Data

Appointment Categories

• Defining an Appointment Category

  1. Select Data > Appointment Categories.

  The Appointment Categories page displays.

  2. Click New.
  3. Select the location(s) that will use the appointment category.
  4. Define the appointment category as normal.
  5. Click Save.

  Central Office adds the appointment category to the Millennium database at the selected location(s).

   

• Copying an Appointment Category

  1. Select Data > Appointment Categories.

  The Appointment Categories page displays.

  2. Click the Listing tab.
  3. Select filters to locate the appointment category and click Search.
  4. Click Select next to the appointment category.
  5. Click Copy.
  6. Select the location(s) where you need to copy the appointment category.
  7. (Optional) Select Overwrite Appointment Category if it exists to overwrite any appointment categories at the new location(s) that have the same Global ID as the appointment category you are copying.
  8. Click Save.

  Central Office copies the appointment category to the Millennium database at the selected location(s).

   

• Updating an Appointment Category

  1. Select Data > Appointment Categories.

  The Appointment Categories page displays.

  2. Click the Listing tab.
  3. Select filters to locate the appointment category and click Search.
  4. Click Select next to the appointment category.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the appointment category at all locations.
  8. Click Save.

  Central Office updates the appointment category at the selected location(s).

   

• Deleting an Appointment Category

  1. Select Data > Appointment Categories.

  The Appointment Categories page displays.

  2. Click the Listing tab.
  3. Select filters to locate the appointment category and click Search.
  4. Click Select next to the location where you want to delete the appointment category.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the appointment category at other locations.

   

Appointment Types

• Defining an Appointment Type

  1. Select Data > Appointment Types.

  The Appointment Types page displays.

  2. Click New.
  3. Select the location(s) that will use the appointment type.
  4. Define the appointment type as normal.
  5. Click Save.

  Central Office adds the appointment type to the Millennium database at the selected location(s).

   

• Copying an Appointment Type

  1. Select Data > Appointment Types.

  The Appointment Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the appointment type and click Search.
  4. Click Select next to the appointment type.
  5. Click Copy.
  6. Select the location(s) where you need to copy the appointment type.
  7. (Optional) Select Overwrite Appt Type if it exists to overwrite any appointment types at the new location(s) that have the same Global ID as the appointment type you are copying.
  8. Click Save.

  Central Office copies the appointment type to the Millennium database at the selected location(s).

   

• Updating an Appointment Type

  1. Select Data > Appointment Types.

  The Appointment Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the appointment type and click Search.
  4. Click Select next to the appointment type.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the appointment type at all locations.
  8. Click Save.

  Central Office updates the appointment type at the selected location(s).

   

• Deleting an Appointment Type

  1. Select Data > Appointment Types.

  The Appointment Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the appointment type and click Search.
  4. Click Select next to the location where you want to delete the appointment type.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the appointment type at other locations.

   

Coupons

• Defining a Coupon

  1. Select Data > Discounts.

  The Discounts page displays.

  2. Click New.
  3. Select the location(s) that will accept the coupon.
  4. Define the coupon as normal.
  5. Click Save.

  Central Office adds the coupon to the Millennium database at the selected location(s).

   

• Copying a Coupon

  1. Select Data > Discounts.

  The Discounts page displays.

  2. Click the Listing tab.
  3. Select filters to locate the coupon and click Search.
  4. Click Select next to the coupon.
  5. Click Copy.
  6. Select the location(s) where you need to copy the coupon.
  7. (Optional) Select Overwrite discounts if it exists to overwrite any coupons at the new location(s) that have the same Global ID as the coupon you are copying.
  8. Click Save.

  Central Office copies the coupon to the Millennium database at the selected location(s).

   

• Updating a Coupon

  1. Select Data > Discounts.

  The Discounts page displays.

  2. Click the Listing tab.
  3. Select filters to locate the coupon and click Search.
  4. Click Select next to the coupon.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the coupon at all locations.
  8. Click Save.

  Central Office updates the coupon at the selected location(s).

   

• Making a Coupon Inactive

  1. Select Data > Discounts.

  The Discounts page displays.

