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Easy to follow charts to fix simple issuesSuppliers - easyEDI
Help and articles on our new easyEDI service for wholesalersOnboarding
Onboarding is the process of getting up and running with your new Retailer POS software. Each software company has a different process, this is ours.Onboarding - Newsagency Specific
This section is designed to be used in conjunction with the regular onboarding videos. Videos in this section deal specifically with the complexity of handling Magazines, Newspapers and other Newsagency specific capabilities
Recent Articles
Commonly Asked Help Topics
There are a few articles regarding commonly asked questions and issues with different aspects of running a retail business. Here are the links to their respective articles in their areas: Common Webstore Issues Common EFTPOS Issues Common issues with ...Category and Segment Performance Report
The Category and Segment Performance Report will compare your sales by Category and Segment over a date range. The Report will Rank Categories, Segments and Stock Items by Quantity Sold, Gross Profit, Total Sales or Percentage of Returns. Segments ...Send a Proforma to Roam for Payment on Delivery
New to Retailer 3.4, you can now send a Proforma to Retailer Roam for payment. This can be used to take payment for Cash on Delivery (COD) Invoices. This requires an active Retailer Roam subscription. Click HERE for more information about Retailer ...Using AI to write Blog Posts for website
Retailer has the ability to use Artificial Intelligence (ChatGPT or Google Gemini) to write Blog Posts for your website. To get started, you will first need to sign up with either OpenAI or Google. See HERE for more details You will also need a ...Custom Stocktake Examples
Below are specific steps for different Custom Stocktakes you can perform. This is achieved using Filtering in Stock Manager. Click HERE for more information on performing a Custom Stocktake. Stocktake Items that have not been Counted since X date On ...
Popular Articles
Invoice Arrivals
Correct procedures surrounding stock arrival into Retailer will assist your stock control, ensuring that your stock holding figures are accurate, as well as allowing for stock reordering to occur within the system. It also allows you to keep track of ...Retailer 3.0.9.x Update notes
New Features Dispatch Management Schedule and manage your customer deliveries. Easily see availability and routes using the Google maps integration. Scheduling is easy and can be done directly from POS. This is a paid module which costs $49 per ...Importing a Henderson Greetings Stock File
This is the advice for importing a Henderson Greetings stock file. The stock file is embedded in this article. Do not try this with another stock file. The stock file included with this article has been tested. We know it works. Saving the Stock File ...Shopify Integration Information & Understanding Navigation
This article explains what data is exported from Retailer and what field it will appear as within Shopify. To configure the link please see Setting up a new Webstore Product Data Products that have 'Webstore' ticked will be sent to Shopify with the ...Performing a Full Store Stocktake
The instructions below are intended for stocktaking in Retailer 2.6.1 or later. If you are running a version older than this, click HERE for instructions on updating to the latest version. Before following the instructions on this article, it is ...