Difference between revisions of "Quicksale POS CR Portal User Guide"
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Latest revision as of 08:09, 29 July 2019
Loggin in
To log in, open your internet browser and go to the following page: www.chargeanywhere.com/CashRegister/portal/Login.aspx
Enter the username and password provided via email.
Setup Wizard
The Setup Wizard will take you through a step-by-step process on how to configure basic POS options for your business.
- If you are not prepared to complete a page, you may skip it and complete it later by selecting Setup Wizard from the Configuration Menu.
- All the choices you make can be changed later.
- Use the additional help offered on the right-hand side of certain pages for answers to frequently asked questions.
1. Company profile - The company profile gathers general information about your business such as address, phone number and email. This information was collected during activation of your account. Review the details and ensure that the information is correct.
2. Employee -Employees are users who can access the Portal and/or cash register(s). Creating a username and password for individual employees allows you to:
- Trace user logins for hours worked.
- Compare employee sales for performance evaluation.
- Limit POS permissions for each employee
Icons-Icons are images used to represent individual products and categories. Assigning a unique icon will increase the speed of cashiering when manually selecting products for checkout. A pre-loaded image gallery is provided and users can also upload their own images to create a custom gallery. Images should be 80 x 80
4. Categories – Categories are used to group your products for easy look up and better reporting. Each product added must be associated to a category. Uncategorized is a category provided for products that do not fall into any other category; this category cannot be deleted.
5. Cash Registers – This page maintains the settings, software license and status of all cash registers on your account. Default Register Settings are configured first and applied to each cash register. Individual cash register settings may be altered at any time by selecting the specific cash register and applying the unique settings.
Once the Setup Wizard is complete, you can navigate freely through the Portal. We recommend adding or importing products as soon as possible to begin using your cash register application.
Using the Dashboard
The Dashboard is the home page for the Portal and provides a quick snapshot of relevant account information and activity.
- Register Information displays all your cash registers and the employee that is currently logged in. An alert will appear next to any register that is currently out of sync or has a shift open for over 24 hours. Click the alert icon for more details.
- Stock Alerts are only visible when a products on-hand quantity has reached below the stock alert level.
- Sales Summary displays your total sales for today and provides a breakdown of each tender type.
Managing Inventory
Before you can take an order, you must first configure your products in the Portal. During this process, you will define the product’s price, cost, quantity on hand and other important product details. As you sell and purchase inventory, quantities on hand and other statistics needed for financial reports are instantly updated.
- Select Add Products from the Products menu.
- Select the type (inventory or non-inventory)
- Select the category
- Enter the product name
- Navigate through the remaining optional fields and enter the necessary information
- Refer to Product Field Descriptions below for more details on a certain field
- If you do not know the current quantity on hand when entering an inventory
item you can leave it blank and update it later by creating an adjustment
- Click Add when finished
