Field Description Description Item description. Maximum length 80 characters. (there is a full description in Item Search, the full description is a read-only field auto-built from Brand + Description + Variety + Size. Maximum length 200 characters.) POS20 Desc A short description with a maximum length of 20 characters which will be displayed on-screen when selling the item at the register and which may be configured to print on labels and receipts. This field will automatically populate when navigating to this fields with arrow and the 'Description' field has been entered Label Desc The label description is an alternative description that can be nominated to display on labels printed from the Label Printer program. A Label Description Maximum length 200 characters. Category The banner group will have a category tree built to sort and categories each item. Within the category field will be the item's selected category. Categories can be managed via the Category Manager program. POS HO FUNCTION  Purchase Tax This option indicates to the user whether tax was/ will be paid on the item when purchased from the Supplier. This field will indicate to the system to calculate tax when entering cost prices Sale Tax This option indicates to the user whether tax will need to be added to the item's sell price. This field will indicate to the system to calculate tax when entering sell prices Retail Value The RRP or Suggested Retail Price field is an informational field to display RRP. This field can be used to discount in retail Promotions (instead of discounting against sell price) and can be used for savings calculations on labels and receipts Competitor Price This field is used to display competitor pricing for the same item Brand An editable definitions list by Head Office, allowing you to assign and group brands to items to increase reporting and searching Manufacturer An editable definitions list by Head Office, allowing you to assign manufacturers items to increase reporting and searching Admin Location When set to HO (the default setting) the store location is prevented from making changes to the Item Profile information; the item details are managed by Head Office. Buyer Provides an additional avenue for reporting. Buyers is a definition list that is edited by Head Office. This field can be used to indicate which buyer is looking after the item. Variety An editable definitions list by Head Office, allowing users to assign Variety types to items to assist with reporting and searching. For example, dispensary items may have 'tablets' or 'capsules' as an assigned variety. Size An editable definitions list by Head Office, allowing users to assign sizes to items to increase reporting and searching. For example, the shoe range within store can have their respective sizes assigned to them. Colour An editable definitions list by Head Office, allowing users to assign colours to items to increase reporting and searching. For example, the shoe range within store can have their respective colours assigned to them Allow Discount Untag to disallow manual discount of this item at the register. This option is tagged for new items by default. Price Managed Item This feature allows price sensitive items to industry to be flagged; these may be Items you need to monitor. When Items are flagged and the Item appears in any of the bulk batch features that allow you to change Sell Prices i.e. Retail Maintenance, Proposed Sells the Item will highlight green and a tool tip will prompt you with 'Price Managed Item - check the sell price is appropriate'. This flag can be set in bulk via the Bulk Item Update utility. Slow Mover Is an indicative field. Can be used in Item Searches, printed on labels and to drive reporting. Core Range Is an indicative field, to display Users can view whether Items have been marked as 'Core' in Purchase Orders, Purchase Invoice Matching. KVI Line Is an indicative field. Can be used in Item Searches Range & Sub-Range An editable definitions list by Head Office, allowing users to further define groups of items, such as grouping seasonal stock. . Shelf Label When a shelf label type is set for an Item a new label batch will be automatically created when the sell price changes with the default shelf label type set at the label type. When Items are shopped in from the Template the 'Shelf Label' field In Item Profile will be automatically populated with 'Default' (default shelf label design). Product Label When a product label type is set for an Item a new label batch will be automatically created when the sell price changes with the default product label type set at the label type. # Shelf Labels Where a value is set, this quantity will be queued automatically when a shelf label batch is created for this item. UOM This field is entered when a price is associated with a measurement such as length or weight, for example $1.98 per 500g Maintain SOH From a group level, Head Office can set a rule on stores using the 'Maintain SOH' check box. Manually set, means that the store can alter the 'Maintain SOH' field. 'Always Set' means that the item will always have maintain SOH flagged at each store, the store will not be able to change this. 'Never Set' means that the item will never have maintain SOH flagged at each store and the store cannot change this. Default GP % Item/Cat This field is the Default Gross Profit default. This means when a Sell Price is added, the system will use the 'Default GP %' to automatically generate a sell price Stock Spot The item's physical location in the store. Only visible when Stock Spot Manager is enabled in Site Configuration (System tab). Two levels are available. Modular Item Use when you have an item that is sold both as a whole (carton) and as single units. See Modular Items instructions below.

