General
Software Version Mismatch Warning
These instructions do not apply to warnings that mention Outpost. See Software Version Mismatch on Outpost Retailer requires the same version of the software to be installed on all PCs. You may see an Incorrect Software Version warning appear when ...
Updating and converting from Retailer 2 to Retailer 3
If you are using Retailer version 2, and updating to the new Retailer 3, you will need to update in stages. Retailer 3 has not been tested on Windows XP or Windows 7, and you should upgrade if you have them. You can check which version you have using ...
Stock or Customer Tag Selector
The Tag Selector window can be opened when in the Stock screen (Tags tab), or Customer screen (History tab). Click the three dots next to Tags. This window shows all available tags to use, that are currently in the system. You can click a tag at the ...
Select Sale Type(s) screen
This screen can be opened in various areas of Retailer, such as the Customer screen (Credits tab), and let's you choose the sale types you would like to use/include. It is opened when you click the Plus button in the relevant area. These sale types ...
Applications To Run
You can use this utility to run programs automatically at various times. This is usually used to open Retailers customer display application or other 3rd party apps such as XchangeIT. From the main screen of Retailer, click on Setup -> Applications ...
Serialisation
This screen shows the information synced from our servers. It shows what your business details are, how many licences you have and what modules you have active. If any of the business details in the top box are incorrect, you can change these from ...
Integrate Retailer with CCTV
Retailer can integrate with your instore CCTV system. This can be used to match events from the Retailer Audit Log with CCTV footage. E.g. Opening Cash Drawer without sale, cancelling or deleting a sale, etc. To integrate Retailer to a CCTV system, ...
Retailer Integrations
Below is a list of all of the current integration and announced integrations that are, or will be soon, available from Retailer. Accounting Integration Knowledge base Article More Information Ezylink Setup Exporting Data to Ezylink Facilitates our ...
Email Queue Management
Email Queue Management will list all emails sent from Retailer. These new features are available in Retailer 3.1 and newer version. Any that have sent successfully will be cleared from the list after 24 hours. If an email fails to send, a ...
Email Mapping Setup
Multiple Email Addresses can be setup in Retailer for sending emails and the address the email is sent from can be set per transaction type. For example, you may wish for POS Receipts to send from sales@email.com and Statements to send from ...
Email Setup
This advice sheet explains how to setup Emailing in Retailer to send emails from your existing Email Accounts. These settings are used to send emails to Customers, Suppliers or business owners. These steps are for Retailer 3.1 and newer versions. ...
Code 5 error during Retailer update
If you receive a Code 5 error while installing a Retailer update, it means Retailer is open or didn't close correctly before the update was run. To fix this, restart the computer and run the update again without opening Retailer.
Setting up Main screen
Creating a custom layout Shown below is the default layout. You can make a new custom layout by clicking the settings (gear) button in the top right and selecting New. Enter the new name and click Save. The current layout can be changed in ...
Setting up POS screen
We have a video guide on setting up your Point of Sale screen - ? Setting up the POS Touch Screen Layout Design Mode To add or change a button on the point of sale screen, click on the gearwheel icon at the top right and then click Edit. You will ...
Email settings for other email providers
See Email Setup for instructions setting up Email in Retailer The table below outlines popular providers and their relevant SMTP settings: If your provider is not listed you will need to contact your provider to obtain their settings. Email Service ...
Tabcorp / Tatts Terminal Connect
This article outlines how to setup and use the new Tabcorp (Tatts) Terminal connect. This allows you to download sales from your Lotto terminal directly in to your Point of Sale screen. Negating the need to scan barcodes on tickets. This should lead ...
What do I do with a Fatal Error?
In Retailer 3, you may sometimes come across something showing a Fatal Error. Take note of any important information on your screen involving the work you were doing (e.g. invoice number, stock item being worked on, repair number). To resolve the ...
Tag Management tool
To bulk edit stock or customer tags Stock Tags and Customer Tags are separate tags in Retailer. You can use the same names in each Tag group but they still function separately. On the top menu bar of Retailer, click on Setup -> Tag Management. Select ...
Sales Target
This feature allows you to set a sales target for everyday of the week. By setting a target, you set a goal for your staff to meet. You will be able to compare Actual Sales VS Sales Target from various screen and reports in Retailer. Setting Up Sale ...
Retailer Shortcut Keys
Retailer has various keyboard shortcuts that can make your use of the system faster and easier. This sheet is divided into the different areas of Retailer as some keys are only available from certain screens. General These function keys are available ...
Insurance Sales
The Insurance Sales module in retailer allows you to process items purchased by customers but charged to insurance companies. This will allow complete management of your insurance sales through Retailer. Setting Up an Insurance Company From the main ...
Change of business ownership checklist
The process of changing hands in a business can be a stressful experience. To help facilitate a smooth transition, we have developed this comprehensive checklist to guide you through all the necessary steps before passing on or assuming ownership of ...
Business Activity Statements
At the end of each Financial Year, we have a lot of questions from users regarding the GST figures to show on the Business Activity Statement (BAS). This sheet has been designed to answer the most common questions. Retailer is NOT an accounting ...
Differences Between Markup and Margin
When selling products, the difference between the cost/wholesale price and the sell/retail price can be expressed as either the markup or the margin. Although they may sound similar, they are in fact quite different from one another. The explanations ...
Error Messages Appearing After Updating Retailer
As mentioned in the Installing Retailer Updates article, you should NOT have Retailer running on ANY computer while running updates. If you do, you may encounter error messages similar to the ones below: When installing Retailer During the data check ...
Setting Up Booklist
Creating an Account Go to www.booklist.com.au. Click on Sign Up / Pricing on the top-right. Then, click on Sign Up. Login using your Tower Advantage username and password. This is the same username and password that you would use on the Tower Systems ...
Setting up Events
There are three different types of events that can be tracked within Retailer: Type Function Example Stock Item Event Track whether or not a customer has purchased a stock item within a period of time Pet treatment products Recurring Event Based on a ...
Creating marketing lists with Events
Before you can create a marketing list with Events they need to be setup. Click HERE to learn more. From the main screen of Retailer, Click on Tasks > Events. Start by selecting the Search tab and clicking Show Search Options. Select the event type ...
Setting up a Cloud Server for Retailer
This information is intended for the IT team setting up a cloud server for use with Retailer. Setup Windows to be setup with Remote desktop Services with RD session hosts and RDS Licences installed on any supported Microsoft Server Base operating ...
Installing Retailer Updates / How do I update Retailer?
If you are on version 2.7 or older of the Retailer software then you will need to follow our Updating and converting from Retailer 2 to Retailer 3 advice instead. We have a video guide on how to install Retailer updates - ? Installing Retailer ...