Congratulations, you are using the best system for integrated website and point of sale!
To begin using the system after you have logged in, please take a look at the following resources that are available to you:
The Admin Toolbar - This is the heart of the system, and you can access all of the functions and features of the system from the menus and buttons here. The first three icons are explained below, along with the System Home page you see. But first, let's look at the major areas of the system under the word links:
Website will allow you to work with the Pages of the site, the links for your site Navigation menu, your archive of Files, Customers and Customer Groups, and the many website Modules in the system where you can do data-entry for areas such as your Classes, Calendar, and FAQ, to name a few. You can also Preview the website, going straight to the Edit view of your website Home page. If you look at this menu while viewing one of your web pages, you're able to access the Page Settings to enter Search Engine Optimization information or other advanced features.
The POS menu will give you access to your Register and will open a blank transaction for you after you log into your Till. In the Work Orders module you can track and bill for any labor-based work, such as repairs. The Layaways module lists your open Layaway agreements, and Special Orders shows a list of all active Special Orders you've created from the Register. You can see and work with open Rent to Own contracts if that part of the system is active for you. Your Classes can also be accessed from here, and you can create and schedule them as needed. As in the Website section, you can work with Customers and Customer Groups. You can see the active list of saved Quotes in the system by clicking that link, and those are all saved directly in the Register. If you do Work Orders, you may want to keep track of any Loaner items you have out, and this module allows you to do so. And your Rentals functions are also here for you, allowing you to look up the Rental Status of any active Rental, view your Rental Calendar, and configure the system how you need it to work in the Rental Admin area.
In the Products area, you can create a New Product, access a searchable list of your Products, work with your Categories and Departments, and add Services you will use for your Work Orders. You can also view any transactions that have gone through the system in the Orders section. You can use the Precuts module to break a product up into multiple products (e.g. you can create 4 quarter-yard Fat Quarters from a yard of fabric) and you can use the Assemble Kits module to combine multiple products into a single bundled product. The Packages module will give you the ability to offer different combinations of products as package deals at a single combo price. You can also work with web Coupons and Gift Cards (both usable online or in the point of sale), or you can manage your products and inventory by spreadsheet in the Bulk area.
The Inventory section lets you work with Purchasing and Receiving orders, and clicking on either of those areas will let you view existing orders you've started or completed. You can also access Vendors that you work with or add new ones. The Variance module will tell you the differences between inventory numbers in the system and numbers you discover in a physical inventory of your floor. If you have multiple locations, you can do Transfers of inventory as needed between locations. And the Serialized Inventory tool will let you adjust or add serial numbers to serialized inventory you sell. If you want to define Bin Locations throughout your store, you can do so here and those will be available when creating products so you can assign them to whatever bin is appropriate. The Batch Inventory module allows you to collect quantity information and add it to the tool in batches that accumulate quantities so you can update your actual inventory on-hand numbers.
Our Marketing modules allow you to build lists of very specific groups of customer based on their shopping history with the Filter Customers tool. You can safely send Email messages to very large numbers of customers, and you can build and manage any number of Email Lists you might need. If you use our optional Marketing Package (click here to learn more) you can send Text Messages to your customers you've flagged to be eligible to receive marketing text messages from you. You can also use the Request Review tool to send a review request by email or text to a satisfied customer.
The Reports area allows you great flexibility in how you view your sales and inventory data. Reports such as the End of Day, Transaction Detail, and Sales by Item allow you many options in different ways you can filter your information. Other reports show you the current status in an area of the system, such as all current Class registrations and the current Inventory Value.
On the right side of the Admin Toolbar, you can Search for anything in the system, go into the Users or Settings under the gear-shaped icon, or you can access the system Help directory, with access to our Support Articles. We also offer listings by topic for our amazing Walk-Me trainings under the Step-by-Step Instructions, which take you through actually doing the topic in which you are interested. Under the Help menu you are also able to Create a Support Ticket for our system Support team, and when you're working with one of our Support team members, you can Share Screen if needed so we can see whatever might be going on.
System Home Screen - This will be the first thing you see every time you log into the system, and if there are any new features that have been launched, they will be waiting for you along with an announcement and how-to resources. Periodically, you will also see warnings here for issues that may affect you. You can get back to this screen by clicking the house icon in the far left of the blue Admin Toolbar.
From the system Home Screen, you can launch right into any of the major areas of the system. This is a good page to bookmark in your browser by either clicking the start button in the upper right or Ctrl-D.
You can get to the Home page of your website from anywhere in the system by clicking the laptop icon on the far left side of the Admin Toolbar. You can get to the Register from anywhere in the system by clicking the cash register button to the far left in the Admin Toolbar.
To the left of the Recent Updates on the Home page, you have several ways you can take action on anything you need for the system. If you have a question or concern, you can click the Contact button and you'll be taken to a form that will send your information to our Support team. For a more immediate response, please call the number listed.
If you have discovered that part of the system is not functioning properly, you can let us know by clicking the Report button and you'll be able to send us that information. Again, if it's a pressing matter, you can call us at the listed number.
Finally, if you think of some way to improve our system, we would love to hear from you! Over ninety percent of the system enhancements we do every year came from system users like you, so please let us know what you need by clicking the Suggest button. A panel will open on the side where you can enter your request.