Manage Data #

Items: By selecting items under Manage Data you will be able to view all your items. When you select an item you will be able to see detailed information regarding the item. You also can add the item to your Quick Pick list by enabling “Quick Pick Item”. 

Customers: By selecting Customers you will be able to add and edit your customers. 

Sales History: By selecting Sales History you will be able to view your recent transactions made with the current workstation. You can also search for the transaction using the receipt number or by customer.

checkout #

By selecting checkout you will go back to the checkout screen. 

Settings #

Selecting settings will show you a list of settings pertaining to the current workstation as well as organization management, equipment, and reporting. 

Disconnect Your Register Account: This will disconnect the current workstation from your organization. Only use this if you no longer need this workstation.

Refresh All Workstation Data: This will refresh all data and check for updates. This will not delete any data.

Workstation Profile: View Profile Settings will show which workstation profile is set to this specific workstation. If you would like to edit or manage the workstation profile you can select “visit this page” to open your organization settings webpage. 

Manage Receipt Printer: You can edit and add receipt printers here. Select your printer type and add the information required. You can print a test receipt or save the printer settings once completed.

View Organization Management: This will open your register organization settings webpage.

View Audit Logs: This will show you the current workstations audit logs.

Reporting: You will be able to manage your reporting for the current workstation. You can prepare your drawer count, view the end of day reports, and view the drawer count history. Please see [link to sales & revenue reports] for detailed information regarding reporting.

Set Default Reader: Select your default card reader.

Register Theme: Select the color scheme you would like to use.