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- Sales Orders
- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return an order
- How to view a return order
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- Articles coming soon
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- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- Show Remaining Articles (4) Collapse Articles
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- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return an order
- How to view a return order
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- Articles coming soon
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- How to Search For An Inventory Item
- How to Add a Catalog Subscription to Your Database
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Transfer Inventory from One Location to Another
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
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- How to Search For An Inventory Item
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
- How to Transfer Inventory from One Location to Another
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Adjust Inventory Quantities or Reserve Quantities for Any Location
- How to Archive a Product
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- Articles coming soon
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- Articles coming soon
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- Articles coming soon
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- How to add a Country Item
- How to remove a Country Item
- How to edit a Country Item
- How to add a User
- How to edit a User
- How to Change my password
- How to remove a User
- How to add a currency type
- How to remove a currency type
- How to edit a currency type
- How to Create a New Order Status
- How to Edit an Order Status
- How to Delete an Order Status
- How to Add a Store Location / Inventory Location
- How to Remove a Store / Inventory Location
- How to Edit a Store / Inventory Location
- How to Create a Cash Register
- How to remove a Cash Register
- How to edit a register
- How to open a register
- How to close a register
- How to view a Cash Register’s transactions for today
- How to view all of a Cash Register’s transactions history
- How to Create a Report
- How to delete a Report
- How to run a Report
- How to modify a Report
- How to add a Setting
- How to modify a Setting
- How to Remove a Setting
- How to turn on or off auto print receipt
- How to add a Search filter
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Print
Dashboard
PostedDecember 20, 2024
UpdatedJanuary 15, 2025
ByKevin Kirwan
This page is the first page that will be seen after logging in and this is where the user can set up reports that will be pulled and displayed upon entering the dashboard. As for setting up which reports are, that will be in “URL to the page” under the settings page.
Posted
Updated
ByKevin Kirwan
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