  2. Click the Listing tab.
  3. Select filters to locate the coupon and click Search.
  4. Click Select next to the coupon.
  5. Click Edit.
  6. Select Inactive.
  7. (Optional) Select Apply changes to all locations to make the coupon inactive at all locations.
  8. Click Save.

  Central Office makes the coupon inactive at the selected location(s).

   

• Deleting a Coupon

  1. Select Data > Discounts.

  The Discounts page displays.

  2. Click the Listing tab.
  3. Select filters to locate the coupon and click Search.
  4. Click Select next to the location where you want to delete the coupon.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the coupon at other locations.

   

Distributors

• Defining a Distributor

  1. Select Data > Distributors.

  The Distributors page displays.

  2. Click New.
  3. Select the location(s) that will use the distributor.
  4. Define the distributor as normal.
  5. Click Save.

  Central Office adds the distributor to the Millennium database at the selected location(s).

   

• Copying a Distributor

  1. Select Data > Distributors.

  The Distributors page displays.

  2. Click the Listing tab.
  3. Select filters to locate the distributor and click Search.
  4. Click Select next to the distributor.
  5. Click Copy.
  6. Select the location(s) where you need to copy the distributor.
  7. (Optional) Select Overwrite Distributors if it exists to overwrite any distributors at the new location(s) that have the same Global ID as the distributor you are copying.
  8. Click Save.

  Central Office copies the distributor to the Millennium database at the selected location(s).

   

• Updating a Distributor

  1. Select Data > Distributors.

  The Distributors page displays.

  2. Click the Listing tab.
  3. Select filters to locate the distributor and click Search.
  4. Click Select next to the distributor.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the distributor at all locations.
  8. Click Save.

  Central Office updates the distributor at the selected location(s).

   

• Deleting a Distributor

  1. Select Data > Distributors.

  The Distributors page displays.

  2. Click the Listing tab.
  3. Select filters to locate the distributor and click Search.
  4. Click Select next to the location where you want to delete the distributor.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the distributor at other locations.

   

Gift Certificates

• Defining a Gift Certificate

  1. Select Data > GC Types.

  The GC Types page displays.

  2. Click New.
  3. Select the location(s) that will sell the gift certificate.
  4. Define the gift certificate as normal.
  5. Click Save.

  Central Office adds the gift certificate to the Millennium database at the selected location(s).

   

• Copying a Gift Certificate

  1. Select Data > GC Types.

  The GC Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the gift certificate and click Search.
  4. Click Select next to the gift certificate.
  5. Click Copy.
  6. Select the location(s) where you need to copy the gift certificate.
  7. (Optional) Select Overwrite GC Type if it exists to overwrite any gift certificates at the new location(s) that have the same Global ID as the gift certificate you are copying.
  8. Click Save.

  Central Office copies the gift certificate to the Millennium database at the selected location(s).

   

• Updating a Gift Certificate

  1. Select Data > GC Types.

  The GC Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the gift certificate and click Search.
  4. Click Select next to the gift certificate.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the gift certificate at all locations.
  8. Click Save.

  Central Office updates the gift certificate at the selected location(s).

   

• Making a Gift Certificate Inactive

  1. Select Data > GC Types.

  The GC Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the gift certificate and click Search.
  4. Click Select next to the gift certificate.
  5. Click Edit.
  6. Select Inactive.
  7. (Optional) Select Apply changes to all locations to make the gift certificate inactive at all locations.
  8. Click Save.

  Central Office makes the gift certificate inactive at the selected location(s).

   

• Deleting a Gift Certificate

  1. Select Data > GC Types.

  The GC Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the gift certificate and click Search.
  4. Click Select next to the location where you want to delete the gift certificate.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the gift certificate at other locations.

   

Manufacturers

• Defining a Manufacturer

  1. Select Data > Manufacturers.

  The Manufacturers page displays.

  2. Click New.
  3. Select the location(s) that will use the manufacturer.
  4. Define the manufacturer as normal.
  5. Click Save.

  Central Office adds the manufacturer to the Millennium database at the selected location(s).

   

• Copying a Manufacturer

  1. Select Data > Manufacturers.

  The Manufacturers page displays.

