Retail Express Knowledge Base
Promoted articles
Knowledge base
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Announcements
News
- Announcing Supplier Returns
- Announcing the new MYOB Cloud Integration
- Afterpay have retired the Barcode payment method
- Retail Express Development Roadmap
- Supplier Returns are coming!
- Google Chrome September Update
Release Notes
- Release Notes 3.14.1 - POS and Back Office
- Release Notes v3.14.0 - POS and Back Office
- Release Notes v3.13.10 - POS and Back Office
- Release Notes v3.13.10 - Integrations
- Release Notes v3.13.9 - Back Office
- Release Notes v1.9.21 - Shopify Connector
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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
- Troubleshooting - Clear Javascript Cache and Browser History
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
- Logging 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 and Source Location
Customers
- Add a New Customer to a Sale
- Edit a Customer on a Sale
- Remove a Customer from a Sale
- Add an existing Customer to a sale
- View Customer Sales History
- Add Customer Photos
Payments
- Using Afterpay Card at POS
- Adding payments to a sale
- Adding Layby payments
- Removing payments from a sale
- Pay with Zip
- Refund sales paid using Zip
Returns
Fulfilment
Transfers
Advanced POS
- POS - Out of Stock warning
- POS - 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
- How to create and edit Packages
- Duplicating Products
- Valid characters for Retail Express fields
- Using multiple product barcodes
Fulfilment
Transfers
- Inventory - Stock Transfer Essentials
- Pick an Allocated Transfer
- Stock Reports - Transfer Detail Report
- Inventory - Receive a Dispatched Transfer
- Inventory - Create a Transfer
- Inventory - Create a Transfer (Excel Upload)
Stock take and Stock Adjustments
- Introducing Stocktake
- Stocktake - Create a Stocktake (Browser)
- Stocktake - Stocktake Authorisation
- Stocktake - Create a Stocktake (Excel Basic)
- Stocktake - Create a Stocktake (Mobile Device/PDA scanning)
- Stocktake - Create a Stocktake (Excel Advanced with a Barcode Scanner)
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Customers
Managing Customers
- Customers - Create a Customer in Back Office
- Settings - Customer Types
- Searching for customers using the Customer Manager
- Customers - Create Customers by Mass Upload
- Edit Customers in bulk
- Add a Comment to Customer Account
Account Customers
- Creating Account Customers
- Managing Account Customers
- Customers - Generating Account Statements
- Understanding Account Customer Statements
- Receiving Account Customer Payments
- Customers - Apply Credit Note to Account Customer (Amortise feature)
Communicating with Customers
Price Groups
Loyalty
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Purchasing and Receiving
Managing Suppliers
Purchasing Products
- Create a Purchase Order
- Quick Create Products
- Upload Purchase Orders
- Purchase Order (PO) Manager
- Inventory - Auto Replenishment for Products
- Stock Replenishment via Purchase Order
Receiving Products
Supplier Returns
- Understanding Supplier Returns
- Create Supplier Return Reasons
- Create a Supplier Return
- Apply Credits to Products
- Cancel Items on a 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
- Reports - Accounts Receivable Balance Report
Sales related Reports
- Sales & GP Report (Payments)
- Style Performance Report
- Daily / Monthly Sales Report
- Staff Sales Export
- Reports - Sales Detail Export
- Return Reason Report (Limited)
Inventory
Stock Related Reports
- Stock Take Detail Report
- Reports - Package Details Report
- Stock Forecast Report
- Inventory Planning Export
- Stock Holdings Report
- Style on Hand Inventory
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
General Settings
Outlet
- Managing Outlets and Stores
- Managing Stock Replenishment Outlet Priority
- Store Types
- Using multiple companies with different ABNs
- Settings - Country Configuration
- Settings - Using Regions to group Outlets
Fulfilment Setup
- Settings - Freight Types
- Delivery Times
- Delivery Drivers
- Shipment Types
- Shipping Status
- Delivery Zones
Users & Security
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Hardware
Computer
- Hardware and Software System Requirements
- Using Mac OS X with Retail Express
- Installing Drivers for Label Printing and Barcodes
- Disabling Internet Explorer's Edge Compatibility
- Remove and prevent saved passwords from your browser
- Clearing Local/Session storage from browsers
Offline POS
- Getting Started with Offline POS
- Installing Offline POS
- Offline POS Synchronisation Status
- Trading Offline
- Offline POS Sales
- Offline POS Manual Synchronisation
Integrated Payments
Receipt Printers
- Hardware - Preferred Supplier
- Installing Receipt Printers and Integrated EFTPOS
- Receipt Printer and Integrated EFTPOS - Troubleshooting
- Receipt Printing Configuration
- Installing the Retail Express Hardware Certificate on your Apple Mac or PC
- Receipt Printer - Fix dollar signs $ printing as questions marks ? on receipts
Label Printers
- Configuring Internet Explorer for Zebra Label Printing
- Zebra Label Printer Installation and FAQ
- Label Printing - Zebra Label Printers Troubleshooting
- Label Printing - Create a Zebra Label Preset template
- Print Product Labels
- Label Printing - A4 Label setup (Avery or equivalent)
Barcode Scanners
Mobile Devices
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Accounting
Getting Started
MYOB Accounting Data Export
MYOB AccountRight 2019 (Cloud-Based)
Xero
Accounting Link (Legacy)
- Accounting Link - Glossary of Terms
- Accounting Link - Transferring from Previous Import Solutions, from Cash Basis to Accrual Basis
- Accounting Link - Transferring and Managing Accounting Data
- Mapping a New Payment Type
- Accounting Link - Reconciling your Accounting Package with Retail Express
- Accounting Link - How to get a Backup
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Integrations
API Integrations
Retail Express Configuration
- Web store - Processing online sales
- Web Store Integration - Controlling the order of product sizes in drop-down lists
- Sales Channels overview
- Source Groups overview
- Web Sales - Product Source and Fulfilment
- Web Integration - Enabling products for web store integration
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
Shopify
- Shopify Integration Overview
- Shopify - Shopify Prerequisites for Retail Express Integration
- Shopify - Retail Express Prerequisites for Shopify Integration
- Shopify - Connect to Retail Express
- Shopify - Experiencing delays with Synchronisations
- Shopify - Grouping products together (Matrix/Variable products)
General Web Store
- Enabling PDF file downloads on Magento web stores
- What is bandwidth?
- PayPal error "Payment has already been made for this InvoiceID"
- Magento - International shipping calculations and tax
- Web Store - Sending Shipping Tracking Numbers for web store sales
- Organising a New SSL Certificate
Magento 2.1
- How do you refund an order placed via the Guest Checkout in Magento 2?
- Skylink BYO Implementation Guide
- Web Stores - Configuring Sales Channels
- Web Integration - Configuring Source Groups
- Magento 2.1 - Grouping Products with size/colour drop-downs
- Magento 2.1 - Configuring the SkyLink API settings
Franchise Connect
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Video Library
Webinars
- Webinar - Shippit Integration
- Webinar - Special Orders Advanced Training
- Webinar - Special Orders Training
- Webinar - Stocktake Walkthrough
- Webinar - Creating Products
- Webinar - Top Reports
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 - Purchasing & Receiving Stock
- Video - Reports for the Purchasing Manager
Logistics and Fulfilment
Marketing & Loyalty
Reports
System Settings
Shopify
Accounting
Web Store Integration