Customize Grids | Merge Customers | Reports | Magento Beta Testing
Tip of the Month: Multiple Price Rules
Customize Grids.
View and manage your information in the web backend exactly the way you like it, using our super-flexible table grids.
To adjust your view, use the Edit Layout button above the grid you’re working on. You can customize grids for Customer Orders, Purchase Orders, Bulk Pivot Editor, Supplier Items, Item Suppliers, Bulk Edit Items, Print Labels, POS Entries and Bulk Order Service. Speak to your agent if you need assistance.
Click here to learn more about Grid Setup.
Merge Customers.
Got stuck with two accounts for the same customer? Use the new Merge Customer tool to combine two customer profiles into one.
In the Customer page, select the small arrow to the right of the Save button and click on Merge Customer. This deletes the customer and merges all information, including transaction history, into the other customer account.
Click here to learn more about Merging Customers.
Reports.
Got some quiet time? Many business owners, especially in the retail space, are so busy working in the business that they don’t make time to work on the business.
Don’t let this stop you from spending quality time with your system’s reports. They’re the secret to making sure your business is profitable to the max. First Choice POS reports tell you so much need to know – about transactions, customers, suppliers, products and so much more. Make it a point to study them, compare data over time, and consider how they might help you make better business decisions.
Click here to learn more about Reports.
Magento Beta Testing.
With 240,000+ merchants onboard, Magento is one of the Top 5 e-commerce platforms today. If you’re running an online store that uses Magento, let us know.
We’re on the lookout for beta testers to try our integrations with the platform. See how seamless business can be when inventory is updated, customers are synced, and more.
Call or email us to get started.
Tip of the Month:
Multiple Price Rules.
Get the most out of features you might already be using.
If you have multiple price rules in place, set priorities to determine which ones get applied first. For example, say you want to take off 10% and then 5%. The 10% rule should be priority 1 and 5% priority 2 or later.
Check off Must Be Last Rule if no other price rules should be applied after it.
Click here to learn more about Price Rules.
Happy to help.
We’re standing by to assist you with any questions that may arise. Please contact us at 718-522-0909 or email info@firstchoicepos.
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