EMV Chip Card News

As many retailers know, there are new rules going into effect Oct 1, 2015.

We have been working very hard to provide a solution that is compatible with the new standard and with PayGo Solo.

Unfortunately, we have had to rely on other companies to fully implement EMV Chip Card-compatible equipment and this has slowed the process.

We are very close to being able to roll out our plans. So, please be patient.

We should have complete hardware and upgrade options available to you soon.

Please keep checking back here for up-to-date news.

PayGo Reports

There are several predefined reports in PayGo. There are a few basics you should know before running reports.

1. When running a report, PayGo will find a set of records that you request that it find or it finds a set of records that we have programmed it to find. Often times, after clicking on a report button, a find screen will appear. You can specify what records you want to find, but in most cases you can simply click on Find (or hit Enter on your number keypad) and PayGo will find every applicable record.

2. Next, it will sort these records depending on the type of report and information gathered.

3. After that, PayGo will bring you to a View screen where it will summarize and sub-summarize the data.

4. VERY IMPORTANT: To continue with a report, you must press the Enter key on your number keypad. You will then be prompted with the Option to Print, Cancel or Export the data that the report has supplied to you.

Here are the reports and a description of what they do:

Sales Reports:

?Today’s Sales by Dept – Allows you to view all sales posted on the current day broken down by department. PayGo lets you choose two different report types: Detail – which shows each sale in each department or Summary – which shows only the total sales in each department.

Today’s Sales by User – Allows you to view all sales posted on the current day broken down by cashier. PayGo lets you choose two different report types: Detail – which shows each sale or Summary – which shows only the total sales for each cashier.

Today’s Sales by Customer – Allows you to view all sales posted on the current day broken down by customer. PayGo lets you choose two different report types: Detail – which shows each sale or Summary – which shows only the total sales for each cashier.

Hot Sellers – This report allows you to search your sales figures for inventor that is hottest selling.

Sales by Dept – This report allows you to find any date range of items sold and summarizes the results by department. The report will default to searching for the current month. You may override the month if you wish by removing the month name from the Month Posted field. The report will search for all posted sales that PayGo stores. You can find specific information by entering find criteria in the available fields.

Sales by Month – Report lets you find any date range of items sold and summarizes the results by month. The report will search for all posted sales that PayGo stores. You can find specific information by entering find criteria in the available fields.

Sales by Day – Report lets you find any date range of items sold and summarizes the results by days. The report will search for all posted sales that PayGo stores. You can find specific information by entering find criteria in the available fields.

Avg Sale Trans/Day – This report shows your average invoice information summarized by day. The report will reveal your Average Invoice Total, Total Invoices and Average Number of Items per Invoice summarized by each day.

Avg Sale Trans/Hour – This report reveals your sales performance by hour and summarized by day. You can search a specific day or a range of days. The report will reveal the Hour of the sale, Average Invoice Total, Total Invoices and Average Number of Items Per Invoice.

Sales Tax – This report will provide totals for the taxes you’ve collected for each sale. The report will default to the current month. You may override the month if you wish by removing the month name from the Month Posted field.

Sales by Manufacturer – This report allows you to find any date range of items sold and summarizes the results by Manufacturer of the item. The report will default to searching for the current month. You may override the month if you wish by removing the month name from the Month Posted field. The report will search for all posted sales that PayGo stores. You can find specific information by entering find criteria in the available fields.

Sales by User – This report allows you to find any date range of items sold and summarizes the results by the Cashier who performed the sale. The report will default to searching for the current month. You may override the month if you wish by removing the month name from the Month Posted field. The report will search for all posted sales that PayGo stores. You can find specific information by entering find criteria in the available fields.

Sales by Customer – This report allows you to find any date range of items sold and summarizes the results by the Customer who purchased the items. The report will default to searching for the current month. You may override the month if you wish by removing the month name from the Month Posted field. The report will search for all posted sales that PayGo stores. You can find specific information by entering find criteria in the available fields.

Sales by Vendor – This report allows you to find any date range of items sold and summarizes the results by the Vendor of the items. The report will default to searching for the current month. You may override the month if you wish by removing the month name from the Month Posted field. The report will search for all posted sales that PayGo stores. You can find specific information by entering find criteria in the available fields.

Sales Journal – This report provides the transaction detail of all completed (posted) sales. The report will default to searching for the current month. You may override the month if you wish by removing the month name from the Month Posted field. The report will search for all posted sales that PayGo stores.

Open Invoices With Deposits – This report finds open invoices with deposits on them.

Items Sold at Discount – This report provides detail on all transactions that that contained items that were sold at a discount.

Pmt Method Totals – This report provides the breakdown of payment methods (i.e.: Cash, Visa, MasterCard, etc.) and summarizes the totals by each payment method. This information is derived from the payment database.

Returns – This report shows all return transactions.

