Program Features

  • 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...
  • Selecting a Register

    If there is more than one register set up for a location, then an employee will have to choose which...
  • 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...
  • 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...
  • Purchase Order Basics

    Introduction Purchase orders are essential to inventory in your store. PHP offers two ways to create purchase orders, manually or...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...