailDir=T:\Treasure\ThumbNailDir
    CatalogDir=T:\Treasure\CatalogDir

Do NOT change the APPDIR=C:\Treasure entry,  leave it at its current setting unless instructed by Gem of The Net technical support

  1. From the Notepad menu, select File and then Save and close Notepad
  2. Repeat steps 4 to 7 for each client computer on the network
TIP:  Gemsoft Treasure also supports Universal naming convention (UNC) in the Treasure.ini 

UNC is a full Windows name of a resource on a network. It conforms to the \\servername\sharename syntax, where servername is the serverís name and sharename is the name of the shared resource. UNC names of directories or files can also include the directory path under the share name, with the following syntax:\\servername\sharename\directory\filename. 

If this method is employed, then mapping a drive as described in step 4 is not required.

If the toolbar is not visible, click the View menu, and then click Toolbar.

To map to a resource you have used recently, click the arrow to the right of Path, and then click the resource you want. The previous ten paths are displayed.
In the Explorer, you can also click Map Network Drive on the Tools menu.
If you know the name of a computer but want to view its shared directories, type the computer name preceded by two backslashes (\\) in Path and then click OK. The name of the computer's first shared directory is added to Path and the computer's shared directories are displayed in Shared Directories. To connect to a different directory, select it in Shared Directories. 

 



To TopPrinting Reports


Gemsoft Treasure has powerful reporting capabilities.  Rather than have limited number of specific  reports, Gemsoft Treasure uses a more flexible approach which allows the user to create reports based on any criteria in the databases in Gemsoft Treasure.  The layout of the reports is fixed, but the contents, length and purpose of the report is controlled by the user.

The method for creating reports is exactly same for all the modules in Gemsoft Treasure. 

For example to print an Inventory Status Report:

Press the Inventory button on the main menu.  Press the button.  Select the appropriate criteria from Selection window


To print all the items currently in stock enter >0 in the  field, press OK.

Gemsoft Treasure will prompt to print a less detailed report. Enter Yes to print a simple inventory report which only shows the Item selling price.  Press No to print a report with detailed product information including supplier and cost information.

The Preview window will then be shown.  This may be all you need, since you can read the information you are looking for.  If you wish to printout a copy of report use the buttons at the bottom of the print preview to select the pages to print.

Power Report Method ( ?, *, < , > and % Characters )
The Find function in Gemsoft Treasure is one of its most powerful features.  Use special characters in the find function to search for groups of records.  

All Wild Card searches  begin with the "?" or "*" character.

Use the "?" at other places to specify that any character in that location should be included in the search results. 

To search for words or letters embedded in longer sentences or words, such as something in the description, use the following method.
To find all the Items with the word "Silver" in the description enter and press OK

Use the ">" and "<" to search for items greater or less than something.  This also applies to both numbers and letters whereas A is the smallest and Z is the largest.  To find all the Items in Inventory greater than Item Number 5000 enter in the Item field of the search window press OK

Use the % character to specify numeric fields between a range.  To find all items between a price of $1000 and $2500 enter    in the Tag field of the search window and press OK

 

Report Order

The order of the report is controlled by the button.  Press the button and check the corresponding buttons to control the order of information in your reports.  Selecting multiple items for sorting is permitted.

Report Control buttons(Shown at the Bottom a Report Preview):

Button Name Description
Previous Moves to previous page on preview
First Moves to the first page of the preview
Next Moves to the next page of the preview
Last Moves to the page of the report. 
REPORT TOTALS ARE SHOWN ON THE LAST PAGE SO THIS BUTTON IS USED OFTEN
or Zoom Zooms in and out of the preview.
Print Prints out the entire report a single page.
or Export Exports the report to all popular data file formats such as: Microsoft Excel, IBM Lotus, DIF, Text, Microsoft Word, tab and comma separated, RTF
Email Send the report as an Email attachment.  MAPI must be installed and working correctly on your computer for this feature to function.
Exit Closes the report

 

Description of Available Reports in Gemsoft Treasure
(
When appropriate; important totals are shown on the last page of reports)

