Point of Sale
Adding Order Numbers to Sales
Retailer allows you to add an Order Number to sales that are made in the POS screen. These order numbers will appear on receipt, invoices and order dockets, and will now also be displayed in the sales total / change box that appears after ending a ...
Adding Notes to Items in a Sale
Starting from Retailer 3.3.2, you can now add notes to individual line items in the POS screen. These notes will appear in the POS screen, and can be viewed or hidden with the '+' / '-' icon next to each item. Notes added to items will also appear on ...
Reassign a sale to a customer
In Retailer 3.0.9, a feature was added that allows you to assign a sale to a customer. This only works if: The sale is a cash sale, meaning it was paid for during the transaction and won't work for Invoice Sales, Layby Sales The sale had no customer ...
How do I Edit or Change a Customer's Invoice Due Date
Invoice sales to customers in Retailer have a due date automatically set (according to your customer settings). This affects the aging of the balance (when it is considered overdue) on customer statements and the General Debtor report. There are ...
Orders at Store Report
This report will list all items you have on orders and what order they are on for a specific date range. Generating the Report From the main screen of Retailer, click on Reports -> Stock Reports -> Orders at Store report. Order status: These let you ...
Mark Off Duty Free Invoices
Duty-free and tax-free sales are sales where the entire GST amount is removed from the sale. Duty-free sales are only allowed for stores in duty-free zones and products purchased must be taken out of the country it was purchased from. Click HERE to ...
How to Delete a Previous Sale
Sales can be delete through the Previous Sales screen, though most businesses would do well to have this password protected. Click HERE for more information on how to password protect areas When viewing sales in the Previous Sales screen, first ...
Afterpay
Afterpay Afterpay is switching from the software-based integration model to one whereby to you an Afterpay transaction will work like a credit card purchase, managed through your EFTPOS terminal. Afterpay card is on Mastercard in Australia and Visa ...
Adding a button to the POS screen
For a video demonstration and a general overview of adjusting your POS layout, click HERE Creating a Button for the Point of Sale Screen Click the gear symbol in the top-right of the Point of Sale screen, followed by the Edit button to enter layout ...
Stop Delivery Details for Normal Sales / Enable Delivery Details for Account Customers
With the 3.0.9 update, we added the Dispatch Management functionality and a re-work to the setting for Delivery Details. Disable Delivery Details for non-account sales To disable the screen from appearing for normal sales processes through the ...
Updating your ePay products
To install the latest version of Retailer and gain access to this feature, click HERE. If you do not already have Epay set up, click HERE. New Epay Products You may occasionally receive new Epay products that do not scan in your point-of-sale screen. ...
Age Check Verification
Many items sold in retail stores require the purchaser to be of a minimum legal age, such as spray paint, some knives, lottery products, alcohol and tobacco. Retailer’s Age Check facility enables you to set certain departments and categories as ...
Searching For A Sale By Serial Number
Searching for a sale by serial number can be handy for items which contain a warranty and you need to retrieve the information about the sale. From the Point of Sale screen, click on Previous Sales. Once the Previous Sales screen appears, click on ...
Suspend / Resume Sales
We have a video guide on how to suspend and resume sales in the Point of Sale - ? Point Of Sale - Performing Sales Suspending a Sale In the Point of Sale screen, scan in the items as usual. Click on the Suspend Sale button OR press [Ctrl]+[S] on ...
Enabling the Customer Display
Customer Display Requirements A customer display is simply a secondary monitor that is connected to the computer. This requires your computer to have an additional monitor port that matches the one on the customer display. In the Screen Resolution ...
Applying Discounts at Point of Sale
We have a video guide on how to apply discounts in the Point of Sale - ? Point Of Sale - Performing Sales In the Point of Sale screen, you can perform discounts in the following ways: The unit price of an item - Click the amount in the Unit Discount ...
Processing / Finalising a Sale
We have a video guide on performing sales in Retailer - ? Point Of Sale - Performing Sales Processing a sale consists of 2 steps: Entering items into the sale AND Tendering the sale. Entering Items You can enter items onto a sale using any one of ...
How to Change the Amount of a Till Float
A till float is the amount of money that is in the till at the start of day for trading. This article assumes that you have set up your float according to Till Float Setup. To change this amount, follow the steps below: From the main screen of ...
Stop Cash Drawer Opening After Sale
Click on Setup -> General. Click on the Pay Types tab. Locate the payment type that you want to stop the cash drawer opening for. Scroll to the right and untick Open Cash Drawer After Sale. Click Save and Close. If the payment type has Over ...
How to Change Payment Type Order
We have a video guide on changing the order of Payment Types in Retailer - ? Setting Up Payment Types On the top menu bar of Retailer, click on Setup - > General. Click on the Pay Types tab. Double click in the sort order box of each pay type and ...
Adding / Editing a Payment Type
We have a video guide on setting up Payment Types in Retailer - ? Setting Up Payment Types When completing a sale you can assign the sale to different pay types to make it easier to reconcile your takings. To set up a new payment type follow these ...
