You have two options: Option 1 From the Manager screen, choose “Users” and then “Reports.” Select the employee, choose the desired dates (From Date → To Date) and click the “Load” icon. From the optional tabs, click “Hours.” Edit existing hours or to add a new day, click the “Add a day” link and enter in the hours. Option 2 Either from the Manager screen or from the Sales screen choose “The Real-Time Dashboard.” Choose the region (or check-mark “Show All Regions”) and choose the desired date. You can see all employees checked in, under “Who is at work” (You Read more
Daily Archives: April 15, 2013
From the Manager screen, choose “Users” and then “Settings.” Locate the employee you want to edit and press “Edit User” (Make sure “Active User” is checked at the top right-hand corner). Under “User Information”, make the necessary changes to the employee’s password and press “Save.”
From the Manager Screen, choose “Products” and then “Settings.” If the product is currently inactive – make sure the box indicating “Active Product” is checked – locate your product (You may use the search option) and press “Edit.” To change a product to inactive, make sure box indicting “Active Product” is unchecked and press “Save” – product will now be Inactive.
On the Manager screen choose the option “Inventory” and then “Management.” Locate the item you want to remove (You may use the search option) and click the “Remove” button (This option will take the item out of the inventory and off of the sales screen, but the product will remain in product management). You may also remove the item from the product list by going to “Products” and “Settings”, opening the item and un-checking the “Active Product” box).
From the Manager screen, choose “Users” and then “Reports.” Choose the employee, desired dates (From date → To Date) and then click the “Load” icon. You will then be able to see average daily sales for the specific date range.
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After an item is added, it will NOT show up on the Sales screen until you add quantity to the inventory. From the Manager Screen, choose “Inventory” and then “Management.” Select the location to add product quantity to its inventory and click the “load” icon. Click on the “Update Inventory” tab (Make sure that the box indicating “Show products that are NOT in the inventory at this location” is marked). Locate the item you want to add (You may use the search option). On the right side of the product, add a quantity and press “Update Inventory.” Now the product Read more
From the Manager Screen select “Inventory.” Select “View Changes.” Select date range. Click “Reload.” Green = Items added to the inventory Pink = Items subtracted from the inventory Yellow = Changes to the Storage inventory
From the Sales Screen, click on the “My Report” icon on the bottom of the screen. The employee will need to sign in. Choose desired dates and click the “Load” icon. The employee will need to right-click on the “My Reports” tab to close it when done.
There are 2 main ways to manage expenses in your Expenses report. Adding a one time expense and/or Adding Recurring expenses From the Manager screen, choose “Accounting” and then “Expenses.” Choose the desired dates (From date → To Date) and then press the refresh icon to load expenses. Click the link which says “Edit Available Categories.” Then enter a new category name and press “Save” (i.e. Mall Rent, Car Rental, etc.). Adding a One Time Expense Fill in the fields to record your expense, then click “Save Changes.” Adding a Recurring Expense Now, click on the button “Add a Read more