Retail POS (Web)

General

• About Retail POS (Web)

Home

• Understanding Home

Registers

• Adding registers
• Opening the register at start of day
• Doing payouts and payins
• Closing the register at end of day

Register rules (beta)

• About register rules (beta)
• Setting employee permissions about register rules (beta)
• Creating register rules (beta)
• Selling items with 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

See all 13 articles

Marketing

• Introduction to marketing through Google
• Syncing Retail locations to Google My Business
• Syncing inventory to Google
• Setting up Local inventory ads
• Updating barcodes
• Google marketing FAQ

Customers

• Adding customers
• Creating credit accounts
• Adding customer types
• Merging customer records
• Configuring customer statements

Items

• About adding items to your inventory
• Adding items
• Creating labor items
• Adding images to items
• Creating boxes
• Building and breaking apart assemblies

See all 12 articles

Matrices

• Creating matrices
• Creating custom matrix attribute sets

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

See all 9 articles

Supplier Market

• Introduction to the Supplier Market
• Connecting to a supplier
• Ordering from a supplier
• Reviewing Supplier Market order statuses
• Adding Supplier Market items to your inventory

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

See all 13 articles

Discounts and pricing

• About pricing concepts
• Creating discounts
• Creating coupons and promotions
• Promotions, giveaways and donations
• Employee discounts
• Creating price rules

See all 8 articles

Custom fields and tags

• Understanding custom fields
• Creating custom fields
• Editing custom fields
• Duplicating custom fields
• Archiving custom fields
• Creating tags

Custom menus

• A detailed overview of custom menus
• Creating custom menus
• Deleting custom menu buttons

Purchase orders and master orders

• About purchase orders
• Creating purchase orders
• Creating master orders

Vendors, vendor returns and brands

• Vendor Catalogs
• Adding brands
• Merging brands
• Adding vendors
• Merging vendors
• About vendor returns

See all 9 articles

Reports

• 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

See all 22 articles

Taxes

• Setting sales taxes
• Adding tax classes
• Setting labor taxes and labor rates

Settings

• Adding location hours
• Configuring essential settings
• Configuring Access settings
• Configuring general options
• Configuring email settings
• Configuring register settings

See all 10 articles

Multi-Store

• Adding locations
• Configuring multi-store pricing
• Transferring items
• Viewing in-transit quantities on transfers
• Understanding centralized purchasing for multi-stores

Integrations

• Integrating with Retail POS
• Managing integrations
• Getting help with integrations
• Setting up the Mailchimp integration

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

See all 7 articles

Lightspeed Retail API

• Integrating with the Lightspeed Retail API