MBS Systems Solutions

MBS Systems Training Forums Spring 2018

Register Session Agenda Travel Info

MBS Systems Training Forum Agenda 

MBS Systems Training three-day forum (April 17th -19th) will provide you with extensive tips and hands-on practice with your MBS Systems applications. 

Hover over each session name to read a more detailed description. Once you know which sessions you'd like to attend, register for training.

Unless otherwise noted, all application sessions will be using Arc. Please plan to bring a laptop or other device to access your applications. Sessions that contain the hand symbol () include hands-on portions, but many sessions will provide opportunities to follow along on your devices.

8:15 a.m. Forum Introductions and Announcements
Forum Introductions and Announcements:

Please be at our facility by 8:15 a.m. on Tuesday for announcements and a quick introduction to the staff and attendees for the week’s activities. Coffee will be available.

8:30 a.m. MBS Systems: New Development and Q&A
MBS Systems: New Development and Q&A:

MBS Systems’ goal is to provide the absolute best experience in the industry for sales processing, inventory and accounting management, and eCommerce solutions. This session provide a journey through our system and the future advancements in ARC and your applications.

10:30 a.m. Mid-morning break
10:45 a.m. Arc Intro: Overview Key Arc Features and Discussion
Arc Intro: Overview Key Arc Features and Discussion:

For those new to Arc, we will explore and overview Arc features that customize and streamline how you use your system. Learn ways to set preferences, manage tables, extract reports, set custom prices for textbooks and more.

inSite: Processing Orders Effectively
inSite: Processing Orders Effectively

Work with an inSite expert on tips for effectively managing various order stages after checkout. Discuss differences in pick-up versus ship orders, and review how the orders flow between each stage from retrieving to packing the order.

Textbook Intro: Buying Decision Overview
Textbook Intro: Buying Decision Overview:

Review key features for verifying and creating accurate buying decisions. This session provides a quick overview of these processes and will lead into the advanced session for Textbooks: Focusing on Buying Decisions and Discussion in the afternoon 1:00 p.m. block.

Merchandise Intro: Item Management Overview
Merchandise Intro: Item Management Overview:

This session provides a quick overview of managing items in Merchandise. Review type codes, multi-UPC items and more item varieties. Discuss helpful reports for managing different item types.

 
12:00 p.m. Lunch in the Bistro
1:00 p.m. Faculty Adoptions Part 1: inSite Adoption Process (1:00 – 1:50 p.m.)
Faculty Adoptions Part 1: inSite Adoption Process:

Discover the full scope of textbook adoptions from inSite. See the faculty perspective and review the convenient options available to faculty as they adopt new and previous term adoptions.

Faculty Adoptions Part 2: Approving Adoptions (1:50 – 2:45 p.m.)
Faculty Adoptions Part 2: Approving Adoptions:

Discuss the store perspective with faculty adoptions. Apply methods in the textbook application to quickly send updates to instructors, work with titles adopted and process adoptions. Verify the adoptions as they are processed in Arc.

inSite: Enhancing the Customer Experience
inSite: Enhancing the Customer Experience:

inSite features enhance the ordering and cart management customer experience. Walk through the ordering and checkout process from the customer’s perspective, and discuss features like textbook comparisons, cart abandonment options, responsive web design and ways to ease checkout steps.

Textbooks: Focusing on Buying Decisions and Discussion
Textbooks: Focusing on Buying Decisions and Discussion:

Our industry experts provide a guided tour of buying decision plans. As you analyze your estimated sales, inventory, and buyback and rental decisions, delve into your reports and inquiries to uncover effective tools for order preparation.

Merchandise: Verifying Buyer Trends and Placing Effective Orders
Merchandise: Verifying Buyer Trends and Placing Effective Orders:

Use features such as Buyer’s Trend and other inquiries, ranking and comparison reports, and inventory analysis to verify your merchandise ordering needs. Review fast moving stock and explore order placement options to create accurate, sensible orders.

2:45 p.m. Mid-afternoon break
3:15 p.m. Digital Textbooks: Managing UDT and RedShelf
Digital Textbooks: Managing UDT and RedShelf:

Discuss with other industry leaders the considerations for digital content and the success of offering digital options to your customers. View options for adopting multiple duration titles including TA2 Arc options for RedShelf adoptions. Explore sales and examine invoice reconciliation for RedShelf and UDT sales and returns.

inSite: Responsive Web Design and Hands-on iCM — Part 1
inSite: Responsive Web Design and Hands-on iCM — Part 1:

Evaluate how new design elements can incorporate responsive web design for inSite Textbook and Store pages. Learn to utilize your iCM options to their full potential through guided hands-on personalization.

