Search For Search Home Knowledge Base Point of Sale Automatically Selecting a Default Customer You don’t have to select a customer for every POS transaction, you can use the store settings window to set... 0 1349 Refilling a Gift Card Money can be added to an already issued Gift Card from the Gift Card / Certificate screen. To access this... 0 1319 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 1311 Parking a Transaction Parked transactions put a transaction on hold while a customer leaves, with the intention of return the same day. Parked... 1 1305 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 1282 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 1272 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 1269 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 1260 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 1251 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 1247 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 1239 Coupon SKUs An easy way to apply discounts to sales is to create a coupon SKU. A coupon SKU is an item... 0 1235 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 1234 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 1207 Quotation Transactions A quotation allows for you to create a quote for the customer without making a sale. This quote will act... 0 1164 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 1121 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 1097 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 1097 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 1041 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 1036 « Previous Page — Next Page »
Automatically Selecting a Default Customer You don’t have to select a customer for every POS transaction, you can use the store settings window to set... 0 1349
Refilling a Gift Card Money can be added to an already issued Gift Card from the Gift Card / Certificate screen. To access this... 0 1319
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 1311
Parking a Transaction Parked transactions put a transaction on hold while a customer leaves, with the intention of return the same day. Parked... 1 1305
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 1282
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 1272
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 1269
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 1260
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 1251
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 1247
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 1239
Coupon SKUs An easy way to apply discounts to sales is to create a coupon SKU. A coupon SKU is an item... 0 1235
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 1234
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 1207
Quotation Transactions A quotation allows for you to create a quote for the customer without making a sale. This quote will act... 0 1164
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 1121
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 1097
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 1097
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 1041
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 1036