  2. Click the Listing tab.
  3. Select filters to locate the manufacturer and click Search.
  4. Click Select next to the manufacturer.
  5. Click Copy.
  6. Select the location(s) where you need to copy the manufacturer.
  7. (Optional) Select Overwrite Manufacturers if it exists to overwrite any manufacturers at the new location(s) that have the same Global ID as the manufacturer you are copying.
  8. Click Save.

  Central Office copies the manufacturer to the Millennium database at the selected location(s).

   

• Updating a Manufacturer

  1. Select Data > Manufacturers.

  The Manufacturers page displays.

  2. Click the Listing tab.
  3. Select filters to locate the manufacturer and click Search.
  4. Click Select next to the manufacturer.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the manufacturer at all locations.
  8. Click Save.

  Central Office updates the manufacturer at the selected location(s).

   

• Deleting a Manufacturer

  1. Select Data > Manufacturers.

  The Manufacturers page displays.

  2. Click the Listing tab.
  3. Select filters to locate the manufacturer and click Search.
  4. Click Select next to the location where you want to delete the manufacturer.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the manufacturer at other locations.

   

Memberships

• Defining a Membership

  1. Select Data > Memberships.

  The Membership Definitions page displays.

  2. Click New.
  3. Select the location(s) that will offer the membership.
  4. Define the membership as normal.
  5. Click Save.

  Central Office adds the membership to the Millennium database at the selected location(s).

   

• Copying a Membership

  1. Select Data > Memberships.

  The Membership Definitions page displays.

  2. Click the Listing tab.
  3. Select filters to locate the membership and click Search.
  4. Click Select next to the membership.
  5. Click Copy.
  6. Select the location(s) where you need to copy the membership.
  7. (Optional) Select Overwrite Membership if it exists to overwrite any memberships at the new location(s) that have the same Global ID as the membership you are copying.
  8. Click Save.

  Central Office copies the membership to the Millennium database at the selected location(s).

   

• Updating a Membership

  1. Select Data > Memberships.

  The Membership Type page displays.

  2. Click the Listing tab.
  3. Select filters to locate the membership and then Search.
  4. Click Select next to the membership.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the membership at all locations.
  8. Click Save.

  Central Office updates the membership at the selected location(s).

   

• Making a Membership Inactive

  1. Select Data > Memberships.

  The Membership Definitions page displays.

  2. Click the Listing tab.
  3. Select filters to locate the membership and click Search.
  4. Click Select next to the membership.
  5. Click Edit.
  6. Select Inactive.
  7. (Optional) Select Apply changes to all locations to make the membership inactive at all locations.
  8. Click Save.

  Central Office makes the membership inactive at the selected location(s).

   

• Deleting a Membership

  1. Select Data > Memberships.

  The Membership Definitions page displays.

  2. Click the Listing tab.
  3. Select filters to locate the membership and click Search.
  4. Click Select next to the location where you want to delete the membership.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the membership at other locations.

   

Membership Types

• Defining a Membership Type

  1. Select Data > Membership Types.

  The Membership Type page displays.

  2. Click New.
  3. Select the location(s) that will use the membership type.
  4. Type a name for the membership type.
  5. Click Save.

  Central Office adds the membership type to the Millennium database at the selected location(s).

   

• Copying a Membership Type

  1. Select Data > Membership Types.

  The Membership Type page displays.

  2. Click the Listing tab.
  3. Select filters to locate the membership type and click Search.
  4. Click Select next to the membership type.
  5. Click Copy.
  6. Select the location(s) where you need to copy the membership type.
  7. (Optional) Select Overwrite membership type if it exists to overwrite any membership types at the new location(s) that have the same Global ID as the membership type you are copying.
  8. Click Save.

  Central Office updates the membership type at the selected location(s).

   

• Updating a Membership Type

  1. Select Data > Membership Types.

  The Membership Type page displays.

  2. Click the Listing tab.
  3. Select filters to locate the membership type and click Search.
  4. Click Select next to the membership type.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the membership type at all locations.
  8. Click Save.

  Central Office updates the membership type at the selected location(s).

   

• Deleting a Membership Type

  1. Select Data > Membership Types.

  The Membership Type page displays.