Textbook Cycle: A Book’s Life
Textbook Cycle: A Book’s Life:

Take a guided tour through the lifecycle of a textbook, and see the impact each stage has on your term and your inventory from adoptions through returns. Discuss best practices for the timing of major textbook processes.

Managing Web Catalogs (3:15 – 4:00 p.m.)
Managing Web Catalogs:

Web catalogs are essential for managing how your merchandise inventory is presented on inSite. Work with creating catalog structure and review ways that regular and type level items can be added to Merchandise catalogs.

Managing Items on inSite (4:00 – 5:00 p.m.)
Managing Items on inSite:

As item information arrives in inSite, see how it can be managed for display to your online customers. Discuss techniques for how to limit the display of items based on factors such as low inventory levels.

8:30 a.m. MBS POS: Customizing Your Store
MBS POS: Customizing Your Store:

Discover ways to customize your store and register settings to implement a truly unique experience. Look at custom settings for enhancing your register options such as Customer Information Retrieval, Returns Authorization, individual register customization, and SFA communication. Discuss how P2Pe and triPOS enhance your security, and see how additional signature verification can be maintained.

inSite: Responsive Web Design and Hands-on iCM — Part 2
inSite: Responsive Web Design and Hands-on iCM — Part 2:

Evaluate how new design elements can incorporate responsive web design for inSite Checkout pages. Learn to utilize your iCM options to their full potential through guided hands-on personalization.

Textbooks: Managing Want Lists and Purchase Orders
Textbooks: Managing Want Lists and Purchase Orders:

View the effects of accurate buying decisions by placing accurate orders for wholesalers and publishers. Take control of your MBS wholesale orders, and learn tips for reworking your list to maximize used book purchases. Review options for crafting successful purchase orders using options like immediate orders and orders by the publisher.

Merchandise Technology Management
Merchandise Technology Management:

Explore Arc options for successfully maintaining your technology items. Review serialization and setup for special sales and return rules. See how to create special orders for reserving items, quotes and sales orders for approval and advanced tracking, and discuss how to manage Apple devices with features like Apple DEP.

   
10:00 a.m. Mid-morning break
10:15 a.m. MBS POS: Report Analysis (10:15 – 11:00 a.m.)
MBS POS: Report Analysis:

Explore MBS POS financial and audit reports. Learn ways to use POS reports to help manage your store. Use tools on the POS Server for accessing transaction and signature information.

Merchandise: Rectifying Sales (11:00 a.m. – 12:00 p.m.)
Merchandise: Rectifying Sales:

Sales that are unable to process can be rectified each day. Discuss how these scenarios for items and rentals can occur, and review how these are corrected. Discuss with other industry leaders the best practices to reduce sales errors.

inSite: Managing Emails and SMS Messaging
inSite: Managing Emails and SMS Messaging:

Email and text message options exist on inSite to provide communication tools between you and your customers. Work with inSite reporting to effectively manage emails, and see how SMS can be implemented and formatted for successful text message reminders. Discuss success stories for both email and text message reminders.

Rentals Part 1: Accurate Rental Setup and Maintaining Rentals
Rentals Part 1: Accurate Rental Setup and Maintaining Rentals:

In the first part of our rental series, learn tips for preparing your rentals by maintaining accurate rental periods, rental quotes and individual rental titles. Discuss tools for setting rental prices by using quotes or by locking prices in as competitive. Explore previous rental period options that can be used to increase the integrity of your buying decisions. Converse with industry experts regarding common rental management areas for sales from maintaining transactions to rental reports.

Receiving Accuracy: Managing Textbook Key Recs (10:15 – 11:00 a.m.)
Receiving Accuracy: Managing Textbook Key Recs:

Review the elements of receiving during this two-part session starting with Textbooks. Basic Key Rec creation tips will give way to suggestions for special receiving scenarios such as exceptions, cost/retail changes and non-PO merchandise.

Receiving Accuracy: Managing Merchandise Key Recs (11:00 a.m. – 12:00 p.m.)
Receiving Accuracy: Managing Merchandise Key Recs:

Review the elements of receiving during the second part of this session focusing on Merchandise. Basic Key Rec creation tips for regular and type level items will give way to suggestions for special receiving scenarios such as exceptions, cost/retail changes and non-PO merchandise.

