The Location Report is available on the Instore app under the button. This report is used for location-level reporting, similar to the End of Day 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
Attach employees to new orders in one of two ways Set a cashier on the Timeclock tab of the Instore application. This employee will be attached to all orders processed on the device unless a Server is assigned directly on a specific order. This method is recommended when employees use their own iPad exclusively. On the bill … Continue reading Tracking employee tips
As your Instore customer database grows, you will occasionally create duplicate entries for a single customer. This can happen when a customer uses a new credit card that does not get associated with their existing account or signs up for Rewards with a different email address. To merge duplicate customer records, Click on the Customer Database tab … Continue reading Merging customer records
Rewards Cards can be issued to Rewards program members. The cards double as gift cards, although a balance is not required. To issue a Rewards card, Start with an unloaded Instore Gift Card. Order Instore gift cards here. On the Bill Screen, Swipe the Card, then either search for an existing customer account or + Add new … Continue reading Rewards Cards
Instore Rewards is a groundbreaking loyalty program designed to improve your relationship with customers and inspire them to spend more with you. As a merchant, you will enrich your customer database with customer contact information, stored credit and gift cards, and order history, all with minimal effort. You will enjoy delighted customers and more repeat visits. To … Continue reading Instore Rewards
Instore has a monthly fee to use starting at $39. The fee is based on the number of locations using Instore, terminals per location, and which version (Terminal or Pro) of Instore you will be using. Consult a product specialist (855-568-3696, x1) to determine specific pricing based on your business needs. Instore has a 7-day free … Continue reading What does Instore cost?
Each employee or user of Instore has a role applied to his or her account. The role determines the access-level the user will have to features and areas of the office backend and iPad point of sale. Following is an overview of permissions for the user roles. A super owner is the only role that … Continue reading What are user roles like Owner, Manager, Friend and Employee?
After a transaction is refunded or voided at your store, Instore synchronizes the information online, so you can view it anytime. To view a refunded or voided order, go to your Sales page on the left hand sidebar. On the left hand side, you will see a list of analytics. Find the analytic titled Refunds … Continue reading Viewing refunds and voids after a sale
Instore allows you to view data for one store or for all of your stores. To switch between stores, click the bi-directional arrow button at the top of the Sales tab in Office and click on the store of your choosing. You can view data for all your locations by clicking the blue All locations … Continue reading Viewing data for all locations
Instore sets employee pay periods in bi-monthly intervals starting on the 1st and ending on the 15th, with the second period starting on the 16th and ending at month-end. Currently, you cannot change this set time period.