Column Name Description Main Supplier The nominated supplier primary/ preferred supplier. When running reports and order programs this supplier may be selected by default . WH Main Supplier Warehouse Main Supplier, the primary/ preferred supplier for the warehouse. This information is not visible unless system is configured for Warehouse. Store Main Enables stores to choose and select their own preferred supplier. When this flag is ON, this will be the nominated supplier used when raising Purchase Orders. This field can be enabled by HO Supplier This is the company that supplies stores with stock. Items may have more than one supplier available. Order Code The code used when ordering items from the supplier. This codes is how the supplier identifies the item (this code is unique per supplier) Agent This is a representative who will take an order, but the invoice will come from the supplier. Agent Only When the supplier is flagged Agent Only, the user will be forced to use the agent when ordering the product. If the user attempts to add this Item to a Purchase Order the user will get a message 'This product is marked agent only, not allowed to send directly to the supplier'. Please remove this Item from the order'. The user will not be able to send this order until the Item is removed. Status This status of the item indicates to the user whether the supplier is actively supplying the item CRI Core Range Indicator Date Modified The date the information was last modified Modified By The user which the information was last modified by

This function is to add or remove a bulk of items to a group 1. Use item search to search all items required, when all items are in the search results, select select tagged. 2. Select the Extra Functions tab. 3. Select Item Group Management. This will open Item Group Management window 4. Select group by using the drop down menu. 5. To Add to the group selected select Turn On, OR to remove items from group selected, select Turn Off 6. A Prompt message will appear. '(#) selected will be (added/ removed) to the 'GROUP' item group. Are you sure you want to continue? Yes/ No' 7. Select Yes 8. A Prompt message will appear. '(#) have successfully be (added/ removed) to the 'GROUP' item group. OK' 9. Select OK. 10. Select Save.

Column Name Description Location At store level two locations are visible: HO and this location. Use to view and compare HO Sell & GP% and Store Sell and GP%. Current Cost Ex Store Location displays the current average cost. This is used to calculate GP when an item is sold. HO Locationd displays the current cost (ex GST) for the Main Supplier as HO does not have its own Average costs. Current Sell Inc Current selling price including GST If sell inc is written in black when the store's 'Sell Inc' is equal to the head office normal sell If sell inc is written in green when the Store's 'Sell Inc' is greater than the head office normal sell If sell inc is written in red when the store's 'Sell Inc' is less than the head office normal sell Current GP % Current Gross Profit represented as a percentage value Current GP $ Current Gross Profit represented as a dollar value Normal Sell Inc The normal, ie non-promotional, sell price. No end date is set and sells will remain in place until such time it's changed / reviewed. Normal GP % Normal Gross Profit represented as a percentage value Normal GP $ Normal Gross Profit represented as a dollar value

Status Program Description Expanded Definition Normal Normal - Nothing special about this item. No extra behaviours have been placed on this item. Item will be included with suggested orders Core Core Range - Must be stocked Store cannot mark item and unstocked in Item Maintenance. Item will be included on suggested orders Deleted Deleted - do not buy (or sell) Items will not be included on suggested ordering methods. If an item is added to an order the user will see an error and POS Works will stop the user from processing the order until item is removed. Item can be marked stocked or unstocked by store Optional Core range optionally stocked. The store can stock or unstock the item, the item will be included in suggested ordering Price Drop Item Cost will drop in the near future Item displays pink in the Purchase Order program to indicate to the user that there will be a price drop soon. Item will be included on suggested orders. Run-Down Wait until stock is depleted then Delete Items will not be included on suggested ordering methods. If an item is added to an order the user will see an error and POS Works will stop the user from processing the order until item is removed. Item can be marked stocked or unstocked by store. Once the SOH is zero, POS Works will change the status to deleted Superceded Item has been replaced. Items will not be included on suggested ordering methods. If an item is added to an order the user will see an error and POS Works will stop the user from processing the order until item is removed. Item can be marked stocked or unstocked by store SuppReward Product is available as a supplier reward Item displays orange in Purchase Orders program to indicate the supplier has a reward linked to this product. Item will be included on suggested orders Price Drop Large Cost will drop significantly in the near future Item displays red in the Purchase Order program to indicate to the user that there will be a large price drop soon. Item will be included on suggested orders. Self Manage Store to order and manage The store can stock or unstock the item, the item will be included in suggested ordering Not Avail Not available to stock Items will not be included on suggested ordering methods. If an item is added to an order the user will see an error and POS Works will stop the user from processing the order until item is removed. Item can be marked stocked or unstocked by store Bulk Only Only purchase in bulk Item will display blue in Purchase Orders indicating to the user’s extra discounts will apply only on bulk orders Core Plus Core range plus - must be stocked Store cannot mark item and unstocked in Item Maintenance. Item will be included on suggested orders

