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  • Table of Videos
  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 4363

Table of Videos

The following videos are available within each module.
 

Help Center

Help Center - What is a Help ID
 

Main Screen

Main Screen Video
Updating the TransActPOS Application
Where is my TransActPOS Serial Number?
 

POS

01-010-000 POS: Begin Shift (F5)
01-010-001 POS: Close Shift (F5)
SMARTtill: TransActPOS Setup and Open/Close Shift
04-070-101 Matrix Prices Explained
04-070-102 Matrix Price Setup
04-070-104 Setup of Promotions for Matrix Groups
POS Maintenance
Ring Sale
01-020-001 POS: Item Entry
01-020-002 POS: Multiply Items
01-020-003 POS: Remove Items (F6)
01-020-120 POS: Change Price (F4)
01-020-004 POS: Invoice Comments (F3)
01-020-101 POS: Refund Invoice (Shft + F2)
01-020-006 POS: Ring Sale Information
01-020-007 POS: Serialized Sale
01-020-000 POS: Ring Sale (F2)
Add UPC to POS Description
Payment Screen
01-020-005 POS: Open Invoice
01-040-000 POS: Payment Methods
 

AR

02-010-000 AR: Customer File - Introduction to looking up customers
02-010-001 AR: Customer File - Main Tab
02-010-002 AR: Customer File - Sales Tab
02-010-003 AR: Customer File - Accounting Tab
02-010-004 AR: Customer File - Settings Tab
02-010-005 AR: Customer File - Reports Tab
02-010-006 AR: Customer Information1 - Custom Tab
02-010-007 AR: Customer File - Notes Tab
02-010-008 AR: Add Customer Wizard
02-010-009 AR: Authorized Purchasers
02-040-000 AR: Payment Settings
02-040-001 AR: Payment on Account
02-050-000 AR: Reverse Payment
02-060-000 AR: Statements - Company Setup
02-110-000 AR: Finance Charge
02-060-002 AR: Print Statement
02-111-000 AR: Combine Customers
AR: Best practice for store use of inventory
Managing stored credit cards with Verifone Connect
Locating Historic Sales Information
Emailing Statements - Setup and Processing
How to manually post of Credit Balance Transfer
Print all Open Invoices for a selected customer
The hidden power of the Activity feature
 

SO

Sales Orders: Quote Creation
What is the difference between a Quote and a Sales Order?
Quote, Sales Order, and Invoice Relationship Diagram
Sales Orders: Convert Quote to SO
Sales Orders: Special Order/Create PO
Sales Orders: Partial Shipment
Sales Orders: Import into Ring Sale Screen
Sales Orders: SOI Example (Special Order Item)
Sales Orders: Cost Tracking from PO to SO
Sales Orders: Standard and MSRP Quote Formats
Sales Orders: Retaining Prices during a Copy
Get Quantity for Sales Transactions
 

IC

01-100-002 IC: E-Catalog Introduction
04-010-001 IC: Inventory File General Tab
04-010-002 IC: Retail/Cost/GP%
04-010-005 IC: Item Types
04 070 102 Matrix Price Setup
04-010-009 IC: Multiple Selling Units
04-010-010 IC: Unit of Measure/Stock and Purchase Unit
04-040-001 IC: Create New Vendor
04 070 101 Matrix Prices Explained
04 070 103 Matrix Price Overrides with Promotions
04 070 104 Setup of Promotions for Matrix Groups
04-080-000 IC: Adjust Cost
04-100-001 IC: Electronic Catalog Discussion
Selling Cut Glass by the Square Inch
Associated Items: Comment Item
Import Inventory Spreadsheet directly into Inventory and creating purchase orders from CSV files
Exporting a specific Vendor Item List with Manufacturer Model
Wireless Process Updates
What are the results of a No Discount Item during a sale to a customer with a sales discount?
Using the Item Clone Button
Margin Master Price Update Process
Processing the True Value WOW Event Order
Purchase Order receipt with purchase discount effect on Average Weighted Cost
Exporting a specific Vendor Item List with Manufacturer Model
How to use Data View to interact directly with data
Ghost Report Auto Post Process Review Video
10 Percent Coupon for Game Day Discounts
Paint Care Fee - Setup and Use
 

PO

05-010-001 PO: Send Do It Best Order
05-010-003 PO: Reorder Report based on Sales
05-010-004 PO: Reorder Report Based on MIN/MAX
05-020-001 PO: Receive Do It Best Order
Importing a Hillman Invoice into a Purchase Order
Opening a Closed Purchase Order
Purchase Order receipt with purchase discount effect on Average Weighted Cost
 

Service

Service Ticket: Creation
Service Ticket: Activity Report Review
Service Ticket: PartSmart Integration
Service Ticket: Adding Images to Service Tickets
Service Ticket: Adding Items
Service Ticket: Create Invoice
 

Options

Electronic Catalog Videos
Do it Best Videos
Internal Gift Cards Videos
IOR Menu
Wireless Videos
United Hardware Videos
Electronic Shelf Labels Videos
 

System

Repeat Rewards Setup and Integration
TransActPOS "Areas" Option Explained
 

Mercury Server

Mercury Server Email Password Update
 

Third-Party Integrations

TransActPOS Texting Example
TransActPOS Texting Introduction
TransActPOS Texting - QR Code Placement
 

Verifone

Verifone M400 Installation
Verifone M400 Use Cases
Verifone M400 Sample Transaction
Verifone Portal Creating a Credit
 

Hardware Setup

Two Cash Drawer Setup
Single Cash Drawer Setup
Receipt Printer Setup
Server Setup
Zebra TLP 2824 Setup
Setup of a Workstation UPS
Setup of a Server UPS
Workstation Installation
HP Laser Printer Installation
Unifi Access Point Setup
Zebra TC Series Wireless Handheld Setup
Zebra QLN Wireless Belt Printer
Network Basics Explained
Cash Drawer Placement
Epson Ethernet Adapter Card
Understanding the print queue
Verifone MX Setup
Extended Display Option