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Cloud Retailer
General
32
Support Covered by Subscription Fee
Benefits of a dedicated tech
Best practices for using the template database
Cancellation Policy
Cloud Retailer Infrastructure FAQ
View all 32
Back Office / Operations Management
50
Connecting a Bluetooth scanner to a tablet for inventory scanning (SG20)
Change the customer display logo
Tags that are useful
Applying a rebate, you've received from a supplier to a PO
Archiving data
View all 50
Back Office - Customers
6
Creating a Customer Retention Loyalty Coupon / Email Blast
Why Deposits don't show up in a customer's purchase history
Export Customer Data
How do I merge multiple customer accounts?
Setting up required customer fields
View all 6
Back Office - Payment Methods
4
Configuring and using Tips at POS
Cloud Retailer Payment Method Display Order
Creating a Payment Method
Adding Tips/Tip Recommendations to the receipt template
Back Office - Gift Cards
6
Create/ Add New Gift Cards With Specific Numbers
Creating a new batch of gift cards
Gift card history
Gift card product not found
Verify Gift Card Numbers Currently in the System
View all 6
Back Office - Orders
1
When to use Inactivate Order Report in Cloud Retailer
Back Office - Tax Management
6
Creating New Sales Tax
Changing Product Tax
Default Sales Tax
Destination Based Taxes
Where do I go to run my sales tax report?
View all 6
Back Office - Loyalty
7
Return Points for Voids and Returns
Capabilities of CR Loyalty
Combine Loyalty accounts to share points
Creating a loyalty program
Setting up Free Reward Items That Consume Points Based on Price
View all 7
Back Office - Labels
10
Automatically Print Labels Generated by Events
Common variables used for label formats (ZPL)
Default Label Designs
Designing your own labels
Label Printer Blue Screen Error
View all 10
Back Office - Time Clock
4
Adjust and create a time clock entry
Payroll reporting
Prompt on POS login
Setting up time clock
Point of Sale
51
Account Payment Made Incorrectly
Automatically tender when totals are greater than the amount owed
Can't View Customer Purchase History
Capabilities of POS when the internet is unavailable / offline
Changing / setting quantities at the POS
View all 51
Point of Sale - Task Pads
6
Changing access to a button at the POS (Task Pads)
Create a Task Pad button to open another Task Pad
Create a Task Pad button to print a Gift Receipt
Create a Toggle Tax Button
Creating cash drop / payout buttons
View all 6
Mobile App
2
Cloud Retailer Mobile App - LITE Edition
Installing updates to app - DEPRECIATED
Reporting
19
Reporting Basics
Add and remove a column on a report
Memorizing a report
Common abbreviations used in reports
How to use Report Permissions
View all 19
Product Management
21
Product Costing
Adding a Product that prompts for Price and rings as a Negative Value
Setting up the PNF / Product Not Found Functionality
Adding Tags to Products
Barcode Preferences and Functions
View all 21
Product Management - Discounts
4
How to setup a promotion / discount scheme
Automatic Customer Discounts
Create a Task Pad button to accept Coupons
Discount Engine Types and Options
Inventory Management
10
Inventory Counting
Step by step progression to get your new system managing inventory (does not happen overnight!)
Received a PO with a quantity 0, why did my cost change?
Supplier Purchase Plans - AKA The Reorder Wizard
Conducting a physical inventory count
View all 10
Extensibility / Advanced Configuration
1
Cloud Retailer Compute Usage Based Pricing Information
POS Data Import
2
Database Conversion Considerations
Microsoft Dynamics RMS to CR Database Import Q&A
Help Desk Software
by Freshdesk Support Desk