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Inventory Count
Lets you input the number of units left in stock
Cash Register
For monitoring the money count, ins, and outs
CUSTOMER
Customer Lookup
Is a CRM option on the software that searches customer information including purchases via phone number or email address.
Quick Add
Quickly add a new customer to the transaction by using the “quick add” button. You only need to enter a first or last name and that's it! Once the customer is no longer waiting in line you can edit the record and add all the other info you want.
Customer Transaction History
Now you can view a customer’s last 15 transactions and purchased products.
Missing and Damaged Items
Items that are deducted from the inventory because they are missing or damaged.
PURCHASE ORDER
Receive PO
Confirms the number of units for every item that was requested for, similar to doing an inventory count.
Request PO
Is a request form for items that need to be replenished according to the inventory count.
REPORTS
Sales Summary
Total summary of the sales made during the day and the total number of transactions for cash, credit cards, checks etc.
Detailed Sales
Total summary of the sales made during the day. Includes the total count of customers served per day and the total number of transactions for cash, credit cards, checks etc. Can also be seen on the Dashboard.
SKU
Enables you to manually input the SKU of a certain product if and when a product’s SKU is unreadable to the scanner.
GENERAL > CONNECTION
GENERAL > UPDATES
GENERAL > PRODUCT LIST PROPERTIES
SUPPORT TOOLS > CACHE
Search by Phone Number
To find a return customer’s information via their phone number previously recorded
Email Receipt
Receipt of the transaction sent to an email address provided by a customer. Sending email receipts to addresses with a hyphen (-) is supported.
Suspend Sale
Put current “Cart” on hold in order to process the next customer. Suspended sales are saved and will not be deleted if you close the software or reboot your computer. Furthermore, you can print a suspended sale and give your customer a copy.
Customer Name
Displays the returning customer’s name from the CRM search to add to his/her file of receipts
Send Facebook Invitation
A Facebook invitation sent via email to the customer to Like your company/store’s Facebook fan page
Edit POS Settings
To customize the POS properties for a location specific, such as CRM, Sales Process, Tenders, Reports, Inventory & Tax Settings, and General Settings.
Add/Edit Expenses Categories
To add expense categories, in order to group individual expenses found from Add/Edit POS Expenses.
LivePOS Icon
Used to refresh and synchronize any changes made to the POS software from the POS settings on the Admin Site
View Cameras
A page that lets you view a whole list of IP cameras at every store location you have
Custom Tenders
Special tenders like traveler’s check, Square and PayPal payments can now be entered into the LivePOS system using our new Custom Tender feature.
Add/Edit POS Expenses
To add, edit, or delete an expense. It also shows the list of expenses incurred by the location(s).
Location Target Goals
To set a target amount of sales that should be incurred by the specified date(s).
2nd Printer and Layout Options
This feature allows you to configure more than one printer to be used on your POS. As an example, maybe a sandwich shop wants a copy to travel directly to the kitchen, or a service store wants to print a copy for the technician in the back of the room, etc. You can also select if you want your printer(s) to print in 3″ format or in A4/standard page size format, which will allow you to use a regular office printer.
POS Pole Display
Yes, that’s right! The pole display is back and better than ever. We now support both the standalone pole display (USB connected) and the built-in display at the back of the AerPOS that so many of you love.
References and Notes
It allows you to enter a reference number that will help you do better tracking. Example: You have a website that allows people to select the products online and then go to the store to pay for them. The online site generates an “Order Number” that can now be plugged into the LivePOS system when the customer is handing over their money. This way, the web “Order Number” is attached to the LivePOS invoice and can, later on, be checked if paid or not. This feature can be enabled/disabled from the POS settings page. You also have the option to decide if notes and/or references will display on emails and printed receipts.
Notes Per Transaction
Allows you to enter a note every time you finish a transaction. Employees can use this to notate special deals or discounts that they gave, along with information that is relevant to the sale. The notes will show on the Detailed Sales Report from the Dashboard.
Warranty Tracking
You can attach a customer to a damaged/missing transaction, and later review it in the customer’s history from the POS (last transaction tab on the top).
Locate Invoice By Note
This feature allows you to search or locate invoices by the use of the notes that were attached to the sale.
Identify Credit Card Type When Using External Terminal
When using an external credit card terminal, you can now specify in the LivePOS system which card type was used (example: Visa, MasterCard, American Express etc). This, in turn, will make your reports more accurate, showing the actual card type, rather than just “Credit Card.”
Product Sold Report Summary
On the CRM form, from the POS, a “Search By Group” option has been added.
CRM: How Did You Hear About Us?
You can ask your customers at the point of sale “How did you hear about us?” and select it from a drop-down menu. Since every company wants different options in that menu, this feature allows you to customize your own options on your back-end dashboard. Very cool.
Multi-Lane Offline Capability
Many of you have stores with multiple POS systems (multi-lane). Multi-lane is a great feature, but it will not function without a working internet connection, so basically no offline capability. Version 6.5 includes the first piece to make that possible. By randomizing the invoice numbers, it will prevent duplicate invoices.
Show/Hide Exit Button
Allows you to show or remove the exit button on your POS. This is mostly used when you want to prevent your employees from shutting down the POS without your approval.
Show Local Customers Only (HIPAA)
If you need to comply with HIPAA regulations or prevent cross viewing of customer data from your employees, this feature is for you. Once enabled, the customer lookup option from the POS will only show people who bought something in a specific store. In other words, if I make a purchase from store 1 and then later make a purchase at store 2, the employees at store 2 will not be able to find my purchases from store 1 and vice versa.