  2. Click the Listing tab.
  3. Select filters to locate the membership type and click Search.
  4. Click Select next to the location where you want to delete the membership type.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the membership type at other locations.

   

Membership Service Override Templates

• Defining a Membership Service Override Template

  1. Select Data > Mem Service Override.

  The Membership Service Override Templates page displays.

  2. Click New.
  3. Select the location(s) that will use the service override template.
  4. In the Template Name field, type a name for the service override template.

  5. Complete the following for each service you want to include:

  1. Click Add Line.

  2. In the Service field, type the code for the service.

  3. In the Type field, select $ to discount a dollar amount or select % to discount a percentage of the sales price.

  4. In the Override Price field, type the discount to use for the service (e.g. $10 or 10%).

  5. Click Update.

  6. Click Save.

  Central Office adds the service override template to the Millennium database at the selected location(s).

   

• Copying a Membership Service Override Template

  1. Select Data > Mem Service Override.

  The Membership Service Override Templates page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service override template and click Search.
  4. Click Select next to the service override template.
  5. Click Copy.
  6. Select the location(s) where you need to copy the service override template.
  7. (Optional) Select Overwrite Template if it exists to overwrite any service override templates at the new location(s) that have the same Global ID as the service override template you are copying.
  8. Click Save.

  Central Office copies the service override template to the Millennium database at the selected location(s).

   

• Updating a Membership Service Override Template

  1. Select Data > Mem Service Override.

  The Membership Service Override Templates page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service override template and click Search.
  4. Click Select next to the service override template.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the service override template at all locations.
  8. Click Save.

  Central Office updates the service override template at the selected location(s).

   

• Deleting a Membership Service Override Template

  1. Select Data > Mem Service Override.

  The Membership Service Override Templates page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service override template and click Search.
  4. Click Select next to the location where you want to delete the service override template.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the service override template at other locations.

   

Packages & Series

• Defining a Package

  1. Select Data > Package/Series.

  The Package/Series page displays.

  2. Click New.
  3. Select the location(s) that will sell the package.
  4. In the Package Name field, type a name for the package.
  5. Select the items to include in the package:

  Services

  1. Click Add Line.

  2. In the Service field, type the code for the service.

  3. In the Quantity field, specify the quantity of the service to include in the package.

  4. In the Price Each field, change the default price of the service to the discounted price you want to charge for the package.

  Note:  Service providers receive commission based on the price you enter in the  Price Each field.  If you are giving a 10% discount on the service for the package, you should reduce the amount in the Price Each field by 10% so that service providers are paid commission on the discounted price and not the full price.

  5. Click Update.

  Products

  1. Click Add Line.

  2. In the Product field, type the code for the product.

  3. In the Quantity field, specify the quantity of the product to include in the package.

  4. In the Price Each field, change the default price of the product to the discounted price you want to charge for the package.

  Note:  Employees receive commission based on the price you enter in the Price Each field.  If you are giving a 10% discount on the product for the package, you should reduce the amount in the Price Each field by 10% so that employees are paid commission on the discounted price and not the full price.

  5. Click Update.

  6. In the Expires _ Weeks After Purchase field, select the number of weeks after purchase that clients have to redeem the items in the package, or select "0" if you do not want to set a use by date for the package items.

  7. Move to the Pricing tab and define the pricing structure for the package:

  1. In the Pkg/series Price field, type the price to charge for the package.

  2. In the House Charge field, type a house charge to add to the price of the package to cover the cost of performing the services included.

  3. In the Default Tip field, type the prepaid tip to include with the package.

  8. Click the Catalog Descript tab and type a description to display when clients look up the package in Online Booking.
  9. Click the Commission tab and define the commission structure for the package:

  1. Select Commission Override.

  2. Type the dollar amount to pay in commission, or click $ and type the percentage of the sales price to pay in commission.

  10. Click Save.

  Central Office adds the package to the Millennium database at the selected location(s).

   

• Defining a Series

  1. Select Data > Package/Series.

  The Package/Series page displays.

