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

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

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