REPAIR BUSINESS SOFTWARE
USER'S GUIDE

 
CLICK HERE FOR FAQ

 
How it Works (Overview)

  1. A Laptop or desktop computer is set up at the front of the store

Enter user name and password at the URL

https://www.supersystemlogin.com

2. The laptop or computer at the front of the store that the customer uses is logged into the system using a “check-in only” login which restricts access to many parts of the software

3. The Customer fills out the CHECK-IN FORM containing customized questions/FORM FIELDS about the item they’re dropping off

4. Two copies of the customer CHECK-IN FORM are printed. One for the customer and one for the business (customer should sign the one for the business agreeing to the “terms and conditions” if applicable)

5. The Customer (and/or anyone else you designate) is sent an automated, customizable ALERT when the item is checked in (alerts are emails, text messages, and phone calls. You can send any combination of alerts)

6. The Customer’s items are tagged with a sticker that matches the ORDER NUMBER generated by the system (you can use a pricing gun for this)

7. A technician is assigned to the ORDER/repair by selecting the appropriate STATUS from the drop down menu in the MANAGE ORDER page (you go to “LOOKUP ORDER” type in the ORDER NUMBER and press “search”, then update the status to “Assigned to Tech "A"”)

8. The technician (and/or anyone else you designate) is sent an automated, customizable ALERT when the status is updated

9. The technician diagnoses the problem with the item

10. The technician enters PRODUCTS/invoice items as well as CUSTOMER NOTES (notes to the customer that are visible on the invoice) as well as INTERNAL NOTES (notes that the customer does not see, may contain cost prices on parts, supplier info, etc.)

11. The technician updates the STATUS to “Diag Complete - Customer Must Approve”

12. The Customer (and/or anyone else you designate) is sent an automated, customizable ALERT when the status is updated

13. The customer calls or emails you to approve or decline the repair.

14. You update the STATUS to “Customer Approved Diagnostics” or “Customer Declined Repairs”

15. The technician (and/or anyone else you designate) is sent an automated, customizable ALERT when the status is updated

16. The technician completes the repair

17. The invoice items are updated to reflect the actual repair (if necessary)

18. The technician updates the STATUS to “Repair Complete” or “Unable to Repair”

19. The Customer (and/or anyone else you designate) is sent an automated, customizable ALERT when the STATUS is updated

20. The customer comes into the store to pickup the item.

21. Using the same computer that they used to check-in the item, they LOOKUP their order by entering their order number on the LOOKUP ORDER page.

22. They press “PAY NOW” and swipe their credit card using a USB swiper attached to the computer at the front of the store

23. Two copies of the invoice are printed, one for the business and one for the customer. The customer must sign the business copy for the Credit card transaction.



 
How to Create a new ORDER

  All USERS can create a new ORDER.
Log in to the system using any USER name and Password


1. Click on the top navigation bar

2. Click CHECK-IN

3. Fill out the customer contact info and select the repair category from the drop down menu

4. Fill out the repair specific check-in form by answering the drop down and fill in questions

5. Click Submit only once (if your internet connection is slow and you click submit multiple times it may create duplicates of the order)

6. A print dialog box will open - press ok to print (the print dialog box can be disabled for faster printing)



 
How to look up an ORDER

  You can find an ORDER various ways.

You can type in the any of the following information that was previously entered at the time of check in: Order # , Phone # , Email , Last Name , or First Name. Then press the ENTER key or click SEARCH. A list of ORDERS that match the search criteria will come up. The search criteria must be an exact match, meaning that if the last name is SMITHE and you type in SMITH it will not include results for SMITHE. This also applies to phone numbers 760-000-0000 will not match 7600000000 will not match (760) 000-0000 etc.

If you want to look up the last 100 orders, you can simply click SEARCH without filling in any search criteria in the above fields.

You can also select the a category from the CATEGORY drop down menu so that you can narrow your search results down to just the results for that category. If you select the CATEGORY, and do not fill in any other search criteria, then the last 100 results in that category will be shown.