  2. Click New.
  3. Select the location(s) that will sell the series.
  4. Select Series?
  5. In the Package Name field, type a name for the series.
  6. Select the service to include in the series:

  1. Click Add Line.

  2. In the Service field, type the code for the service.

  3. In the Quantity field, specify the quantity of the service to include in the series.

  4. In the Price Each field, change the default price of the service to the discounted price you want to charge for the series.

  Note:  Service providers receive commission based on the price you enter in the Price Each field.  If you are giving a 10% discount on the service for the series, you should reduce the amount in the Price Each field by 10% so that service providers are paid commission on the discounted price and not the full price.

  5. Click Update.

  6. In the Expires _ Weeks After Purchase field, select the number of weeks after purchase that clients have to use the services in the series, or select "0" if you do not want to set a use by date for the services in the series.

  7. Move to the Pricing tab and define the pricing structure for the series:

  1. In the Pkg/series Price field, type the price to charge for the series.

  2. In the House Charge field, type a house charge to add to the price of the series to cover the cost of performing the services included.

  3. In the Default Tip field, type the prepaid tip to include with the series.

  8. Click the Catalog Descript tab and type a description to display when clients look up the series in Online Booking.
  9. Click the Commission tab and define the commission structure for the series:

  1. Select Commission Override.

  2. Type the dollar amount to pay in commission, or click $ and type the percentage of the sales price to pay in commission.

  10. Click Save.

  Central Office adds the series to the Millennium database at the selected location(s).

   

• Copying a Package/Series

  Note:  Before you can copy a package/series, you must copy the service(s) in the package/series to every location where you need to copy the package/series.

  1. Select Data > Package/Series.

  The Package/Series page displays.

  2. Click the Listing tab.
  3. Select filters to locate the package/series and click Search.
  4. Click Select next to the package/series.
  5. Click Copy.
  6. Select the location(s) where you need to copy the package/series.
  7. (Optional) Select Overwrite Package/Series if it exists to overwrite any packages/series at the new location(s) that have the same Global ID as the package/series you are copying.
  8. Click Save.

  Central Office copies the package/series to the Millennium database at the selected location(s).

   

• Copying Multiple Packages/Series

  1. Select Data > Package/Series.

  The Package/Series page displays.

  2. Click the Multi-Copy tab.
  3. Select filters to locate the packages/series you want to copy and click Search.

  4. Select one of the following options:

  • Copy specific packages/series = Select the check box next to the packages/series you want to copy.

  • Copy all packages/series currently displayed = Click Check All.

  • Copy all packages/series = Select Copy All Search Results.

  Tip:  Click the page numbers at the bottom of the Packages/Series table to move through the list of packages/series.

  5. Select the location(s) where you need to copy the packages/series.
  6. In the How to handle duplicates field, specify how you want Central Office to handle duplicate packages/series:

  • Skip = Select to not copy a package/series if a duplicate exists at the new location(s).

  • Abort = Select to cancel the multi-copy operation and undo any changes if a duplicate exists at the new location(s).

  • Overwrite = Select to overwrite a duplicate package/series with the package/series you are copying, then specify the information you want to overwrite by making selections in the Options section.

  7. Click Finish Multi-Copy.

  Central Office copies the packages/series to the Millennium database at the selected location(s).

  8. Click Cancel.

   

• Updating a Package/Series

  1. Select Data > Package/Series.

  The Package/Series page displays.

  2. Click the Listing tab.
  3. Select filters to locate the package/series and click Search.
  4. Click Select next to the package/series.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the package/series at all locations.
  8. Click Save.

  Central Office updates the package/series at the selected location(s).

   

• Making a Package/Series Inactive

  1. Select Data > Package/Series.

  The Package/Series page displays.

  2. Click the Listing tab.
  3. Select filters to locate the package/series and click Search.
  4. Click Select next to the package/series.
  5. Click Edit.
  6. Select Inactive.
  7. (Optional) Select Apply changes to all locations to make the package/series inactive at all locations.
  8. Click Save.

  Central Office makes the package/series inactive at the selected location(s).

   

• Deleting a Package/Series

  1. Select Data > Package/Series.

  The Package/Series page displays.

