How to use the Customers report

A big benefit of the Instore platform is the gathering of customer information into a database you can use for workflow, customer service, and marketing purposes. Below are a few sample use cases for the new and improved Customers report on Office. To access this report, navigate to Office on any computer or web-enabled device. … Continue reading How to use the Customers report

Tracking employee tips

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