Cloud Retailer Help Desk
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Knowledge base
Cloud Retailer
How to Use the Cloud Retailer Help Desk
6
How to Use the Cloud Retailer Help Desk/Knowledge Base
Brand New to Cloud Retailer? Welcome Video Can Be Found Here
How to Create a Support Ticket/ Check on Ticket Status
How to View the Help Desk and Videos in Other Languages
How to Register for Cloud Retailer Service Status Updates
View all 6
General - Policies and General Information
15
Support Covered by Subscription Fee
Benefits of a dedicated tech
Cancellation Policy
Staffing Shortage Tips From Fellow Retailers (and some pandemic tips as well)
End User License Agreement
View all 15
General - Hardware
8
Disabling Power Saving Mode
Firewall requirements for Cloud Retailer
Hardware / Network Requirements for Cloud Retailer
How to use EpsonNet Config for Cloud Retailer
I'm switching to a new internet provider, what do I do?
View all 8
General - Cloud Retailer Common Questions
11
Cloud Retailer Infrastructure FAQ
Cloud Retailer Versus On Premise POS
New owner - taking over a Cloud Retailer shop
PCI Compliance FAQs
Setting Up Cloud Retailer for Square and Curbside Pickup
View all 11
Back Office / General Operations Advice and How To
26
Connecting a Bluetooth scanner to a tablet for inventory scanning (SG20)
Change the customer display logo
Tags that are useful
Applying a rebate, you've received from a supplier to a PO
Archiving data
View all 26
Back Office - Troubleshooting/Reference Guides
11
My Import's Status Bar Has Frozen
Daylight savings time
Edit User(s) Properties
How to Display your Cloud Retailer Back-Office Menu
I have a double charge claim, what can I do?
View all 11
Back Office - POS Settings Advice and How To
20
Copying a task pad button
Creating a new user
Creating content for the customer display
How to add a taskpad button that allows for the sale of a specific product
Importing Employee Information
View all 20
General - Training
3
What if I want to Skip my System Review
What Might Delay My Deployment?
Cloud Retailer Community Training Schedule and Calendar
Back Office - Customers
6
Creating a Customer Retention Loyalty Coupon / Email Blast
Why Deposits don't show up in a customer's purchase history
Export Customer Data/Information
How do I merge multiple customer accounts?
Setting up required customer fields
View all 6
Back Office - Payment Methods
4
Configuring and using Tips at POS
Cloud Retailer Payment Method Display Order
Creating a Payment Method
Adding Tips/Tip Recommendations to the receipt template
Back Office - Gift Cards
6
Create/ Add New Gift Cards With Specific Numbers
Creating a new batch of gift cards
Gift card history
Gift card product not found
Verify Gift Card Numbers Currently in the System
View all 6
Back Office - Orders
2
Creating or Editing Order Types in Cloud Retailer
When to use Inactivate Order Report in Cloud Retailer
Back Office - Tax Management
8
Creating New Sales Tax
Changing Product Tax
Setting or Changing the Default Sales Tax by Location
Destination Based Taxes
Where do I go to run my sales tax report?