A useful trick is to run a search with no information filled in - which will show the last 100 results, and then press CONTROL + F and use your browsers built in search feature to find results. I like to do this when I want to look up a customers order by the last four digits of their phone number.



 
How to MANAGE an ORDER

  Once you have opened the ORDER using the LOOKUP ORDER feature you can edit the ORDER in several ways.


1. You can edit the Customer Contact info by pressing the Edit button in the Customer Info box. If a customer enters the wrong phone number, email etc. it can easily be changed to ensure that the ALERTS go out.

2. You can edit the answers to the Check-in Form Questions. If a customer accidentally enters the wrong information it can be changed by pressing “edit” under the question that was answered incorrectly. (Scroll to the bottom of the page to view check-in form questions)

3. You can re-print the Check-in FORM. If you had to edit the contact information or the answers to the Check-in FORM questions, you may want to re-print the check-in FORM containing the correct information

4. You can add Invoice items or PRODUCTS

4A. Select the PRODUCT you wish to add from the drop down menu. (If you cannot find the PRODUCT you need you can either select a different PRODUCT and edit it after it has been added to the Invoice, or create a new PRODUCT in the SETTINGs portion of the software.)

4B. Edit the “Cost” and “Retail” price

4C. Edit the tax annotation if necessary

4D. Edit the number of items you wish to add to the invoice

4E. Click “ADD”

4F. Once the PRODUCT has been added to the invoice you can edit the description (as well as the Cost, Retail, Tax annotation, and number of items) by clicking the Pencil Icon to the right of the item


5. You can add Customer Notes. If you would like to mention the turn around time or other information that is not clearly defined in the invoice items like warranty policies or additional recommended services this is the best place to enter that information.

6. You can add Internal Notes. You can put “cost” information, log the customer’s inquiries, describe conversations with the customer, etc. This information will only be available to USERS who can edit ORDERS (i.e. Employees, Technicians, and Admins)

7. You can update the STATUS. Some STATUSES have ALERTS attached to them, so use caution when updating the STATUS. (i.e. You need to add the invoice items/PRODUCTS before you update the STATUS to “Diag Complete - Customer Must Approve” or the customer will not receive any information, the ALERT will have no real information and the price will be $0.00)

8. You can print the Invoice

9. You can add an INCOME DISTRIBUTION. If you want to track and/or pay Employees or Vendors with this Software you can enter the amount that the person or entity is to receive for this order in the INCOME DISTRIBUTION section. (You can also set-up automatic INCOME DISTRIBUTIONS in SETTINGS)

10. You can add a customer payment. If the customer pays with cash, check, or a credit card terminal that is not integrated into the software, you will need to log this manually. The “Check-in only” USER does not have the ability to log these types of payments, this will have to be done by an employee, technician or Admin that has the ability to make changes to the ORDER.

11. You can Delete the ORDER by pressing the “Delete Order” button at the bottom of the page.



 
Customizing the Software and Editing Settings

  To start using the software for your business, the settings need to be edited to make sure the software is customized to your needs. You will save the most time if you edit the settings in this order. Please see the instructions for each setting type in the user manual. (Although you will need to edit the settings to use this software properly in the real world, all of these settings come pre-filled so you can use the software before editing the settings. You can immediately create a check-in, lookup an order, and receive automated email ALERTS without editing the settings. Note: only email ALERTS will work initially because text and phone ALERTS are a paid feature)

1. Building Types

2. Buildings

3. User Roles

4. Users

5. Form Fields

6. Forms

7. Order Statuses

8. Alerts

9. Vendors (not critical as this portion is not fully functional)

10. Products

11. Income Distributions

12. Customer MOPs (methods of payment)



 
How to add or edit an existing BUILDING

  First you must create the BUILDING TYPES. If you have more than one location where items are dropped off (checked-in), this will help to track the locations of your items. If your entire business is run from a single location, you will only need one building type and one building. The building address is printed on the Check-in forms and the Invoices, so you will need to create a Building for each drop off/check-in location you have. For most businesses, only 1 building type and 1 building will be necessary. It is a good idea to Edit the building that was automatically generated to make sure that it matches your company information.