  2. Click the Listing tab.
  3. Select filters to locate the package/series and click Search.
  4. Click Select next to the location where you want to delete the package/series.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the package/series at other locations.

   

Payment Types

• Defining a Payment Type

  1. Select Data > Payment Types.

  The Payment Types page displays.

  2. Click New.
  3. Select the location(s) that will use the payment type.
  4. Define the payment type as normal.
  5. Click Save.

  Central Office adds the payment type to the Millennium database at the selected location(s).

   

• Copying a Payment Type

  1. Select Data > Payment Types.

  The Payment Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the payment type and click Search.

  4. Click Select next to the payment type.
  5. Click Copy.
  6. Select the location(s) where you need to copy the payment type.
  7. (Optional) Select Overwrite Payment Type if it exists to overwrite any payment types at the new location(s) that have the same Global ID as the payment type you are copying.
  8. Click Save.

  Central Office copies the payment type to the Millennium database at the selected location(s).

   

• Updating a Payment Type

  1. Select Data > Payment Types.

  The Payment Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the payment type and click Search.
  4. Click Select next to the payment type.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the payment type at all locations.
  8. Click Save.

  Central Office updates the payment type at the selected location(s).

   

• Making a Payment Type Inactive

  1. Select Data > Payment Types.

  The Payment Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the payment type and click Search.
  4. Click Select next to the payment type.
  5. Click Edit.
  6. Select Inactive.
  7. (Optional) Select Apply changes to all locations to make the payment type inactive at all locations.
  8. Click Save.

  Central Office makes the payment type inactive at the selected location(s).

   

• Deleting a Payment Type

  1. Select Data > Payment Types.

  The Payment Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the payment type and click Search.
  4. Click Select next to the location where you want to delete the payment type.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the payment type at other locations.

   

Product Classes

• Defining a Product Class

  1. Select Data > Product Classes.

  The Product Classes page displays.

  2. Click New.
  3. Select the location(s) that will use the product class.
  4. In the Product Class field, type a name for the product class.
  5. In the Abbreviation field, type a two-character abbreviation to identify the product class.
  6. Complete the following for each subclass in the product class:

  1. Click Add Line.

  2. Type the name of the subclass.

  3. Click Update.

  7. Click Save.

  Central Office adds the product class to the Millennium database at the selected location(s).

   

• Copying a Product Class

  1. Select Data > Product Classes.

  The Product Classes page displays.

  2. Click the Listing tab.
  3. Select filters to locate the product class and click Search.
  4. Click Select next to the product class.
  5. Click Copy.
  6. Select the location(s) where you need to copy the product class.
  7. Click Save.

  Central Office copies the product class to the Millennium database at the selected location(s).

   

• Updating a Product Class

  1. Select Data > Product Classes.

  The Product Classes page displays.

  2. Click the Listing tab.
  3. Select filters to locate the product class and click Search.
  4. Click Select next to the product class.
  5. Click Edit.
  6. Make changes as necessary.
  7. Click Save.
  8. Repeat Steps 2-7 to update the product class at other locations.

   

• Deleting a Product Class

  1. Select Data > Product Classes.

  The Product Classes page displays.

  2. Click the Listing tab.
  3. Select filters to locate the product class and click Search.
  4. Click Select next to the location where you want to delete the product class.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the product class at other locations.

   

Products

• Defining a Product

  1. Select Data > Products.

  The Products page displays.

  2. Click New.
  3. Select the location(s) that will sell the product.
  4. Define the product as normal.
  5. Click Save.

  Central Office adds the product to the Millennium database at the selected location(s).

   

• Copying a Product

  1. Select Data > Products.

  The Products page displays.

  2. Click the Listing tab.
  3. Select filters to locate the product and click Search.
  4. Click Select next to the product.
  5. Click Copy.
  6. Select the location(s) where you need to copy the product.
  7. (Optional) Select Overwrite product if it exists to overwrite any products at the new location(s) that have the same Global ID as the product you are copying.
  8. Click Save.

  Central Office copies the product to the Millennium database at the selected location(s).

   

• Copying Multiple Products

  1. Select Data > Products.

  The Products page displays.

