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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

Advanced Functions

4

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

Troubleshooting

2

Refresh
Flush caches

Checkout

1

Checkout

Order Management

4

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

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)

Set Up Hardware

2

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

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

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

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

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Payment Setting

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