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Q.R.G's - Quick Reference Guides
Q.R.G's - Quick Reference Guides
Quick Reference Guides are "How to" guides that are concise and directional.
55 articles in this collection
Written by
Bill C.
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