Inventory Reports:

Inventory On Hand – This report gives detailed information on werwerwerweryour inventory status. It provides inventory valuations based on your last cost fields and on hand counts.

Low Inventory – This report provides a list of inventory items that have an On Hand count of 1 or less.

Outstanding Gift Cert – This report provides a list of all outstanding Gift Certificates.

Turns Report ? This report is for information on turns.

Inventory Adjustments – This report shows inventory adjustments that performed by your staff.

Outstanding In Store CR – This report provides a list of all outstanding In Store credits.

Customer Reports

Customer List ? This report prints a list of customers.

Vendor Reports

Vendor List – This report displays all vendors listed in the Vendor database.
Purchase Order Reports
Items on Order – Dept – This report shows items that are on order and summarizes the data by department.

Items on Order – Vendr – This report shows items that are on order and summarizes the data by preferred vendor.

Received Orders – This report shows items that are received.

Custom Reporting

Christian James, Inc can create customized reports for your business ? please contact sales for information and a quote to get started

PayGo SP and PayGo SP Unlocked Users – Take Note!

We wanted to let you know that as of 10/15/2014, all support for PayGo SP Unlocked will expire.*

Why? As time goes by, technology advances and eventually it becomes harder and harder to support a product. Often, changes out of our control will affect our older products and make them obsolete.

To combat that, we continue to develop PayGo and now have a PayGo SP replacement that we call PayGo Solo.

It’s very similar to PayGo SP, but it’s running on the newest software and it has an updated look.

For the next seven days, we’re offering a 40% discount** for PayGo SP users who want to migrate to PayGo Solo. 

If you’re interested, contact us by going here. We’ll work you up a quote immediately.

Learn more about PayGo Solo here.

* We understand that updating may be difficult for some retailers in the timeframe specified. If you need additional time, please contact us and request a support extension. We will work with you.

** The 40% Discount is a Limited Time Offer. This special applies to the purchase of the PayGo Solo and any Tech Time Hours. It cannot be used on recurring charges or service plans. Purchases made prior to 9/2/14 and after 9/7/14 will NOT be eligible for this promotion. This promotion cannot be used with any other PayGo promotion. We have the right to refuse any customer for any reason. Incentive availability may change at any time. Project development hours are limited. All purchase are final. PayGo Solo Terms of Service will apply. 

Cover Your Crash with a PayGo Backup Checkup

data_lost_guy

We’d Like to Offer You a Very Valuable Service!

We call it the PayGo Backup Checkup! But this checkup isn’t like one of those unpleasant doctor checkups… but it will save your health. Really! It will! We just want to make sure you have coverage in the event your computer dies, or a comet hits your store late at night. Let us check out your PayGo host computer to make sure it’s Backing Up your most important data.

Have a PayGo Support Pro Make Sure You’re Ok.

Here’s the deal. You’re a busy person, and although you might have taken the time to setup a backup plan, you wouldn’t believe how many times we see people lose months if not years of data!!!

Why does this happen? Well, we have seen the following:Read More

How to Configure PayGo Solo to Post Inventory to your Facebook Account

PayGo Solo allows you to easily post individual inventory items onto your Facebook Wall.

To do this, you need to do the following:

  • Login to your Facebook account via a web browser
  • Go to the account “Settings” area
  • Go to “Mobile” settings
  • Click on Add another mobile phone number
  • Facebook will have you re-enter your password and then you will want to select your phone provider details.
  • You will then be asked to text a code to a number they provide.  Facebook will then send a confirmation code to enter. There will also be other options that are available for you to choose
  • Once completed, you will be provided with a Post-by-email address that you can copy and place into PayGo’s settings.
  • In PayGo, from the Menu Screen, click on Workstation Setup, and then Preferences. Next, locate the param_facebook_accountname setting and paste the Post-by-email address into the settings field.
  • Click on Close.

You should now be able to use the Facebook button on the Inventory Screen to post individual inventory to your Facebook wall.

All About The Replace Command

The replace function is a powerful feature of FileMaker Pro (the software platform PayGo is designed on top of) that we have the capability to use. A basic summary of what it is useful for is when you want a field in an entire found set of records (for instance, when you search and get a list of customers) to be ‘replaced’ by other information in the entire set. You can replace the contents of a field in a few records, or in every record in the found set. An example of a time you may find the replace function useful is if, perhaps one of your employees consistently misspelled Chicago as Chicaga and you wanted to correct this in many records at once.

The feature itself can be incredibly powerful if used properly but is very dangerous because there is NO Undo!

This document will cover a basic replace. For more advanced replace operations we recommend you contact support for advice.

In this example, we will find a set of records in the Inventory database that we want to change the Department from one value to another on. Lets say from “Misc” to “Widgets”. They were probably all put into the wrong department and you want to mass-correct them, this is where Replace can come in handy if used properly.

IMPORTANT: To have the access privileges necessary to use this feature you must be logged in as a LEVEL 0 user account in PayGo.