View all 8
Back Office - Loyalty
8
Return Points for Voids and Returns
Capabilities of the Cloud Retailer Loyalty Module
Combine Loyalty accounts to share points
Creating a loyalty program
Setting up Free Reward Items That Consumes Points Based on Price
View all 8
Back Office - Labels
11
Automatically Print Labels Generated by Events
Common variables used for label formats (ZPL)
Default Label Designs
Designing your own labels - Zebra
Label Printer Blue Screen Error
View all 11
Back Office - Time Clock
4
Adjust and create a time clock entry
Payroll reporting
Prompt on POS login
Setting up time clock
Point of Sale - General Advice and How To
24
Account Payment Made Incorrectly
Automatically tender when totals are greater than the amount owed
Capabilities of POS when the internet is unavailable / offline
Changing / setting quantities at the POS
How to Sell Gift Cards
View all 24
Point of Sale - Hardware
3
How to use a programmable keyboard with POS
Using a shared windows printer at POS
Using weight scales
Point of Sale - Creating Task Pad Buttons
6
Changing access to a button at the POS (Task Pads)
Create a Task Pad button to open another Task Pad
Create a Task Pad button to print a Gift Receipt
Create a Toggle Tax Button
Creating cash drop / payout buttons
View all 6
Point of Sale - Common Taskpad Button Changes
5
Linking a button to a webpage
Linking a Task Pad Button to a Function (F) Key
Modify a button on the POS (Task Pads)
Setting up a POS Button for a Specific Tender Dollar Amount
Setting up a price override button - tips and tricks
Point of Sale - Troubleshooting
12
Can't View Customer Purchase History
Database connection errors
Device manager troubleshooting
False positives in AVG / Avast
POS Synchronization Troubleshooting
View all 12
Point of Sale - Advanced
15
Configure Printers for the POS
Creating Discount Buttons (Manual Discounts)
Creating filtered product or customer lookup grids
POS Commands (Technical)
Creating two discounts in a single button
View all 15
Mobile App
3
Cloud Retailer Mobile App - LITE Edition
Installing updates to app - DEPRECIATED
Cloud Retailer Mobile App- Hand Held / HH Scanner Edition
Reporting - General
13
Reporting Basics
How to add and remove a column on a report
Memorizing a report
Common abbreviations used in reports
How to use Report Permissions
View all 13
Reporting - Advanced and Custom Reports
10
Adding Dynamic Date Range to Saved Reports
Pennsylvania Dept of Revenue Reports
Create or Edit a Basic Summary Report
Detailed sales report - limitations
How to check that your report summaries are being emailed
View all 10
Product Management - Advice
11
Product Costing
Best practices for using the template database
Barcode Preferences and Functions
Creating Categories and Departments
Dynamic Product Data
View all 11
Product Management - Products
12
Adding a Product that prompts for Price and rings as a Negative Value
Setting up the PNF / Product Not Found Functionality
Adding Tags to Products
Creating Kit Items
Creating Refund Products
View all 12
Product Management - Discounts
4
How to setup a promotion / discount scheme
Automatic Customer Discounts
Create a Task Pad button to accept Coupons
Discount Engine Types and Options
Inventory Management
10
Inventory Counting
Step by step progression to get your new system managing inventory (does not happen overnight!)
Received a PO with a quantity 0, why did my cost change?
Supplier Purchase Plans - AKA The Reorder Wizard
Conducting a physical inventory count
View all 10
Extensibility / Advanced Configuration
2
Cloud Retailer Compute Usage Based Pricing Information
How to disable store locations from using the donation round up feature
Community Deployment
3
Community Deployment Survival Gear Checklist
Community Deployment Overview
Easy Re-Ring Receipt
POS Data Import
3
Database Conversion Considerations
Microsoft Dynamics RMS to CR Database Import Q&A
SOP: Cloud Retailer RMS Import (Resellers)
Dual Pricing
2
Handling of Credit Card Fees in Dual Pricing vs Regular
Understanding Dual Pricing for Liquor Stores
Cloud Retailer Integrations
Supplier Integration
6
Supplier Documents Integration
Configuring EDI Documents
An EDI file, invoice, or product didn't import - what should I do?
What happens if an invoice has a product not yet in my system?
