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Navigation Overview

28
Sep

Navigation Overview

This guide will give a brief description of each individual navigation item in your KORONA.pos Cloud back office.

Please be aware that some navigation items are only available with certain add-on packages.

Main Navigation Items:

    • Dashboard
    • Inventory
    • Hospitality
    • Ticketing
    • Sales
    • Employees
    • Evaluations
    • Settings

Every main navigation item has sub-navigation items except the dashboard. You can see and select the sub-navigation item by clicking on the main navigation item.

Dashboard

The dashboard is your front page. It can be customized to your needs and provides quick insight and access to your most important business aspects.

Inventory

You will only be able to see this navigation if you have the retail package.  It provides all aspects of inventory control and product management.

  • Products
    This will take you to your product database where you can search and edit products you sell. You can find a detailed guide here: Creating Products
  • Order Requests
    Order requests can be generated by your cashiers in order to let you know what should be ordered.
  • Order Cycles
    Order cycles can help you automate your ordering workflows.  It is especially useful for businesses that order similar quantities on a daily, weekly or monthly basis: Order Cycles
  • Stock Orders
    This is where you create and review purchase orders for all your stores.: Stock Orders
  • Order Templates
    If you are placing similar orders frequently or you have to place the same order for multiple locations you can use order templates. These can be used later to create actual stock orders: Stock Orders <Under Stock Order from Template>
  • Inventories
    This navigation item takes you to your inventory count procedures. Within the inventory count process, you will find count sheets which can be system generated or compiled manually: Inventory
  • Warehouses
    Warehouses are organizational units which contain inventory.  This navigation item will take you to the list of warehouses and list their inventory assets: Warehouse
  • Suppliers
    Manage your suppliers/vendors: Suppliers
  • Dispatch Notification
    Dispatch notifications allow you to let the system know what the supplier actually sent out: Dispatch Notifications
  • Stock Receipts
    Stock receipts are used to receive inventory and keep track of inventory cost: Stock orders and stock Receipts
  • Commodity Groups
    Commodity groups are used to categorize your products. You can find a detailed guide here: Commodity Group Setup
  • Customer Orders  
    This will launch the customer order page where you can create new customer orders or find your previously created customer orders: Customer Orders

Hospitality

The hospitality section is only available with the hospitality package and is mainly used for restaurant environments.

  • Products
    This will take you to your product database where you can search and edit products you sell. You can find a detailed guide here: Creating Products
  • Item Sequences
    Item sequences can be used to categorize items on a receipt.  In most hospitality environments this would be used for courses: Item Sequence Creation and Assignment
  • Table Overviews
    Here you can manage table layouts for all your locations: Table Overview Location and Assignment
  • Commodity Groups
    Commodity groups are used to categorize your products. You can find a detailed guide here: Commodity Group Setup

Ticketing

The Ticketing section is only available with the Ticketing package.

  • Products
    This will take you to your product database where you can search and edit products you sell. You can find a detailed guide here: Creating Products
  • Events
    Here you can configure the events you sell tickets for.  Events have a set time and are usually limited: Events 
  • Ticket Definitions
    Ticket definitions are used for general admission.  They define your different ticket types such as day passes, season passes or one-time entries: Creating a Ticket and Ticket Definition
  • Commodity Groups
    Commodity groups are used to categorize your products. You can find a detailed guide here: Commodity Group Setup
  • Entry Gates
    Entry gates represent entry points to different locations that require ticket checks: Entry Gate Setup

Sales

  • Promotions
    Promotions are used for special discounts and coupons: Creating Promotions
  • Receipts
    Here you can search and review individual sales receipts: Receipts
  • Info Texts
    Info texts can be used for item information, popup info messages or receipt information: Info Text
  • Balance Statements
    Balance statements are the individual cashier and POS balance statements for each POS: Balance Statements
  • Points of Sale
    Here you can manage your point sale terminals and adjust their configurations: Point of Sales
  • Customers
    Here you can find your customer database.  You can search, edit or add customers right here or at the point of sale: Customers
  • Price Groups
    Price groups are used to allow multiple price levels for multiple stores or special customer groups: Creating and Assigning Price Groups
  • Price Rules
    Price rules are much simpler compared to promotions and allow you to quickly create discount rules: Price Rules
  • Assortments
    Assortments are used to categorizing products based on their availability.  You can find out more about how to use assortments here: Create Assortments
  • End of Day Statements
    End of day statements are generated by the point of sale and represent a summary of the day.  Another common term is z-tape: Finish Day/ End of Day Statements.

Employees

  • Users
    Users have access to the back office. Each user can be equipped with different back-office permissions which are defined in user roles: Users
  • User Roles
    User roles define user permissions: User Roles
  • Cashiers
    Cashiers have access to the point of sale but do not have access to the back office. You can find out more about cashiers here: Create Cashiers
  • Cashier Roles
    Cashier roles define cashier permissions: Manage Cashier Roles and Permissions
  • Time Tracking Entities
    Time tracking entities represent different time clock options such as clock-in or clock-out: Time Tracking Entries

Evaluations

In this section you will find a large number of reports. You can find the list of available reports here: Reports and Statistics under Evaluations

Settings

  • Receipt Layouts
    Receipt layouts provide customization options for your receipts.  Here you can set up header and footer logos as well as many other settings that affect the appearance of your receipts.
  • Data Exchange
    Here you can do exports and imports of data and configure connections with other applications such as QuickBooks Online.
  • Dialects / Languages
    Here you can manage multiple languages for your system.
  • Production Types
    Production types are used for special tasks that have to be performed when an item is sold.  This can be a kitchen print, gift card activation or ticket print.
  • POS Profiles
    Here you can manage POS settings such as general behavior or peripherals.
  • Accounts
    Accounts are similar to products but they are not counted as revenue.  They are simply used to track money movements such as cash drops or opening cash.
  • Customer Groups
    Customer groups are used to track your revenue by the type of customer.  They can also trigger promotions and price rules.  You even have the option to assign specific price groups to customer groups.
  • Organizational Units
    Organizational units represent divisions of your organization.  This can be stores, warehouses or even areas.  Just like commodity groups, organizational units can be nested.
  • Tags
    Tags are a very powerful tool to categorize and group products for promotions and evaluations.
  • Sectors
    Sectors are used to categorize your products in a financial way, mainly for taxes but also for revenue allocation accounts.
  • Taxes
    Here you can set up your tax rates which you can later assign to specific sectors.
  • Button Configurations
    This is where you can customize your point of sale buttons.
  • Revenue Allocation Accounts
    Revenue allocation accounts are used to assign certain percentages of your revenue. This can be used for franchise royalties or to determine your marketing budget based on revenue.
  • Economic Zones
    Economic zones represent areas for taxation.  If you have two stores in two different states you will need two economic zones representing the two areas where you collect sales tax.
  • Currencies
    Here you can manage additional currencies you accept.
  • Payment Methods
    Here you can manage all types of payments you accept.  Examples are cash, credit, debit, on account or gift card.