Frequently Asked Questions

Your Questions, Our Answers: Streamlining Your Point of Sale Experience

Here is FAQ you searched for

Creating and Using Price Lists

Price Lists are a way to have different prices at each of your locations or to create temporary prices in the case of a holiday or sale.

1. On the Management Screen, click on Products > Price Lists. Then click “Add New Price List”.

2. Under General Information fill in your price list name, then select the desired locations from the drop down menu.

3. To edit the prices for all products, click “Select All For Bulk Edit”, then check the box for “Update Pricing”. Fill out the desired information then click “Update Selected Products”. Then click “Save” on the bottom.

4. Once you have created a Price List you may also turn it on or off by going to Locations > Settings. Then click on Edit > Preferences on the desired location.

5. At the very bottom of the page you will be able to add or remove price lists.

View Total Sales by Location

View Total Sales by Location

There are 3 ways to view Total Sales by Location

First Method: On the Management Screen, click on Dashboard. Then select the desired Location and Date Range

Second Method: On the Management Screen, click Locations > Reports. Then select the desired Location and Date Range.

Third Method: On the Management Screen, click Accounting > Profit/Loss Report. Then select the desired Location and Date Range.

View Total Sales by Employee

View Total Sales by Employee

Option 1: On the Management Screen, click on “Dashboard”. Select the desired location and date range. The total sales for the users will be displayed under “Top sales by users”.

Option 2: On the Management Screen, click on Users > Reports. Select the desired Region, User and Date Range.

Option 3: On the Management Screen, click on Locations > Reports. Select the desired Location and Date Range. Total sales for employees will be displayed under “Employee Sales”.

Viewing Total Net Profit

Viewing Total Net Profit

There are 2 options to view Total Net Profit

1. Option 1: On the Management Screen click on Locations > Reports. Select the desired date range. The “Total Profit” will be displayed as shown below.

2. Option 2: On the Management Screen click on Accounting > Profit/Loss Report. Select the desired date range. The “Total Net Profit” will be displayed as shown below.

Viewing Location Reports

Viewing Location Reports

1. From the Management Screen, click on Location > Reports. Then select the desired location and date range.

Viewing Cash Register Activity

Viewing Cash Register Activity

1. On the Management Screen click on Locations > Cash Register Activity. Then select a Location and date range to view the desired information.

View Total Sales by Location

View Total Sales by Location

There are 3 ways to view Total Sales by Location

First Method: On the Management Screen, click on Dashboard. Then select the desired Location and Date Range

Second Method: On the Management Screen, click Locations > Reports. Then select the desired Location and Date Range.

Third Method: On the Management Screen, click Accounting > Profit/Loss Report. Then select the desired Location and Date Range.

View Total Sales by Employee

View Total Sales by Employee

Option 1: On the Management Screen, click on “Dashboard”. Select the desired location and date range. The total sales for the users will be displayed under “Top sales by users”.

Option 2: On the Management Screen, click on Users > Reports. Select the desired Region, User and Date Range.

Option 3: On the Management Screen, click on Locations > Reports. Select the desired Location and Date Range. Total sales for employees will be displayed under “Employee Sales”.

View All Refunds

View All Refunds

1. On the Management Screen, click on Locations > Refunds. Then select your desired location and date range.

View All End of Day Reports

View All End of Day Reports

1. On the Management Screen, click on Locations > End of Day Report. Then select the desired Location and Date Range.

Setting Up Your Location

Setting Up Your Location

1. On the Management Screen, click on Locations > Settings. Then click Edit > General Info for your location.

2. Fill in all the information about your location (Address, Phone Number, Tax Info, etc). This information will appear on your receipt. Click Save

3. Then click on the Location Preferences tab at the top and check the boxes that correspond to your location. Click Save

4. Move to the CRM Mandatory Fields tab at the top. Here you can select what information is mandatory when adding a new customer to your account. Click Save

5. Click on the competition tab next. Here you can set up individual competition or between locations. Click Save

6. Then click on the Merchant Services tab at the top and choose between an external credit card machine or a built-in credit card reader(Nova Integrated) and fill out the information from your merchant service provider. Click Save

7. Click on the Alerts tab at the top. Here you can set up what alerts you can get to your email and/or mobile phone. Click Save

Setting Up Text Message/Email/App Alerts

Setting Up Text Message/Email/App Alerts

1. On the Management Screen, click on Locations > Settings. Then click on Edit > Alerts for the desired location.

2. Click on the desired Alert you would like to receive, then click on “Add New User”. You may add more users by clicking “Add New User” again.

