Sales Screen

Scheduling Appointments

From the Sales Screen, on the bottom row, click on the Appointments icon.   Sign in with your password to open your Calendar.   At the top of the calendar choose which Location and which date range you would like to view.   Double click on a specific date to add an Appointment.   Add in the name, details, dates/times and location of the appointment.  Be sure to attach the Customer as well.   At the top, you may make this a recurring appointment if this will be a weekly or monthly event.  You may also print an appointment slip Read more


Splitit Set Up From the Management Screen choose Locations > Settings and click Edit Location.   Choose the Splitit tab from the top of the page.  Then check the box for “Allow Installments in this location”   Fill in the Splitit Account Settings fields.   Then fill in the Installments Settings. Minimum amount to allow installments – the customer must be purchasing a minimum of this amount in order to be eligible to use Splitit for this sale. Maximum installments allowed – Choose the maximum amount of installments a sale may be broken into. Force Digital Signature – Customer must Read more

Kits and Bundles

Set Up From the Management Screen choose Products > Kits and Bundles   In the upper right corner of the screen choose “settings.”   In the Receipt settings section choose which information you would like shown on the customer’s receipt.   In the Enterprise settings section you will have control over when kits are active as well as which Regions they are active in. Then click Save.   Creating a Kit/Bundle Choose “add kit” from the main Kits and Bundles page.   In the upper section choose which region(s) will have access to this specific kit/bundle. Then fill out: Name Read more

Allowing Employees to Edit Hours

Part 1: Setting up access to edit hours Part 2: Editing Hours as an employee   Part 1: Setting up employee access to edit hours: On the Management Screen go to Users > Settings and choose the employee.   Scroll down to User Access Levels and click on “Custom Roles: Advanced.”   Under “Secretary” check off “Edit Hours.” Then at the top make a “Role Name” and click Save.   Be sure to check off the new role in addition to the employee’s other roles. Then click “Save.” ————————————————————————————————– Part 2: For an employee to edit their hours At the Read more

Setting Up and Using Quotes

Setting Up Quotes: On the Management Screen go to Customers and click “Quotes.” In the upper right corner click on the “Quote Settings” button. Options: Quote Expiration Date- fill in how many days the customer has before the quote expires. Users can change quote expiration date- this gives the ability for an employee to extend the expiration date of the quote. Lock quote to the original user- this will give the credit or commission of the sale to the employee who first gave the quote. Quote Disclaimer- make sure your customer has a clear understanding of your store policies on Read more

Disabling Checks as a Payment Method

How to block your employees from accepting checks as a payment method:   On the Management Screen go to Locations Settings. Open the Location you would like to edit, then choose the Location Preferences tab.   To block the use of checks, simply uncheck the box for “Allow check as payment.”   Now on the Sales Screen the Check icon can not be accessed and appears faded.

Accepting Tips

The Tip Feature is only available when swiping credit cards through Nova using a Merchant Gateway. For more information on Setting Up the Tip feature Click Here Accepting a Tip During a Sale On the Sales Screen, add the product into the shopping cart and click “Complete Sale.” Choose Credit Card as the payment method, then charge the customer’s credit card.   Now at the top of the signature screen you may add a tip.   Choose the desired Tip amount by either adding an exact dollar amount, percentage amount, choosing a percentage we have already provided or using the (-+) Read more

Attaching a File or Picture to an Invoice

Tip: Up to 3 Files or Pictures may be attached per sale in any combination. Files may be in any format. During a sale, after the payment method is chosen and the payment has been received, the “Attach Files” icon will appear in the right corner. Click it.   Two options will be given, “Attach Files” and “Take a Picture.”   Options: Option 1: Attach Files Click “Attach Files” and select either a file or picture from your windows explorer and click “Open.”   Then click “Upload”   The file or files should now be attached and be visible.   Read more

Printing a Gift Receipt

How to print a Gift Receipt Complete the sale as normal. Once the home screen is back up, click on the “Receipts” icon at the top of the Sales Screen.   Choose the “Print Latest” button on the left.   Nova will ask “Is this a gift receipt?”  Click “Yes.”        

Inventory Count – By Item

How to complete an Inventory Count by item: At the top of the Sales screen, click on the “Inventory” icon. In the Inventory Management screen, click on the “View Inventory By Item” tab   There are 3 different ways the Inventory may look depending on how the Manager has set it up. The Count Column is always located in either the last 1 or 2 columns on the right. Options: In option A. the Inventory quantities are hidden, so in the “Count Column” simply scan or manually enter the quantity that has been counted. Then click “Submit Count.”   In Read more