Search For Search Home Knowledge Base Point of Sale Changing Tax During Transactions To change your tax during a transaction: 1. Press F8 or the blue Change Tax button to edit the taxes... 0 1418 Printing a Packing Slip A packing slip is a copy of a transaction invoice without prices printed on it, which is meant to be... 0 1393 Refilling a Gift Card Money can be added to an already issued Gift Card from the Gift Card / Certificate screen. To access this... 0 1362 Voiding a Layaway or Special Order 1. To void a layaway or special order, first Access the POS menu. 2. Select a customer with the transaction... 0 1358 Parking a Transaction Parked transactions put a transaction on hold while a customer leaves, with the intention of return the same day. Parked... 1 1342 Setting Up Item Status Types for the Recall Transaction Screen Other than the default OnHold and OnSpecialOrder item status types that are located in the recall transaction screen, you can also... 0 1342 Cancelling and Deactivating Gift Cards and Gift Certificates You can cancel gift cards and certificates using the Gift Card / Certificate menu. First log into the POS, next select... 0 1337 Spending a gift card This article will detail for you how to spend a gift card on a purchase. First, make a sale. When the... 0 1322 Creating a Special Order **The general special order guide can be found here.** If a customer wishes to purchase an item that you do... 0 1320 Setting Tax Exemption By Customer A tax exemption by a customer will allow you to sell products without charging taxes for the selected customer. To exempt tax by... 0 1318 Coupon SKUs An easy way to apply discounts to sales is to create a coupon SKU. A coupon SKU is an item... 0 1316 Discount Membership Based on Automatic Membership Expiry Date 1. Log into the system, and then access the Setup menu. Create a Product attribute named “Membership Lead Days”. Select... 0 1306 Quick Edit Function During POS Sales The Quick Edit function on the point of sale screen allows you to edit SKU(s) that are already added to the transaction.... 1 1301 Importing Items into a Transaction Using a .CSV File/Inventory Scanner Log in to the POS section and click the Scanner/File button that is highlighted in the following screenshot. The following window... 0 1270 Quotation Transactions A quotation allows for you to create a quote for the customer without making a sale. This quote will act... 0 1229 Automatic Points to Coupon Conversion If you would like to automatically convert points to a coupon for the customer to use on his/her next purchase,... 0 1192 Transaction Type Definitions There are several different transaction types that can be used when ringing through a customer. Most transaction types CANNOT be used with... 0 1156 Returning Items from A/R Transactions If a customer purchases several items and puts them on A/R, and then later wants to return only one or... 0 1151 Reversing Incorrect Paid In/Out You cannot void or return incorrect paid ins or paid outs. The only way to reverse an incorrect paid in/out... 0 1111 Issue: Cannot Print Receipts for a Transaction If you CANNOT print receipts for your transaction at the POS screen, it is the result of the “Print Receipt” option on... -1 1101 « Previous Page — Next Page »
Changing Tax During Transactions To change your tax during a transaction: 1. Press F8 or the blue Change Tax button to edit the taxes... 0 1418
Printing a Packing Slip A packing slip is a copy of a transaction invoice without prices printed on it, which is meant to be... 0 1393
Refilling a Gift Card Money can be added to an already issued Gift Card from the Gift Card / Certificate screen. To access this... 0 1362
Voiding a Layaway or Special Order 1. To void a layaway or special order, first Access the POS menu. 2. Select a customer with the transaction... 0 1358
Parking a Transaction Parked transactions put a transaction on hold while a customer leaves, with the intention of return the same day. Parked... 1 1342
Setting Up Item Status Types for the Recall Transaction Screen Other than the default OnHold and OnSpecialOrder item status types that are located in the recall transaction screen, you can also... 0 1342
Cancelling and Deactivating Gift Cards and Gift Certificates You can cancel gift cards and certificates using the Gift Card / Certificate menu. First log into the POS, next select... 0 1337
Spending a gift card This article will detail for you how to spend a gift card on a purchase. First, make a sale. When the... 0 1322
Creating a Special Order **The general special order guide can be found here.** If a customer wishes to purchase an item that you do... 0 1320
Setting Tax Exemption By Customer A tax exemption by a customer will allow you to sell products without charging taxes for the selected customer. To exempt tax by... 0 1318
Coupon SKUs An easy way to apply discounts to sales is to create a coupon SKU. A coupon SKU is an item... 0 1316
Discount Membership Based on Automatic Membership Expiry Date 1. Log into the system, and then access the Setup menu. Create a Product attribute named “Membership Lead Days”. Select... 0 1306
Quick Edit Function During POS Sales The Quick Edit function on the point of sale screen allows you to edit SKU(s) that are already added to the transaction.... 1 1301
Importing Items into a Transaction Using a .CSV File/Inventory Scanner Log in to the POS section and click the Scanner/File button that is highlighted in the following screenshot. The following window... 0 1270
Quotation Transactions A quotation allows for you to create a quote for the customer without making a sale. This quote will act... 0 1229
Automatic Points to Coupon Conversion If you would like to automatically convert points to a coupon for the customer to use on his/her next purchase,... 0 1192
Transaction Type Definitions There are several different transaction types that can be used when ringing through a customer. Most transaction types CANNOT be used with... 0 1156
Returning Items from A/R Transactions If a customer purchases several items and puts them on A/R, and then later wants to return only one or... 0 1151
Reversing Incorrect Paid In/Out You cannot void or return incorrect paid ins or paid outs. The only way to reverse an incorrect paid in/out... 0 1111
Issue: Cannot Print Receipts for a Transaction If you CANNOT print receipts for your transaction at the POS screen, it is the result of the “Print Receipt” option on... -1 1101