Adding a new BUILDING TYPE

1. Click on the top navigation bar

2. Click SETTINGS

3. Click BUILDING TYPES

4. Click ADD NEW BUILDING TYPE

5. Type the name you would like to give your Building TYPE (i.e. “Check-in Center” or “Repair Center”)

6. Click Submit


You can also edit an existing BUILDING TYPE:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click BUILDING TYPES

4. Click EDIT to the right of the Building type you would like to edit

5. Type the new name you would like to give your Building TYPE (i.e. “Check-in Center” or “Repair Center”)

6. Click Submit


Adding a new BUILDING

1. Click on the top navigation bar

2. Click SETTINGS

3. Click BUILDINGS

4. Click ADD NEW BUILDING

5. Select the Building Type from the drop down

6. Enter the “Building Name” (This will appear on the check-in forms and invoices)

7. Enter the contact information for the business (This will appear on the check-in forms and invoices)

8. Click Submit


You can also edit an existing BUILDING:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click BUILDINGS

4. Click EDIT to the right of the Building you would like to edit

5. Edit the Building Type from the drop down

6. Edit the “Building Name” (This will appear on the check-in forms and invoices)

7. Edit the contact information for the business (This will appear on the check-in forms and invoices)

8. Click Submit



 
How to add or edit an existing USER

  In order to create a new USER, first you must create the USER ROLES. You can create several user roles, all with different capabilities in the system.

As a default only two User roles are generated (Admin and Check-in Only). You should not give your employees the ability to edit settings within the system, we reserve that for the “Admin” role. (Editing settings is necessary to get things started, but once you have created all of your FORMS, STATUSES and ALERTS, editing SETTINGS will not be necessary on a daily basis. If a USER is able to edit SETTINGS, they are able to create and delete users, as well as change user passwords, so very few people should be allowed to edit SETTINGS - which an ADMIN can do)

The three most common USER ROLES would be “Admin”, “Employee” and “Check-in only”, if you want to send ALERTS to all Technicians you may also want to create a user role called “Technician”. You should add at least 1 USER ROLE of either “Employee” or “Technician”. This USER ROLE should not have the ability to edit settings.

Adding a new USER ROLE

1. Click on the top navigation bar

2. Click SETTINGS

3. Click USER ROLES

4. Click ADD NEW USER ROLE

5. Type the name you would like to give your USER ROLE (i.e. “Employee”)

6. Select the permissions you want this type of user to have (i.e. only Admins should be able to edit settings)

7. Click Save

Note: “Check-in Only” is an extremely limited USER ROLE. This USER ROLE cannot “search” for orders, meaning that if more than 1 result is found, no results will display. Since this USER ROLE is meant for the customer to use themselves, we do not want them to be able to browse through all open orders in the system. To lookup an order using the Customer Check-in Only login it is recommended that only order numbers be used (since you may have repeat customers the result may not display if you enter their name on a search while logged in as a Customer Check-in Only Role). This role cannot edit any part of the order. It can only view print and pay. The username and password for the “Check-in Only” USER is automatically generated by the system when you sign up. You can find the username and password for the “Check-in Only” user by going to “Edit Users” and selecting “EDIT” to the right of the “Check-in Only” user.


You can also edit an existing USER ROLE:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click USER ROLES

4. Click EDIT to the right of the USER ROLE you would like to edit

5. Type the name you would like to give your USER ROLE (i.e. “Admin” or “Employee”)

6. Change the name of the USER ROLE and/or Edit the permissions you want this type of user to have (i.e. only Admins should be able to edit settings)

7. Click Save


You should add a “Generic User” to send your alerts from. Since most likely the USER that was automatically generated by the system was your personal information, a generic user would be ideal. Create a USER whose First and Last name are the Business Name (i.e. First Name = Repair, Last Name = Center). Then enter the main business contact info. (Main phone line and main email address) This information is what customers will see when the ALERTS are sent from this USER.


