Q.R.G's - Quick Reference Guides

Q.R.G. - Settings - How to Add / Edit a Shipping Carrier

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update User Sales / POS Permissions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit or Update the Company Logo / Receipt Logo

Add / Edit the Company Logo / Receipt Logo

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update Branding

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit a Tax Jurisdiction

The tax jurisdiction determines where the tax is applied. If no tax jurisdiction is set, taxes are applied globally to all matching items.

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Enable Shipping Email Notifications

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update POS Permissions

These permissions are for the Point of Sale access

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Remove a Location User

This article describes how to add or remove a user from a specific store(s) location.

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit a Tax Rule

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update Role Permissions

Role Permissions aka Employee Permissions. These settings determine what the user has permission to access on the Point of Sale.

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add the QuickBooks Online integration

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to View / Restore an Archived Tax Rule

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Disable a Payment Type

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update Location Settings

This will describe how to add the setting/permission for Prompt for customer on new orders is

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Edit Receipt Template information

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add the Management One integration

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit / Delete Credit Card Payment Credentials

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update the POS General settings

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update Inventory Settings

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update a Cash Drawer in the Settings

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to set up the Cash Drawer Float

This article describes how to Add / Update the Cash Drawer expected beginning cash "balance" or "Float"

Written by Bill C.
Updated over a week ago

Q.R.G - Settings - How to Add Role Users

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Delete a Sales Plan

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Delete a Grid Template

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update the Customer Dashboard Configuration

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit / Delete a Custom Field

Custom fields allow you to add information that you want to track or report on

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit Reason Codes

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit or Update the Company Information

Add a Company, Edit the Company information in your POS 'Settings'

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add a Payment Type

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update User Reporting Permissions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add the Easypost integration

Written by Bill C.
Updated over a week ago

Q.R.G.- Settings - How to Add / Update a Location

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update a Role

Roles are the Job 'categories' for your business. i.e. Manager, Cashier, etc...

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update Role Alerts

Written by Bill C.
Updated over a week ago

Q.R.G - Settings - How to Add / Disable a Location Station

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Edit Receipt Settings

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Require acknowledgment of unauthorized receipt quantities

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add a Price List

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add a Grid Template

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update POS Settings

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Import a Sales Plan

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update Location Store Hours in the Settings

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Edit a Shipping Method

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update User Purchasing Permissions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Change a User Password on the POS

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update the Preferred order for populating the Purchase Order Unit Cost value

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update Admin / Settings Permissions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add a new Sales Plan

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update User Admin / Settings Permissions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Edit / Update an existing User

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update Reporting Permissions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Create a New User

Users are employees who can sign in and use the POS. Bob, Jane, etc...

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update Purchasing Permissions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Add / Update User Inventory Permissions

These are the employee permissions that allow or deny the user the ability to perform the following Inventory actions

Written by Bill C.
Updated over a week ago

Q.R.G. - Settings - How to Update Inventory Settings

The POS Inventory permissions

Written by Bill C.
Updated over a week ago