12:00 p.m. Lunch in the Bistro
1:00 p.m. POS, inSite, Merchandise and SA: Sales Reconciliation Throughout Your System
POS, inSite, Merchandise and SA: Sales Reconciliation Throughout Your System:

Follow reports from POS and inSite to the sales posting in Merchandise. Reconcile the sales information between these reports, and verify the sales information against the Sales Audit reports. Learn tips for ensuring accuracy of your reports, and discuss solutions if inaccuracies occur.

Merchandise, POS and inSite: Promotions, Discount Management and Discussion
Merchandise, POS and inSite: Promotions, Discount Management and Discussion:

Discount Plans and Merchandise Promotions provide ways to set up strong marketing for sales on POS and inSite. These discounts apply directly to your items without having to use price modifications on the register. Interact with examples of discounts and promotions, and find out how different types of discounts can be created. Discuss promotion success stories with other industry leaders.

Rentals Part 2: Processing Shipments and Secured Charges
Rentals Part 2: Processing Shipments and Secured Charges:

In the second part of our rental series, discover techniques to manage your rental quote shipments. See firsthand how Rental Scanning helps sort and build shipments for multiple rental quote vendors. Review different ways to generate shipments without rental scanning, including A/R Billing and Shipments. Review the secured rental process, and discuss how non-returned rental charges are processed with other industry leaders. See how the secured rental process also creates the non-returned write offs.

Price Changes and Adjustments: Processing Textbook Changes (1:00 – 1:50 p.m.)
Price Changes and Adjustments: Processing Textbook Changes:

Review how price changes are created, verified and posted in Textbooks during this two-part session. Consider when it is best to process an inventory or purchase adjustment, and learn tips for ensuring adjustment accuracy. Discuss with industry leaders the best practices for maintaining price changes and adjustments.

Price Changes and Adjustments: Processing Merchandise Changes (1:50 – 2:45 p.m.)
Price Changes and Adjustments: Processing Merchandise Changes:

Review how price changes are created, verified and posted in Merchandise during this two-part session. Consider when it is best to process an inventory or purchase adjustment, and learn tips for ensuring adjustment accuracy. Discuss with industry leaders the best practices for maintaining price changes and adjustments.

 
2:45 p.m. Mid-afternoon break
3:15 p.m. MBS POS: Register Demos and Round Table
MBS POS: Register Demos and Round Table:

This informal session will provide the opportunity to meet with industry leaders and MBS Point of Service representatives to discuss common questions you have and how your POS System can be used to its fullest potential. This session will also provide hands-on access to Surface and Wave registers.

inSite and POS: Getting the Most Out of Your Loyalty Program
inSite and POS: Getting the Most Out of Your Loyalty Program:

Review options for building the loyalty program in the application and on inSite. See how loyalty has evolved with management options in Merchandise and transaction options on MBS POS. Discuss account and redemption catalog management, and overview ways points can be used. Work with other industry leaders to explore ways loyalty is used in their stores and what to look for as you plan your loyalty programs.

Textbooks and Stock Ledger: Making Sense of Communication and Stock Ledger Rental Tracking
Textbooks and Stock Ledger: Making Sense of Communication and Stock Ledger Rental Tracking:

Arc Textbooks communicates with the stock ledger during several processes. Review how the stock ledger is updated as inventory updates in Textbooks. Drill down into the effects of rentals on the stock ledger as books are rented and returned, shipped and written off.

Textbooks: Round Table
Textbooks: Round Table:

This informal session will provide the opportunity to meet with industry leaders and MBS account representatives to discuss common questions you have and how the Textbook application can be used to get the most out of your Textbook term. Note: This session will have industry leaders in TA and TA2.

   
8:30 a.m. Serialized Textbook Rentals: Processes and Considerations (8:30 – 9:15 am)
Serialized Textbook Rentals: Processes and Considerations:

Serialized Textbook Rentals allow rentals to be tracked separately from your regular inventory. Discuss how serialized rentals function separately from non-serialized rentals, and review considerations for special rental scenarios like Publisher Rentals.

Rental Reports for Serialized and Non-Serialized Rentals (9:15 – 10:00 am)
Rental Reports for Serialized and Non-Serialized Rentals:

Review reporting options for managing all rental options. Discuss key reports for managing serialized rentals and special rental scenarios like Publisher Rentals.

