Retail Express Knowledge Base
Promoted articles
Knowledge base
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Announcements
News
- Announcing Special Orders Purchase Orders Allocation
- Announcing the new Customer Mass Download/Upload
- Accounting Link End of Life
- Announcing the new Back Office Dashboard
- Announcing Shopify Pre-Orders
- Announcing the new Invoice Pick List feature
Release Notes
- Release Notes 3.15.12 - API Integrations
- Release Notes 3.15.12 - POS and Back Office
- Release Notes 3.15.11 - POS and Back Office
- Release Notes 3.15.10 - POS and Back Office
- Release Notes 3.15.9 - API Integrations
- Release Notes 3.15.9 - POS and Back Office
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Getting Started
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Frequently Asked Questions
Accessing Retail Express
POS
- Why is my product scanning at the wrong price?
- Why are there buttons missing in POS?
- Why is POS not showing the correct product price?
- Can I create a Gift Registry using Retail Express?
- "Blank refunds are not allowed" error in POS
- POS - "Nothing to Do" error when processing a Refund
Inventory
Customers
Staff
Reports
- Find your current Stock/Inventory value
- What reports can I use to export Sales / Customer / PO History and Inventory?
- How do I run a historical Stock Valuation Report?
- How can I review how a particular Product / Style is performing?
- Why doesn't my Sales Report match the Income Report / EOD / Cashup?
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POS
Getting started with POS
- Create a Register
- Configuring Payment Types
- Log in and out of POS
- Adding extra registers and sharing hardware
- POS Alerts on Home Page
- Creating Money In/Out Reasons and Reports
Settings
- POS Dashboard Settings
- General POS Settings
- Return Reasons
- POS Invoice customisation
- Invoice and Receipt Settings
- Customer Settings
Creating Sales
- Create a Sale
- Create a Layby
- Create a Gift Voucher or Credit Note
- Put a sale on hold and resume
- Add Comments and Notes to Sales
- Void or Cancel a Sale
Products
- Understanding the Product Tab
- Change Product Description
- Change Product Quantity on a sale
- Discounting Products
- View Detailed Product Information in POS
- Change Fulfilment Method and Source Location
Customers
- Add a New Customer to a Sale
- Edit a Customer on a Sale
- Remove a Customer from a Sale
- Manage Customer Discount Groups
- Add an existing Customer to a sale
- View Customer Sales History
Payments
- Adding payments to a sale
- Adding Layby payments
- Removing payments from a sale
- Using Afterpay Card at POS
- Pay with Zip
- Refund sales paid using Zip
Returns
Fulfilment
- Fulfilment Methods Overview
- Understanding the Fulfilment Tab
- Fulfilling a sale from within POS
- Change the Fulfilment Method in a sale
- Enter a Due Date for a sale
- Allocate Special Orders to a Purchase Order
Transfers
Advanced POS
- POS - Out of Stock warning
- Cross Sells and Up Sells
- Look Up Search
- View Product Costs (Sell Price, COGS, GP etc)
- Money In / Out
- Cash Up (End of Day)
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Inventory
Getting Started with Inventory
Product Settings
Managing Products
- Create and Edit Products
- Product Fields
- Understanding Product Prices (Buy and Sell)
- Create and edit Packages
- Duplicating Products
- Valid characters for Retail Express fields
Fulfilment
Transfers
- Understanding Transfers
- Create a Transfer in Back Office
- Inventory - Create a Transfer (Excel Upload)
- Allocate Stock for Transfer
- Pick an Allocated Transfer
- Dispatch a Transfer
Stock take and Stock Adjustments
- Introducing Stocktake
- Stocktake - Create a Stocktake (Browser)
- Stocktake - Stocktake Authorisation
- Stocktake (Excel Basic)
- Create a Stocktake (Mobile Device/PDA scanning)
- Stocktake - Excel Advanced with a Barcode Scanner
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Customers
Managing Customers
- Customer Types
- Create a Customer in Back Office
- Customer Mass Download
- Legacy Customer Mass Download
- Customer Mass Upload
- Customer Search
Account Customers
- Creating Account Customers
- Managing Account Customers
- Generating Account Customer Statements
- Understanding Account Customer Statements
- Receiving Account Customer Payments
- Apply Credit Note to Account Customer (Amortise feature)
Communicating with Customers
Price Groups
Loyalty
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Purchasing and Receiving
Getting Started
Managing Suppliers
Purchasing Products
- Create a Purchase Order
- Quick Create Products
- Upload Purchase Orders