Fintech Integration for Cloud Retailer
View all 6
Accounting Integration
12
Accounting Integration Overview
Accounting Systems Supported by the Cloud Retailer Accounting Integration
Accounting Integration Frequently Asked Questions (FAQ)
Understanding the Standard Accounting Integration
Generate Standard GL Mapping Query Filters
View all 12
VIP Integration
2
VIP Integration - Configuration
VIP Integration - Manually Generating / Posting Data
Magento Integration
5
Magento: Integration Overview
Magento: Web Server Minimum Requirements
Magento: Common Synchronization Error Messages
Magento: I don't see products or recent changes on my site
Magento: Migration Limitations
Fintech Integration
1
Adding a supplier for the Fintech Integration
Profit Checker
2
Configuring the Profit Checker Report
Using the Profit Checker Report
State of Kansas
2
Generating the ABC-73 Report for Kansas Liquor Wholesalers
Configuring the ABC-73 Report for Kansas Liquor Wholesalers
Other Integrations
6
Account Statements
Third-Party Integrations with Cloud Retailer
How do I maintain my 1014 Report?
Eagle Eye Camera System Integration
DoorDash Integration Management
View all 6
Card Defender
General - Troubleshooting/Support
9
AMEX / Discover Card Don't Work on my Card Defender Terminal!
Card Defender Cancellation Policy
Card Defender Network Requirements
Card Defender Pax Terminal Warranty
Card Defender Support Policy
View all 9
General - Operations
4
Automatic Batching of Credit Card Payments
Contactless Payments
Store and Forward
Manually processing a credit card
General - Merchant Services
6
I'm changing processors, what do I need to know?
What are important things to look for in a credit card processor/merchant services company
VAR Info Needed for Card Defender - Article for Processors
Supported Credit Card Processors
Supported Card Defender Payment Terminals
View all 6
Payment Terminals
12
Card Defender Terminal Locked
A terminal is getting a 912 (or 902) Decline
How to reboot your Pax payment terminal
Basic Troubleshooting on a Card Defender Pax terminal - (S300, PX5, PX7, Aries8, A35)
Chip Read Error on Card Defender Terminal
View all 12
Electronic Payments for Cloud Retailer
6
Abort Card Processing | Adjusting the Abort Button Delay
Changing the Credit Card Signature Threshold in Cloud Retailer
Disable Credit Card Entry Methods
Moving a terminal to another register
How to check the signature for credit card transactions in Cloud Retailer
View all 6
Electronic Payments for Microsoft RMS
3
Changing your database connection on Card Defender (RMS)
Signatures in RMS using Card Defender
Changing the Credit Card Signature Threshold in EP for Microsoft RMS
Hardware
Barcode Scanners
6
Configuring Scanners and MSR's to send STX / ETX
Datalogic QD 2430 Wired Barcode Scanner
Configure Voyager 1450g for Cloud Retailer
How to enable Telnyx sim cards
Troubleshooting Scanning Issues - Handheld Devices
View all 6
Cash Drawers
0
Credit Card Terminals
5
PAX PX5 Credit Card Terminal
PAX PX7 Credit Card Terminal
PAX S300 Credit Card Terminal
PX5/PX7 Mounting Kit
S300 Mounting Kit
Receipt Printers
6
Setting up Epson & Star OPOS with a Cash Drawer - Cloud Retailer and RMS
Configuring a Star Receipt Printer
Epson TM-T88 Series Printer
Star TSP 100 Printer
Star Printer Issues after Windows Updates
View all 6
Label Printers
7
Dymo LabelWriter 450
Zebra 2824
Zebra ZD410
Zebra Printer ZD410 connected to Print Server
Zebra Label Printer Issues After Windows Update
View all 7
Microsoft Surface Pro/Go
1
Surface Go for use as a POS Station
Mobile Scanner (Android)
2
Android Handheld
Quantity error on HH in price check
Mobile Scanner (Windows Pocket PC)
0
Networking
1
Network Switch
Printers - General
2
Adding a Windows or PDF Printer
Add the same printer twice or multiple times with different settings
Touchscreen Monitors
2
ELO Touchscreen
ELO Touchscreen stops working (Recalibration)
Cloud Retailer - Dual Pricing
Cloud Retailer Dual Pricing
1
Cloud Retailer Dual Pricing Application
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