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.
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. 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. The Special Order Drafts area will allow you to access Special Orders that are eligible to be added to Purchase Orders. 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. 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. If you have multiple locations, you can do Transfers (not pictured) of inventory as needed between locations. And the Serialized Inventory tool will let you adjust or add serial numbers to serialized inventory you sell.
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. Social functionality that will automate posts to social media such as Facebook are in the works and on the way in the near future.
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.
The Website button will take you to the edit view of the Home page of your website, where you can begin to add or edit your content. You can also 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.
The Point-of-Sale button will open the Register for you so you can start a new sale. If you have not yet logged into a Till, the system will ask you which Till you want to work with, and then will load your Register screen so you can add a customer and begin ringing up their purchases. 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.
On the right, you can click Recent Updates to see listings of system improvements and bug fixes by date, and this is a great way to stay in touch with the new capabilities of your system. We are constantly using the feedback our clients give us to improve this system for you!