3. Select how you would like to receive the alert by turning on either of the toggles. Then click “Save”

Note: If you are not able to check the Mobile App option, you will need to sign into the mobile app first as the selected user.

Setting Up Competition

Setting Up Competition

1. On the Management Screen, click on Locations > Settings. Then click Edit > Competition for the desired location.

2. Choose the desired competition from the list and select the competition time frame.

Team Motivation: allows for several locations to compete against one another.

Individual Motivation: allows for individual employees within a location to compete against one another.

The types of competition include;

Total Sale: Competition of total sales by location/employee

Highest Sale: Competition of highest sale by location/employee

Number of Products: Competition of number of products sold by location/employee

Choose how long your Competition Timeframe will last before restarting by clicking “Daily”, “Weekly”, or “Monthly”

Select Regions to allow locations from multiple regions to compete against each other.

Select the number of Employees or Locations viewable on the sales screen in the View Top box

Choose to show the amount of money generated by each employee/location or hide it by clicking Show Ranking Only.

3. Click “Start Competition” to save the settings

Setting Up a Refund Policy

Setting Up a Refund Policy

1. On the Management Screen, click on Locations > Settings. Then click on Edit > General Info for the desired location.

2. Under the “Receipt Invoice Configurations” tab you can edit the “Refund Policy”. Click “Save” when you are done.

Setting Two Different Tax Rates

Setting Two Different Tax Rates

1. On the Management Screen, click on Locations > Settings. Then click on Edit > General Info for the desired location.

2. You may set up two different tax rates under the “Tax Rate” field.

Opening/Editing Regions

Opening/Editing Regions

1. On the Management Screen, click on Locations > Regions. Create a new region by clicking “Add New Region” or edit an existing region by clicking on “Edit”.

3. Once the region has been created, go to Locations > Settings. Select the location you want to add to the new region and click Edit > General Info.

4. Select the new region from the “Region” dropdown menu, then click “Save”.

Note: Remember that after creating a new region, you must give yourself access to that region before exiting the manager screen by going to “Users” and then “Settings”, finding your user profile, clicking “Edit user” and checking the box next to the new region name.

Manually Enter Credit Card Information

Manually Enter Credit Card Information

1. On the Management Screen, click on Locations > Settings. Then click on Edit > Merchant Services for the desired location.

2. Under the “Credit Card Settings” field, click to turn the toggle on for “Allow the user to manually enter credit card information”.

Making Credit Card CVV Mandatory

Making Credit Card CVV Mandatory

1. On the Management Screen, click on Locations > Settings. Then click on Edit > Merchant Services for the desired location.

2. Under the “Credit Card Settings” field, click to turn the toggle on for “Force the user to enter the card CV information”.

Including Tax in the Product Price

Including Tax in the Product Price

1. On the Management Screen, click on Locations > Settings. For the location you want to edit, click Edit > Preferences.

2. Under the “Sales” section, turn on the toggle next to “Include tax in the product price”. Then click “Save”.

Hiding Prices and Discounts on Receipts

Hiding Prices and Discounts on Receipts

1. On the Management Screen, click on Locations > Settings. For the location you want to edit, click Edit > General Info.

2. Under “Receipt Options” you may choose to hide or show Product Prices on the receipt. Once selected, click “Save”.

Editing Receipt Information

Editing Receipt Information

1. On the Management Screen, click on Locations > Settings. Then click on Edit > General Info for the desired location.

2. Fill out the information on this page, then click “Save”.

Disabling Checks as a Payment Method

Disabling Checks as a Payment Method

1. On the Management Screen go to Locations > Settings > Edit > Preferences

2. Under the Sales section, turn the toggle off for “Allow check as payment”

Copying Location Preferences

Copying Location Preferences

To copy Location Preferences from one Location to another:

1. On the Manager’s Screen choose Locations > Settings. Then click Edit > Preferences.

2. Fill out the Location Preferences for the first store. Then click “Save”.

3. Click Edit > Preferences next to the new location you would like to copy the preferences into.

4. Select the first location from the drop down menu next to “Copy Preferences from another location:”. Then click “Copy”. Confirm that the changes have been copied, then click “Save Preferences” at the bottom.

