Point of Sale
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 ...
Selling epay vouchers
Before you can sell these vouchers, epay will need to be setup. See advice HERE Gift Cards Scan the barcode on the back of the card into point of sale. If the card does not have a set value you will be prompted to choose the value. End the sale as ...
Refunding epay Sales
To refund an E-pay sale, the process is the same as refunding any normal sale in Retailer. It will contact epay and request a refund on the voucher(s) sold in the sale. In the Point of Sale screen, click on the Previous Sales button or press [F3] on ...
Suspended Sales disappearing overnight
Retailer has a setting that will remove all the suspended sales during end of shift, however it can be turned off if required. To disable this, open End of Shift Click on Setup Untick the option Clear Suspended Sales Repeat this on every terminal ...
EFTPOS split payment (2 cards)
If a customer wants to split a payment between more than one EFTPOS card, you can do this by creating an additional paytype for EFTPOS. Setting up second card pay-type On the top menu bar of Retailer, click on Setup -> General. Click on the Pay Types ...
No Sale receipts not printing
This will enable the printing of No Sale receipts. From the main screen of Retailer, click on Setup then System Click the Receipts tab On the right hand side, tick Print Docket when cash removed from till Click Save then Close The following steps ...
Show or Hide stock images in Point of Sale
Click on Setup then Point of sale. Click on the Terminals tab at the top. Part way down the page click on the Other tab Tick or Untick the option Show Stock Images in Point of Sale You will need to repeat this on each computer.
Email template from Point of Sale
To edit the email subject or body that is sent from Point of Sale email receipts: From the main screen of Retailer, click on Setup. Go down to Point Of Sale. Select the Terminals tab on the top. Select Report Mapping tab from the mid screen options. ...
Zip Pay/Zip Money setup guide
With Retailer you are able fully to integrate Zip Pay payments into your system. Zip Pay is an online payment platform that allows your customers to choose a weekly, fortnightly or monthly repayment schedule. To implement this on your system you will ...
Processing a Sale using Humm/Zip Pay/Zip Money
Humm/Zip Pay is an online payment platform that allows your customers to choose a weekly, fortnightly or monthly repayment schedule. The payment will be taken through the EFTPOS machine. Scan the items to be sold into the POS screen. End the sale as ...
Stop Always Printing EFTPOS Customer Receipts / Enabling Prompt for Receipt
In Retailer, EFTPOS customer receipts will always print to comply with ASIC Epayment requirements. While you cannot turn them off fully, you can instead enable an option to have Retailer prompt you each time if you want a receipt printed or not. This ...