To make sure you have the latest version: Close the POS program on your computer. When you re-launch it, the popup will prompt you to update to the latest version. This will give you access to the newest features. It is recommended to restart the POS daily.
Split Mode.
Adding items to orders is even smoother in Split Mode. A window will appear alongside the order window so you can keep adding items instead of searching again each time.
Copy-Paste to New Order.
The copy-paste feature in orders is a dream for efficiency. With a simple click you can:
- Copy items from a past purchase order.
- Replicate an order for a different customer.
- Move items from this month’s order to next month’s order.
- …and so much more.
Import Excel to PO.
Already have an Excel spreadsheet with a list of items to order? Drag and drop the file right into the order page et voila! your list is in the order.
Sync Manager.
If you ever have temporary trouble with slow internet, we’ve got a few tricks that allow you to continue to check out and complete transactions smoothly. Take a look at the Sync Manager for more info.
And a Few More Updates…
- Attachments for orders – such as RMA
- Additions to Employee page – is buyer, is manager, limit to site, priority
- Advanced charge mode – avoid confusion with an extra step for the charge card function
- Sales rep on receipt
- Improvements on import page
- …and many more throughout the system