Customer Groups

Customer Groups can be linked to Promotions and Price Rules, allowing you to set up employee discounts, senior discounts, student discounts, and more. The creation of Customer Groups via the back office is relatively simple. Start by navigating to Settings > Customer Groups. Use the +New button to add additional customer groups. You can assign a … Read More

Create Delivery Note

The POS Function Add Delivery Note allows you to add a specific delivery note at the point of sale to confirm delivery without payment of a specific order. The delivery note can then be searched from the back office and invoiced. Multiple deliveries can be added to single invoices as well. Configuration: The following article explains how to … Read More

Edit Delivery Note

The POS function Edit Delivery Note allows you to open and edit a delivery note without having to search for it. You must enter the specific delivery note number to access it this way. Configuration: The following article explains how to setup POS buttons: Create POS Buttons / Button ConfigurationSelect type “Function” and “Edit Delivery Note”. Use at the POS: … Read More

Edit Quote

The POS function Edit Quote can edit a quote directly without going through the search process. The cashier must know the exact quote number. Configuration: The following article explains how to set up POS buttons: Create POS Buttons / Button Configuration. Select type “Function” and “Edit Quote.” Use at the POS: Choose the menu where you have created the button, … Read More

Customer Orders (POS)

The Create Customer Order button function is used to schedule customer orders for pickup at a later date and time and allows you to collect any deposits associated with the order. If you want to collect Order Deposits at the POS, you will first need to create a deposit account from the back office. to … Read More

Create Quote

The Create Quote function allows a cashier to create a quote from within the POS. Configuration: The following article explains how to set up POS buttons: Create POS Buttons / Button Configuration. Select type “Function” and “Create Quote.” Use at the POS: First, add the customer to the quote by using the Customer Lookup function if they already exist within … Read More

Create Rental

The Create Rental function allows the cashier to create a rental via the POS. Configuration: The following article explains how to set up POS buttons: Create POS Buttons / Button Configuration. Select type “Function” and “Create Rental.” Use at the POS: First, add the customer to the rental by using the Customer Lookup function if they already exist within … Read More

Edit Rental

The Edit Rental function allows the cashier to edit a rental via the POS without using the search function. However, the cashier needs to know the rental number. Configuration: The following article explains how to set up POS buttons: Create POS Buttons / Button Configuration. Select type “Function” and “Edit Rental”. Use at the POS: Depending on which … Read More

Search Rental

The Search Rental function allows the cashier to search for an existing rental and edit it if necessary via the POS. Configuration: The following article explains how to set up POS buttons: Create POS Buttons / Button Configuration. Select type “Function” and “Search Rental.” Use at the POS: Depending on which menu you have created the button, press … Read More