Choosing the Expiration Date of a Gift Card

Choosing the Expiration Date of a Gift Card

1. On the Management Screen, click on Locations > Settings. Then click Edit > Preferences on the desired location.

2. Under the “Sales” section, you may set your desired expiration date for Gift Cards.(Allow check as payment in X??)

Changing the Tax Name (GST, VAT, etc)

Changing the Tax Name (GST, VAT, etc)

1. On the Management Screen, click on Locations > Settings. Then click on Edit > General Info for the desired location.

2. Under the “Tax Rate” option, you may set the desired name for Tax in the “Tax Display As” field. Then click “Save”.

Cash Drawer Management Options(OPTION 3?)

Cash Drawer Management Options(OPTION 3?)

1. On the Management Screen, click on Locations > Settings. Then click Edit > Preferences on the desired location.

2. The Cash Drawer options will be under the “Security Section”

3. Option A: By clicking “Enable cash count” you are allowing anyone with Sales Representative access to perform Cash Counts. This is when the money in the drawer is counted and logged

4. Option B: By clicking “Open cash drawer ONLY after a sale has been made” Everyone including the Full Owner will be blocked from performing a Cash Count and the drawer will only be opened in the event of a Cash Sale.

Blocking Employees From Viewing Their Salaries

Blocking Employees From Viewing Their Salaries

1. On the Management Screen, click on Locations > Settings. Then click Edit > Preferences on the desired location.

2. Under the “Reports” section, turn the toggle off next to “Block employees from reviewing their salaries. Then click “Save”.

Note: This will prevent employees from changing the dates when viewing their personal user report.

Automatically Checkout Employees

Automatically Checkout Employees

1. To automatically checkout employees from a location, first go to Locations > Settings > Edit > Preferences

2. Under the Users section, turn on the toggle next to “Automatically checkout employees at this location after”. To set the time for automatic checkout, simply click the empty field and select the time you prefer using the clock

Allowing Tips at a Location

Allowing Tips at a Location

Note: The tip feature is only available when swiping credit cards through Nova using a merchant gateway

1. To turn on the tip feature, first go to the Management Screen and click on Locations > Settings > Edit > General Info

2. Under “Receipt Options” turn on the toggle for “Allow Tip”. You may also setup a default tip if needed

Allow Sales With No Selected Employee

Allow Sales With No Selected Employee

1. On the Management Screen, click on Locations > Settings. Then click Edit > Preferences on the desired location.

2. Under the “Sales” section, turn on the toggle for “Allow sales with no selected employees”

Add Extra Minutes to Store Opener/Closer

Add Extra Minutes to Store Opener/Closer

Setting up how to pay your store Opener and Closer for the extra time they spend opening and closing the location

1. On the Manager’s Screen click on Locations > Settings > Edit > Preferences

2. In the “Users” section, check off either or both of the boxes and enter the amount of extra minutes to be added for the first and last employee of the day.

Activating an Authorize.net Account or Other Merchant

Activating an Authorize.net Account or Other Merchant

1. On the Management Screen, click on Locations > Settings. Then click on Edit > Merchant Services for the desired location.

2. Fill out the information that you received from your Merchant Service provider, then click “Save”.

View Inactive/Deleted Products

View Inactive/Deleted Products

1. On the Management Screen, click on Products > Settings. Then select “Inactive” at the top of the page.

Setting Up Product Commissions

Setting Up Product Commissions

1. On the Management Screen, click on Products > Settings. Either click “Add New Product” or “Edit” for an existing product.

2. Under “Commission Policy” you will have three options.

None – This means no commission will be given when this specific product is sold

Regular – This is the default setting. Your employees will receive Whatever you have set your employees to receive for commission(Steps, Flat, etc.) in Users Settings.

Extra commission –

Setting up Full and Minimum Capacities

Setting up Full and Minimum Capacities

Setting up Full and Minimum Capacities will help you keep your inventory stocked without over filling it.

Full Capacity – The ideal amount you want in your inventory when you are fully stocked.

When re-ordering from your storage location through transfers or from your wholesaler in Purchase Orders, Nova will recommend how many to order based on your Full Capacity.

Minimum Capacity – This is the number that you do not want your inventory to go below before ordering more.