Field Name Description Location The store's name Stocked When tagged, indicates the item is stocked at the current location. The stocked flag will automatically flag when the user orders, invoices or sells the item. Maintain SOH This indicates whether the SOH is tracked and therefore updated. Whether or not this option can be edited at store level is dictated by the Maintain SOH in the main details of the item and the field is set to be editable by default in Site Configuration. Status Item Maintenance can be used to display how the item is being used at store level. different status can influence different behaviour towards the item per store level If an item is marked as Deleted it will automatically update to Unstocked once the SOH reaches zero as part of the overnight process. SOH Stock On Hand Scripts On Hold Amount of Script on Hold in the store. When a script is dispensed, the on hold amount will increase, then the script is sold the SOH and on Hold amount will decrease by the quantity sold Hold SOH Amount of Stock on Hand that is on hold On Order Amount of stock requested from supplier (stock on order). The on order quantity will increase every time an order is raised for that item. On Order will decrease when a purchase order is matched to an invoice that receipted through the system. On Order quantities can be used by suggested order methods when creating and order Special On Order Orders can be raised specifically not to affect the on order quantity. These are quarantined orders, which use a special on quantities to track what is out standing on order. Min SOH Used for suggesting orders with the Min / Max option. Nominate the minimum stock holding and this value will be used as the Min SOH for the order. NB when using Min/Max ordering you must populate both the Min and Max. Optional: If the feature is enabled in Site Configuration an option appears when suggesting orders to use Min SOH as an absolute minimum holding. If selected this option will apply the Min SOH to an order suggested using any order type. Max SOH Used for suggesting orders with the Min / Max option. Nominate the maximum stock holding and this value will be used as the Max SOH for the order. NB when using Min/Max ordering you must populate both the Min and Max. Optional: If the feature is enabled in Site Configuration an option appears when suggesting orders to use Min SOH as an absolute maximum holding. If selected this option will apply the Max SOH to an order suggested using any order type. Use In Suggest Untag to prevent this item being included in suggested orders. ROS Rate of Sale. Weighted average quantity of sales per week (last 12 weeks). More recent weeks have more bearing on this figure. Avg Cost Average Cost, ex GST. The total purchase cost of the item divided by the number of units purchased, over the entire life of the item. Weeks Min Used for suggesting orders with the Dynamic Min / Max option. Nominate the number of weeks' minimum stock holding and this value will be calculated based on the current ROS and used as the Min SOH for the order. Setting this value at an item level will override a value set at the category level via the Store Category Info utility. Weeks Max Used for suggesting orders with the Dynamic Min / Max option. Nominate the number of weeks' maximum stock holding and this value will be calculated based on the current ROS and used as the Max SOH for the order. Setting this value at an item level will override a value set at the category level via the Store Category Info utility. Last Cost The last invoiced cost of the item, calculated from the invoice as Line Cost Ex divided by Inv Qty Last Sale The date that the item was previously sold Last Order The date that the item was last on order Last Invoice The date that the item was last received, therefore put on an invoice Last Stocktake The date of last stocktake the item was included on Default GP % The Default Gross Profit figure represented as a percentage Suggest Method Allow store to select suggested order method at the Item level. This feature works in conjunction with order templates. From Item Maintenance, Item stock information (bottom right of screen) we have new field called 'Suggest Method'. You have the option to select from 5 standard ordering methods. When you set up your order templates you have the option to select 'use individual item settings'. When you request a PO from this template the system will look directly to the Item to create the order. This feature allows you to do an order using a combination of order methods. Date Modified The date the information was last modified Modified By The user that modified the information last Modified Source The POS Works Program the information was modified in

