Back Office / General Operations Advice and How To

Entering a vendor invoice into the system
Overview    This article will detail vendor invoicing in Cloud Retailer.   Procedure To enter an invoice from a vendor Go to the back office > To...
Tue, 3 Jan, 2023 at 4:44 PM
Forecast QTO
Overview     Starting in Cloud Retailer version 2.10.7, we have added a new feature for Quantity to Order Forecasting. Procedure The Forecast QTO tool...
Thu, 5 Jan, 2023 at 9:25 AM
How costing works in Cloud Retailer / FIFO
Overview Cloud Retailer uses FIFO (first in, first out) costing algorithms.  The system is sophisticated in that it dynamically assigns costs as new costin...
Thu, 30 Dec, 2021 at 5:10 PM
How do I change the "From" on an emailed document?
Overview     Documents that are emailed will have a default "from" email of "no-reply@cloudretailer.com". This setting is specific to e...
Thu, 5 Jan, 2023 at 9:37 AM
How do I reset my password?
Overview     If you have forgotten your password, you can easily reset it by using the "Lost your password" link. Procedure First, click ...
Mon, 22 May, 2023 at 10:33 AM
How to configure and use age verification
Overview     Cloud Retailer has built-in age verification functionality.  You can configure it in a few ways. NOTE- Our Age Verification currently scans I...
Mon, 6 Mar, 2023 at 11:40 AM
How to reconcile electronic payments / credit cards
Overview     At the end of each period, you should reconcile two things as it relates to electronic payments. Procedure 1)  The reporting for credi...
Thu, 5 Jan, 2023 at 12:43 PM
Store Transfers - Creating, sending and receiving
Overview    In a multi-store environment, there may be a time that you need to transfer inventory from one location to another. This can be easily done th...
Thu, 5 Jan, 2023 at 12:46 PM
The end of day reconciliation report doesn't match my sales for the day
Overview    This can happen if you have sales that are processed after 11:59 PM because they will be counted towards the next day.     What you can do ...
Thu, 5 Jan, 2023 at 12:55 PM
Supplier returns / damaged or borrowed product
Overview     There are times where you may need to return product to a vendor or move it out of your store.  While you can simply modify the quantity on ha...
Thu, 9 Jun, 2022 at 1:44 PM