Remote Processing

About POSIM Remote Processing

POSIM Remote Processing is the tool for doing sales and purchasing away from your primary business location. Remote Processing is designed to work with minimum effort. Remote Processing on the POSIM Premier system allows you to extract Invoices and Purchase Orders from remote sales activities and import them into your server’s live database.

Things you need to know about Invoices

POSIM Remote will handle most transactions you will be processing: Deposits, Gift Cards, Sales On Account, Payments on Account, Back Orders, Bundles, New Customers, All Sales Types S/R/T/M/F/L.

Transactions not supported

Invoices with one of these transactions will be rejected, in whole, during the import process: Events manager transactions, Layaway transactions.

NOTE: Invoices with serial number transactions will be imported as processed invoices, but serial number cards will not be created or updated.

Things you need to know about Purchase Orders

Working and Processed Purchase Orders are extracted from the remote site database and imported into the home database as Working Purchase Orders. New Vendor cards will be created from information on the purchase order.

System Requirements

POSIM Remote is compatible with POSIM Premier for Windows 8.0 and greater. POSIM Premier needs to be installed on both the remote site computer and the server computer. POSIM Remote creates a text file when extracting from the remote site database. This file can be transferred to the server computer by email, copy on a CD, removable drive, ftp site, or actually bringing the remote site computer to the primary business location and connecting it to the network. You will need the equipment necessary to make the transfer.

Things to Consider before starting

  • The Remote Database
    • The remote site database can either be a copy of the server’s live database or an empty database. If using an empty database, items being sold, customers, vendors,and price codes will need to be added. Use the transfer feature to add the item quantities being taken with you to the remote activity. Other considerations are as follows:
      • Invoice IDs. The invoices IDs must be unique from those in the server’s live database. POSIM will not allow an invoice ID to be used twice. On the remote site computer, use the Shared User Control in Sales·Point to change the remote IDs (in Sales·Point go to File >> Shared User Controls>> Register Invoice ID’s tab). These invoice IDs may be reflective of the event (i.e., BCF100 for Boone County Fair or HIA234 for Hobby Industry Association Show). This will also help in reporting those events.
      • Purchase Order IDs. Purchase Order IDs must be unique from those in the server’s live database. On the remote site computer, use the Shared User Controls in Inventory·Analyzer to change the IDs (File>> Shared User Controls >>P.O.)
      • Item IDs. The item IDs used in the remote site database must be the same as those in the server’s live database. If an item ID is used that is not identical, the sale will be recorded in the home database as an item not found for all reporting purposes.
      • Sales Taxes. Set up sales tax percentages in Inventory·Analyzer Shared User Controls.
      • Customer IDs. If you plan to add new customers while at the remote activity, change the Customer Prefix on the remote site computer to be different then the Customer ID prefix used in the server’s live database (Sales·Point>> File>>Shared User Controls>> Customer ID tab).
      • Note: Remember that Invoice IDs, Purchase Order IDs, and Customer IDs must be unique from those in the live database on your server. This is vital to the success of importing sales from remote processing.
    • Back Up
      • Always back up the database on both the remote site computer and your live database on your server before exporting and importing information. There is no easy way to reverse the imports.
    • POSIM License
      • POSIM allows the use of an unlicensed database for 40 usages. This allows you to set up a new database and use it temporarily for remote site activity within the confines of POSIM’s licensing policies. If the remote site activity lasts more than the 40 usages will accommodate, contact your POSIM representative to obtain the proper licensing.

Installation

You will need to install POSIM Remote on both the Remote site computer and Server computer. Follow the same installation procedures for both computers.

  • Open POSIM folder on your hard drive.
  • Open the Utilities folder.
  • Open the Remote Processing folder.
  • Double click on RemoteProcessing.exe.

How to Install the Database Support Objects to Activate the Record Keeping

  • On the remote site computer, launch Sales·Point to ensure that the Sybase service is available.
  • Launch the POSIM Remote Processing program as instructed in 1a. You will see the above POSIM Remote Processing screen.
  • Click on “File” in the menu bar and select Install Database Support Object.
  • Click “OK” and the Remote Processing screen will quit. Exit completely out of POSIM, making sure that the Sybase service is stopped. Once stopped, re-open Sales·Point so that the Sybase service is started. Remote processing will then be activated.

How It Works

  • Invoices
    • POSIM Remote exports the selected processed invoices out of the remote database and puts them in a text file. This text file is then imported into the home POSIM database as processed invoices. The results are as if the invoices were posted originally on the server live database: inventory is adjusted, sales reports and ending tills reflect the transactions, customer history and accounts receivable are updated.
    • Exporting out of POSIM Remote Processing program on the remote site computer
      • Launch any POSIM Premier module to open the Sybase service.
      • Launch RemoteProcessing.exe (Posim folder>> Utilities folder>>RemoteProcessing folder>> RemoteProcessing.exe).
      • Define which invoices you want to export by filling in the “Sort By”, “From” and “To” fields.
      • Click the “Preview” button to view that you have the correct items for export.
      • Close out of the Preview, then click the “Export” button.
      • Name and save the file.
    • Importing Invoices into your Live database
      • Move the exported file to the server computer.
      • Launch any POSIM Premier module to open the Sybase service.
      • Launch the RemoteProcessing.exe (Posim folder>> Utilitiesfolder>> RemoteProcessing folder>> RemoteProcessing.exe).
      • On the Invoice side, click the “Import” button.
      • Find the export file and click “Open”.
      • Click “Yes” to review any errors.
  • Purchase Orders
    • POSIM Remote exports selected Working and Processed Purchase Orders out of the remote database and records them in a text file. This text file is then imported into the Live POSIM database as Working Purchase Orders.
    • Exporting Orders
      • Launch any POSIM Premier module to open the Sybase service.
      • Launch RemoteProcessing.exe located in the POSIM folder >>Utilities folder>> RemoteProcessing folder.
      • Define which orders (working or processed) you want to export by using the “Sort by” and the “To” and “From” fields.
      • Click the Preview button to review the information you have requested to export.
      • Click the “Export” button.
      • Name and save the file.
    • Importing Orders
      • Move the exported file to your server computer running POSIM’s database.
      • Launch any POSIM Premier module to engage the Sybase service.
      • Launch the RemoteProcessing.exe located in the POSIM folder>>Utilities folder>> RemoteProcessing folder.
      • Click the “Import” Button under the Purchase Orders side.
      • Find the export file.
      • A preview will let you review the orders before importing them.
      • Click “OK” to begin the import.
      • Click “Yes” to review any errors.
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