When the item Maintenance program is opened, the default tab displayed is the Main Tab. Within the tab is all the primary details of the item. To populate information into this window, enter a barcode, Order Code, Item ID or Description into the search bar/ Item ID field in the top left corner. Item Details This Pane shows details about the item profile selected, such as product description, category, purchase and sales tax as well as any other optional details that have been filled in. Check out Item Details Glossary for more! Supplier Details  See Supplier Information Glossary for more! Barcodes  These barcodes are only editable at HO.   Column Name Description Main Code The main barcode of the product Barcodes Other Barcodes of the product Unused Code Unused barcodes of the product Item Groups Item Groups can be used to create a virtual basket of products for reporting, ordering or maintenance purposes. An Item can belong to more than one Item Group. It add and item into the group, selected all the groups that you wish to add the item too, then select Save Note: Item groups can be added and edited from an admin location. Head office users can find a guide at the bottom of this article Check out Bulk Item Group Changes for more steps! Sell Info Grid The selling information of a selected product is displayed in this grid. The selling information is represented as a comparison of the store's information and Head Office's information. See Sell Info Glossary! Location Status Grid This grid displays the status of the product in each store. This grid can be seen at both HO and store. Stores are able to view other stores within the same banner group . The data within this grid is live and up to date from all locations. See Location Status Glossary! Item Status Types Item Statuses can have different behaviours throughout the system. Please see below table for a breakdown of these statuses See Item Status Information for a breakdown. Other Locations Grid Stores have the ability to view the current sell prices and SOH of other stores within their group and arrange them in a custom view order. For example they may wish to see the nearest store to them to which they transfer stock regularly to and from. This option needs to be enabled in Site Configuration (Use Other Info Grid). Head Office configures which stores have permission to view other stores' sell prices in Location Manager. Modular Item A Modular item allows the user / group to purchase box quantities of merchandise and sell out as the box / pack quantity or single unit. For this to be facilitated, both a purchasing item and stocked item must be set up correctly as two separate. Both purchase item and stock count item need to be set up singular items carton sizes will equal one, using the modular quantity the relation ship between the two. The Purchasing item will hold the ordering information as this is the outer box of the item. The stock count item is the individual units within the outer. Please see below example of how to set up an item MODULAR ITEM EXAMPLES (This is the Drop-down text) Purchasing Item Details Item Code # 41371 FIXOMULL STRETCH 5CMX10M 2036 Main Supplier SYMBION HEALTHCARE ETH HO Cost $13.35Ex HO Sell $22.95Inc Stocking Item Details Item Code # 136827 FIXOMULL STRETCH 5CMX10M 1 METER Main Supplier SYMBION HEALTHCARE ETH Store Cost $1.52Ex Store Sell $2.50Inc The SOH is worked on the Module Stock Qty, IE: If the module stock qty is 10 (pack size), it calculates stocking item by multiplying the amount of purchasing items received in by 10. The SOH actuals will automatically adjust by how the items are sold out, IE: Received 8 purchasing items, 8 x 10 = 80 stocked items & 8 purchasing items If 1 purchasing item is then sold, = 70 stocked items & 7 purchasing items will be left Then if six stocked items are then sold, = 64 stocked items & 6.4 purchasing items will be left General rules for Modular Items You should only order using the purchasing item # (packs) Only purchasing items #, are to be received as per the order placed Any open packs should be marked clearly with the stocked item # (its barcode) To display / sell the pack (purchasing item) on shop floor, ensure a purchasing item # barcode is produced and placed over the existing single item barcode The Item codes must be consistent across the group for items which are considered Modular whether they sell the unit item only or sell the pack item only (IE: can not have one store set-up with a pack item as unit item) Extra Functions within Item Maintenance Whilst in Item Maintenance, users can do simple stock control actions. These actions include: To Print Item Label Press the Label button and a prompt appears to enter the number of labels required. A LABEL PRINTER batch is created called "Daily Label Bucket (dd/mm/yyyy)" which can be used to produce any label type. To Stock or Un-stock an Item Within the Item Maintenance program: Search and select item required. Select Stock. A Prompt message will appear. 'Press YES to stock this item at this store. Press NO to un-stock this item at this store. Otherwise Press CANCEL' Select Save. To Order Item Within Item Maintenance, items can be put into a queue to order. By selecting 'Order' the item will be placed in a queue, ready to import into PURCHASE ORDER. To Set an Item to Order Within the Item Maintenance program. Search and select item required. Select Order. This will open an Item Maintenance widow, to enter carton number Enter in the number of Cartons required.

