1. Click on the Admin Tools.
2. Click on the drop down menu of settings.
3. Then, click on General settings.

Business Information 

1. Enter your business information such as store name and DBA name.
   
2. Upload a logo picture to appear on the receipts by clicking on the Add logo button and uploading a PNG or JPG picture file of size 3X1 inches.  
3. Enter your contact information phone number, fax number,  and E-mail address.
4. Click save when done.

• Transaction: Set walk-in customer by default, sets all the clients in the software as walk-in. However, you can enter their name on the dashboard or while checking the customer out.   Close E-pay payment screen after payment option closes the e-pay screen after the  payment is complete.

• Adjustment:    This option when selected, shows you items that are removed in the inventory adjustment as a loss in the profit and loss reports including the target light report.

• Customer facing screen: This option allows your customers to view the items in the invoice with their images.

• Customer Follow-up:  Customer follow up will display a list of customers who have recently purchased a serialized item.  Pending follow-ups will display within the notification bar at the bottom.  This option allows you to set up to three reminders. For each reminder, you can set the number of days and enter any notes in the script box.   Optional: you can also select Purchase anniversary follow-ups to follow up every year after the customer made a purchase, and force to add a customer response in the follow-up.  Click save after making any changes. 

• Commission: Enabling commission allows you to track employee commissions based on the templates that are assigned to each employee. The commission bank will also become visible showing you pending and total commissions. 

1. Click on the Admin tools tab.
2. Click on the Commission icon.
3. Click on the blue plus icon located at the bottom right corner.
4. Enter the commission template name in the field.
5. Enter the availability by clicking on the top , bottom arrows given.

• Point Rate: This allows you to set your point rate which is used to give points to your clients when they purchase items from your store. You can create points templates for different categories and set different point rates for each.  These points can be used at checkout. 

1. Click on the Templates button
2. Click on the Blue plus icon.
3. Select the category of the item your want to give points on through the drop-down menu.
4. Enter the point rate in the field. (You can change your point rate in the settings)
5. The point rate will be visible in the bottom of the window.
6. Click save.

• Restock:  Enter a restocking fee as a percentage amount, and a default return policy. The default return policy sets a time period after any item is sold where a customer can return the item. Attempting to return an item after the default return date will show a warning. 

Integration 

• Boost Mobile Upgrade Check: By enabling this option you will get notified when a customer is eligible for a phone upgrade after a certain period of time. You can click on the settings button to sign in into your account and once the system is integrated, the Software will do its job in notifying you. Click here to set-up this option.

• Boost Mobile Deals: Enable this option to print the current boost mobile deals at the end of the bill payment receipt.

Alerts/ Printer and Tax

• Report Email: These emails are used to send closing batch email reports. You can set up to five email addresses to send reports.  Click on the email settings button and enter up to five different email addresses in the fields and click save.
• Sale Alert: Sales Alerts allows you to receive SMS notifications to the provided phone numbers with information about store activity. 

1. Click on settings.
2. Enter your Phone number or E-mail Address in the 1st Alert by toggling the Text or Email button and select the carrier.
3. Optional: Enter a second Phone number or email address in the 2nd Alert and select the carrier.
4. Toggle the alerts on or off and enter the alert times for when you want the alerts to be sent to your phone or email.
5. Optional: Toggle the Yellow, green light alerts on and the store open, deleted items alerts if necessary.
6. Optional: Enter the maximum cash in register alert amount
7. Optional: You can test the alerts by clicking on the test alert button.
8. Click save when done.

• Printer: Setup your printers by clicking on the printer settings button and changing the settings according to the printers you are using.

• Tax:  Set up taxes by clicking on the tax settings button.

1. Click on Tax settings.
   
2. In the Tax Settings window, Click on the blue plus icon.
   
3. Enter the Symbol of the tax. For example: if you're creating a sales tax, you can enter S as the symbol.
   
4. Enter the name of the tax in the name field.
   
5. Enter a fixed or percentage amount by toggling the rate/fixed button.
   
6. Make sure the tax is active.
   
7. Click save when done.
   

Batch, Shift and Register 

• Shift: Open every shift with a fixed cash amount, opens each shift with a fixed amount that you enter. Do not allow the shift to close when there are pending payments or invoices, does not close the shift when any there are any pending invoices. 

• Batch: Set whether you want to see the total amount of the current shift or batch when viewing the credit card total while the closing shift. Toggle the Batch/shift button to switch between options.

• Register Setup:  View and edit register names by clicking on the settings button. Register name will be shown when closing the shift and on shift closing receipts. 

Credit Card

Login & Security 

Repairs 

Connections List

1. Enter an email address.
2. Enter the password.
3. Click on Add connection. 
4. Click save.