Advanced Functions

4

• Quotation
• Inventory Adjustment
• Stock TakeStep 1 : Menu > Advanced > Stocktake
• Stock TransferTo create a stock transfer request

Troubleshooting

2

• Refresh
• Flush caches

Introduction

1

• System Requirements

Reports & Analytics

4

• Common Use Case – Sale Report Tab
• Report Types & How to Use Them
• Using Reports’ Filters
• Accessing the Report Page

Installation and Setting

2

• Connecting Star Micronics Receipt Printer And Cash Drawer For PWA Version
• How To Connect Barcode Scanner With ConnectPOS

Shift Management

6

• Viewing & Printing Shift Reports
• Closing Shifts
• Adjusting Cash During Shifts
• Opening Shifts 
• Shift settings
• Shift Management

Placing Orders

5

• Adding Shipment Information
• Adding Notes
• Applying Discounts (Item-Level, Order-Level)
• Adding Customers (Guest, Existing, New)
• Adding Items (Barcode Scan, Search, Custom Sale)

Checkout

1

• Checkout

Order Management

4

• Sending Invoices
• Handling Exchanges
• Processing Refunds & Partial Refunds
• Viewing & Filtering Orders

Set Up Hardware

2

• Connecting Star Micronics Receipt Printer And Cash Drawer For PWA Version
• How To Connect Barcode Scanner With ConnectPOS

Send Payment Link

1

• Send Payment Link 

Price Group

2

• Assigning Price Groups to Customer Group
• Creating Price Groups 

Tipping Configuration

1

• Tipping Configuration

Store Configuration

6

• Language Settings
• Currency Settings
• Discount Rules
• Tax Setup
• Receipt Setup
• Outlet Setup

Service Fee Setup

3

• Enable Surcharging Fees on Payments
• Enable Charging Service Fee on Order Total
• Service Fee Setup

Loyalty & Rewards

3

• Requesting New Reward Point Integrations
• Reward Point Integration
• Native Reward Points Conversion & Redemption Rates

Gift Cards

3

• Requesting New Gift Card Integrations
• Gift Card Integrations (List & Guides)
• Creating & Managing Native Gift Cards

Getting Started

6

• Logging into ConnectPOS
• Other Platform Integrations
• Magento Integration
• BigCommerce Integration
• WooCommerce Integration
• Shopify Integration

Store Credits

3

• Requesting New Store Credit Integrations
• Store Credit Integrations (List & Guides)
• Creating & Managing Native Store Credit

Hardware Setup

3

• Hardware Suggestions & Setup Steps
• Connection Types
• Available Hardware

Dashboard Management

2

• User & Permissions Management
• Account Management

Register Setup

2

• Customer Settings
• Product & Category Display

Payment Methods

9

• Requesting New Payment Integrations
• Adding Dummy Payments
• Braintree Payment Setup (For BigCommerce)
• Clover Payment Integration
• Square Integration
• Izettle Integration
• GHL Integration
• Authorize.net Integration
• Stripe Integration