There are 2 options to make a refund: Option 1 At the top of the Sales screen, click the “Receipts” icon. Enter the invoice number end press “Search.” Click on the ‘Refund’ icon. Choose between “Refund Entire Invoice” and “Refund Some Products.” If a refund is being issued on the Entire Invoice the “Available Items” will automatically be transferred to the “Items to Refund” area, Simply click “Next.” If a refund is only being issued on Some Products, select the products using the arrow buttons in the middle to refund, then click “Next.” Choose the payment method Read more
Daily Archives: April 15, 2013
Setting the Minimum Price
From the Sales screen, choose “Products” and then “Settings.” Locate the product you want to set a minimum price for and press “Edit.” Scroll down to “Product Price” to set the product’s minimum price and click “Save.”
View or Edit Employees’ Work Hours
From the Manager screen choose “Users.” Choose “Reports.” Next to “Selected User,” choose an employee name. Choose your date range. Click on the “Load” icon. . To Add or Edit an Employee’s hours, follow the directions below: First click the “Add a Day” button. Next choose the Date, number of hours, and location. Then click the “Add” button. You will see the information added to the “Hours and Hourly Salary by Day” box. Now click “Add Check in/out.” Now enter in either a Clock In Time, Clock Out Time, or both depending on your needs. Then click “Add.” Be Read more
Store Credits and Gift Card Management
From the Manager Screen choose “Accounting.” Choose “Store Credit.” Select a desired date range. Click “Reload.”
Editing Commissions / Splitting a Sale Unevenly
How to Edit Commissions during or after a sale and Split Commissions Unevenly For information on assigning User Roles or splitting a sale by percentage go to Assigning a Role/Dividing a Sale by Percentage Once on the Receive Payment Screen choose the employee(s) that partook in the sale by click on their names. You will see the box around their names highlight with a blue border. This will split the sale evenly between the selected employees. To split the sale manually into specific amounts, click directly in the “Amount for commission” boxes highlighted in yellow and change the numbers Read more
Error Message When Card is Swiped
Make sure you swipe the card correctly with the magnetic strip facing the correct side. Verify that there are funds in the account being used. Verify that the merchant information is correct via the manager screen under “Locations” and then “Settings.” Locate the location and press “Edit”, then click on the “Merchant Services” tab. Verify that your Internet is working and you are not in offline mode. Download drivers again from the main page under settings.
Copying Inventory Capacities
From the Manager Screen choose “Inventory.” Choose “Management.” Select your location. Click “Load Inventory.” Select the location’s name you would like to copy capacities from under Copy Capacities: drop down box. Click on “Copy.” Click “Yes.”
Sales Below the Minimum Price
There are 3 methods for approving a sale below the minimum price. Sign in as a manager to approve the sale. Attach a previous invoice to the sale and use the “spare” amount from the invoice to make up for the price difference. Send a Request to the Manager by Phone or E-mail to approve the Sale. Tip: For help setting up Option C. Click Here.
Touch Screen is Not Working
Press “Start.” Under programs, choose “Touch Pad” and then “Touch Tool.” Under the General tab press “9 pts. Linearization” or under the Advance tab press “25 pts. Linearization.” Follow the instruction on the screen.
Updating The Inventory
From the Manager Screen choose “Inventory”. Choose “Management”. Select the Region you want to update products from. Select the Location Click “Load Inventory” Select the third tab from the left, “Update Inventory”. By default, you will only see products with inventory at the chosen location. Click on “Quantity To Add/Remove” to update quantities. As shown in the example below: Product ID 3 we are Adding an additional 2 more Milk Cleansers to the current quantity. Product ID 8 we are Removing 1 eye serum from the current quantity. For any products that do not need an inventory update, just skip over Read more