The following criteria is required for users wishing to access TRIMSm.
The users ‘User Group’ must have access to the TRIMSm feature.
The users ‘User Group’ must have access to the relevant features for that user group.
The user must have a Login code, this is set on t...
Similar to the 'Best Sellers' reports, Ranked Sales is a report that ranks sales based on the chosen sorting, grouped by the specified grouping critera. Unlike 'Best Sellers', this report only reports stock of sold items, not the entire grouping level of stock...
A financial report displaying tender breakdowns and Key Performance Indicators for each device or user. Example Columns / Rows
Tender: Lists the Tender IDs for any tenders used within the given period
Total: The total tender value for the Tender I...
A financial report displaying the value movement of stock between the period specified. Example Columns All cost values exclude VAT
Opening: Cost value of stock at the start of the given period
Closing: Cost value of stock at the end of the given perio...
A financial report ideally grouped at the category level displaying your stock holding at the specified stock date, and the sales for the specified sales period. Example Columns
Stock: Quantity of stock units at the given stock date
Cost: Weighted average co...
Reports by product the last 13 weeks sales history from the date specified along with the current stock situation. Example Columns
RecNo: Products Record Number
Description: Products Description
Detail: Selectable additional detail (5 slots)
Bring up the product in the product matrix view, go across to the Modify tab and click the dropdown to change it from “Retail” to “Barcode”. The Primary barcode is the one set by TRIMS, you can use any of the Alias fields. Anything to enter into those fields will be a uniq...
The following instructions will go through how to configure the visibility of your products on your Point of Sale and on your website. Firstly, bring up the product in the product matrix view, go to the Modify tab and click the dropdown to change it from Retail to PLU (Pric...
To create a Purchase Order go to the Purchase Orders page and click the “Create New Document” icon at the top. Select the system and Supplier and then select the destination that the stock’s going to be received into, giving the document a relevant reference. If you have ...
If for example you have created a product only in one branch and need it to be available in other branches also, the easiest way to resolve this is to copy the product to other locations.
To do this, find the product in the tree in Explorer and click in the...