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 tab on Office and select the first item you want to track Under Pricing, select the … Continue reading Tracking inventory

Viewing a paid order

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 to cut costs

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

Tax Inclusive Item Pricing

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

Performing a paid out

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

Performing a paid in

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

Gift Cards

Instore uses a plastic-based gift card system designed to be swiped just like a credit card at your point of sale. These cards can double as Rewards cards. Requirements Plastic gift cards should be ordered beforehand. Please request help from our support team if needed. The iDynamo credit card reader or Elo PayPoint built in reader … Continue reading Gift Cards

Emailing reports

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

Creating an 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