Contents |
Introduction to POSitive |
POSitive Menus |
POSitive Smart Grids |
Gold Subscription |
POSitive Anywhere |
Setting Up POSitive Anywhere |
Starting Ngrok from a Command Line |
POSitive Text |
POSitive Text To Employees |
Employee Text Commands |
POSitive API |
API Fields |
API Call Example |
Sample API Workflows |
POSitive API Tester |
Additional Settings for E-Commerce |
Getting Started |
Creating Your Company |
Choose Company |
New Company Wizard |
TIPS for New Company Setup |
Company Setup Summary |
Your Company Setup Options |
Company Information |
POSitive System Setup |
Transactions |
Customers tab |
Tender tab |
Service Orders tab |
Printing tab |
Prompts tab |
Entry Options tab |
Pop-up Price Selector |
Customers view |
Inventory view |
Pricing tab |
Price/Weight Embedded In SKU Setup |
Serial Numbers tab |
Trade-Ins (Used Items) tab |
Invoicing (tab) |
Purchase Orders |
Tax Options |
Tax Inclusive tab |
Changing Tax Rates |
Zip2Tax Import |
Tax Rate Setup |
Tax Category |
Tax Rate Detail |
Examples of Special Taxes |
Sales Tax Report |
Accounts Receivable |
Accounts Payable |
E-Mail Setup |
Consignments |
CheckList System and Station Setup Options |
Tender |
Tender Definitions |
Tender Description |
Cash Back On Debit Card |
Currency Definitions |
Deposits |
Daily Balance History |
Tender History Filter |
Checks Tendered |
Enter Bad Check |
Customer Checks |
Foreign Currency |
Food Stamps |
Credit Card Setup |
Credit Card Surcharge |
Surcharge Setup Instructions |
Partial Returns with Surcharge |
Station Manager |
Station Detail - General |
Station Settings |
Transaction Settings |
Age Verification tab |
Mag Stripe Reader Test |
Touchscreen tab |
Misc tab |
Security tab |
Register Balance |
Credit Card Processing |
Stations - Devices |
Cash Drawer |
Pole Display |
Portable Scanner |
Multi-Monitor Support |
Multi Monitor Advance Setup |
Multi Monitor Station Setup |
Clone Multi-Monitor |
Multi-Monitor Promotions |
Multi Monitor Layouts |
Signature Capture |
Using Signature Capture In POSitive |
Topaz Hardware Installation |
Printers/E-Mail |
Printing Options |
Station Printers |
E-Mail Forms |
Print Your Store Logo on 40col Receipt |
Clone Station |
Policy Statements |
Security Options |
Security Group Settings |
Security Settings Exceptions |
Employees |
Employee Settings |
Employee Time Cards |
Time Clock Update |
Service Time Cards |
Setting Up Employee E-mail |
Setting Up Gmail |
POSitive Mail |
Mail Groups |
Basic Hardware For Workstations |
Receipt Printer Setup |
Cash Drawer Setup |
Master Menus Ready Reference |
Transactions |
Purchasing |
Accounting |
Accounts Receivable |
Accounts Receivable Setup |
Customer Terms |
Customer Terms (Edit) |
Finance Charges |
AR Statements |
Customer AR List |
Resolve AR Discrepancies |
Steps for Resolving AR Problems |
AR Query |
AR Payment |
Confirm Payment |
Payment Amount |
Refund Advance Pay |
AR Transactions |
AR Detail |
AR Statement History |
Re-Assign AR Transaction |
Export To Excel |
Finance Company Setup |
Finance Company Detail |
Accounts Payable |
Overview Accounts Payable |
Accounts Payable - Unposted2 |
Edit PO Header |
Payable Detail |
Accounts Payable - Posted |
Manual Pay |
Accounts Payable - History |
AP History - Batch View |
Service |
Management |
Maintenance |
Definitions List |
Primary Centers |
Customer Center |
Customer Account |
Auto Address Lookup |
Assigned Sales ID |
Tax Group |
Transaction History |
Shipping Address |
Add A Shipping Address |
