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Daily Archives: April 16, 2013
Testing Credit Card Swipe Machine
Go to the Manager’s Screen. Choose “Locations” and “Settings.” Locate the desired location and press “Edit.” Click on the “Merchant Services” tab. Fill in the requested merchant information, then click the blue button which says “Click here to perform a test transaction” and swipe a card. The test will charge your card for $0.01.
Cash Drawer/Printer is Not Working
Check to see if the printer is on. Verify that all 3 cables are attached and secured (power to wall, cash drawer to printer, USB to computer). Make sure the printer is set as default printer via the control panel. Verify that the printer’s paper is not jammed or out of paper. Verify that the printer’s lid is closed all the way. If printer is working, but cash drawer is not opening, make sure the cash drawer is not locked with a key. Download drivers again from the main page under “Settings.”
The Real-Time Dashboard
The Real-Time Dashboard is a report for Full Owners and Partial Owners. Regional Managers may also view all information with the exception of Profit and Expenses. It may be viewed from the Sales Screen, Manager’s Screen, and Mobile App. From the Sales screen, click on “Dashboard” on the top toolbar. From the Manager screen, click the “Real-time Dashboard” icon located at the bottom of the screen. Choose between Regions or view all Regions for up to date reports on Location sales and activity.
Viewing Total Net Profit
There are 2 options to see Total Net Profit: Option 1 Press “Real-Time Dashboard” either on the Manager screen or on the Sales screen. Choose the “Region” and date (You may see total profit in all regions by checking the box saying “Show all regions”). Option 2 Via the Manager screen, choose “Accounting” and then “Profit/Loss Report.” Choose “From date” and “To date” and press the “Load” icon (You may see total profit in all regions by checking the box saying “Show all regions”).
Viewing Cash Register Activity
From the Manager Screen choose Locations > Cash Register Activity Choose a date range and click the “load” icon.
View the Daily Count
From the manager screen, choose “Inventory” and then “Daily Counts.” Choose the desired dates (From Date → To Date) and press the refresh icon to load. Locate the name of the location and the date you want to review and press “Open Count” or “Open Category Count” if the count was by Category. If there was an Error in the count, you may update the inventory to match what the employee counted by clicking the “Fix” button and saving. You may then report those items as a loss.
Transferring Inventory
From the manager screen, choose “Inventory”, then “Transfers”. Tip: Transfers may also be accessed through Inventory Management > Update Inventory. Click the “create a new transfer” icon in the upper right corner. Select the appropriate “source” and “destination” locations for the transfer. Click the radio buttons to either “Update the destination right now” or “Update the destination only when the inventory is received and counted.” Click “Load Inventory” or locate the items to transfer by using the “search” tool. Enter in a quantity to transfer for the items that need to be transferred. Source Quantity – The number of Read more
Removing a Product from a Location
From the Manager Screen choose Inventory > Management Select your location and load the inventory. Under the “View Inventory By Item” tab, select the product you would like to remove and click on “Remove Product.” Click “Yes.”
Viewing & Managing Invoices
You have three options: Option 1 From the Manager Screen, choose “Accounting,” and then “Invoices.” Choose the region, desired dates (From date → To Date) and then press “Load Invoices.” Locate the invoice you want to view and press “Open Invoice” (note: you may use the search option). Option 2 From the Sale Screen choose the option “Receipts.” Enter the invoice number and press “Search.” Option 3 Either from the Manager Screen or from the Sale Screen choose “The Real-Time Dashboard.” Choose the region (or checkmark “ Show All Regions”) and choose the desired date. You can find all invoices Read more