Category Manual

The dashboard is your personal front page which you can customize to your needs. It provides a quick overview of important revenue data and quick access to common routines. The dashboard contains several widgets. Add widgets to your dashboard by using the drop-down menu in the top left corner. You can move dashboard widgets by selecting change order ...

You have many different products in your database with different commodity groups.  However, not every product is available at all times. For example, you can have seasonal items, discontinued items or items you only carry in certain locations.  Assortments can help you categorize items by their availability and order procedure. Back Office Configuration When you start ...

Quick Key Return The quick key return option in the POS profile defines whether the POS will jump back to the main quick key layout or stay in the current button layout after pressing a product button. Find this setting under Settings > POS Profiles. For additional information please refer to our POS profiles manual page. 

POS Login Every cashier has their own individual login code. This will help you track which cashier finalized each receipt. It is up to you whether you would like to track individual cashier. The default cashier login code is "1".   For adding or changing cashier login codes please take a look at the following guide: Create Cashiers

To adjust cashier permissions and roles please visit our Manage Cashier Roles and Permissions manual page. Create Cashier In order to create new cashiers, navigate to Employees > Cashiers. Here you will find the list of cashiers for your organization.  You can create, edit or delete cashiers. By default the system comes with 2 sample ...

Any change you make in the back office has to be downloaded to the point of sale (POS) before the POS will be able to see the changes.  This includes, but is not limited to: product changes, configuration changes, price changes and promotions.  The POS will download back office changes automatically with every restart and ...

Commodity groups are a very important aspect of categorizing your products.  An important thing to know about commodity groups is that you can nest commodity groups; allowing you to create sub commodity groups underneath each individual group.  You can create as many subgroups as you wish, but keep in mind that over-categorization can quickly complicate things. Many retailers ...

Price rules or promotions do not have an option to exclude certain products.  However, you have the following options to exclude certain items: Disable the product setting Is Discountable.  Please be aware that this option will not allow the item to be discounted at all and will exclude the item from all price rules. Set up ...

Sales data for active accounts is stored for the past 10 years.  Inactive accounts can be accessed for up to 12 months after the account has expired.

The current profit margin for product prices is determined by the difference between the retail price and the last purchase price.  The last purchase price can be found in the edit product screen. It is automatically updated if you book a stock order or stock receipt. Profit margins are calculated using the actual sales price, which ...