Notes (for Customer) |
Add Note |
Loyalty Programs |
Phones |
Pending Transactions |
Printing Options |
Customer Ordered Item Filter |
Current Deposits |
Purchase History |
Statement History |
Authorized Buyers |
Picture Manager (Customers) |
Cards On File |
Consignments |
Documents for Customers |
Exporting Customer Data |
Actions |
Print Customer Labels |
Inventory Center |
Inventory Listing |
Inventory Record |
Inventory Find |
Wildcard Search with % |
Filter (Dept/Category) |
Add To Label List |
Copy An Item |
Add New Item |
Delete (Item) |
Inventory Item In Use |
Recover / Delete Item |
MultiSite Delete Inventory |
Access Panel |
Inventory Details |
Options [F6] |
Defaults [F7] |
Sub-Categories [F8] |
Sales [F9] |
Management |
Dept/Catg Manager |
Coupon Manager |
Coupon Form |
Mfg Vs Store Coupon |
Single Item Discounts |
Coupon Alternative |
Used Items Manager |
Mix & Match Manager |
Mix & Match Setup |
Serial Numbers (Manager) |
Edit Serial Number Held On Order |
Matrix Definitions (Manager) |
Deleted Items Manager |
Manufacturers |
Manufacturer Detail |
Stock Manager |
Transaction Log |
Stock Location |
Linked Inventory |
Used Items |
Seasonal Levels |
Break Apart |
SKU Manager |
Father/Child SKUs |
How To Hide Alternate SKUs |
Picture Manager (Inventory) |
Promo Pricing |
Promo Manager |
Promotional Pricing Information |
Price Breaks |
Price Break Update Form |
Item Notes |
Vendors |
Item Activity |
PO History - IA |
Sales History - IA |
Documents for Inventory |
Actions |
To Order List |
Already On Order List |
Change Dept/Catg |
Verify Inventory Files |
Duplicate SKUs |
Cost Verifier (by Invoice) |
Physical Inventory |
Stock Exceptions |
Import Physical Inventory from File |
Direct Scan Inventory |
Update Inventory Counts |
Zero Stock Counts |
Reconcile From Mobile |
Global Price Changes |
Global Price Changes Results |
Vendor Center |
Details - Vendor Center |
Vendor Shipping Options |
Contacts - Vendor Center |
Shipping Addresses - Vendor Center |
Purchase Orders - Vendor Center |
Add New PO |
Change Ship To |
Receive Purchase Order |
Items On PO - Vendor Center |
Vendor Payments - Vendor Center |
Notes - Vendor Center |
Documents - Vendor Center |
Actions |
Vendor Inventory List |
View |
Details |
Current Stock |
Current POs |
PO History |
RMAs |
Actions |
Print List |
Print Labels |
Edit Item |
To Order List |
Verify/Adjust Stock |
InfoBar |
Accounts Payable - Vendor Center |
Vendor Terms - List |
Vendor Terms |
Delete Vendor |
Report Center |
General Information |
Overview |
Date Range |
Define Report Format |
How To Use Queries |
Preview Report |
Cancel A Report |
Select a Query Option |
Sort Items Selection |
Tag / Untag |
Reports By Type |
Sales Reports |
Inventory Reports |
Management Reports |
Purchasing Reports |
RMA Reports |
Customer Reports |
AR Reports |
AP Reports |
GL Reports |
Vendor Reports |
Not Listed In Report Center |
Checkbook |
Alphabetical Listing of Reports |
13 Week Quantity Sold Report |
Accounts Receivable Activity |
Accounts Receivable Aging Report |
Accounts Receivable Payments Report |
AP Aging |
AP Batch Report |
AP Payment - Statement |
AR Cash Forecast |
AR Payment Report - Customer Receipt |
AR Statement Form |
AR Statement with Integrated Invoices |
AR Transactions Exception Report |
Bad Checks Report |
Cash Forecast Report |
Chart of Accounts |
Checks Tendered Report |
Consignment Agreement |
Consignment Inventory |
Consignment Letter |
Contract Pricing List Report |
Current AP Report |
