Feature | What does it allow a user to do? |
My Store | |
Activity Summary and Alerts | View the Activity Summary, view and configure alerts |
Sales Dashboard | View the Sales Dashboard |
Customer Dashboard | View the Customer Dashboard |
Results | |
Reports | View and print reports; access can be assigned at the report level |
POS Transactions | Access the POS transaction viewer |
Credit Settlement | Access the credit settlement page, which includes the ability to void transactions and manually settle credit batches |
Inventory | |
Categories and Items | View, add, and edit categories and items |
Full Access | View, add, and edit categories and items |
Limited Edit Only | Edit item price and item availability for existing items |
Modifiers | View, add, and edit modifiers and modifier groups |
Discounts | View, add, and edit discounts |
Manage | |
Snapshot | View and print tracked inventory |
Count | Create and print an item count worksheet to assist in performing an inventory count; enter inventory count results |
Receive | Track the quantity of items being added to your inventory, as well as update the vendor, cost, and retail price for those items |
Customers | |
Email Marketing | Create and send email marketing campaigns to customers |
Loyalty Program | Create, view, and edit your loyalty program |
Customers | View, add, and edit customer information |
Social Sharing | Set up links to your social media pages to be used in Email Marketing |
Employees | |
Employees | View, add, and edit employees |
Time Clock | Edit and delete time clock activity |
User Roles | View and edit user roles |
Settings | |
Company | View and edit basic information about your company |
Store | View and edit store contact and store receipt information |
Taxes | View, add, and edit tax categories and tax rates |
Payment Methods | View and edit accepted payment methods and credit card processing information |
Account Information | |
My Account | View and update your account information, view bills, add additional stores |
Buy Hardware | Purchase additional hardware/accessories for your store |
Register Hardware | Register equipment to your account for warranty purposes |
Register Device | Activate a new device at a store; this is performed from the device Note: Additional charges may apply |