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Loyalty

Sales Orders Sales Orders (Detail)

This section displays the loyalty points accrued by the customer, their monetary worth, and inv...

Updated 11 months ago by Mike

Discount Management

Sales Orders Sales Orders (Detail)

Promotions and manual discounts are displayed and can be managed in this section.  Discounts w...

Updated 11 months ago by Mike

Stock Allocation

General Stock Management

Overview Stock Allocation is the process by which a unit of stock is added to a Sales Order. Thi...

Updated 11 months ago by Mike

Customer Details

Sales Orders Sales Orders (Detail)

This section can be used to amend the customer details. Some details can only be edited as part...

Updated 11 months ago by Mike

Status Management

Sales Orders Sales Orders (Detail)

Status management may be used to adjust the status of a Sales Order. It's use is limited as mos...

Updated 11 months ago by Mike

Invoice

Sales Orders Sales Orders (Detail)

The invoice section allows you to review paperwork for the Sales Order. If the document has pr...

Updated 11 months ago by Mike

Process Payments

Sales Orders Sales Orders (Detail)

Use this section to add Payments to the Sales Order. Available Payment Types will be visible h...

Updated 11 months ago by Mike

Order Number

Sales Orders Sales Orders (Detail)

The Sales Order number is a sequential number.  This is automated.

Updated 11 months ago by Mike

Summary

Sales Orders Sales Orders (List)

This screen portrays a summary or your Sales Orders. It can be used to search for a specific Sale...

Updated 11 months ago by Mike

Filtering Orders

Sales Orders Sales Orders (List)

Use this screen to find similar orders. You can filter by a variety of fields, including: ...

Updated 11 months ago by Mike

Incompatible Postage

Postage

Incompatible postage occurs when a customer purchases multiple items that do not share the same p...

Updated 11 months ago by Mike

Postage Types

Postage

These are the individual Postage Types assigned to products. These control elements such as deliv...

Updated 11 months ago by Mike

Postage Zones

Postage

A Postage Zone is a limited geographical area to which you will apply delivery rules.  These are...

Updated 11 months ago by Mike

Postage Prices

Postage

To set up postage prices, begin by selecting a postage zone. Each zone can have its own pricing, ...

Updated 11 months ago by Mike

Summary

Add to Basket

The add to basket pop up can show a 'Free Delivery tracker'. This is based on the potential or fr...

Updated 11 months ago by Mike

Despatching Order Lines without Stock

General Stock Management

It is possible to dispatch line items without stock, either through the POS or via the CMS (order...

Updated 11 months ago by Mike

Swatch Assignment Tool

Swatches

Normally, you’d have to open each collection and product individually to remove or add a swatch. ...

Updated 1 year ago by Lee

Summary

Live Baskets

Use this screen to review Live Baskets. This is an invaluable tool in understanding customer beha...

Updated 1 year ago by Mike

Summary

Countries

This page can be used to view a summary of how you have set up your Countries; you can also apply...

Updated 1 year ago by Mike

Performance Report

EPoS

This screen can be used to review a User's performance.  This report is a weekly performance rep...

Updated 1 year ago by Mike