Customer Accounts Receivable Transactions |
Customer File |
Customer Invoice History |
Customer Labels |
Customer List |
Customer Orders |
Customer Profit Report |
Customer Purchases List |
Customer Ranked By |
Daily Sales Report |
Department/Category Report |
Deposit / Payment Receipt |
Deposits On File |
Discrepancy Report |
Employee Exception Report |
Employee File |
Employee List |
Employee Sales Report |
Employee Service Time Report |
Employee Time Report |
Freight Summary Report |
Frequent Buyer History Report |
Frequent Buyer Report |
General Ledger Journal Entries Report |
Gift Certificate Sales Report |
Gift Certificates Outstanding |
GL Interface List |
Hourly Sales Summary w/Graph |
Internet Order List Report |
Inventory Discrepancy Report |
Inventory Exception Report |
Inventory Listing |
Inventory Matrix Report |
Inventory Price List |
Inventory Sales Report With Notes |
Inventory Valuation Report |
Invoice Sales Report |
Item Stock Report |
Items Discarded Report |
Items In Transit List (Resource) |
Items Not Ordered Since… |
Items Not Sold Since… |
Items On Order |
Items On Order VS Stock Count |
Items Purchased Report |
Items Returnable To Vendor |
Items Sorted By xxxxx |
Layaway List Report |
Layaway Report |
Layaway Statement |
List Of Declined Recurring Invoices |
List of Vendors |
List of Voids |
Monthly Sales Summary w/Graph |
Order List |
Order List Report |
Orders Arrived List |
Orders Grouped By Item |
Paid Commissions Report |
Physical Inventory - All Entries |
Physical Inventory - Exception Report |
Physical Stock Count |
PO Summary (Display) |
Price Change Report |
Profit By Week |
Profit Report Sorted By... |
Promo Pricing Report |
Purchase Order |
Purchase Order (reprint) |
Purchase Order By Date |
Purchase Order Price Changes |
Purchase Order Receiving Report |
Purchase Order Summary Report |
Purchase Order Tax Report |
Purchase Order Tax Report (Paid) |
Purchase Order Tax Report (Pending) |
Quotes List Report |
Reconciliation Report |
Refund Check - Cover Letter |
Register Activity Log Report |
Register Balance Report - Detail |
Register Balance Report - Summary |
Register Balance Summary Report |
Register Sales Category Summary |
RMA Aging Report |
RMA Letter |
Sales By Employee w/Graph |
Sales Report All Inventory |
Sales Report By Category |
Sales Report By Department |
Template Sales Report |
Sales Report By Vendor |
Sales Tax Report |
Service History |
Service Order |
Service Pending List Report |
Service Satus Report |
SKUs Not Found Report |
Stock Location Report |
Store Credits List |
Summary Of Tender Report |
Uncollectable Debts Report |
Unpaid Commissions Report |
Unpaid Consignments Report |
Used Inventory Report |
Vendor AP History Report |
Vendor Detail |
Vendor Inventory Sales History |
Vendor Inventory Sales Summary |
Vendor Stock Valuation Report |
Zip Code - Profit Report |
Report Writer Options |
Key Concepts |
Transactions |
Sales Invoices |
Invoicing Screen Choices |
Sample Touch Screen |
Methods for Adding Items To Invoice |
Locate Item |
Invoice Tender |
Internal Credit Card Tender Screen |
Credit Limit |
Choose Finance Company_2 |
Invoice History - Overview |
Invoice History |
Backorders On Invoice History |
Item Properties |
Pending Transactions |
Cash or Customer |
Create and Process an Invoice |
Invoicing Aids |
Transaction Notes |
Age Verification |
Customer Receipt Options |
Inquiry (Price, Gift Cert., Age |
Packages |
Open Cash Drawer |
Summary of Keystroke Shortcuts |
Cashier Unable To Locate Item |