In Nova Alerts you can sign up to receive an alert when your inventory reaches or goes below the Minimum Capacity. In addition when your inventory number goes below the Minimum Capacity the line will light up in Pink to alert you that you are running low.(TEST)

1. From the Manager’s Screen go to Products > Settings. Click “Edit” on the product you want to edit.

2. Under Additional Options, fill in the Max and Min Capacity fields for the product according to your preferences.

Linking a Product to a Wholesaler/Vendor

Linking a Product to a Wholesaler/Vendor

1. On the Management Screen, click on Products > Settings. Then either click on “Create New Product” or “Edit” on an existing product.

2. Under the “Product Information” section you will be able to select a vendor.

Labels and Price Tags

Labels and Price Tags

Note: Nova currently only supports DYMO 450 and DYMO 550 Label Printers.

1. On the Management Screen, click on Products > Labels & Price Tags. Then select the preferred label size.

2. Check the box next to each product you will print a label for. Then enter the desired quantity and click on Print afterwards.

Deleting Products From All Locations(CHECK)

Deleting Products From All Locations(CHECK)

1. From the Management Screen, click on Products > Settings. Then click “Edit” On the product you would like to remove.

2. Turn the toggle off next “Active Product” then click Submit at the bottom.

Creating and Using Price Lists

Creating and Using Price Lists

Price Lists are a way to have different prices at each of your locations or to create temporary prices in the case of a holiday or sale.

1. On the Management Screen, click on Products > Price Lists. Then click “Add New Price List”.

2. Under General Information fill in your price list name, then select the desired locations from the drop down menu.

4. Once you have created a Price List you may also turn it on or off by going to Locations > Settings. Then click on Edit > Preferences on the desired location.

5. At the very bottom of the page you will be able to add or remove price lists.

Changing the Button Color of a Product

Changing the Button Color of a Product

1. On the Management Screen, click on Products > Settings. Then either click on “Create New Product” or “Edit” on an existing product.

2. Under “Rank”, select the color you want to apply to the product based on the product’s popularity. Then click “Submit”.

Assign Barcodes to Products

Assign Barcodes to Products

1. On the Management Screen. Click on Products > Settings. Then either click on “Add New Product” or “Edit” for an existing product.

2. Under “Single Product Details” you can add a Barcode Number in either the Barcode 1 or Barcode 2 fields.

Adding Products

Adding Products

1. From the Management Screen, click on Products > Settings > Add New Product.

2. Fill in the relevant product information and the Product Pricing information. Under Inventory Options, check the boxes next to each location that will have this product. Then click Submit.

Adding Pictures to Products

Adding Pictures to Products

1. On the Management Screen, click on Products > Settings. Click on either “Add New Product” or “Edit” on an existing product.

2. Drag and drop an image into the picture field, or click to upload a picture from your picture library. Then click Submit at the bottom.

Adding Pictures to Categories

Adding Pictures to Categories

1. On the Management Screen click on Products > Categories > Actions > Edit Category

2. Then click on “Upload Image”. Select the desired image from your picture library, then click on “Save”

Adding Categories to Products

Adding Categories to Products

1. On the Management Screen, click on Products > Categories > Create New Category. Fill out the necessary fields, then click “Save”.

2. To add a Category to a Product, click on Products > Settings. Either click on “Add New Product” or “Edit” on an existing product.

3. You will be able to select a Category under the “Categories” section.

Working in Other Regions

Working in Other Regions

1. On the Management Screen, click on Users > Settings. Confirm the region at the top of the page, then either click “Add New User” or “Edit” for an existing Employee.

2. Click on the “User Access Level” tab and choose the desired regions for the employee under the “Regions” section.. Then click “Save”.

Viewing User Payroll Changes

Viewing User Payroll Changes

The Payroll Changes report allows you to view changes made to employee’s hours.

Tip: To access the Payroll Changes Report you must have Secretary or Regional Manager access and above. Under User Access Levels in Custom Roles in the Secretary section you may also find a check box for Payroll Changes.

1. On the Manager’s screen go to Users > Payroll Changes. Choose the desired date range at the top to view Payroll Changes. On the right side click Options > User Report to make changes to the log.

2. In User Report you may make any necessary changes.

View Total Sales by Employee

View Total Sales by Employee

Option 1: On the Management Screen, click on “Dashboard”. Select the desired location and date range. The total sales for the users will be displayed under “Top sales by users”.

Option 2: On the Management Screen, click on Users > Reports. Select the desired Region, User and Date Range.

