Retail POS (Web)
General
Home
Registers
Register rules (beta)
Employees
- Adding employee roles
- Editing employee roles
- Adding employees
- Setting login credentials
- Configuring employee settings for multi-location accounts
- Changing passwords and PINs
Marketing
Customers
Items
- About adding items to your inventory
- Adding items
- Creating labor items
- Adding images to items
- Creating boxes
- Building and breaking apart assemblies
Matrices
Inventory
- Doing item searches
- Editing inventory levels
- Setting reorder points and desired inventory levels
- Creating categories
- Doing inventory counts
- Archiving items with zero stock and the Asset Report
Supplier Market
- About the Supplier Market (for merchants)
- Updating your Merchant Business Card
- Connecting to a supplier
- Ordering from a supplier
- Viewing inventory levels in the Supplier Market
- Reviewing order statuses in the Supplier Market
Negative inventory
- Enabling negative inventory
- Causes of negative inventory
- Understanding the Cost control setting
- Understanding the Negative inventory report
- Overview of correcting negative inventory
- Correcting negative inventory caused by in-store sales
Discounts and pricing
- About pricing concepts
- Creating discounts
- Creating coupons and promotions
- Promotions, giveaways and donations
- Employee discounts
- Creating price rules
Discount rules
- About discount rules
- Creating discount rules
- Creating buy one, get one free (BOGO) discount rules
- Creating tiered discounts rules
- Refunding items that are part of discount rules
- Duplicating discount rules
Custom fields and tags
Custom menus
Purchase orders and master orders
Vendors, vendor returns and brands
See all 9 articlesReports
- About reports
- Viewing total sales revenue
- Viewing the Margin, Profit and Cost of goods sold (COGS) metrics
- Locating sales without a receipt or customer name
- Filtering sales by category
- Viewing refunds
Taxes
Settings
- Adding location hours
- Configuring essential settings
- Configuring Access settings
- Configuring general options
- Multicurrency
- Configuring email settings
Multi-Store
Integrations
Bicycle vendor integrations
- About bicycle integrations
- Configuring your Specialized bicycle integration
- Configuring Quality Bicycle Products integration
- Configuring KHS Bicycle integration
- Configuring J&B Bicycle integration
- Configuring Hawley integration