Locations

Add and manage store locations from this page. Click New to enter the name of a store location. Choose an existing location to change the name, mark it as hidden, or deactivate it.

Tax Codes

Enter different tax rates for specific locations or types of sales. Click New to make a new tax rate and choose a name, rate, and associated location. Leave the location blank if the tax rate applies to all locations. To edit an existing Tax Code, click on the name and make changes or deactivate the code.

Transaction Types

View the name and prefix of each transaction type you use in your store. Click New to add a new type or click on an existing type to edit the name and prefix.

Job Types

Add Job Types and Prefixes by clicking New in the top right corner, or click on the name of an existing Job Type to make changes.

Payment Methods

View the name and prefix of each payment method you accept in your store. Click New to add a new type or click on an existing type to edit the name and code.

Payment Terms

View a list of all Payment Terms. Add a new payment term by using the New button in the top right. Click on the name of a payment term to edit it.

Vendor Attributes

Click on a Vendor Name to view and edit attributes. Use the New Attribute Name field to add a new category of attribute. Select the New button underneath the attribute label to add specific attributes to the category. Choose deactivate to remove an attribute type from visible filters.

Item Types

View Item Types and edit or add new types from this page. Click the + next to an item type to see all the subcategories of the parent type. Edit any existing Item Types by clicking on their name.

To create a new item type, click New and enter the name of the category. Use Custom Fields to enter tags that will be visible on all SKU#s associated with this item type. If the category belongs as a subcategory of an existing type, choose that type from the Parent Type drop down menu. Choose if the Item Type should be included in Nonstock or E-Commerce categories, then click Save.

Item Attributes

Click on an Item Type to view and edit attributes. Use the New Attribute Name field to add a new category of attribute. Select the New button underneath the attribute label to add specific attributes to the category. Choose deactivate to remove an attribute type from visible filters.

SKU Categories

SKU Categories lists the Prefix of each category and the description and item type. To create a new SKU Category, click New in the top right corner. To edit an existing category, click the name of the category, make changes, and click save.

Nonstock SKUs

Nonstock SKUs shows a list of SKUs that are not associated with a physical product. To add a new nonstock SKU, edit an existing SKU and check the Nonstock option at the bottom of the edit window. To remove a SKU from the Nonstock category, click the Remove button in the right column.

Status Codes

View, edit, and create status codes to update jobs. Click New to enter a new code or click on the name of the code to edit or deactivate it.

Users

Add users and adjust their roles from the Users page. You can search for a specific user by clicking any of the categories at the top and entering a search term.

New User

To add a new user, click New in the top right corner. Enter the email address that will be used to sign in, a name, and role. If you leave the password field blank, a temporary password will be given to the new user. You can also enter a Sales ID and select a location. If no location is selected, the user will be able to view all locations visible by their role.

Click on a user’s name to edit their information. You can also deactivate the user or set an approval password from this menu. Approval passwords are used to allow editing of closed transactions.

Roles

Create and manage permissions for each user role from the Roles page. Click New to create a new role. Enter a name, then select which types of report users with this role can view by checking the boxes next to each type. In the permissions category, select the permissions for this role then click Save. To edit an existing role, click on the name in the Role list.

Permissions

View descriptions of each permission you can assign to a user role on the Permissions page. To edit the description, click on the name of the permission, change the description, and click Save.

Preferences

From the Preferences page, you can change time limits for how long users can make changes to transactions. Here you can customize: