Recently Updated Pages
Quick Access Buttons
Found at the bottom of the page, these buttons allow you to take various quick actions regardin...
Processing Orders
You can process multiple orders simultaneously from this screen. You can choose to: Print Pic...
Removing VAT from a Sales Order Line in the POS
Click or tap on the line that you wish to edit, then choose to Remove VAT. It will be possible...
Cost Prices
This page outlines the way in which Cost Prices are managed, both against individual units of sto...
Sales by User
Old report, since migrated to Performance by User.
Sales by Department
This report will show a breakdown of company-wide sales within a given period; the value of sales...
Made to Order
This report will show a breakdown of company-wide sales of Made to Order products within a given ...
FAQs
Sales and Revenue What is a 'Sale'? The Sales Reports report on revenue generated on a specific...
User Management
Use this screen to setup or edit new users. Setup User Details Field Purpose ...
Timed Pricing
This screen will show all queued price changes that have been added via the Price Management scre...
Search Log
This report will show you Site Searches made within a given period. Unsuccessful searches are h...
Notes by User
This report shows a summary of notes by User. This is a summary of the Tasks within the CRM. ...
Stock Reservation
Stock Reservation prevents automated processes from over-allocating a unit of stock However, it ...
Pay with Deposit
If enabled, the customer will be able to Pay with Deposit for any order for any order over a mini...
Audit History
The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and...
Order Notes
A user may add notes to a Sales Order here. Use the controls to add a note or a task. Email ...
Balance
This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...
Apply Discounts
Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...
Delivery Information
Edit delivery information here. Same as billing This will copy the billing address to the del...
Apply Delivery
Use the controls in this section to add or change the delivery type associated with a Sales Ord...