Getting Started | ||
---|---|---|
Guide Name | Description | |
System Reset | Clear the database before you get started. System Reset | |
Setup of Logos and Images | How to setup images and logos | |
Setup Guide to Tare Items | Process items with tare | |
Receipts | Provides details in receipt printing and format of receipt | |
Administrative Tasks | ||
Payroll | Run, view and edit payroll | |
Customizable Contact Lists | Setup contact lists from Birthday Lists, Contact Filter Types and more. | |
Office Time Clock | Clocking In and Out in the Office Time Clock | |
Quick Books File | IIF file export for quickbooks | |
Reporting | ||
Setting up Email of Reports | ||
Scheduled Emails | Setting up Scheduled Email of Reports | |
Gift Cards | ||
Setup of Gift Cards - CCS | Describes the process to manage gift card related transactions | |
Setup of Gift Cards - Mercury | Setup gift cards for Mercury | |
Gift Card Cheat Sheet | Printable document for employees. | |
Import Gift Card & Groupons | Importing Gift Cards & Groupons from CSV Files | |
Comp Gift Cards | Several options for providing gift cards for free. | |
Normal Business Day Tasks | ||
Refund Items | Item Refunding / Returning | |
Suspend Order | Suspend Order and Retrieve the following day. | |
ATM Style Transactions | Run ATM Paybacks. | |
Payment Methods in POS | ||
Tip Options | Tip Processing methods | |
House Accounts | Setup and Order Processing for House Accounts | |
Using Store Credit | Process a transaction as a store credit | |
Cash Payouts | Describes the process of cash payouts | |
Tax Exempt Function | How to exempt items from tax and also to set a client as tax exempt | |
House Account Payments | How to setup and process house accounts | |
Make Payments Easy | Tip on how to reduce payment buttons, but maintain all options | |
Split Payments | Process split payments | |
Refunding | Refund payments of cash and credit | |
Making Deposits | Make a deposit on an order, and retrieve later for final payment | |
End of Day / End of Shift | ||
Closing Day and Balancing Drawer Procedures | General Daily Balancing Procedures for cashiers/servers and end of day reporting | |
Balance Sheets for Cashiers and Servers | Balance the cash drawer for each shift] | |
Blind Drop Balance Sheets and Daily Reporting | Hide Balances from staff | |
Close day | Close day, reporting options | |
Auto Close Day | Use Windows Task Scheduler to auto close the day | |
Customer Based Features | ||
Discounts | CCS Offers many discount methods, this shows how to setup and use them | |
Setup and Use of Loyalty Programs | Loyalty program options and setup | |
SMS Messaging | SMS Messaging | |
Maintanence | ||
Fixing Closed Days | If your staff didn't close out yesterday, and you are already processing, here's how to fix it |