Back Office FAQs
Is there a maximum number of customers and items supported?
While there are no actual limits placed on number of items and customers, the system has been optimized to support up to several thousand items and customers.
Can items be imported if there is already an item file created?
If you already have a list of items, you can take advantage of the item import utility within the system to import the items into the Back Office. A spreadsheet template is provided, allowing you to reformat the item details properly and import the file directly from your PC.
Can customers be imported if there is already a customer file created?
If you already have a list of customers, you can take advantage of an import utility within the system to load the customers into the Back Office. A spreadsheet template is provided, allowing you to reformat the customer details properly and import the file directly from your PC.
How are multiple stores supported?
We introduced our multi-store feature in our 3.0 release. Our multi-store features works best for customers who have multiple stores with the same concept, such as 2 pet stores and not 1 pet store and 1 coffee shop. Search our Help system for more information on our multi-store feature.
We also allow you to create multiple selling locations for merchants who are truly mobile.
Can purchase orders be created within the system?
The system does not actually create purchase orders or import advanced shipping and receiving files. However, you can perform counts of items; enter in receiving quantities; and automatically deplete inventory, so you always have visibility to current quantity on hand of your items. In addition, using sales history and reorder points set, you also have visibility to the days of supply you have left based on past sales, so you can make decisions on when to order at any time.
Is the customer marketing email only? What about text or social media integration?
The system's customer marketing feature currently takes advantage of its integrated email marketing capabilities. This includes the ability to send out Bulk emails on demand, as well as Welcome and Miss You emails automatically. We have also introduced the ability to post your bulk email messages to your social media pages like Facebook and Twitter. We are considering further enhancements in regards to text marketing in future releases, but a specific release and time have not yet been determined.
- What constitutes a sales day for the system? Is that the same timeframe for credit card batches?
A sales day runs from 3:00 am – 2:59 am in the store's time zone.
The credit card batch settlement time is configurable under Settings > PAYMENT METHODS in the Back Office. Please note that the time selected is Eastern Standard Time.
- My vendor changes often, how can I price items easily when their cost changes due to variable vendors?
You could set up the vendors as item variations, and, with price and cost by variation, you could see the prices of items by each vendor.
Can I mark an item so that it is non-discountable at the POS?
All items and tickets can be discounted. However, there is a feature to add a threshold to a discount so that an item or a ticket must meet a minimum dollar amount to be discounted.