| Advice - How to Add\Edit & Delete | ![]() |
| #Advice This tab is where advice messages are set up. Any message that you would like t |
| Alerts - How to Add\Edit & Delete | ![]() |
| ##Alerts This tab is where till alerts are set up. All messages that you would like st |
| 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 - Overrides, Pay-outs, Refunds etc | ![]() |
| + EPos Reasons - These reasons are used for Cash In/Out, Overrides, Pay-outs, Refunds & Vo |
| Head Office - Sync Settings / Product Exports - Till Exports | ![]() |
| ## HO Syncing Settings This tab allows Head Office to control what information gets sy |
| 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 add images to the Xpos Rear Screen | ![]() |
| + Each store uses a pos profile which is set in Config -> Store Settings ![6398FA15 |
| How to Create & Maintain a Supplier for Replenishment Ordering | ![]() |
| ##Create Supplier for Replenishment Ordering + Ensure that the supplier has already bee |
| 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 assign a Brand to a product. If you wish to start tracking brands the first step i |
| How to Create a non Replenishment Supplier | ![]() |
| + Login to Retail 365 + Press the Config button  |
| ## 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 Discount Rates | ![]() |
| + Sign into Retail 365 Back Office + Select the **Config** tile ![41635932-A67E-4C08 |
| How to Create No Sale Reasons | ![]() |
| ##How to Create No Sale Reasons + Open Config from the Back Office home screen ![EB |
| How To Create Pre Set Discounts/Apply to a Sale or Product/ Edit & Delete | ![]() |
| #Discounts - Pre-set Discounts *In this tab, we can create pre-set discounts that will |
| How to Create Product Tags / How to Add Tags to a Product | ![]() |
| Tags are used as an Identifier. Tags can be added to products and they are used to narrow |
| 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 |
| How to Edit Discount Rates | ![]() |
| _This section allows you to edit the discount rates that are assigned to Discount Cards._ |
| How to View What Roles Staff Are Assigned To | ![]() |
| #How to See What Staff Members are Assigned to a Certain Role? + Login to Retail 365 |
| Markups - How to Create/Edit/Delete | ![]() |
| #Markups *In this tab, we can create a new mark-up rate and edit/delete any pre-existin |
| Pos Settings | ![]() |
| ##Pos Settings Pos Settings is available to all XPoS users. This feature allows you to |
| 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 |
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