Item Not Found |
Fast Add |
Invoicing Options |
Adjust Item Cost |
Hold Invoice As |
Advanced Printing |
Advanced Search |
Change Authorized Buyer |
Bottle Deposits |
Invoice Button Definitions |
Invoice Button Pre-Sets |
Touch Screen Operations |
Touch Customer Search |
Touch Select Item From List |
Touch Return From Invoice |
Touch Known Invoice Number |
Touch Search Invoice Number |
Touch Select Item |
Touch Reason For Return |
Touch Tender Return |
Touch Gift Certificates |
Touch - Package Sales |
Touch - Pending Transactions |
Touch - Serial Number Selection |
Touch - Taxation Options |
Pre-Defined Buttons |
Sample Add Line |
Sample Adjust Price |
Sample Adjust Price w/o Tax |
Sample Adjust Quantity |
Sample Age Check |
Sample Authorized Buyer |
Sample Balance Register |
Sample Blank |
Sample Calc Shipping |
Sample Calendar |
Sample Calendar Layaways |
Sample Calendar Orders |
Sample Calendar Quotes |
Sample Calendar Service |
Sample Change Cashier |
Sample Change Due Date |
Sample Change Invoice Date |
Sample Change Sales ID |
Sample Choose From Category |
Sample Choose From Category with Choice |
Sample Choose From Dept/Category |
Sample Clear Sale |
Sample Convert To Invoice |
Sample Coupon |
Sample Cursor Down |
Sample Cursor Up |
Sample Customer History |
Sample Customer List |
Sample Customer Pending |
Sample Daily Sales Summary |
Sample Date Due |
Sample Delete Item |
Sample Discount |
Sample Documents |
Sample Edit Bill To |
Sample Edit Notes |
Sample Enter Notes |
Sample Enter SKU |
Sample Exit Program |
Sample Extended Info |
Sample Gift Certificates |
Sample Hold As Layaway |
Sample Hold As Order |
Sample Hold As Quote |
Sample Hold As Service |
Sample Hold Back Item |
Sample Image |
Sample Import Items |
Sample Information |
Sample Inventory List |
Sample Invoice History |
Sample Invoice Prompt |
Sample Item Details |
Sample Item History |
Sample Item Menu |
Sample Item Picture |
Sample Logout |
Sample Lookup Item |
Sample Lottery Payout |
Sample Make AR Payment |
Sample Manager Mode |
Sample Map |
Sample Move Item Down |
Sample Move Item Up |
Sample New Button |
Sample Note |
Sample Number Clear |
Sample Number Decimal |
Sample Number Delete |
Sample Number Display |
Sample Number Pad |
Sample Numbers 0-9 |
Sample Open Cash Drawer |
Sample Package |
Sample Partial Convert |
Sample Payment History |
Sample Pickup |
Sample Price Check |
Sample Print Last Invoice |
Sample Print Report |
Sample Print Transaction |
Sample Purchase History |
Sample Recall Layaway |
Sample Recall Order |
Sample Recall Quote |
Sample Recall Service |
Sample Redeem Points |
Sample Release Backorder |
Sample Report Center |
Sample Retrieve |
Sample Return From Invoice |
Sample Rewards |
Sample Run External Program |
Sample Save Transaction |
Sample Scale [F11] |
Sample Secure Register |
Sample Select Bill To |
Sample Select Ship To |
Sample Set Delivery |
Sample Set Location |
Sample Set Terms |
Sample Shortcuts |
Sample Show Costs |
Sample Show Slides |
Sample SKU Toggle |
Sample Sort Items |
Sample Subtotal |
Sample Suspend |
Sample Suspend and Print |
Sample Take Payment |
Sample Take Trade-Ins |
Sample Tender |
Cash [F2] |
Check [F3] |
Credit Card [F4] |
Debit Card [F5] |
Gift Certificate [F6] |
Finance Company [F7] |
On Store Account [F8] |
Split Tender |
Sample Time Clock |
Sample Toggle CID |
Sample Toggle Tax |
Sample Transaction List |
Sample Transaction Name |
Sample Transaction Summary |
Sample Transaction Total |
Sample Void Transaction |