Option 3: On the Management Screen, click on Locations > Reports. Select the desired Location and Date Range. Total sales for employees will be displayed under “Employee Sales”.

View or Edit Employees’s Work Hours

View or Edit Employees’s Work Hours

1. From the Management Screen, click on Users > Reports. Select the desired Employee and date range, then click on “Hours”.

To Add or Edit an Employee’s hours, follow the directions below:

1. To add a day of work without specific hours, simply click on “Add New Day” and fill out the information.

2. To add a check in/out for the employee, click on “Add Check In/Out”. Then fill out the necessary information and click “Add Check In/Out” at the bottom once finished.

3. To edit hours for an employee, simply click on the “Edit Time” button next to their hours worked. Then make the changes as necessary.

View Inactive/Deleted Employees

View Inactive/Deleted Employees

1. On the Management Screen, click on Users > Settings. Then Select “Inactive” at the top of the page.

View Employees Breaks

View Employees Breaks

1. On the Management Screen, click on Users > Report. Select the appropriate Region, Location, User, and Date Range. Click on “Hours” to display the hours worked for the employee

View an Employee’s Average Sales

View an Employee’s Average Sales

1. On the Management Screen, click on Users > Report. Select the appropriate Region, Location, User, and Date range. Average sales will be displayed under “Summary” in “Avg Sales/Hour”

Setting Up Employee’s Commissions

Setting Up Employee’s Commissions

How to set up commissions for employees:

On the Management Screen click on Users > Settings > Then click on “Edit User” on the user who’s salary you would like to set up.

Flat Commission

Flat Commission is fixed amount that the employee receives on their total sales per day

To set up a flat commission, simply click the User Salary tab, then click on the toggle next to “Flat Commission”. Then enter the amount you would like the employee to receive.

Commission Steps

1. First click the User Salary tab, then check off the Commission Steps box and begin filling out the steps

The “From Column” will automatically start from zero in the first step

In the “To” column enter the dollar amount where the step should end at

In the “Commission” Column enter the commission percentage the employee should get if their total sales fall within this step

Please note that the commission steps are calculated by total sales per day

According to the example above, if an employee’s total sales are $200 for the day, they will receive 5% commission for the first $100 and 10% commission for the remaining amount

Using the Retro Button

When the retro buttons are checked, the employee’s commission for the step they fall under will apply to their entire sales total

According to the example above, if an employee’s total sales for the day was $500, the employee will receive 20% commission for the entire amount.

Setting Up Base Salary

Setting Up Base Salary

Base Salary can either be in addition to other salary options such as commissions, or it may stand on its own.

1. On the Management Screen, go to Users > Settings, then create a new user or click on “Edit User”

2. Click on “User Salary” and turn on the toggle next to “Base Salary”. Add a dollar amount, then select either Weekly or Monthly depending on your desired time period

4. Choose which location the employee should be paid for under “Add as expense to”. Then click “Next” and “Submit” to save.

Setting Access Levels

Setting Access Levels

1. On the Management Screen, click on Users > Settings. Confirm the region at the top of the page, then either click “Add New User” or “Edit” for an existing Employee.

2. Click on the “User Access Level” tab and choose the access level desired by checking its box. Then click “Save”.

Opened a New Region But Can’t See Employees

Opened a New Region But Can’t See Employees

1. On the Management Screen, click on Users > Settings. Then click “Edit” on the desired employee. Make sure the employee is set to “Active”.

2. Under the “User Access Level” tab, confirm that the employee has access to the new region by checking the box next to the region name.

Exclude Breaks From an Employee’s Salary

Exclude Breaks From an Employee’s Salary

1. On the Management Screen, click on Users > Settings. Confirm the region at the top of the page, then either click “Add New User” or “Edit” for an existing employee.

2. Under the “User Salary” tab, turn the toggle off next to “Include break in total hour count”. Then click “Save”.

Editing an Existing Employee/User

Editing an Existing Employee/User

1. On the Management Screen, click on Users > Settings. Confirm the region at the top of the page, then click on “Edit” for the desired employee.

2. Make any desired changes, then click “Save”.

Deleting/Deactivating an Employee

Deleting/Deactivating an Employee

1. On the Management Screen, click on Users > Settings. Confirm the region at the top of the page, then click “Edit” on the desired employee.

2. Uncheck the box next to “Active” to delete/deactivate the employee. Then click “Save”

3. The employee will now be inactive. For future reference you may access information about inactive employees by checking the inactive employee radio button inside the “User Settings” screen.