Report Where to Find the Report Description Fields
Inventory Listing (Short Format) Inventory Detail Screen (F6) Inventory Status Item, Description, Style,  Location, Category, Selling Price
Inventory Listing (Long Format) Inventory Detail Screen (F6) Inventory Status Item, Description, Qty, Date, Location, Category, Style, Supplier, Part no., Type, Serial Number, Unit, Unit Cost, Cost, Labor, Cost and Price
Inventory Grouped by Category, or Supplier, or Model, or Style or Location Inventory Detail Screen (F12) Inventory Status (Grouped by) Item, Qty, Supplier, Category, Location, Style, Part No. Type, Unit, Unit Cost, Cost Stock, Price Stock
Inventory Reorder List Inventory Detail Screen (Print Reorder list button) Prints  Inventory Items that need to be reorders. Item, Qty, Supplier
Lost Merchandise Report Inventory Verify Inventory Screen Prints Merchandise that is lost, stolen or misplaced after completing an inventory check. Item, Qty, Description, Location
Labor Costing Inventory Options Screen Prints added value labor costs to Inventory Process, Who, Cost, Item
Vendors List Vendors Detail Screen Prints Vendors. Account No, Vendor, Address
Vendor Account Activity  Vendors Account Activity Screen (Print F12 Button) Prints single Vendor Balance. Name, Address, Phone, Fax, Account No. Beeper, No, Date, Ref. No. Description, Credits, Debits, Balance, Balance to Date
All Vendors Account Activity (Short Format) Vendors Account Activity Screen (Print All Button) Prints all Vendors Balances Account No, Vendor, Date, Ref No. Credit, Date, Sum, Balance, Grand Total, Grand Total Balance
All Vendors Account Activity (Long Format) Vendors Account Activity Screen (Print All Button) Prints all Vendors Balances with detailed transaction history. Account No, Vendor, Date, Ref No. Credit, Date, Sum, Balance, Grand Total, Grand Total Balance
Customer List Customers Detail (Print List F6 Button) Prints Customer List. No, Customer, Address, Phone
Customer Statement Customers Accounts Receivable (This Customer Button) Prints Customer Statement for a given date range. Invoice No, Date, Credit, Amount, Invoice Balance, Balance to Date, Balance From To, Previous Balance Until, Balance to Date
Customer Statements All Customers Customers Accounts Receivable (All Customers Button) Prints Customer Statements for a given date range. Invoice No, Date, Credit, Amount, Invoice Balance, Balance to Date, Balance From To, Previous Balance Until, Balance to Date
Customer Aging Report Customers Accounts Receivable (Print Aging This Customer Button) Prints Customer Aging Report. Date, Invoice, Amount, 0-30, 31-60, 61-90, Over 90, Total, Balance, Grand Total, Total Balance
Customer Aging Report All Customers Customers Accounts Receivable (Print Aging This Customer Button) Prints Customer Aging Report. Date, Invoice, Amount, 0-30, 31-60, 61-90, Over 90, Total, Balance, Grand Total, Total Balance
Customer Aging Report (flexible report)(Short Format) Customers Accounts Receivable (All Customers Aging Balance Button) Prints Customer Aging Report with Balance and Totals only for each customer. Customer, Amount, 0-30, 31-60, 61-90, Over 90, Total, Balance, Grand Total, Total Balance
Customer Aging Report (flexible report)(Long Format) Customers Accounts Receivable (All Customers Aging Balance Button) Prints out Customer Aging Report with Balance and Totals and each transaction for each customer. Customer, Date, Invoice, Amount, 0-30, 31-60, 61-90, Over 90, Total, Balance, Grand Total, Total Balance
Customer Balances (flexible report) Customers Accounts Receivable (All Customers Balances) Prints out simple customer balance listing. Customer, Contact, Phone, Email, Balance
Customer Mailing Labels (flexible search enabled) Customers Print Labels Prints out Mailing labels based on flexible criteria.

 