Accounting: Mastering Invoices for Textbooks and Merchandise (8:30 – 9:15)
Accounting: Mastering Invoices for Textbooks and Merchandise:

Study how invoices are maintained for Textbooks and Merchandise receiving and chargeback invoices in this two-part session over invoices and Accounts Payable. Discuss common scenarios with balancing the invoice to the key rec, and how invoices can be used to make adjustments when needed.

Accounting: Key Accounts Payable Features (9:15 – 10:00 am)
Accounting: Key Accounts Payable Features:

Walk-through Accounts Payables main features for managing and posting invoices, selecting invoices to pay and processing payments/checks. Discuss tips for each process that will help you manage common invoice scenarios.

Physical Inventory: Preparation and Maintaining Accuracy
Physical Inventory: Preparation and Maintaining Accuracy:

Discuss techniques to prepare your store for physical inventory, and investigate reports and processes to review prior to freezing inventory. Work within the PI application to create and organize batches and verify inventory reporting. Offer suggestions and hear feedback from others as to ways to keep your inventory accurate from year to year.

10:00 a.m. Mid-morning break
10:15 a.m. Merchandise Round Table
Merchandise Round Table:

This informal session will provide the opportunity to meet with industry leaders and MBS Account Representatives to discuss your questions and how to use your Merchandise system to get the most out of your inventory.

Accounting: Reconciling AP, Sales Audit and Cost of Goods With General Ledger
Accounting: Reconciling AP, Sales Audit and Cost of Goods With General Ledger:

Review reports and processes within Accounts Payable and Sales Audit to prepare and send holdings to General Ledger. Discuss verification for ensuring your ledger is correct, and use options within GL to process your Cost of Goods Sold. Walk-through the processing of closing the fiscal period, and explore what makes up your accounting reports to determine how Financial Report information and Profit and Loss is generated.

Managing Charges Using Accounts Receivable and Department Charges
Managing Charges Using Accounts Receivable and Department Charges:

Discuss options, such as Accounts Receivable and Department Charges, for managing receivables. Explore how these applications differ and determine the best practice for maintaining the different types of charges. Review Accounts Receivable options for payments and processing, and learn ways to accurately manage your billing cycles.

Understanding Your Stock Ledger and Advanced Merchandise Reporting
Understanding Your Stock Ledger and Advanced Merchandise Reporting:

Explore the stock ledger and its reporting options. Investigate what causes inaccuracies and how to resolve/avoid those in the future. Discuss ways the stock ledger is maintained and the benefits of stock ledger accuracy. Discover advanced reporting options that tie into inventory turn and profit management.

 
12:00 p.m. Lunch in the Bistro
1:00 p.m. Analyzing Data and Trends With Dashboard
Analyzing Data and Trends With Dashboard:

Dashboard provides several tools to discover data your system has to offer. This session will focus on analytics and drilling down into the details to interpret meaningful patterns within your information.

SFA Management
SFA Management:

Walk through Student Financial Aid set ups and real time sales options for MBS POS and inSite. Discuss third party billing options from SFA through AR.

ARC: Month End Workshop
ARC: Month End Workshop:

Explore your Textbooks, Merchandise and Accounting modules for monthly process verifications and discuss the importance of completing processes within the month. Study Month-to-Date reporting, and see how these change as months are closed.

MBS POS: Off-site Events
MBS POS: Off-site Events:

Events on campus provide unique opportunities for sales beyond the bookstore walls. Review considerations for planning an event out of the store, then follow our experts through a live setup of an off-location register. After processing sales, discuss success stories and tips with other industry leaders on ensuring a successful event.

 
2:45 p.m. Mid-afternoon break
3:15 p.m. Dashboard Round Table
Dashboard Round Table:

This informal session will provide the opportunity to meet with industry leaders and MBS representatives to discuss common questions you have and how to drill down into your data to increase your analytics through Dashboard.

Accounting: Round Table
Accounting: Round Table:

This informal session will provide the opportunity to meet with industry leaders and MBS representatives to discuss common questions you have with managing the accounting side of your retail store.

Management Report Generator (MRG) Workshop for Textbooks and Merchandise
Management Report Generator (MRG) Workshop for Textbooks and Merchandise

This group study on Manager Report Generation creation will walk through creating custom reports in both TA2 and GM2. Discuss success stories with MRGs and work with post-creation options for advancing the efficiency of custom reports.