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 tab on Office and select the first item you want to track Under Pricing, select the … Continue reading Tracking inventory →
To view a paid order, touch the Order button on the left column of the application. At the top right of the Order screen, select Paid to bring up all paid orders. Paid orders are listed in chronological order and can be opened by touching the specific order bar. Once opened, paid orders can be refunded, printed, … Continue reading Viewing a paid order →
Using Instore and the online backend, you can lower the costs it takes to run your business with data export, employee hours, and online promotions. Data Export Instead of using an accountant, you can simply export your data from within your Office portal and import into your favorite accounting tool like Xero, Quickbooks, or Mint. … Continue reading Using Instore to cut costs →
You can manually setup pricing in Instore so that tax is calculated within the item price, as opposed to a separate tax line at the bottom of the bill. You may prefer this method if you would like customers to only see simple, whole number pricing. To set a tax-inclusive price for an item, go … Continue reading Tax Inclusive Item Pricing →
To perform a paid out, touch the button on the left of the Instore app Select the active cash drawer or start a new cash drawer Touch the Paid out button, then enter the amount and include a note on the reason for the Paid out The cash drawer will open and a receipt summarizing the … Continue reading Performing a paid out →
To perform a paid in, touch the button on the left of the Instore app Select the active cash drawer or start a new cash drawer Touch the Paid in button, then enter the amount and include a note on the reason for the Paid in The cash drawer will open and the paid in … Continue reading Performing a paid in →
Many of the reports generated in Instore are used by an accountant or a third party who does not have access to your account. Instead of having to export first, then email as an attachment, Instore can directly email a report for you. To email reports, from the Sales tab in Office, click on any … Continue reading Emailing reports →
To email a receipt, after accepting payment for an order, an Email bar will appear in the middle of the screen. Enter the customer’s email address in the Email bar and touch the Email button. To email a receipt for an order that has been paid and closed, Touch the Order button on the left, … Continue reading Emailing a receipt for a paid order →
To create an order, start at the main screen of the Instore application. If not already selected, touch the order-taking button at the top left. Tap a category on the left column, then tap the item name in the right column of buttons. Alternatively, click the Search button at the top of the menu and … Continue reading Creating an order →