First name, last name, company name, contact name, or current resident
Commissions report (Complex) Ledger Details (Print Complex Commission button) Prints out salespersons commissions based on percentages for each salesperson on each Item in Inventory.  Reports is for a given time period. Salesperson, Credit, Reference No, Comm %, Commission, Date, Customer, Grand Total
Commissions report (Simple) Ledger Details (Print Simple Commission button) Prints commission reports based on fix percentage given to each salesperson. Salesperson, Credit, Reference No, Comm %, Commission, Date, Customer, Grand Total
General Ledger (GL) Summaries (Short Format) Ledger Details (Print Ledger Summaries button) Prints  totals and summaries for specified criteria for each ledger code matching the criteria and given date range. Ledger Code, Qty, Debit, Credit, Sums
General Ledger (GL) Summaries (Long Format) Ledger Details (Print Ledger Summaries button) Prints all transaction, totals and summaries for specified criteria for each ledger code matching the criteria and given date range. Ledger Code, Account, Reference #, Date, Description, Item, Qty, Tax, Category, Style, Supplier, Customer, Cost, Credits, Debits
Discounts Report Ledger Details (Print Discounts button) Prints out Discount summaries for a given time period. Ref#, Date, Description, Item, Qty, Style, Customer, Cost, Credit, Discount
General Ledger Report (Short Format) Ledger Details (Print F12 button) Prints out all transactions posted to the GL matching the criteria. GL Code, ACC, Ref#, Date, Description, Item, Qty, Tax, Category, Style, Customer, Credit, Debit
General Ledger Report (Long format) Ledger Details (Print F12 button) Prints out all transactions posted to the GL matching the criteria. GL Code, ACC, Ref#, Date, Description, Item, Qty, Tax, Category, Style, Supplier, Customer, Cost, Credit, Debit, Profit and Loss, Total Taxable, Non Taxable, Total Credit, Total Debit, Balance, Total Profit and Loss, Total Qty, Total Cost
Receive Methods Report Ledger Details (Print Stmts button) Prints out transactions by method of payments, ie Credit Card Type GL Code, ACC, Ref#, Date, Description, Item, Qty, Tax, Category, Style, Customer, Credit, Debit
Transaction Report Listing Report Ledger Details (Print Stmts button) Transaction Report Listing by General Ledger Codes GL Code, ACC, Ref#, Date, Description, Item, Qty, Tax, Category, Style, Customer, Credit, Debit
Inventory Item Numbers Report Ledger Details (Print Stmts button) Transaction Report by Inventory Item numbers. GL Code, ACC, Ref#, Date, Description, Item, Qty, Tax, Category, Style, Customer, Credit, Debit
Salesperson Listing Report Ledger Details (Print Stmts button) Transaction Reports by Salespersons GL Code, ACC, Ref#, Date, Description, Item, Qty, Tax, Category, Style, Customer, Credit, Debit
Work Orders (Repair Job Lists) Point of Sale (Repair F9) Prints out report of work orders based on criteria entered Repair No., Item, Description, Location, Status, Qty, Unit Cost, Total
Customer Statement of Balance Point of Sale (Print Customer Balance) Prints out the statement for the current active customer on the POS screen Invoice, Type, Date, Credit, Amount, Invoice Balance
Inventory Listing with Images Catalog then select Window and then Inventory and List View Tab.  Press the Print Button Prints out a listing of inventory with images matching the search criteria and or items manually selected from the item listing. Image Item, Qty, Location Description, Price
       
       

To TopSetting up a Bar-code Printer 

Setting up a Zebra T402 Stripe Printer

Gemsoft Treasure will print Bar Codes to any printer which is installed with a Windows Driver.  Gemsoft Treasure does not require special drivers or special fonts to print bar codes.  

To setup a printer as bar code printer, the following steps are required for any brand printer used for printing bar codes.

  1. Install the Windows driver for the printer. (follow the installation instructions that came with the printer)
    Obtain the latest driver from http://www.seagullscientific.com or click below to download
    from Gem of the Net server:

    Windows 95/98/Mil

    Windows NT, XP 2XK & Vista

  2. From the Windows Start Menu, Select Settings, then Printers.
  3. Right Click on the printer icon of the printer which will be used for printing bar.
  4. Find the settings for the paper size or bar code size or  media size and select the correct size for the bar codes you will be printing.
  5. Save the settings for the printer and close the printer control panel.
  6. Start Gemsoft Treasure and select the button from the main menu (on the botom right hand side, next to the EXIT button).
  7. Select the appropriate Bar Code printer from the Installed Printers window at the bottom and press the Set as Tag printer button. Press the Done button.



  8. Press the button, then press the button.  The Print Bar Code window will now appear.



  9. Press the Set Defaults Button, then Press the Save new Settings Button.

  10. Press the Print Button to print out a test label.
  11. Change the Font Size, Bar Code Height, Top Margin, Text Left Margin and Bar Code Left Margin to fine tune the layout of the Bar Code.
    Remember to press Save New Settings after changing any of the values.

 



Setting up a Zebra T402 Bar Code Printer

  1. Install the Windows driver for the printer. Obtain the latest driver from http://www.seagullscientific.com or click below to download
    from Gem of the Net server:

    Windows 95/98/Mil

    Windows NT & XP, 2XK & Vista

    (follow the installation instructions for installing the driver)
    Install the paper and ribbon and connect the printer to the computer following the instructions in the Zebra manual.
  2. From the Windows Start Menu, Select Settings, then Printers.
  3. Right Click on the Zebra T402 icon.




  4. Select the Details Tab on the Properties page




  5. Press the Setup Button




  6. Press the Printer Tab and verify the settings match those shown below (except for Firmware)
    If any of the settings are different, make the appropriate changes.


  7. Press the Labels Tab
    IMPORTANT! Create a new label size for your tag type by clicking on CREATE NEW TAB:
    You need to actually measure the tags.
    (Example: Width 2.00 X Length 1.16 for Rat-Tail ZU301 ---Width 2.25 X Length 0.55 for dumbell model ZU108, etc.)
    then press SAVE.

    Press the Alignment Test, Calibrate Sensors, Calibrate Media Length Buttons.
    The printer will calibrate and print out several tags.  
    Press OK when finished.

