Tracking Cash, Credit, Debit,Checks and Gift cards In Register Enable “Track Cash/Check/Debit Checks, In Register” Enable “Track Cash In Register” in the Store Config (Or any of the other...
Collect Payment for a Work Order Work orders are, for all intents and purposes, a sale. Instead of selling a product, you’re selling your service to...
Delete Transfer Requests Navigate to the Receiving main feature page. Once the page opens, click the ellipses (…) to see more options and select...
Gift Cards Basics Introduction The gift cards feature allows you to create, manage and purchase gift cards for your store. This article will...
Item Tags Item Tags Item tags are a useful way to mark items to be in specific groups. They are similar to...
Print Sales Receipt for Work Order To print the sales receipt for a work order, navigate to the main Work Orders feature page. Find the work order...
Selecting a Register If there is more than one register set up for a location, then an employee will have to choose which...
Transfer Request Custom Fields Your store may have extra information about a transfer request that you want in your records; custom fields allow you...
Commission Basics Introduction Commissions are a way for you to keep track of how much your salespeople should earn on sales. NexPos...
Deliveries Basics Introduction The deliveries feature allows you to keep track of what items are going out to your customers, when they’re...
Import and Export Gift Cards Sometimes you may need to get gift card information in or out of NexPos in bulk. Directions on how to...
Items Custom Fields Your store may have extra information about a sale that you want in your records; custom fields allow you to...
Printing Item Labels There are several areas of the application that allow you to print labels for items. Printing Labels for a Receiving...
Series Items Introduction Series items are useful when you are selling a service or recurring product. For example, you may sell haircuts...
Types of Price Rules There are several Rule Types that you can select for price rules, which one will depend on the kind of...
Commissions Tracking commission is an important part of many businesses. Fortunately NexPos has an easy and flexible way to set this...
Delivery Categories Introduction Before starting to create deliveries it’s helpful to make categories to group deliveries by. For example, you may have...
Importing and Exporting to Spreadsheets Importing or exporting records to and from spreadsheets is easier than ever and makes migration from other systems manageable. Importing...
Layaways/Estimates/Suspended Sales How to start a suspended sale/layaway PHP Point Of Sale makes suspended sales/layaways easy. Simply start a sale and add...
Purchase Order Basics Introduction Purchase orders are essential to inventory in your store. PHP offers two ways to create purchase orders, manually or...
Series Items & Redeeming Series Purchased In NexPos we have a series item. A series item allows a customer to buy a pack of items/services that...
View Incoming Transfers When you send a transfer request, you can check it’s status by going to the Incoming Transfers queue. Navigate to the...
Cost Price Averaging How to Set Up Cost Price Averaging To configure these options see Store Configuration Options Cost price averaging is a...
Delivery Email Templates Introduction When the status of a delivery is updated in NexPos, a notification email can be sent to the customer...
In-Store Pickup Introduction As part of the deliveries feature, NexPos allows you to complete sales with orders set aside for in-store...
Locations Basics Introduction NexPos allows you to have multiple locations for your store. Each store location can be managed from a single...
Purchase a Gift Card Your customers may prefer a physical gift card to hand to family and friends as a gift rather than a...
Supplier Custom Fields Your store may have extra information about a supplier that you want in your records; custom fields allow you to...
View Transfer Requests If you have multiple locations you should periodically check to see if any locations have requested inventory transfers from your...
Create a Transfer When you realize that you need inventory moved between two of your store locations, the first step is to create...
Delivery Statuses Introduction Before starting to create deliveries it’s helpful to make statuses that will help you keep track of what stage...
Inventory Transfer Basics Introduction When you have multiple locations, there may come a time when the inventory for an item at Store A...
Manage Work Order Checkbox Groups A work order checkbox group is a list template that can be added to work orders. This can help employees...
Receiving Inventory Introduction If you do not have a purchase order that you’re receiving inventory from, you will want to create a...
Supplier Invoices Introduction To keep track of outstanding balances, NexPos has the invoice feature. Supplier invoices are a record of the money...
Work Order Custom Fields Your store may have extra information about a work order that you want in your records; custom fields allow you...
Custom Fields for Customers, Suppliers, and Employees Version 15.2 Feature This feature is only available in the latest version. With version 15.2 you will now have a...
Edit Transfer Requests Editing transfer requests is a simple process. Navigate to the Receiving main feature page. Once the page opens, click the ellipses...
Item Attributes & Variations Introduction Item Attributes help you keep track of things like color and size variations in your products for inventory and...
Manage Work Order Locations To create and manage locations to add to your work order, click Store Config in the left menu. Scroll down and...
Receivings Receipts Actions Introduction When you complete any receiving, you are brought to the receivings receipt screen for the action. Receiving receipts contain...
Supplier Mailing Labels If a supplier’s address information has been filled out, you can print a quick mailing label from the main supplier...
Work Order Service Tags When using a work order you want to keep track of the item and any parts that are used in...
Custom Manage Views You can specify which fields are displayed on tables. These settings are saved per user and will be saved automatically....
Email Customers To email a customer, click Customers in the left menu and click the Customers sub option. Once the page opens,...
Item Basics Introduction Items are the building block of your store. Items can be physical products, digital goods, a service, or even...
Managing Completed Receivings Introduction After you’ve completed a receiving, you may realize that you made a mistake. Though it’s best to do things...
Recurring Charges Note: In order to use recurring charges, you have to have NexPos Payments or Store Accounts set up for your...
Supplier Store Accounts Setup of Store Accounts Store Accounts are used to allow to track supplier’s accounts with the store To enable this...
Work Orders Basics Introduction Work orders can be used by your business to keep track of item repairs for your customers. With our...