Skip to main content

Recently Updated Pages

RMA (Detail)

Returns (aka RMAs)

Use the tick boxes to process the RMA line item (it is possible to have multiple items on a sing...

Updated 4 months ago by Mike

Summary

Returns (aka RMAs)

Use this screen to view and manage RMAs (return merchandise authorisation); return requests and p...

Updated 4 months ago by Mike

Creating a Supplier Return

Supplier Returns

This guide shows how to create and manage a Supplier Return via the Supplier Return section of th...

Updated 4 months ago by Mike

Order Products

Sales Orders Sales Orders (Detail)

This section will show a list of Order Products, which are separated into individual Sales Order...

Updated 4 months ago by Mike

Summary

Supplier Returns

From this screen, you can create, view and manage Supplier Returns. A Supplier Return is a fully...

Updated 4 months ago by Mike

Summary

Gift Vouchers

Use this page to view and manage Gift Vouchers.  Gift Vouchers can be used as a payment method by...

Updated 4 months ago by Mike

Summary

Reviews

Use this section to manage your Reviews.  Customers are able to leave reviews on Product Detail P...

Updated 4 months ago by Mike

Retail Customers

Customers Account Types

This is the default Customer Type. Registration A Retail Customer may be manually registered in t...

Updated 4 months ago by Mike

Trade Customers

Customers Account Types

To be a Trade Customer, this must be enabled on the Account tab by an User when editing a Custome...

Updated 4 months ago by Mike

Summary

Customers

Use this screen to search for and manage customers. You can also use the search in the top right ...

Updated 4 months ago by Mike

Voucher Balance

EPoS

This screen can be used to do a quick lookup of a Voucher's value, on behalf of a Customer.  Ent...

Updated 4 months ago by Mike

Review Chaser

Email Templates Emails

Updated 4 months ago by Mike

Stock Notify

Email Templates Emails

Updated 4 months ago by Mike

Print Information

Purchase Orders Purchase Orders (Detail)

Use these buttons to print essential information regarding the Purchase Order. Print Purchase Or...

Updated 4 months ago by Mike

Purchase Order PDF

General Documents

Updated 4 months ago by Mike

Summary

Scheduling

Use this screen to schedule deliveries; this is to be used when completing deliveries using your ...

Updated 4 months ago by Mike

Summary

Tasks Managing Tasks

The Task page displays all of the relevant information about any specific Task, and allows the Us...

Updated 4 months ago by Mike

Audit History

Tasks Managing Tasks

In this section, a complete Audit History for the Task is displayed. This is automatically gener...

Updated 4 months ago by Mike

Notes

Tasks Managing Tasks

This section is used to manage the Notes that are within a Task. From this section is is possibl...

Updated 4 months ago by Mike

Detail

Tasks Managing Tasks

This section will show the Detail of any linked item, e.g. a Sales Order. Detail This will vary ...

Updated 4 months ago by Mike