  2. Click Multi-Copy.
  3. Select filters to locate the products you want to copy and click Search.

  A list of products displays.

  4. Select one of the following options:

  • Copy specific products = Select the check box next to the products you want to copy.

  • Copy all products currently displayed = Click Check All.

  • Copy all products = Select Copy All Search Results.

  Tip:  Click the page numbers at the bottom of the Products table to move through the list of products.

  5. Scroll down to the bottom of the page.
  6. Select the location(s) where you need to copy the products.
  7. In the How to handle duplicates field, specify how you want Central Office to handle duplicate products:

  • Skip = Select to not copy a product if a duplicate exists at the new location(s).

  • Abort = Select to cancel the multi-copy operation and undo any changes if a duplicate exists at the new location(s).

  • Overwrite = Select to overwrite a duplicate product with the product you are copying, then specify the information you want to overwrite by making selections in the Options section.

  8. Click Finish Multi-Copy.

  Central Office copies the products to the Millennium database at the selected location(s).

  9. Click Exit Multi-Copy Mode.

   

• Updating a Product

  1. Select Data > Products.

  The Products page displays.

  2. Click the Listing tab.
  3. Select filters to locate the product and click Search.
  4. Click Select next to the product.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the product at all locations.
  8. Click Save.

  Central Office updates the product at the selected location(s).

   

• Changing Product Pricing

  1. Select Data > Products.

  The Products page displays.

  2. Click the Multi-Edit tab.
  3. In the Locations field, select the location where you want to update product pricing or select "All Locations" to update prices across all locations.
  4. Select filters to locate the product(s) and click Search.
  5. Click Edit.
  6. Change product pricing as necessary.

  Tip:  Click the page numbers at the bottom of the Products table to move through the list of products.

  7. Click Save.

  Central Office updates the product pricing at the selected location(s).

   

• Marking a Product Discontinued

  If you are going to stop selling a product or if a manufacturer discontinues a product, you should mark the product discontinued.  This allows you to keep the sales history for the product so that reports are more accurate and gives you the flexibility to reactivate the product in the future.

  1. Select Data > Products.

  The Products page displays.

  2. Click the Listing tab.
  3. Select filters to locate the product and click Search.
  4. Click Select next to the product.
  5. Click Edit.
  6. Select Discontinued.
  7. (Optional) Select Apply changes to all locations to mark the product discontinued at all locations.
  8. Click Save.

  Central Office marks the product discontinued at the selected location(s).

   

• Deleting a Product

  1. Select Data > Products.

  The Products page displays.

  2. Click the Listing tab.
  3. Select filters to locate the product and click Search.
  4. Click Select next to the location where you want to delete the product.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the product at other locations.

   

Referral Types

• Defining a Referral Type

  1. Select Data > Referral Types.

  The Referral Types page displays.

  2. Click New.
  3. Select the location(s) that will use the referral type.
  4. Define the referral type as normal.
  5. Click Save.

  Central Office adds the referral type to the Millennium database at the selected location(s).

   

• Copying a Referral Type

  1. Select Data > Referral Types.

  The Referral Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the referral type and click Search.

  4. Click Select next to the referral type.
  5. Click Copy.
  6. Select the location(s) where you need to copy the referral type.
  7. (Optional) Select Overwrite Referral Type if it exists to overwrite any referral types at the new location(s) that have the same Global ID as the referral type you are copying.
  8. Click Save.

  Central Office copies the referral type to the Millennium database at the selected location(s).

   

• Updating a Referral Type

  1. Select Data > Referral Types.

  The Referral Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the referral type and click Search.
  4. Click Select next to the referral type.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the referral type at all locations.
  8. Click Save.

  Central Office updates the referral type at the selected location(s).

   

• Making a Referral Type Inactive

  1. Select Data > Referral Types.

  The Referral Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the referral type and click Search.
  4. Click Select next to the referral type.
  5. Click Edit.
  6. Select Inactive.
  7. (Optional) Select Apply changes to all locations to make the referral type inactive at all locations.
  8. Click Save.

  Central Office makes the referral type inactive at the selected location(s).

   

• Deleting a Referral Type

  1. Select Data > Referral Types.

  The Referral Types page displays.