The cost/ Sell Tab is split up into two halves.  The top half of this screen is devoted to Cost information and the bottom half is sell. Within the cost grid, users can see all current and pas costs for the item, per supplier, per location (different locations are only available from a Head Office view). Users can also see deals that may be applied to suppliers too, including the relevant dealbook id and the different buying quantities. The bottom half of the grid is where sell prices are displayed. Users will be able to see normal and promotional sell prices for their location. From Head Office all sell prices are available to view. From this grid, users can: Expire Local Sell Price Add Local Sell Price

In this Tab, sales of the products can be viewed in a table as well as a graph. Sales figures can be viewed in weekly or monthly period. This allows stores to see trends throughout the weeks, months and years the product is stocked.  The information in the grid and graph is from the date the of the product's first sale to the week to date (WTD) or Month to date (MTD). Switching from graph to grid can be done by selecting: 'Switch to Graph'   or 'Switch to Grid'    on the right side of the screen .

The item's transactional details are displayed in this Tab. Within the order grid the item's SOH, On Order and On Hold quantities are tracked. By double clicking the the Ref #cells will open the program and batch that the audit record was apart of. For example, double clicking on Sales ID number in the Ref # grid, this will launch CSP audit and automatically load the target sales into search results. Smart Grid Tools. In any grid (Tan Boxed Headings above data) throughout the system users can right click to sort, export to Excel, best fit columns & print content. In addition users can right click on a heading and customise columns and hide unwanted fields which will be remembered against the user login. Column orders can be easily moved by using the drag and drop function to suit their own preference and again this is remembered against the user login. Item Audit Tab Troubleshooting Tips 1. The Audit Tab can be used as a go-to reference for any query relating to items purchase, receipt and transaction history. 2. Use 'Customise Columns' to view information needed. For help on the Customise Columns function, see here. Date, Action, Ref# and On Order are quiet useful along with any details associated with cost. 3. Searching Action Column can filter results for Sale, POrder, Invoice, Return Sale etc Double clicking Ref# for action required will open relevant POS program to view extra details.  Foe example- if you receive stick and are unsure of whether it is a store order or group order, you can look at the Action Column and filer POrder to see when it was last ordered. Check the Ref# and double click the number to open the Purchase Order. Using above as example, on 19/05/2024 POrder was placed, SOH is 10 and 1 is in order.  Qty of 1 is expected to be received in next delivery. 4. All SOH adjustments are recorded in the Audit Tab. You can view current SOH, on order quantities and why and when SOH has changed. Audit Tab is a live function of stock movement. Pre SOH is quantity before action was performed. Adjust Qty SOH is number adjusted. Final SOH is quantity after functions has been made.  Using above as example, on 19/09/2023, SOH was -3, a SOH Adjustment was made of 3 which brings the Final SOH to 0. 5. Invoice and receipt items are recorded based on when Invoice has been accepted. It also takes into consideration and records quantity placed on order and if item is still on order- meaning, it has not been received. Using above as example, on 16/05/2023, Invoice was accepted for qty of 2. Before invoice was accepted, Pre SOH was 3, Adjust Qty SOH of 2 was accepted on invoice which brings FInal SOH to 5. We can see that 2 were ordered in Pre On Order Column.  6. Cost is recorded based on Action. So order and invoice cost will be recorded for quantity ordered and accepted.  7. Average cost is used for GP reporting and if wrong can cause concern. Average cost is calculated using Average formula- Sum of Values/Number of Values.   Average cost should be similar to last cost and not much higher.  If Average cost for ex $29 and cost is $7.39- record has been made in error and needs to be rectified. You can raise a service request for this to be corrected.   Audit Tab is informational only and no changes can be made.  Once Audit Tab functions are mastered, it is handy tool to have for all your item troubleshooting needs!