Advice - How to Add\Edit & Delete | ![]() |
#Advice + *This tab is where advice messages are set up* + *Any message that you wou |
Alerts - How to Add\Edit & Delete | ![]() |
#Alerts + *This tab is where till alerts are set up* + *All messages that you would |
Configuration | ![]() |
# Configuration ##How to access configuration + Login to Retail 365 + Click on the |
Configuration - Creating New Application Roles | ![]() |
# Application Roles *In this tab, we can create staff roles that can later be assigned |
Configuration- How to Edit or Delete Application Roles | ![]() |
# How to Edit or Delete Application Roles + Login to Retail 365 + Press on the 'Conf |
Cost Prices - How to Add a New Cost Price Type & Set it on a product | ![]() |
##How to Add a New Cost Price Type + Select 'Config' from the Back Office home screen |
Currencies - How to Add Trading Currencies & Update Conversion Rates | ![]() |
##How to Add Trading Currencies + Select 'Config' from the Back Office home screen ! |
EPoS Reasons | ![]() |
+ EPos Reasons - These reasons are used for Cash In/Out, Overrides, Pay-outs, Refunds & Vo |
How to add a New Tender Type/Edit Pre Existing | ![]() |
#Tender Types This Tab allows us to add a new tender type and delete/edit any pre-exist |
How to Add a Stock Location to a Products File | ![]() |
#How to Add a Stock Location to a Products File + Begin by scanning the barcode or typi |
How to Create & Maintain a Supplier for Replenishment Ordering | ![]() |
# Create Supplier for Replenishment Ordering + Ensure that the supplier has already |
How To Create \ Edit & Delete Adjustment Reasons | ![]() |
# Adjustment Reasons This tab houses your Retail 365's stock adjustment reasons A st |
How to Create a New Brand | ![]() |
You can now assign a Brand to a product. If you wish to start tracking brands the first st |
How to Create a non Replenishment Supplier | ![]() |
#How to Create a non Replenishment Supplier + Login to Retail 365 + Press the Config |
How to create Account Groups - How to assign Customer Accounts/Loyalty Accounts to a Group Account | ![]() |
## How to create Account Groups This section allows you to create account groups. If yo |
How to Create an Advice Message / How to Edit & Delete | ![]() |
##How to Create an Advice Message + Open Config from the Back Office home screen ! |
How to Create an Alert & Assign it to a Product/ How to Edit & Delete | ![]() |
##How to Create an Alert + Open Config from the Back Office home screen ![018397A4- |
How to Create an Email Supplier for Ordering | ![]() |
##How to Create an Email Supplier for Ordering + Login to Retail 365 + Press the |
How to Create No Sale Reasons | ![]() |
##How to Create No Sale Reasons + Open Config from the Back Office home screen ![EB |
How To Create Stock Locations/Bays/Aisles | ![]() |
#How To Create Stock Locations/Bays/Aisles  |
##How to Create Store Alerts Store alerts appear on the back office home screen. They c |
How to Edit & Delete a Supplier | ![]() |
#Suppliers *In this tab we can Edit/Delete any pre-existing suppliers* # How To E |
Markups - How to Create/Edit/Delete | ![]() |
#Markups *In this tab, we can create a new mark-up rate and edit/delete any pre-existin |
Pre Set Discounts How To Create/Apply to a Sale or Product/ Edit & Delete | ![]() |
#Discounts - Pre-set Discounts *In this tab, we can create pre-set discounts that will |
Sales Targets - How to Set Targets for your Store | ![]() |
#Sales Targets + This tab allows you to add sales targets for the store and staff memb |
Staff Members - How to Create\ Edit or Delete | ![]() |
#Staff Members This tab displays a list of previously created staff members. Here we c |
Staff Members- How to Print a List Of Staff Members | ![]() |
#How to Print a List Of Staff Members + Login to Retail 365 + Press on the **Config* |
Stock Categories - How to Delete | ![]() |
## How to Delete a Stock Category + Firstly, you can't delete a stock category to has p |
Stock Categories - How to Move Top Levels & Rename | ![]() |
##How to Move Top Levels + Go to the Back Office & select 'Config' ![4C34688E-9E53-4 |
Stock Categories Explained | ![]() |
# Stock Categories + This tab allows you to set up the way in which you would like to c |
Stock Categories- How to Create/ Add Levels & Add to a products file | ![]() |
## How to Set Up a New Stock Category in Retail 365 ### Step 1: Create the Stock Catego |
Store Settings | ![]() |
#Store Settings This tab allows you to view and edit store settings and details. I |
View What Roles Staff Are Assigned To | ![]() |
#How to See What Staff Members are Assigned to a Certain Role? + Login to Retail 365 |
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