  2. Click the Listing tab.
  3. Select filters to locate the referral type and click Search.
  4. Click Select next to the location where you want to delete the referral type.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the referral type at other locations.

   

Service Classes

• Defining a Service Class

  1. Select Data > Service Classes.

  The Service Classes page displays.

  2. Click New.
  3. Select the location(s) that will use the service class.
  4. In the Service Class field, type a name for the service class.
  5. In the Abbreviation field, type a two-character abbreviation to identify the service class.
  6. Complete the following for each subclass in the service class:

  1. Click Add Line.

  2. Type the name of the subclass.

  3. Click Update.

  7. Click Save.

  Central Office adds the service class to the Millennium database at the selected location(s).

   

• Copying a Service Class

  1. Select Data > Service Classes.

  The Service Classes page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service class and click Search.
  4. Click Select next to the service class.
  5. Click Copy.
  6. Select the location(s) where you need to copy the service class.
  7. Click Save.

  Central Office copies the service class to the Millennium database at the selected location(s).

   

• Updating a Service Class

  1. Select Data > Service Classes.

  The Service Classes page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service class and click Search.
  4. Click Select next to the service class.
  5. Click Edit.
  6. Make changes as necessary.
  7. Click Save.
  8. Repeat Steps 2-7 to update the service class at other locations.

   

• Deleting a Service Class

  1. Select Data > Service Classes.

  The Service Classes page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service class and click Search.
  4. Click Select next to the location where you want to delete the service class.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the service class at other locations.

   

Services

• Defining a Service

  1. Select Data > Services.

  The Services page displays.

  2. Click New.
  3. Select the location(s) that will sell the service.
  4. Define the service as normal.
  5. Click Save.

  Central Office adds the service to the Millennium database at the selected location(s).

   

• Copying a Service

  1. Select Data > Services.

  The Services page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service and click Search.
  4. Click Select next to the service.
  5. Click Copy.
  6. Select the location(s) where you need to copy the service.
  7. (Optional) Select Overwrite service if it exists to overwrite any services at the new location(s) that have the same Global ID as the service you are copying.
  8. Click Save.

  Central Office copies the service to the Millennium database at the selected location(s).

   

• Copying Multiple Services

  1. Select Data > Services.

  The Services page displays.

  2. Click Multi-Copy.
  3. Select filters to locate the services you want to copy and click Search.

  A list of services displays.

  4. Select one of the following options:

  • Copy specific services = Select the check box next to the services you want to copy.

  • Copy all services currently displayed = Click Check All.

  • Copy all services = Select Copy All Search Results.

  Tip:  Click the page numbers at the bottom of the Products table to move through the list of products.

  5. Scroll down to the bottom of the page.
  6. Select the location(s) where you need to copy the services.
  7. In the How to handle duplicates field, specify how you want duplicate services to be handled:

  • Skip = Select to not copy a service if a duplicate exists at the new location(s).

  • Abort = Select to cancel the multi-copy operation and undo any changes if a duplicate exists at the new location(s).

  • Overwrite = Select to overwrite a duplicate service with the service you are copying.

  8. Click Finish Multi-Copy.

  Central Office copies the services to the Millennium database at the selected location(s).

  9. Click Exit Multi-Copy Mode.

   

• Updating a Service

  1. Select Data > Services.

  The Services page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service and click Search.
  4. Click Select next to the service.
  5. Click Edit.
  6. Make changes as necessary.
  7. (Optional) Select Apply changes to all locations to update the service at all locations.
  8. Click Save.

  Central Office updates the service at the selected location(s).

   

• Making a Service Inactive

  1. Select Data > Services.

  The Services page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service and click Search.
  4. Click Select next to the service.
  5. Click Edit.
  6. Select Inactive.
  7. (Optional) Select Apply changes to all locations to make the service inactive at all locations.
  8. Click Save.

  Central Office makes the service inactive at the selected location(s).

   

• Deleting a Service

  1. Select Data > Services.

  The Services page displays.

  2. Click the Listing tab.
  3. Select filters to locate the service and click Search.
  4. Click Select next to the location where you want to delete the service.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the service at other locations.