Setting Up Your Location

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.

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

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

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.

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”.

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

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

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

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.

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

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.

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. 

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.

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”.

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”.

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”.

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”.

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”.

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”

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.

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??)

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”.

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.

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.

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

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

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”

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.

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”.