In Depth Guides
A collection of guides for daily use and complete setup of POS365.
POS365
- View sales history on POS365
- Export database
- Explainer - Item functionalities
- Job queue entries
- Print receipt using an A4 printer
- Custom order types for POS365
- Explainer - Offline function in POS365
- Create and use card or chip login
- How do you make a manual refunds?
- View item categories in POS365
- Create a gift card
- Delete a sales order in POS365
- How to - Use a gift card
- Print a return label
- Reprint gift card receipt
- Enable/disable auto print of receipts
- Clear image cache in POS365
- Change the product name on the POS
- Refill a gift card
- Edit an existing order in the order manager
- Enable/Disable fullscreen mode in POS365
- Add cash discount on specific item
- See a list of all customers in POS365
- How do you print an old receipt?
- Print a return label from an old receipt
- Send Receipt by Email
- Pay active invoices
- Remove product line from basket
- Withdraw cash from the cash register
- Merge sales
- Print delivery notes
- Add cash discount to an order
- How to do a full sync between POS365 and the Admin Center
- Item categories in POS365
- Add a comment to a receipt
- Create plastic gift card
- Make a refund using a return label
- Add percentage discount on specific item
- Complete a sale
- Access the help center through the cash register
- Delete entire sale
- Close POS365
- Enable/Disable automatic sign out on POS365
- Sign out of POS365
- In/out payments on a customer
- Search for products
- Add comment on a specific item
- Track serial numbers
- Touch keyboard on POS365
- Change quantity of items in the basket
- Explainer - More options
- Create orders & sales quotes through POS365
- Open receipts pop-up at cash register closure
- Change visual theme in POS365
- Create a customer in POS365
- In/out payments from cash register
- Find a specific customer's transaction in POS365
- Create paper gift card
- Load a sale on hold
- Save sales for later
- Edit price of a product in the basket
- View stock level across locations
- Bin locations
- Add a customer to a receipt
- Discount calculator
- Enable/disable SKU
- Open cash drawer through POS365
- Change language in POS365
- Print price labels for products
- Change cash register
- Uninstall POS365
- Add percentage discount to entire order
- Tax on gift cards
- End of Day Process
Software
Versions
Admin Center & Business Central
- Enable/disable numpad
- Set up payment types for POS365
- Create and use layouts in POS365
- Set default customer
- Dataflow between Business Central and the Admin Center
- View active Business Central extension version in Admin Center
- Require a customer on all sales
- Setup US Sales Tax
- Extract reports from POS365
- Set up locations using POS365 Admin Center
- Manage modules in POS365
- Synchronize items to the Admin Center
- Enable cash withdrawal in POS365
- Change permission roles
- Set up a new cash register
- Set up gift card payments
- Create permission roles
- Integration settings between Business Central and POS365
- Add pictures for items
- Enable scale on products
- Variants
- Make sales price lists for POS365
- Receipt layout
- Set up in & out payment types for cash register
- Import gift cards
- Renew expired client secret
- Standard screens - explainer
- Add and view a certificate on a product
- Add dimensions to locations
- Grant access to the Admin Center
- POS365 fields on sales invoice header in Business Central
- Setup of VAT on accounts in Business Central without double posting
- Sales tax
- Enable VAT / Sales Tax Analysis on End of Day Receipt
- Reset cash register token
- Order status management
- Enable variable price
- Subpayment type on different card types
- Change how long the transaction confirmation window is shown
- Resynchronize an archived sale
- Bulk re-transfer
- Request deletion of company
- Adjust rights for predefined user groups
- Redeem giftcards manually
- Explainer - Relocation of buttons and tabs in Admin Center
- Set up serial numbers
- Set up new currencies for POS365
- Assign locations for employees
- Pop-up for entering credit card payment references
- Campaign awareness triggers
Hardware
- Smart cash drawer
- Connect the CAS PDII scale in POS365
- Troubleshooting - Card terminals
- Troubleshooting - 2D barcode readers
- Troubleshooting - Cash drawers
- Explainer - Hardware connection guide
- Set up a Verifone V400M terminal
- Select printer for labels
- Prepare a re-used Nets(Baxi) terminal for POS365 via Cloud
- Set up your scanner to save an return character at each scan
- Enable/disable a customer display screen
- Where do I find my computers IP (Windows)
- Set unit of measurement for scales
- Set up a Verifone P400 card terminal
- Zebra GK420d Label printer settings
- Set up NETS Cloud Terminal
- Download card agreements for Nets terminals
- Troubleshooting - Receipt printers
- Select printer for receipts
- Connect A4 printer to POS365