    Special Note for Dumbbell Style Tags: When using Dumbbell style Tags on the Zebra T402, complete the additional steps below:
    1. Load the Tags, Ribbon and set the label size as described above.
    2. In the Printer Driver, Options, Setup, Document Tab set the Intensity to 0
    3. Press the Advanced Tab, then press the Graph Sensor Calibration, about 3 feet of tags will print. This is normal.
    4. Press the labels Tab, and set the label top to 42
    5. Press the Document Tab and set the Intensity to 100
    6. In Gemsoft Tag print, select Tag Style to Dumbell, press the Set Dumbell Defaults button.
    7. Change the Top Margin to 0, left margin to 1.55 and press Save New Settings
    8. Change print Qty to 5 and press the Print button. The tags should now print out correctly.
    9. Print one more Tag to make sure its printing correctly.






     

    To Top Setting Printers

    The very first time you run Gemsoft Treasure or if Gemsoft Treasure is re-installed the following message will appear:
    No Tag Printer selected! Select a printer from the following list.
    or if this is not the first time, Start Gemsoft Treasure and select the button from the main menu.



    This is normal, just press the OK button and the following window will appear

    Gemsoft Treasure needs you to select which printers to use for the different functions, such as bar-code printing, cash Register Receipts, Reports, etc.  The printers you have installed on your computer will appear in the large window at the bottom.  Select the printer you want to use and press the corresponding button.  Repeat this for the Tag Printer, Default Printer, Invoice Printer, Label/Job Tag Printer.  You can select one printer for multiple functions, but you must select a printer for each function.

    Printer Type Definitions:

    Additional Options:

    Click here if you are using a receipt printer:  Check this box if you are using a narrow receipt printer that prints on a narrow roll.  Gemsoft Treasure will format the receipts to fit on this size paper.

    Click here if you have a cash drawer attached:    Check box if  using Gemsoft Treasure with cash register, Gemsoft Treasure will send the designated code to open the cash register drawer.  You can change the code which is sent by entering the ASCII code in the window to the right.  See the documentation which came with your cash register/drawer to find out the code needed to open the drawer.

    Once you have selected your printer press the Done button, you should now be at the Gemsoft Treasure main screen as shown below:





  8. Select the Zebra T402 printer from the Installed Printers window at the bottom and press the Set as Tag printer button. Press the Done button.




  9. Press the button, then press the button. The Print Bar Code window will now appear.



  10. Select your tag type by clicking on one of the radio buttons next to the yellow pictures showing your tag style.
  11. Press the Set Defaults Button, then Press the Save new Settings Button.

  12. Press the Print Button to print out a test label.
  13. Change the Font Size, Bar Code Height, Top Margin, Text Left Margin and Bar Code Left Margin to fine tune the layout of the Bar Code.
    Remember to press Save New Settings after changing any of the values.



To TopMaking an Invoice (Sale)

  1. Press the   button.
  2. Press the button and select the customer from the listing.
    If this is a new customer enter the customer information at this time. Make sure to enter a number for the telephone and complete the Customer field.
  3. Press the F2:Invoice Tab
  4. Select 1 for New Invoice and press OK or Enter


  5. Enter the Sales Person Initials and press OK or Enter

  6. Enter the Tax Rate and press OK or Enter

  7. Enter the Item number by typing on the keyboard or using a bar code scanner, if you are selling a gems from Loose Inventory enter the Parcel number in the Parcel/Lost #  field instead, leaving the Item # blank.  There is no Item lookup or search for Loose Inventory from the Invoice screen.  


    TIP:  You can use bar code scanner to scan in the merchandise Item number.  Gemsoft Treasure will then retrieve the merchandise details from the database and fill out the remaining fields of the invoice.  

    Press the Inventory button to pick the Item number from a list of Items in the database as shown  below:

     

  8. The Description, Qty, Retail, Unit Price, Total and Tax fields will now fill in automatically.  Change the QTY to the number of of items being purchased.  To change any of the values in the Invoice simply place the cursor or the item and make any desired changes



  9. Press the Button to post the Invoice and print it out.

  10. Enter the amount you will charge for shipping the merchandise.
    Press OK or enter

  11. Enter the Amount the customer is paying at this time and press OK or Enter.
    (As a reminder the current balance of this customer is shown on this window)


  12. Enter the Payment method and press Done., Select the Split Multiple Payments options if the customer is paying by a combination of methods, such as 50% cash and 50% credit card.



  13. Select the Account this transaction will be posted to and press OK or Enter.
    (By default it will post to the Invoices account)



  14. Gemsoft Treasure will ask if you wish to adjust the Inventory.  Usually you would press Yes, but if you are correcting an Invoice or just want to print another copy, then you may not want to subtract the Items from Inventory again.

  15. Enter any optional Information to be post along with this transaction. and press OK or F2


  16. An Invoice Preview will now appear



  17. Press the Printer Icon on the tool bar at the bottom or top of the preview to print out the invoice.
     







   


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