Daily Archives: April 15, 2013

View All Refunds

From the Manager Screen choose Accounting > Refunds.   Select the date range you would like to view. Then click the “Load” button.

Setting Up Competitions

From the Manager Screen, choose “Locations.” Choose “Settings.” Select your location and click on “Edit Location.” Select the fourth tab, “Extra Features.” Select “Competition.” Choose the desired competition from the list and select the competition timeframe. Teamwork motivations allows for several Locations to compete against one another. Individual motivations allows for individual employees within a location to compete against one another. Choose how long your Competition Timeframe will last before restarting by clicking “Daily”, “Weekly”, or “Monthly” Select Regions to allow locations from multiple regions to compete against each other. Select the number of Employees or Locations viewable on the Read more

Swiping a Card and Getting an Error Message

Reset the API transaction key through Authorize.net Double check that the account is active. Verify with your merchant that you are able to accept specialty cards (for example American express and discover).

View Existing Competition

The competition feature motivates Employees or Teams to sell more in order to be in 1st place. Tip: Up the ante by offering incentives for the winner or simply allow them to compete for bragging rights.   From the Sales Screen, select “Competition,” located on the bottom toolbar, second from the left side.     To set up the competition feature please visit Setting Up Competitions  

Linking a Product to a Wholesaler

Login to Manager Screen. Choose “Products.” Choose “Settings.” Select the product and choose “Edit.” Under wholesaler, from the drop down box, select the wholesaler you want to link to the product. or add a new wholesaler under “Edit Available Wholesalers.” Click “Save.”

View/Add/Remove Reimbursements for Employees

From the Manager Screen, choose “Users.” Choose “Reports.” Select an employee from the drop down box. Select desired date range. Click the “load” icon. From the grey toolbar, select “Reimbursements.” For a recurring reimbursement select “Add a recurring reimbursement.” Select amount – start and end date – and fill in a description for the reimbursement. For a one time reimbursement click on the grey line in the table under the time-stamp which says “Click here to add a new row”. Select amount – start and end date – and fill in a description for the reimbursement. Click “Save Changes.”

Changing the Button Color of a Product

Login to Manager Screen. Choose “Products.” Choose “Settings.” Select the product and choose “Edit.” Under Button Color, from the drop down box, select the color you want to apply to the product based on product’s popularity. Click “Save.”

Using the “Spare” from a previous sale

From the Sales screen, select the item(s) that the customer wants to purchase. Over-ride the price amount of the item(s) to the new (lower) price. Must be less than the minimum price to require a “spare.” The “minimum price alert” window will open with an error “Cannot Complete Sale.” Select the “Attach invoice” option and enter in the relevant invoice number (with spare value) and click ‘attach invoice’ to utilize it’s spare.     If the old Spare amount is enough to overcome the deficit of the new discount, than the sale will be approved.

View Product Reports

Login to Manager Screen. Choose “Products.” Choose “Reports.” Select a product and date range. Review your product report.

What to Do When a Credit Card is Swiped via Nova Merchant and the Screen Freezes

If an approval number was not generated via the merchant (using Nova Credit Card swiper), then the transaction did not go through. Redo the sale. If an approval number was generated via the merchant, than the transaction did go through, but it was not registered in Nova nor was an invoice created (Remember, all sales in Nova are complete only after you press “Sale Complete”). Remember to write down the approval number on a piece of paper. Unfreeze the screen (Either by restarting Nova or restarting your PC); you will need to redo the sale on Nova. Choose option “External Read more