- Purchase Order (PO) Manager
- Auto Replenishment for Products
- Stock Replenishment via Purchase Order
Receiving Products
- Stock Receipt Overview
- Quick Receive a PO
- Receive a Purchase Order - Local Stock Receipt
- Purchase Orders - Receive a ‘Foreign / International’ Purchase Order
- Continue a Saved Stock Receipt
- Stock Receipt For Accounting Integrations
Supplier Returns
- Understanding Supplier Returns
- Create Supplier Return Reasons
- Create a Supplier Return
- Apply Credits to Products
- Cancel Items on a Supplier Return
- Supplier Return Inventory Movements
Special Orders
- Special Orders - Special Orders Overview
- Special Orders - Selling Special Order Items
- Special Orders - Process a Purchase Order
- Special Orders - Receive a Purchase Order
- Special Orders - Processing Transfers
- Special Orders - Fulfilling Sales
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Reporting
Dashboards
Customer Reports
Accounting
- Accounting Supplier Return Summary Report
- Accounting Reports Overview
- Reports - Surcharges Report
- Accounting Reconciliation using the Stock Value vs Sales Report
- Reports - Stock In Transit Balance Report
- Accounts Receivable Balance Report
Sales related Reports
- Sales & GP Report (Payments)
- Style Performance Report
- Daily / Monthly Sales Report
- Staff Sales Export
- Sales Detail Export
- Return Reason Report (Limited)
Inventory
Stock Related Reports
- Supplier Return Detail Report
- Stock Take Detail Report
- Package Details Report
- Stock Forecast Report
- Inventory Planning Export
- Stock Holdings Report
Financial Reporting
- PO Payments Report
- Gross Profit Report - Fulfilled
- Gross Profit Report - Invoiced
- Sales Report - Outstanding Order Balance Detail Export
- Sales Report - Outstanding Order Balance
- Sales Report - Cash
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Store Settings
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Hardware
Computer
Offline POS
- Getting started with Offline POS
- Installing Offline POS
- Offline POS Synchronisation Status
- Trading Offline
- Synchronising Offline POS Sales
- Offline POS Manual Synchronisation
Integrated Payments
Receipt Printers
- Preferred Hardware Supplier
- Back Office Receipt Printing Configuration
- Installing Receipt Printers and Integrated EFTPOS
- Receipt Printer and Integrated EFTPOS - Troubleshooting
- Installing the Retail Express Hardware Certificate on your Apple Mac or PC
- Restart Retail Express Hardware Utility Service
Label Printers
Barcode Scanners
Mobile Devices
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Accounting
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Shopify
Getting Started
- Shopify Integration Overview
- Shopify Prerequisites for Retail Express Integration
- Retail Express Prerequisites for Shopify Integration
- Connect Shopify to Retail Express
- Enable the Shopify Integration
- Shopify Inventory Buffers
Products
- Publish Products to Shopify
- Grouping products together on Shopify
- Product fields synchronised to Shopify
- Display discounted prices on Shopify
- Enable Shopify Pre-Orders
- Using Packages with Shopify
Customers
Selling
Fulfilment
Add-ons
Frequently Asked Questions
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Integrations
API Integrations
Retail Express Configuration
- Processing online sales
- Sales Channels overview
- Source Groups overview
- Product Source and Fulfilment for Web Sales
- Enabling products for web store integration
- Restricting Duplicate Customer Email Addresses
Partner Integrations
- Integrate with The Iconic and David Jones marketplaces
- Integration - Retail Express and RIOT RFID
- Integration with Marketplacer - Unified Commerce Solution for Franchise & Buying Groups
- Integration with Ticket-IT - leading in-store ticketing solution for instore labels
- Integration with The Retail Score
- Integration - Retail Express & Sync
General Web Store
Franchise Connect
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Video Library
Webinars
POS
- Video - Logging In and Out of POS
- Video - Introduction to POS
- Video - Payments: Taking, Adding, Editing and Changing
- Video - Create a Layby
- Video - Placing a Sale on Hold at POS
- Video - Processing Refunds, Exchanges and Returns at POS
Products and Inventory
Purchasing and Receiving Stock
- Video - Special Orders
- Video - Create and Upload a Purchase Order using Microsoft Excel
- Video - Duplicate a Purchase Order
- Video - Using the Purchase Order Error (POE) Manager
- Video - Reports for the Purchasing Manager
- Video - Stock Receipts
Marketing & Loyalty
Reports
System Settings
Shopify
Accounting