Adding a New USER:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click EDIT USERS

4. Click ADD NEW USER

5. Select the USER ROLE and the Building they will be associated with (building name prints on check-in forms and invoices generated by this user)

6. Enter the USER’s name

7. Enter the USER’s preferred USERNAME and PASSWORD. The password is visible and all Admins will be able to view and change this information. (The user may not want to use a username and password that they do not want the Admin to see, i.e. the username and password should NOT be the same as the employees personal email address and password)

8. Enter the email address you would like the email ALERTS to be sent to for this USER

9. Enter the Cell Phone number and Cell phone provider you would like the Phone Call and Text message ALERTS to be sent to for this USER

10. Enter the paypal account for this USER (if you plan to pay this USER and track payments to this USER through the Software)

11. Click Submit


You can also edit an existing USER:

1. Move your mouse cursor to the top navigation bar

2. Click SETTINGS

3. Click EDIT USERS

4. Click EDIT to the right of the USER you would like to change

5. Edit USER information (you may want to edit the “Check-in Only” User’s Username and password since it is automatically generated and may not be ideal for you. Additionally, whenever an employee is let go, their password should be changed and their user account should be disabled from this menu.)

6. Click Save



 
How to add a new FORM

 

For each category of product you regularly repair, you can create a FORM with questions specific to that type of item.

The software comes pre-loaded with two FORMS (Laptop and Desktop) These FORMS and FORM FIELDS should give you an idea of the categories and questions you should be asking.

For example, if you repair iPhones, you can create a FORM that includes several questions or FORM FIELDS that are specific to iPhone repair.

There are two steps to creating a new form. You must first create the FORM FIELDS and then you must add the FORM FIELDS to each FORM.

If you want to have a FORM for repairing iPhones, you must create both the FORM which contains the questions AKA FORM FIELDS and the questions AKA FORM FIELDS themselves.

Here is an example of the a FORM FIELD where the answers can be out of predefined drop down menu.

“What type of iPhone repair do you need?”

1) Replace Broken Screen for $119

2) Replace Battery for $79

3) Repair Broken Jack for $79

Here is an example of the a FORM FIELD where the answers can be typed in the blank field of the form.

“What type of iPhone repair do you need?”

[______________________________]

The questions are completely user definable, so you can ask anything you want. This allows the software to ask questions that are relevant to any type of repair.

There are several FORM FIELDS that are automatically generated by the system. You can use these as a guide to come up with your own FORM FIELDS and FORMS or use them directly with minor edits. (Edit FORM FIELDS with blanks “_____”. Blanks can range from business name, prices, turn around times and other company policies)

ADD A NEW FORM FIELD AKA CHECK IN QUESTION

To Navigate to the correct screen:

1. Move your mouse cursor to the top navigation bar

2. Click SETTINGS

3. Click FORM FIELDS

4. Click ADD FORM FIELD

5. Click to the right of FIELD TYPE

6. Choose TEXT FIELD, MULTI LINE TEXT BOX, or DROP DOWN MENU (A TEXT FIELD will allow the customer to type up to 500 characters, although only 30-35 will be visible in the box at one time. A MULTI LINE TEXT BOX will allow the customer to stretch the size of the text box and will automatically create a scroll bar in order to view all text. This is ideal for lengthy answers)

7. Type in the Field Name - which is the question

8. Select if the question is Mandatory or not

9. Fill in the default values - or answers if it is a DROP DOWN MENU (leave blank for TEXT FIELD and MULTI LINE TEXT BOX questions)

10. Click SUBMIT


You can also edit an existing FORM FIELD:

To Navigate to the correct screen:

1. Move your mouse cursor to the top navigation bar

2. Click SETTINGS

3. Click FORM FIELDS

4. Scroll down until you see the FORM FIELD you want to edit.

5. Click the EDIT to the right of the FORM FIELD

6. Change the FIELD TYPE, FIELD NAME, MANDATORY, AND DEFAULT VALUE

7. Click SUBMIT


In order for the FORM to include questions, or FORM FIELDS, you must manually add FORM FIELDS to each FORM. You can also add the same FORM FIELD to several different FORMS.