———
Now, to try a sample of the replace feature (PLEASE DO NOT ATTEMPT THIS ON YOUR LIVE DATABASES UNLESS YOU ARE AWARE OF THE REPERCUSSIONS!!!):

From the Main Menu (For our example):

1. Click “Find Inventory”

2. In the field for Department on the find screen, select a department from your drop down list. If you do not see it on the list, hit Escape to the pop-up and type the name you want in the field.

3. Run your find request and click the first record in the found set that comes up.

4. Click the “Department” field on this record – Pick the new department you want all records in this found set to have as their new department. Make sure your cursor stays in this field after selecting it – as this is important to make sure this field is the one you are replacing the contents of.

5. On the program’s menu, go to the “Records” menu, and select “Replace Field Contents”.

6. You will get a dialog box saying something similar to “Permanently replace the field contents of the field “[Field name you are replacing]” in the [number of found records] records of the found set. Below this it will say “Replace with ‘your new department name’.

7. Verify that everything looks OK to you, and Select “Replace”. WARNING: THIS CAN NOT BE UNDONE. MAKE SURE YOU HAVE A BACKUP OF YOUR DATA.

8. The program will cycle through all records in the current found set, replacing the Department field’s value with whatever new value you set this current record to.

9. You’re done.

——————————
Other Replace Options (Advanced Users Only)
——————————

In the dialog for replace there are two other options that are only for very advanced users of FileMaker Pro, they are listed below.

– A serialized number: Replace with serial numbers, and then type the starting value for the serial numbers in Initial value, and the incremental value in Increment by. If the field is defined to automatically enter a serial number, you can select Update serial number in Entry Options to reset the next value in the Options for Field dialog box.

– A calculated value: Replace with calculated result, and then click Specify. In the Specify Calculation dialog box, enter the calculation you want evaluated. (The result must match the field type of the replaced field.) Click OK.

System Requirements for PayGo Solo on FileMaker Pro 13

PayGo Solo uses FileMaker Pro 13 as its platform.

System Requirements

Please note that Windows XP and Mac OS X 10.6 (Snow Leopard) are no longer supported. Please update your operating system before upgrading to FileMaker Pro 13.

Operating System
Windows 8.1, and
Windows 8.1 Pro*
Windows 8, and
Windows 8 Pro*
Windows 7 Ultimate, Professional, Home Premium*
OS X Yosemite v10.10
OS X Mavericks v10.9
OS X Mountain Lion v10.8
OS X Lion v10.7

*Version stated is the minimum requirement. FileMaker Pro may also work with later operating systems certified by FileMaker, Inc. Operating systems not listed in the table above have not been tested and are not supported.

Hardware Requirements

Minimum Requirements Recommended Requirements
Windows CPU: Intel Pentium 4 / AMD Athlon 64 or newer
RAM: 1 GB
CPU: Intel Pentium 4 / AMD Athlon 64 or newer
RAM: 2 GB
Mac CPU: 64-bit Intel-based Mac
RAM: 2 GB
CPU: 64-bit Intel-based Mac
RAM: 4 GB

Additional requirements (all platforms)

TCP/IP: limited to five simultaneous FileMaker client connections; each client requires a licensed copy of the software; see FileMaker Server 13 for increased capacity. FileMaker Pro 13 supports Internet Protocol Version 6 (IPv6) addresses, as well as IPv4 addresses.

Hey Consignment Shop! We’ve Got a New Goodie For You.

customer_loyaltyWe’ve been on a quest to give you more time. First, we tried to simply get the Interternational Federation of Time to extend the day to 30 hours. Our emails went unanswered!

Next, we tried to invent a machine which would slow down everything and everyone around you so that you could do more things. We ended up with basically a go-kart connected to a stop-watch, which was useless.

Finally, we realized that we are not physicists or any other kind of “ists” here. But we are software geeks and we know how to make computery things which help independent retailers.

paygo_consignOur most recent invention? PayGo Consign! It gives you the power to give power to your consignors. It’s no-line consign… in that your consignors can add their own products and monitor their sales at your store from their own couch, or chair or even while sitting at their kitchen nook.

Check it out here! Just think, this could turn your shop into a cloud-based, market-changer!

Got an Idea?

Sure You Have An Idea!

You are a retail adventurer who got into business because you knew you could do it better.  One way to do that is to use technology to give you an advantage over your competitors. We have a simple way to help you make the features you need to run your delightful shop. Read on, my friend!

Square Pegs and Round Holes

Really nerdy geeks have been designing software to help retailers track their businesses for some time. They have gotten better at it, but face the fact that there may NEVER be a solution that fits you perfectly. But PayGo Solo might just have a way. We call it OpenSorta! [more details about this catchy little capability are below]

Think Bells and Whistles That Just Aren’t Bells and Whistles

That’s right. Think about adding a special function to your PayGo POS software that isn’t there today. You might be surprised how effective yet inexpensive it might be to do Read More