Back office
Everything you need to know about setting up and managing your accounts
14 articles
- Getting Started on the back officeLogin, and setup account details
- Users and rolesCreate staff/user accounts and role permissions
- Setup printed and email receipt templatesHow to customise store receipts and customise branding on digital documents and email receipt
- Create and manage promotionsHow to set up special offers for your customers
- Create and manage customers and groupsHow to create and manage customers and customer groups
- Create and manage physical and digital gift cardsHow to create paper gift cards, e-gift cards and plastic gift cards
- Create payment methods in the back officeHow to setup payment methods for cash including denominations, card, gift card, invoice, store credit, cheque, bank transfer and scheme provider
- Store setupSetup your store, including registers and tax rates.
- View online and POS orders in the back officeExport your sales history, view orders, picking lists, sales orders, and add notes and attachments.
- Supplier SetupAdd and view your suppliers
- Create and manage price listsHow to offer different prices to your customers.
- Tax rates and exemption profileHow to add and manage tax rates and tax exemptions profiles
- Configure return, discount and cash movement reason for the POSHow to pre-define reasons for returns, discounts and cash movements
- Scheme providersProcess sales and bill to scheme providers such as Motability and Cycle2Work on the POS (not available online).