Elite Management System

Contents

Desktop

Customer Routines

Creating a Customer Record

Selecting a New Record

Selecting on an Existing Record

Customer Messages

First Contact Enquiry

Joining A Member

Bank Detail Database

Renewing A Member

Print Payment Request Letters

Process Payments Received Prior to Renewal Date

Send Reminder Letters

Getting The Most From Your System

How Do I ... ?

Statements

Printing Statements For An Individual

Printing Statements For A Selection

Set-Up A One-Off Direct Debit Payment

Set-Up A Monthly Direct Debit

Produce A Direct Debit BACS Report

AUDDIS

Timeline

Creating a New Instruction

Recurring Instructions

Amending an Instruction

Cancelling an Instruction

AUDDIS Process

AUDDIS File Report

DDI Codes

Standard Customer Reports

List of Members

Summary List of Members

List of Members by Category

Membership Summary Report

Birthday Reminder Letters

Export Members to Excel

Membership Movement Report

Printing a List of Operators

Password Permissions

Administration Permissions

Retail / Leisure / PMS / Spa Permissions

Food & Beverage Permissions

Bookings Permissions

Admin Financials and Reporting

Security Safe Routines

Safe Audit Reports

Safe Audit Report (Print/Preview/E-mail)

Safe Audit Report (Excel Export)

Banking

Petty Cash Routines

Safe Adjustment

Sales Ledger Routines

Create A New Sales Ledger Posting

Close An Open Sales Ledger Posting

Add To A Previously Open Sales Ledger Posting

Create An Input Sales Ledger Batch Posting

Clearing Down Sales Ledgers

Sales Ledger Transfer

Maintain Analysis Codes

Analysis Code Pointing Guidelines

WSR - Subscription Fees reported when Due

WSR - Subscription Fees reported when Paid

Account Journal Routines

Maintain Journal Sites

Maintain Euro Conversion Rate

Standard Reports

Sales Ledger Day Book

Sales Ledger Day Book (Detailed)

Aged Debtors Reports

Total Aged Debtors Report

Subscriptions Aged Debtors Report

Sales Aged Debtors Report

Weekly Sales Report

Weekly Sales Report Chart

Excel Errors when running Charts

Weekly Sales Audit Table

Period Sales Report

Analysis Audit Trail Reports

Analysis Audit Trail Report

Analysis Audit Trail Report to Excel

Outstanding Day Accounts

Projected Subscriptions Reports

Projected Subscription Report

Projected Detailed Subscription Report

Projected Direct Debit Subscription Report

Chart of Customer Usage

Microsoft Word Interface

Amend Admin Configuration

Maintain Subscriptions

Maintain Membership Schemes

Maintain Security Groups

Maintain Entry Points

Maintain Messages

Maintain Daily Data

Maintain Groups

Maintain Analysis Codes

F&B Point Of Sale

Operating the Point-of-Sale

Discount Percentage (%)

Re-enabling Gratuity Charges

Tables Functionality

Tables

Moving Tables Between Sales Areas

Merging Tables

Identifying a Member

Customer Identification Against Tables

Amending Number of Covers

Statements at Point-of-Sale

Levy Transactions

Adding Credit To A Levy Account

Refunding A Levy Top-Up

Levy Transactions

Levy Transaction Spanning More Than 3 Levies

Cash Up / End of Day

Deferred Declaration Cashing Up

Reason Codes on End of Day

F&B Sales Item Routines

Monthly Purchase Volumes

Purchase Statistics

Printing Supplier Records

Printing All Supplier Records

Choose & Print Supplier Records

By Product Description

By Stock Group

By Supplier

Stock Valuation

Current Stock Valuation

Historic Stock Valuation

Stock Replenishment

Sales Item Routines

Manually Creating Sales Items

Automatically Creating Sales Items

Maintain Modifiers

Creating Modifiers

Adding Modifiers to Sale Items

Stock Check & Period End

Returning Stock Items

How Do I ... ?

