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 1145 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 1131 Entering Descriptions for Blank SKUs During a Sale When a SKU without a description is entered into the transaction window, the Change Description window will automatically pop up... 0 1124 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 1088 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 1085 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 1068 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 1063 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 1052 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 1050 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 1035 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 1027 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.... 0 1022 Coupon SKUs An easy way to apply discounts to sales is to create a coupon SKU. A coupon SKU is an item... 0 1020 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 1020 Quotation Transactions A quotation allows for you to create a quote for the customer without making a sale. This quote will act... 0 948 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... 0 917 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,... 0 909 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... 0 898 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... 0 828 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... -1 827 « 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 1145
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 1131
Entering Descriptions for Blank SKUs During a Sale When a SKU without a description is entered into the transaction window, the Change Description window will automatically pop up... 0 1124
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 1088
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 1085
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 1068
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 1063
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 1052
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 1050
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 1035
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 1027
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.... 0 1022
Coupon SKUs An easy way to apply discounts to sales is to create a coupon SKU. A coupon SKU is an item... 0 1020
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 1020
Quotation Transactions A quotation allows for you to create a quote for the customer without making a sale. This quote will act... 0 948
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... 0 917
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,... 0 909
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... 0 898
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... 0 828
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... -1 827