To perform a no sale, touch the Cash Drawer button on the bottom left of the application. Touch the No sale button. Identify yourself by finding your name on the employee list that pops up, selecting your name, and entering your pin code. If the Require notes for system functions setting is ON in the … Continue reading Performing a no sale
To view a held order, touch the Order button on the left column of the application. At the top of the Order screen, touch the Open button to bring up held orders. Held orders are listed in chronological order and can be either opened for quick viewing by touching the specific order bar OR brought … Continue reading Viewing a held order
For customers without integrated processing on Instore, here are some tips to using our system in conjunction with a 3rd party terminal. For Orders Being Paid by Credit Card When a customer wishes to pay with credit card and you do not use integrated credit card processing, follow the steps below. Create the order on … Continue reading Using Instore with Third-party Credit Card Processing
With the iDynamo Credit Card Reader connected to the iPad, cards can be swiped from either the main Order screen, on the Payment screen after the Pay button has been touched, or on the Split Payment screen after the Split button has been touched. Fully insert the card into the reader with the magnetic strip … Continue reading Swiping a card
To remove tax from a bill, after adding items to the bill screen, touch the Tax switch at the bottom of the bill. If the Require notes for system functions setting is ON in the Settings tab, turning Tax off on the bill will bring up a pop-up dialogue box where a Note is required … Continue reading Removing tax from the bill
To log in to your account online, visit www.instoredoes.com and enter your email address and the password you established when you set up your account. If you are an employee, manager, or friend, the owner of the store has actually set and created your password. You can login to your account in two ways: Ask … Continue reading Logging into your account
If an employee is clocked in at your store, you can check his or her clock-in status on the Office portal. Navigate to Employees/Shifts on Office Adjust the time filter at the top of the Shifts report to Today, All employees Click Apply Employees that are clocked in will show up in the table highlighted in … Continue reading Checking clock-in status
Instore sends emails for account setup, system upgrades, and your weekly sales summaries. Sometimes you may want to adjust these email settings to receive less or more emails. To adjust your email settings, log in to the Office portal at office.instoredoes.com Navigate to Employees/Employees Find your account on the list, click your name, then check or uncheck … Continue reading Adjusting or Unsubscribing from Personal Email
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
To split an order for payment purposes, after adding items to the bill screen, touch the Pay button at the bottom of the bill screen, then Split in the top left of the Pay screen Choose Split by item(s), then highlight the item(s) on the bill screen that should be on the first payment. When done, … Continue reading Splitting an order by item
