Q.R.G's - Quick Reference Guides

Quick Reference Guides are "How to" guides that are concise and directional.

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55 articles in this collection
Written by Bill C.

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

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Written by Bill C.
Updated over a week ago

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

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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
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Updated over a week ago

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

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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.
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Written by Bill C.
Updated over a week ago

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

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Updated over a week ago

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

These permissions are for the Point of Sale access
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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.
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Written by Bill C.
Updated over a week ago

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

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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.
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Written by Bill C.
Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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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
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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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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"
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Written by Bill C.
Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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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
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Updated over a week ago

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

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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'
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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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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...
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Written by Bill C.
Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Written by Bill C.
Updated over a week ago

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

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Written by Bill C.
Updated over a week ago

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

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Written by Bill C.
Updated over a week ago

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

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Written by Bill C.
Updated over a week ago

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

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Updated over a week ago

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

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Written by Bill C.
Updated over a week ago

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

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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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Written by Bill C.
Updated over a week ago

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

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Updated over a week ago

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

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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...
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Written by Bill C.
Updated over a week ago

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

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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
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Written by Bill C.
Updated over a week ago

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

The POS Inventory permissions
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Written by Bill C.
Updated over a week ago