Knowledge Base
Advice Sheets & Articles
Advice Sheets & ArticlesRetailer Update Notes
Retailer Update NotesOur Procedures & Processes
Our Procedures & ProcessesCommon Questions
Common QuestionsQuick Fix
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
Retailer 3.3.2.X Update Notes
Retailer 3.3.2 Update Notes New Features Tagged/Kitchen Dockets We’ve introduced new dockets that can be printed to designated printers for specific items, perfect for specialized areas like Kitchens, Baristas or bulk landscape supplies. ...Importing Batch Payment file
In Retailer 3.2, a feature was introduced that allowed you to make batch payments to customers. This can be done through the Batch Payment screen in Retailer. The file needs to be saved onto your computer first. This can be any CSV file with the ...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 ...Dockets - Using Tags to Generate Order Dockets
Starting from Retailer 3.3.2, you can now tag specific items so that when sold, the system will print a short docket containing an order number, the tagged items and any notes that were attached to those items. This docket can be set up to print to a ...How do web sales import into Retailer?
Online sales that go through your integrated web platform, can import into Retailer with details of the transactions. Click the web setup advice here to see which platforms are integrated These sales will appear similar to regular sales with some ...
Popular Articles
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 ...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 ...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 ...