Changing an Employee’s Password

Changing an Employee’s Password

1. On the Management Screen, click on Users > Settings. Then click on “Edit User” for the appropriate employee.

2. You may change the password in the field under the employee’s photo and username. Click Next on the bottom and then Save.

Note: You may need to fill out other required information before saving the changes to the new password.

Adding Bonuses for Employees

Adding Bonuses for Employees

1. On the Management Screen, click on Users > Report. Click the side arrow to show more options, then click on “Reimbursements”.

2. Click on “Add Recurring Reimbursement”. Fill out the necessary information, then click on “Add Recurring Reimbursement”.

Note: To add a one time reimbursement, input 1 into the “Every” field, then make the start date and end date the same day.

Adding a Picture to an Employee

Adding a Picture to an Employee

1. On the Management Screen, click on Users > Settings. Confirm the region at the top of the page, then either click “Add New User” or “Edit” for an existing Employee.

2. Click on “Change Picture” to add a picture for your employee from your photo library. Then click “Save”.

Adding a New Employee/User

Adding a New Employee/User

1. On the Management Screen, click on Users > Settings. Then click on “Add New User”.

2. Fill in new employee information including general settings, salary and access levels and press “Save.”

Adding a Fine to an Employee( NEED INFO TO FINISH)

Adding a Fine to an Employee( NEED INFO TO FINISH)

1. On the Management Screen, click on Users > Report. Click the side arrow to show more options, then click on “Deductions”.

2. Click on “Add Recurring Deduction”. Fill out the necessary information, then click “Add recurring deduction”.

View the Daily Count(finish with st 5. Report as a loss)

View the Daily Count(finish with st 5. Report as a loss)

1. On the Management Screen click on Inventory > Daily Count, then select the desired location and date range.

2. Under “Actions” you may choose to either edit or view the selected count.

3. To update the inventory according to the count, first click on “Edit”. Then select either products individually or click on “Select All for bulk edit”

4. Click on “Fix Selected Counts” to update the inventory according to the selected counts

5. (ALERT)

Updating The Inventory

Updating The Inventory

1. From the Management Screen, click on Inventory > Settings > Update Inventory. Then select the desired location.

By default, you will only see products that are currently in the inventory at the chosen location.

2. Under Quantity to Add/Remove, add quantity by inputting a number greater than 0, or remove quantity by inputting a number less than 0. Then click “Update Inventory” at the bottom.

Reporting a Tester or Damaged Product

Reporting a Tester or Damaged Product

1. On the Management Screen, click on Inventory > Settings > “4. Report Tester/Damage/Loss”. Select the correct Location. Click “Open Product List” to select the desired products.. Fill in the details, then click “Loss Report”.

Removing a Product From a Location

Removing a Product From a Location

1. On the Management Screen click on Inventory > Settings then select the correct region and location at the top. Click “remove” on the item you want to remove from the inventory, then click “remove” again in the confirmation window.

New Product is Not Visible

New Product is Not Visible

After an item is added, it will NOT show up on the Sales screen until you add quantity to the inventory.

1. On the Management Screen, click on Inventory > Settings. Select the appropriate Region and Location, then click on “Update Inventory”. From the drop down menu select “Show products that are not in the inventory at this location”.

2. Add a quantity to the product, then click “Update Inventory”

How to Record Inventory History

How to Record Inventory History

Snapshots of your Inventory will be taken automatically. You may choose if you would like them Daily or Weekly

1. On the Manager’s Screen click on Locations > Settings > Edit > Preferences

2. In the “Inventory” section, Click the toggle next to “Save Inventory History”. Then select if you would like to save the Inventory History daily, or weekly on a specific day of the week.

3. To view the Inventory History for a location click on Inventory > History > Open History

Each log may be printed or exported to excel

Creating Automatic Purchase Orders(FINISH)

Creating Automatic Purchase Orders(FINISH)

1. On the Management Screen, click on Inventory > Transfers > New Transfer. Then select “P.O” from the dropdown menu.

2. Fill out the necessary vendor and location information.

3. Select the products, then add the quantity you would like to order under “Request Quantity”.

4. Fill out the shipping information, then click “PO” to submit the order.

Create New Inventory Transfer

Create New Inventory Transfer

1. To create a new Inventory transfer to send, on the Management Screen click on Inventory > Transfers > New Transfer > Send

2. Select the appropriate Source and Destination locations.

3. Select the products you want to transfer, then enter the desired quantity to transfer. Then click “Send” at the bottom.

