Location Report

The Location Report is available on the Instore app under the   button. This report is used for location-level reporting, similar to the Profit & Loss report on Office. It summarizes fund flows for your various payment types. Use the Location Report if you have more than one Instore terminal and need a cash flow summary across … Continue reading Location Report

How do I change the name of my business?

Navigate to the Settings area of Instore’s Office portal. Click on the Locations tab. Select the location you would like to edit and change the location name. Be sure to save your changes. These changes will be reflected on receipts you print and email at the store once you synchronize Instore at that location.

Creating locations

Locations are created on the Office portal. Each location is a store. It can have its own unique menu, taxation and employees. Create as many locations as you like. Your first location will be created during the account creation process. You can view the location details by clicking Settings at the top of your Office dashboard and … Continue reading Creating locations

Copying a menu to a different store

Click on Settings/Locations on the Office portal After you fill out the new location information, you can choose another location’s menu to copy over under the Menu copy drop down. After you create the new location, you can check the new location’s menu and make changes.

Updating the menu on your iPad

When you make changes to your menu on the online backend, you can upload those changes to your iPad. To upload your menu to the iPad, click the Settings gear on your iPad. Tap Update tablet data from Office. Your menu, tax, and location changes will now synchronize and upload to the iPad.

Setting Store Time Zone

To set a store time zone, login to Office and go to Settings/Locations You will see a list of all your locations with your currently selected location at the top of the page. Click the location name to edit its settings. Locate the input for editing the Timezone and select your desired timzeone from the … Continue reading Setting Store Time Zone

Change business name

To change your business name on Instore, login to Office and go to Settings/Locations You will see a list of all your locations. Click the location name to edit its settings. Locate the input for editing the Location Name and type in the new name. Save your changes. Finally, on the Instore iPad App, tap … Continue reading Change business name