Tracking inventory

Instore Pro customers can track inventory levels against target quantities to help keep items in stock. Below we summarize the three key parts of tracking inventory: setting initial inventory levels, receiving/adjusting inventory, and inventory reporting. Setting initial inventory levels Navigate to your Items (fka Menus) tab on Office and select the first item you want to track Under Pricing, … Continue reading Tracking inventory

Connection Status light

Instore includes a Connection Status light on the bottom left of your Instore app to alert you when your iPad’s connectivity is compromised. The light is designed to alert you if your Internet connection fails or slows down, if a piece of hardware disconnects (printer, card reader, scanner), or if the tablet is not syncing … Continue reading Connection Status light

Barcode scanning

Instore offers integrated barcode scanning, enabling you to scan items with 1D barcodes at your point of sale, automatically populating the bill screen. Buy Supported Hardware We currently support one scanner model, the Socket Mobile 7Ci, available for purchase on our hardware portal. Note that the 7Ci is a Bluetooth (wireless) scanner that connects to one … Continue reading Barcode scanning

Rewards Cards

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

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 also enjoy delighted customers and more repeat visits. … Continue reading Instore Rewards

Buying Gift Cards

Plastic gift cards on Instore are free to swipe and free to use. You only pay for the cost of printing the actual gift cards. Below are the costs for the most common gift card packages. All gift cards are manufactured by PLI, our official gift card manufacturer. Each card is printed on laminated 30mm PVC … Continue reading Buying Gift Cards

Voiding an order

Voided orders occur during split payments when partial payment has already been received for an order. To void an order, after partial payment has occurred, touch the Void button on the top right of the bill screen. After Instore processes the void, it will display the amount of the refund. Refund the cash from the … Continue reading Voiding an order

Using PINs to control access

Each employee in the system has a private, 4-digit numeric PIN to confirm their identity, established when the employee account is created. PINs are used to confirm a number of functions within Instore, including cash drawer transactions, refunds, time tracking, and establishing/changing the cashier on the register. With PINs, Owners can track which employees initiated … Continue reading Using PINs to control access

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