Adding your Purchase Order directly into Expenses

Adding your Purchase Order directly into Expenses

If you order merchandise from your wholesaler through Nova’s Purchase Order Feature you may add the total cost of your items directly into your cost report.

1. From the Manager’s Screen go to Inventory > Transfers. Click on New Transfer, and then on P.O

2. Click the toggle to turn on Save cost as Expense

Editing Customers in the CRM

Editing Customers in the CRM

1. From the Management Screen, click on Customers > Management. Select the desired customer, click on the arrow under “Actions”, then click “Edit”

2. Make the necessary changes for each tab, then click “Save”.

Adding Customers to a Location

Adding Customers to a Location

If you would like to attach or move existing customers to a specific location to receive SMS messages, follow the steps below.

1. From the Manager’s Screen go to Customers > Management. Then click on “Add New Customer”.

2. Fill in the customer’s information, then Save.

Viewing Total Net Profit

Viewing Total Net Profit

There are 2 options to view Total Net Profit

1. Option 1: On the Management Screen click on Locations > Reports. Select the desired date range. The “Total Profit” will be displayed as shown below.

2. Option 2: On the Management Screen click on Accounting > Profit/Loss Report. Select the desired date range. The “Total Net Profit” will be displayed as shown below.

Viewing All Income

Viewing All Income

1. On the Management Screen, click on Accounting > Profit/Loss Report. Select desired Location and Date Range. Your income will be displayed here.

Viewing & Managing Invoices

Viewing & Managing Invoices

1. From the Management Screen, click on Accounting > Invoices. Select the appropriate region, location, and desired dates. Locate the invoice you want to view and press “Open Invoice” (note: you may use the search option).

View Total Sales by Location

View Total Sales by Location

There are 3 ways to view Total Sales by Location

First Method: On the Management Screen, click on Dashboard. Then select the desired Location and Date Range

Second Method: On the Management Screen, click Locations > Reports. Then select the desired Location and Date Range.

Third Method: On the Management Screen, click Accounting > Profit/Loss Report. Then select the desired Location and Date Range.

View Sales by Payment Methods

View Sales by Payment Methods

1. From the Management Screen, click on Accounting > Payment Methods. Select the appropriate region, location, and desired dates.

Store Credit and Gift Cards Management

Store Credit and Gift Cards Management

1. In the Management Screen, click on Accounting > Store Credit. Select the desired location and date range.

Managing Your Company’s Expenses

Managing Your Company’s Expenses

1. To add an expense, on the Management Screen click on Accounting > Expenses. Then click on “Edit Categories”.

2. Fill out the new category name, then click “Save”.

3. Then click on “Add New Expense”. Fill out the required information then click “Save”.

Note: To add a one time expense, simply type 1 in the field for “No of m/w”. (CONFIRM)

Editing Invoices

Editing Invoices

Any regular invoice can be edited to change almost all of the details on the invoice.
Note: Refund invoice and layaway invoice cannot be edited.

1. Locate the invoice and click open.

2. Click on “Actions”, then on “Edit Invoice”

3. Editing Product Details

To edit the details of an existing product on the invoice, first click on “Edit”, then fill out the changes and click Save.

To add a new product to the invoice, first click on “Add New Product”, then fill out the product details and click Save.

4. Editing Payment Details

Under “Payments” you will be able to edit the details of an existing payment. You can also add and remove payments as desired.

5. Editing User Commission

Under “User Commission” you can edit the commission details for the existing sales representative(s). You can also add and remove users to the invoice as desired.

6. Editing Products Commission

Note: Product Commission needs to be turned on for the sales representative

Note: Extra Commission needs to be turned on for the product that is being sold

Adding Products Commission lets you add extra commission for a product on the invoice. This product commission can be added, changed, removed without affecting the sales representative’s standard salary

Delete a Sale/Invoice

Delete a Sale/Invoice

1. On the Management Screen, click on Accounting > Invoices. Select the desired location and date range. Then click “Open Invoice” on the desired Sale/Invoice.

2. Click on the “Actions” drop down menu, then click “Remove Invoice”. Then confirm the deletion by clicking “Remove” on the confirmation window.

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Creating and Using Price Lists

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Creating and Using Price Lists

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