F&B Financials and Reporting

Preset Transaction Audit Values

User Activity Audit

Transaction Audit

Transaction Audit Charts / Graphs

Excel Errors when running Charts

Security Error

Macro Security Warning

Print Copy End of Day

Maintain Analysis Codes

Maintain Euro Conversion Rate

Standard Reports

Operator Sales Report

List of Menu Items

List of Stock Items

Stock Links to Menu Items

Best Seller Report

Best Seller Report by Quantity

Historical Period End Report

Local Stock Transfer Report

Voucher Control Report

Maintain Documents

Amend F&B Configuration

Maintain Analysis Codes

Bookings

Booking Screen Navigation

Home, End, Page Up & Page Down

Creating Individual Bookings

Customer Name

Creating a Customer File

Membership Number

Customer Address Code

Member's Swipe Card

F1 Help - Customer Record Search Routine

Producing a Confirmation Letter

Viewing Existing Bookings

Coloured Slot Menu

Supplementary Bookings

Adding Supplementary Bookings

Deleting Supplementary Bookings

Booking Screen View for Supplementary Items

Deleting Names & Bookings

Amendment History

Finding Bookings

Moving Individual Bookings

Group Bookings

Creating Group Bookings

Creating a Customer File

Customer Address Code

F1 Help - Customer Record Search Routine

Group Booking Charges

Booking Packages

Retail Stock Items

Food & Beverage Menu Items

Detach Bookings from Groups

Creating Itineraries

Creating New Itinerary Templates

Save Current As Template

Applying Itinerary Templates

Formatting & Alignment of Itinerary Text

Adding Group Booking Actions

Producing Confirmation Documents

Producing a Confirmation Letter

Printing Event Forms

Viewing Existing Group Bookings

Deleting Group Bookings

Finding Group Bookings

Moving Group Bookings

Competition Bookings

Detaching Bookings from the Group

Event Bookings

Creating Event Bookings

Customer Name

Creating a Customer File

Membership Number

Customer Address Code

Member's Swipe Card

F1 Help - Customer Record Search Routine

Selling Course Bookings

Viewing Existing Event Bookings

Event Name List

Moving Event Bookings

Arriving & Refunding Bookings

Arriving Individual & Event Bookings

Arriving Supplementary Bookings

Arriving Bookings with Deposits

Arriving Course Bookings

Refunding Individual Bookings

Arriving Group Bookings

Day Accounts

Closing a Day Account

Invoice Booking

Crediting Back a Group Booking

Charging to a Credit Account

No Show Charging

Point Of Sale Operation

Making a Booking

Charging No Shows

Making a Booking / Booking Arrival

Customer Identification / Arrival Routine

Back Office Reporting

Electronic Till Roll / Transaction Audit

Weekly Sales Report / Analysis Codes

Reporting

Bookable Activity Reports

Print Arrivals For ...

Print Utilisation Reports

Detailed Utilisation Report

Summary Utilisation Report

Utilisation Reporting

Print Usage Statistics

Print Diary For ...

Print Bookings Sheet / Detailed Booking Sheet

Print Deleted Booking Reports

Event Activity Reports

Booking Questionnaires

Templates

Course Packages

Adding Events to the Calendar

Adding Templates

Add Event to Calendar

Event Minimum & Maximum Values

Function Key 10 (F10)

Function Key 11 (F11)

Retail Point Of Sale

Operating the Point-of-Sale

Exclusive Operator

Logging In To Point-of-Sale

Discount Percentage (%)

Adding Credit To A Levy Account

Refunding A Levy Top-up

Levy Transactions

Levy Transaction Spanning More Than 3 Levies

Driving Range

Selling Range Buckets

Refunding Range Buckets

Selling Range Cards

Refunding Range Cards

Selling Staff Range Cards

Range Card Maintenance

Exchanging a Range Card

Deferred Declaration Cashing Up

Reason Codes on End of Day

Retail Stock Routines

Monthly Purchase Volumes

Purchase Statistics

Printing Supplier Records

Printing All Supplier Records

Choose & Print Supplier Records

Stock Routines

Creating Stock Files

Stock Code Recommendation

What is Spiv?

Finding Stock Items By Stock Number

Finding Stock Items By Product Description

Finding Stock Items By Stock Group

Finding Stock Items By Supplier

Barcodes

Stock Valuation

Current Stock Valuation

Historic Stock Valuation

Stock Check & Period End

Returning Stock Items

How Do I ... ?

Retail Financials and Reporting

Preset Transaction Audit Values

User Activity Audit

Transaction Audit

Transaction Audit Charts / Graphs

Excel Errors when running Charts

Security Error

Macro Security Warning

Range - Reporting

Electronic Till Roll

Transaction Audit

Print Copy End of Day

Maintain Analysis Codes

Maintain Euro Conversion Rate

Standard Reports

List of Stock Items

Sales History Report

Stock Analysis by Group Report

Stock Analysis by Group & Supplier Report

Spivs Report

Operator Sales Report

Operator Leisure Sales Report

Commission Report

Deposit Audit Report

Voucher Control Report

Preselected Barcodes

Historical Period End Report

Range Reports

Individual Range Usage Report

Range Dispense Type Analysis By Day

Range Liability Report

Range Usage Type Analysis By Day

Range Analysis Report

Maintain Documents

Choose and Print

Choosing Records

Choose & Print Criteria

Choosing Default Entry

Printing Records

Viewing Records

Amend Retail Configuration

Amend Range Dispense Records

Sundry Keys

Maintain Daily Data

Maintain Groups

Maintain Analysis Codes