Set Location |
...In Process |
Voided Pending - Recover |
Voiding Multiple Pending Transactions |
Convert from In Process |
Transaction Prompt |
Find PO |
PO Number |
Handling Drop Shipments |
Quick Find an Invoice / Pending Transactions |
Orders In Process For.. |
Order Created |
Partial Convert / Delivery |
Fulfillment Center |
Printing With Grouping Options |
Document Center |
New POSitive Report Writer |
POSitive Legacy Report Writer |
Legacy Report List |
Quotes Overview |
Recurring Invoice |
Service Overview |
Section Manager |
Section Form |
Suspended Transactions |
Retrieve Suspended By Prefix |
Transaction Prompts |
Voiding Transactions |
Forfeit Deposit |
Customer Management |
Customer Categories |
Customer Categories Form |
Customer Discounts By Category |
Setup BirthDay List |
Update Customers |
Customer Find |
Customer Found |
Customer Message List |
POSitive Choice |
Locate Customer |
Delete/Merge Customers |
Customer Labels Editor |
Inventory Management |
AutoSKU Setup |
An Example of AutoSKU |
Basis For Price Markups |
Bulk Inventory Items |
Categories |
What Categories Can Do |
Category Defaults |
Categories With Defaults |
Category Detail Form |
Detail - Category |
Defaults - Category |
AutoSKU Setup - Category |
Selling Prompts - Category |
Promo Pricing - Category |
Trade-Ins Category |
GL Settings - Category |
Screen Prompts - Category |
Global Pricing - Category |
Age Verification - Category |
POSitive Commerce - Category |
Stock Locations - Category |
Category Listing |
Set Tax Category On Tagged |
Freight Category |
User Defined Fields |
Consignments |
Consignment Form |
Editing the Consignment Agreement2 |
Return Consignment |
Consignment Alternative |
Departments |
Department Data |
Double Departments |
Re-Assign Category |
Inactive Inventory |
InfoBar |
Printing Inventory Labels |
Inventory Label Setup |
Labels List |
Inventory Labels Editor |
Inventory Label Samples |
Inventory Labels - Overview |
A Demonstration of Label Printing |
Advanced Inventory Label Printing Tutorial |
Special Labels |
Inventory Pictures |
Invoicing Features |
Lottery Tickets |
Matrix Inventory - Overview |
Matrix |
Matrix Item Sales History |
Sync Matrix Items To Header |
Matrix Definition |
Matrix Headers |
Matrix Reports |
Matrix On Purchase Orders |
Matrix Stock Counts |
Deleting A Matrix |
Touchscreen Matrix |
Add Rows / Columns |
Matrix Printing Options |
Matrix Sequence Defaults |
Printing Labels for Matrix Items |
Reset ALL Inventory |
Reset Inventory |
Return Inventory |
Accepting Customer Returns |
Find Original Invoice |
Partial Returns |
Reason For Return |
Process Customer Returns |
Process RMAs |
Orphans To Process |
PO History For {item} |
RMA - (Send To Vendor) |
Receive Inventory (RMA) |
Process Other Returns |
Items In Transit |
Special Returns |
Vendor Returns |
Serialized Inventory |
Serial Number List |
Serial Number Details |
Adding Serial Numbers For |
Serial Number List (When Invoicing) |
Serial Number:..(In Service)2 |
Serial Number:...(Historical)2 |
Suggested Accessories For: |
Templates |
Assemblies |
Kit Assembly |
Assembly Editor |
Kits With Serial Numbers |
Serial Number List |
Trade Ins and Used Items |
One Of A Kind Trade In |
Pending Trade-Ins |
Owned Materials Handling |
Used Items Manager |
Trade-Ins Based On Rules |
Trade In Option 1 |
Trade In Option 2 |
Special Feature Inventory |
Unposted Inventory Items |
Verify/Adjust: "item name" |
Damaged Products |
List Of Warranties |
Vendor Price Changes |