To Navigate to the correct screen:

1. Move your mouse cursor to the top navigation bar

2. Click SETTINGS

3. Click FORMS

4. Scroll down until you see the FORM you want to edit.

5. Click the EDIT to the right of the FORM

6. Scroll all the way to the bottom of the page

7. Click the drop down menu to the right of where is says “Add Field to this Form”

8. Select the FORM FIELD you want to add to the current FORM

9. Click ADD FIELD

10. You can use the arrows to change the order of FORM FIELDS



 
How to add or edit an existing ORDER STATUS

  “How to add or edit an existing ORDER STATUS”

ORDER STATUSES describe the current state of the item brought in for repair and can be linked to ALERTS which contact the customer (and/or anyone else you designate) to notify them of the current status. The statuses are customizable so if there is any information you would like tracked within an order you can create a status for that.

The default STATUSES are:

Checked-in

Assigned to Tech “A”

Assigned to Tech “B”

Diag Complete - Customer Must Approve

Customer Approved Diagnostics

Repair Complete

Customer Paid

When an item is “Checked-in” it will send an ALERT email and text message to the customer saying “Thank you”. You may also want to send an alert to a specific employee so they can move the item further down the process. For example, if there is a specific employee who assigns the repairs to certain technicians, you can send an alert to that employee notifying them that they need to assign the order to a technician.

When an order is assigned to a technician by updating the STATUS to “Assigned to Tech “A”” or “Assigned to Tech “B”” the software will send an ALERT email and text message to the technician it was assigned to, notifying them that they have a new order to work on. (Because the default system does not have technician USERS set up initially these alerts are sent to the default USER. This will need to be changed in the ALERTS section)

When an order STATUS is updated to “Diag Complete - Customer Must Approve” an ALERT phone call, email and text message is sent to the customer notifying them that they need to approve the repair price.

When an order STATUS is updated to “Customer Approved Diagnostics” an ALERT email and text message is sent to all Technicians. (because the default system does not have technician USERS set up initially these ALERTS are sent to the admin USERS) Note: you may want to create an “approved” STATUS as well as a “declined” STATUS. You may also want to create a separate STATUS for each technician so they are only sent ALERTS that apply to the repairs they are responsible for.

When an order STATUS is updated to “Repair Complete” an ALERT phone call, email and text message is sent to the customer notifying them that their repair is complete. (We have found that it is good to have 2 different statuses, one for repaired items, and one for items that are either NOT repaired or the customer declined repairs, so it is very clear to the customer that they are picking up an item that is NOT repaired)

Adding a new STATUS

To Navigate to the correct screen:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click ORDER STATUSES

4. Click ADD NEW ORDER STATUS

5. Name the STATUS

6. Put the STATUS in the order you would like to see it in the drop down menu

7. Assign attributes to the STATUS (if applicable)

8. Click Submit

You can add or edit STATUSES at any time, so if you feel that these statuses meet your needs, no changes are needed.

You can also edit an existing STATUS

To Navigate to the correct screen:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click ORDER STATUSES

4. Click EDIT to the right of the STATUS you want to edit

5. Re-name the STATUS

6. Assign attributes to the STATUS (if applicable)

7. Click Submit

8. Use the arrows to move the STATUS to the appropriate location



 
How to add or edit an existing ALERT

  ALERTS are automated phone calls, text messages and emails. You can send any combination of ALERTS to anyone you designate.

Basic ALERTS are preloaded in the system. For example, a “Thank you” email and text message ALERT is sent to the customer when an item is checked in. These ALERTS need to be edited to contain the correct Company Data. (i.e. company name, phone number and email address) Not only should the message be edited before using the system, but you may also want to change who the message is sent from. As a default, this ALERT is sent from the default USER, but you may want to change that to a generic USER.

