Cloud Retailer Help Desk

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

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General - Policies and General Information 17

• 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

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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?

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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

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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

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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?

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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

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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 7

• 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

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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

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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?

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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

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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

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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

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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

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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

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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

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Mobile App 3

• Cloud Retailer Mobile App - LITE Edition
• Installing updates to app - DEPRECIATED
• Cloud Retailer Mobile - HandHeld 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

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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

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Product Management - Advice 11

• Product Costing
• Best practices for using the template database
• Barcode Preferences and Functions
• Creating Categories and Departments
• Dynamic Product Data

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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

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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

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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 4

• Community Deployment Survival Gear Checklist
• Community Deployment Overview
• Easy Re-Ring Receipt
• Groundwork Template

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