Product Break Down |
Purchasing |
Landed Cost Setup |
Order List |
Using The Order List Menu |
PO's Created |
Add Item To Purchase Order |
Purchase Order Center |
Place PO Screen |
Locate Vendor Item |
Purchase Order - Importer |
Vendor Info |
Tools On The PO |
Vendor Selection List |
Receive PO Screen |
PO Details |
PO Receiving - TIPS |
PO Receive Summary |
Verify Pricing |
Used Items Pricing |
SiteTransfer |
Export PO |
Create PO Export Definition |
Merge Purchase Orders |
Receive Without PO |
Locate Vendor |
Items On Order |
Create PO From Pending |
InfoBar on Pending Order |
Handling Drop Shipped Purchase Orders |
PO History By Vendor |
Purchase Order History (Edit) |
Accounting |
POSitive Calendars |
Management Topics |
Change Cost Form |
Commissions |
Sales Commission Posting |
Commission Detail |
Sales Commission Split |
Sales Commission History |
Commission Alert |
Countries |
Daily Activity Log |
Discounting Heirarchy |
End of Day Activities |
Balance Cash Drawers |
Coin Counter |
Daily Balance Worksheet |
Edit Tender Assignment |
Final Balance |
Calculator Plus |
Frequent Buyer |
Frequent Buyer Detail |
Edit Customer's Program Information |
Changes To Frequent Buyer |
Reduce Rewards |
Redeem Loyalty Program Awards |
Redeem Loyalty Points |
Returns Affect Frequent Buyer |
Gift Cards & Certificates |
POSitive Internal Gift Certificates & Cards |
Worldpay Gift Cards |
Worldpay Gift Card Setup |
Ordering Gift Cards |
Gift Certificate Manager |
Gift Certificate Form |
Gift Certificate History Form |
Generate Gift Certificates |
Gift Receipt |
Gift Card for Refunds |
Importing Data |
Importing Inventory |
Import Inventory Quantity Breaks |
Inventory Import Special Options |
Common Mistakes Check List - Import Inventory |
Physical Inventory |
Import Physical Inventory from File_2 |
Direct Scan Inventory_2 |
Update Inventory Counts_2 |
Zero Stock Counts_2 |
Reconcile From Mobile_2 |
Stock Exceptions |
Importing Customers |
Importing Zip Codes |
Inventory Sales Summary |
Sales History of an Item |
Management |
Daily Sales Summary |
List Of Voids |
Setup Options |
Barcode Types |
RMA Reasons |
Call Log Definitions |
POSitive Utilities |
Profits |
Legacy Reports |
Sort Items Selection |
Set a Range of Dates |
Note Management |
Printer Forms |
Signature Line Only on Credit Card / Not on Debit purchases |
Send To Window - Export |
Defining Custom Views |
Shift Definitions |
SmartFeatures |
Logon - Password |
Quick Sale Default |
Punch Time Clock |
Zip Code Table |
Marketing Tools |
Printing Customer Labels |
Printing Customer List |
Export Customers |
Fields Available for Queries |
Marketing Manager |
POSitive Text Setup |
SMS Responses Detail |
SMS Opt-in & Opt-out |
How SMS Text Messaging Works |
Creating A Marketing Campaign |
Creating Your "Send To" List |
Reviewing The Results |
Customer Responses |
POSitive Text Marketing Best Practices |
E-Mail Setup for Marketing |
Prepare The Customer List |
Prepare The Message |
Send Messages |
E-Commerce |
Exploring Touchscreen |
Desktop Buttons |
Defining the Desktop Buttons |
Desktop Buttons - Predefined List |
Using Worldpay |
Using Card on File with Worldpay |
Processing Non-EMV Payments Manually |
Troubleshooting Worldpay Payment Processing |
System Requirements |
About POSitive |
Registration Key |
Support Options |
FAQ - Frequently Asked Questions |
Glossary |
Security Protection Applications |
Software License |
Contact POSitive |
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