You can also send a text message ALERT to the technician when an item is checked in, or if you have several technicians and you will assign a repair to a specific technician, you can send the technician an ALERT when the STATUS is updated to “Assigned to Tech “A””. These are just examples of ALERTS you may want to create.

ALERTS are a paid feature of this software. Phone calls are $.07 per minute and text messages are $.05 per text message. Emails are free. (Emails are free so you can test the system and see the ALERTS in action before you pay for the software or the Advanced Features)

Adding a new ALERT:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click ALERTS

4. Click ADD NEW ALERT

5. Select the STATUS you want the ALERT associated with

6. Select who you want the ALERT sent to (i.e. customer, USER ROLE (all technicians), or a Specific USER (a single technician or yourself, etc.))

6A. If you want the same ALERT to go out to all technicians, select “USER ROLE” and then select “Technician” as the “USER ROLE” type.

6B. If you want the ALERT to be sent to a single technician (or any other single USER) select “Specific USER” and then select the USER’s name from the “Which USER” drop down.

7. Select the person/USER you want the ALERT to be from. We suggest having a generic USER and sending all ALERTS from this USER.

8. Create a Subject. Subjects are visible to the receiver for emails only. You may still want to enter a descriptive Subject so that you will be able to easily identify a mistake (i.e. when

creating a new ALERT, someone may attach it to the wrong STATUS. If the subject does not coincide with the STATUS it will be noticeable in the “MANAGE ALERTS” page) 9. Create the Message. You can insert dynamic information into the message using the variable key to the right. If you want the message to include the Customer’s First and Last Name you would type “%%firstname%% %%lastname%%” into the message and the system would automatically insert the customer’s name into the ALERT.

Note:

When creating a text message be sure to keep it under 160 characters. (Spaces count as characters.) This may be difficult if you are using variables because you cannot know the number of characters in the variable. (i.e. if you enter a customer’s name “%%firstname%%” as a variable it can be any number of characters, so as a general rule of thumb, it is best to avoid variables in the text message ALERTS. Text message ALERTS should give a brief description of the STATUS (diagnostics complete or repair complete) and then tell the customers to check their email for more details. in order to keep it within the character limit)

When creating a phone call message do not use special characters like $ # & - / * +() % etc. The robot will not be able to read these characters. Because of this, you should avoid entering “Customer Notes” or “Internal Notes” into the phone message. Also, if you would like the robot to read a phone number do NOT enter (888) 375-3247, instead enter 8 8 8 3 7 5 3 2 4 7 so the robot can clearly read the phone number. It is also a good idea to have the message repeat in case the customer did not hear the message clearly the first time.

You can also edit an existing ALERT:

To Navigate to the correct screen:

1. Click on the top navigation bar

2. Click SETTINGS

3. Click ALERTS

4. Click the pencil icon of the ALERT you would like to edit.

5. Make the necessary edits (change the STATUS the ALERT is associated with, who it is to, whom it is from, the ALERT type, as well as the subject and message itself)

6. Click Submit



 
How to add a new PRODUCT or edit an existing PRODUCT

  For invoice line items that you intend to use frequently, it is a good idea to add them to the list of “PRODUCTS” so that you do not have to manually type the product information in each time you want to add it to a customer invoice.

A PRODUCT can be any item, such as labor (Example: Disc Drive Rebuild), a common note (Example: This part is fragile), or warranty information (Example: 60 Day Warranty)

To Navigate to the correct screen:

1. Click on the top navigation bar

2. Click on SETTINGS

3. Click PRODUCTS

4. Click ADD NEW PRODUCT

5. Enter the product information in the fields such as the :

Product Name: (Name of item on a customer's invoice)

Cost: (Can put 0.00 so considered all 'profit')

Retail Price: (This amount will appear any time this item is added to an order)

*Difference between Retail Price and Cost is considered 'Profit' that can be distributed to the Users specified in ‘Income Distribution'.