Adding / Removing Money From The Till As A No Sale
We have a video guide on how to use the No Sale function - ? Point Of Sale - Refunds, No Sales, Previous Sales During the day, you may need to either add or remove money from the till. This can be for a variety of reasons, eg. petty cash expense, ...
Using the Previous Sales Screen
Below is a preview of the Previous Sales screen. The screen can be accessed from the Point of Sale screen by: Pressing [F3] on the keyboard. Pressing/Clicking on the Previous Sales on-screen button. 1. Summary of Sales This section provides a summary ...
Adding / Changing Serial Numbers in Previous Sales
Before you are able to change serial numbers, refer to the article Setting Up Serial Numbers first to make sure that serial numbers are enabled in Retailer. To change serial numbers in the Previous Sales screen: Access the Previous Sales screen ...
Searching for Sales in the Previous Sales Screen
Using the Search Options In the Locate Sales Based On The Following Search Requirements section in Previous Sales screen, you can use any combination of the following search options: Sale Date - Select a date from the drop-down box. Customer Number - ...
Selling Items With Serial Numbers
Before selling stock items with serial numbers, stock items need to have serial numbers enabled. Click HERE to learn more about enabling serial numbers on stock items. Selling Items With Serial Numbers Process sales as per normal. Click HERE to to ...
Refunding a Sale
We have a video guide on setting up and doing refunds in Retailer - ? Point Of Sale - Refunds, No Sales, Previous Sales Using the Previous Sales Screen or a Receipt In Retailer there is an option in Point of Sale that allows you to refund a ...
Adding Images / Text to Customer Displays
Before adding images and text to the customer display, the customer display functionality needs to be enabled in Retailer first. Click HERE for information on enabling the customer display function in Retailer. Adding Images Before adding images to ...
Adding / Editing Reasons for Refunds
We have a video guide on setting up refund reasons - ? Point Of Sale - Refunds, No Sales, Previous Sales Through Point of Sale In the Point of Sale screen, process a refund. For instructions on processing a refund, click HERE. When the Reason For ...
Always Prompt for Customer Details for All Sales
In Retailer onwards, you now have the ability to prompt staff to capture customer details at the end of each sale. Staff can either select from the existing customer database or add a new customer. To enable this function, follow the steps below: On ...
Show Customer Notes in Point of Sale
Show Customer Notes in Point of Sale Retailer has the ability to show customer-specific notes directly on the Point of Sale screen when a customer is selected for a sale. This can be useful for reminders to staff to not give credit for certain ...
Invoice a Customer from the POS Screen
Sales against a customer's account where they don't have to pay immediately are called invoice sales. Once an invoice sale is completed, the value of the sale will be added to the customer's account balance. To invoice an account customer from the ...
Show Notes When Stock Items are Scanned in POS
Enable/Disable Companion Notes to Show in the POS Screen On the top menu bar of Retailer, click on Setup -> System. Click on the Stock tab. Tick/Untick Show Companion Stock Details Click Save and then Close. Enter Notes on Each Stock Item On the main ...
Entering Additional Details for Customer Invoice Sales Made Through POS Screen
Entering Additional Details for Customer Invoice Sales The Invoice Address Details screen allows you to change the details of an invoice including adding an order number and notes. In the Point of Sale screen, click on the Invoice Customer button. ...
Enabling / Disabling Receipts From Printing After Sales
Always Print A Receipt After Every Sale When this option is enabled, a receipt will print out after every sale. However, it can be overridden by the Confirm Receipt option. When this option is disabled, a receipt will not print as long as the GST of ...
Duty-Free / Tax-Free Sales
Duty-free and tax-free sales are sales where the entire GST amount is removed from the sale. Duty-free sales are only allowed for stores in duty-free zones and products purchased must be taken out of the country it was purchased from. Tax-free sales, ...
Adding and Reviewing Transaction Notes
Transaction Notes allow you to type in notes against transactions, which can then be reviewed later on. Prompting for Transaction Notes On the top menu bar of Retailer, click on Setup -> General. Click on the Txn Notes tab. Tick the types of ...
Enabling & Performing EFTPOS Cash-Outs
Enabling EFTPOS Cash-Outs On the top menu bar of Retailer, click on Setup -> General. Click on the Pay Types tab. For your EFTPOS pay type(s): Tick the Over Payments tickbox. This allows the amount paid to be larger than the sale amount, which is ...
Enabling postcode tracking at the Point of Sale
Enabling POS tracking allows you to gain a more in depth understanding of specific details of your customers such as Postcode. This can be useful in understanding how local your customers are, which can guide your engagement on social media and ...
Setting up epay
You will need to be using Retailer 3.0.1 or later to use epay To install the latest version of Retailer and gain access to this feature, click HERE. Account Even if you previously had epay through Ezipass, you will need to sign up with epay. Click ...
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