Charge Tax: (If Selected tax will be added to the retail price for this product)

If you repair more than one item type, it’s a good idea to categorize your invoice items by repair category. (i.e. for all invoice items associated with a PS3 repair, put “PS3” at the beginning of the invoice item so all PS3 repair invoice items will be grouped together. “PS3 - Laser - New part” and “PS3 - Laser - Install / Labor” are 2 items that would go together on an invoice and by naming them this way they will appear next to each other in the drop down menu that is sorted alphabetically)

You can also edit an existing PRODUCT:

1. Move your mouse cursor to the top navigation bar

2. Click SETTINGS

3. Click PRODUCTS

4. Find the PRODUCT in the list

5. Click EDIT

6. Change PRODUCT information

7. Click Submit



 
How to add a new INCOME DISTRIBUTION
How to edit an existing INCOME DISTRIBUTION

  If you pay an employee or vendor a percentage or a flat rate on any item you can track and pay them directly with the software.

Example: If your technician is paid per “job” instead of by the hour and he receives 40% of the retail rate on the labor you can add an INCOME DISTRIBUTION that says Technician “A” Desktop Labor. Then assign the payment to Technician “A” and attach it to the PRODUCT “Desktop Labor Hour” with the amount set at 40% of retail. This will add an INCOME DISTRIBUTION amount to the accounting spreadsheet every time this PRODUCT is added to an ORDER.

If you do not want INCOME DISTRIBUTIONS added automatically you can enter them manually into each order.

Adding a new INCOME DISTRIBUTION:

1. Click on the top navigation bar

2. Click on SETTINGS

3. Click INCOME DISTRIBUTIONS

4. Click ADD NEW INCOME DISTRIBUTION

5. Enter the name (describe who you’re paying and for what)

6. Select whether you want to pay a SPECIFIC USER or a USER ROLE (typically only a SPECIFIC USER would be paid)

7. Select the SPECIFIC USER or USER ROLE you wish to pay

8. Specify the Specific PRODUCT (or entire order)

9. Select the flat rate or percentage

10. Select the Value you want the payment calculation performed on (this mainly affects the percentage calculation)

11. Click Submit

You can also edit an existing INCOME DISTRIBUTION:

1. Click on the top navigation bar

2. Click on SETTINGS

3. Click INCOME DISTRIBUTIONS

4. Click EDIT to the right of the INCOME DISTRIBUTION you wish to edit

5. Change the name and attributes

6. Click Save



 
How to add a new CUSTOMER MOP (METHOD OF PAYMENT)
Hot to edit an existing CUSTOMER MOP (METHOD OF PAYMENT)

  The MOP (METHOD OF PAYMENT) helps track how the order was paid. If you plan on integrating your credit card processing with the software you will need to add an “Authorize.net” type MOP (METHOD OF PAYMENT). Most credit card processing companies will add on an authorize.net account for you so you will not need to change your credit card processing company if you don’t want to. Please note that the USB credit card swipers with Keyboard Emulation work best with this system.

Adding a new CUSTOMER MOP (METHOD OF PAYMENT):

1. Click on the top navigation bar

2. Click on SETTINGS

3. Click CUSTOMER MOPS

4. Click ADD NEW MOP

5. Selected the MOP type (Authorize.net is the only way to integrate the CC processing with the system, the “credit card terminal” option is there to describe the type of payment, but it does not integrate into the system. If you have a separate terminal that you want to continue using for debit cards you can create a separate MOP for the extra terminal)

6. If you selected anything but Authorize.net, you simply name the MOP and press submit

7. If you selected Authroize.net you will need to enter your Authorize.net account information and press submit. It is a good idea to set the system and your authorize.net account to test mode and test a few orders before switching them both live (BOTH this software AND your Authorize.net account need to be switched to test mode and back)

You can also edit an existing CUSTOMER MOP (METHOD OF PAYMENT):

1. Click on the top navigation bar

2. Click on SETTINGS

3. Click CUSTOMER MOPS

4. Click the pencil icon to the right of the MOP you wish to edit

5. Change the name of the MOP

6. Click Submit



 
QWERTY

  QWERTY