CRM Marketing Opt-Out
This allows you and your employees to mark those customers that don’t want to receive marketing emails from you. This feature also integrates with our MailChimp and Constant Contact.
Inventory and POs using a Mobile Barcode Scanner
You can use a mobile (no cable) barcode scanner to scan all the items in your store. Inventory counts and purchase orders are now much easier to manage. You are no longer limited by the length of your barcode cable (which is very short anyway).
Inventory Count via Barcode Scan
Want to count inventory using a barcode scanner? No problem. If you already have a wireless barcode scanner, you can simply enable this option and start walking around your store, “shooting” the barcodes of the items on the shelves. When you are done, come back to the POS and everything you scanned is counted for you. Very easy to use.
Price Override
The Price Override feature allows you to mix and match multiple discounts in one sale. It also allows you to do per item and per sale discounts. We modified the Price Override Report, allowing the users to choose which Price Override they want to see in the report.
Serial Numbers
LivePOS can track individual serial numbers for multiple products. When ringing up a product you can now SCAN or hand type the serial number of this item, allowing you to track coverage and warranty information PER PRODUCT SOLD. You can look up a serial number from both the POS and the Dashboard. You can also allow the POS to force the collection of a serial number on a specific product.
Extended Product Description
Product Descriptions are now shown on the POS. Also, the description field in the Dashboard now supports more characters.
Check Gift Card Balance on POS
You can now check a gift card’s balance directly from the store POS.
Accommodating Larger Numbers
Serial numbers and inventory count can now accommodate larger numbers. We simply made it easier to enter a serial number and view inventory counts on the POS.
Coupons Per Item & Per Category
You can now assign a coupon to only work on a specific product. Also, you can have a coupon that only works in a specific category. This allows you to use both a coupon per product and a coupon per SALE at the same time.
Money Out Tags
When doing money out, your employees can now specify WHY they are taking money out of the register. Examples would be a bank deposit, reimbursement for food, etc. This helps keep your register and expenses much more organized.
Show Balance on Gift Cards
You no longer need to guess. Every transaction that includes a gift card will show the balance of the gift card at the bottom of the printed (or emailed) receipt.
CRM Overhaul
We made some cool updates in the CRM sections allowing to search by name (not only email/phone), showing total money spent by the customer, total transactions, a new design and much more. Go check it out.
Digital Signature without a Topaz Device
You can specify if you are going to use your touch screen for signatures or use a Topaz signature pad.
3″ Printer Support
Choosing the 3” printer on your POS settings page will force your 3” printer (Epson, Fujitsu, etc.) to use all of the receipt’s width when printing – no more wasted space on the right.
European Taxing Display
Many of our international customers requested the ability to see the total amount of products (NO TAX) on the receipt. Per your request, we added that in this version.
Search Capabilities
View attributes, part number, style number, quantity and pricing when you search for your products on your POS.
Employee Report on POS
Employees now have access to see their clock in/out times when printing their employee report from the POS.
Employee Clock In/Out Control
Gives you access to determine which employees are allowed to clock in at a specific location.
Transfer Customer History from your old POS system
You already know that you can transfer customer’s personal information (like name, email, phone number, etc.) from your old system into LivePOS. This new feature allows you to transfer not only their personal information but also their sales and past transactions. You can transfer transaction dates, products and total amount spent for each customer. This information is now available to you on the POS side. Simply look up the customer and on the top right of “Last Transactions” click the new “History” tab.
CRM – Customer & Families
Most merchants use a phone number as a way to find a customer in the LivePOS system, which means the system did not allow two customers to have the same phone number. That created a problem for husbands and wives (and other family members) to be entered into the system using the same phone number. This feature enhancement enables you to have two customers with the same phone number, as long as their email addresses are not the same.
CRM – SMS Feature
In the “Add Customer” page on your POS, we added the ability to save a customer’s carrier. When it comes time to send them an SMS receipt etc, we don’t need to ask for it again. We also added a second field called “Alternate Phone Number” which you can use to collect another phone number from home or work. Phone number field now allows 16 digits to accommodate international phone numbers.
Last Added Item to Show on Top
Many of you asked for this feature. This enhancement will make sure that the last item that was added to the shopping cart (either by using the touchscreen, the mouse, or the barcode scanner) will show at the top of the list, which makes it very easy to find.
Upsell Expiration Date (Buffer)
If you are using the upsell feature, you know that some people leave the store without using their entire upsell amount. The problem arises when employees are less than honest and use the leftover upsell to give discounts to friends and family. This new feature allows you to set an expiration date for any unused upsell, essentially blocking this kind of behavior and promoting good practice in your store.
Hide Product List
Have thousands of products in your system? Want to speed things up? Use the “Hide Product List” option. It will no longer show the items on the left-hand side, which will significantly speed up your ring-up process. Scanning barcodes and using the search bar works even faster.
Process Warranties with LivePOS
This feature is a great leap forward for LivePOS customers in the service industry. We encourage you to click the link below and read more about this great addition to our product line.
Pin Pad Integration and EMV
We are happy to announce the first pin pad device integration with LivePOS!
Store Credit Totals
LivePOS is keeping track of how much money was returned to the customer on a gift card to be used as store credit.
Barcode/Search Enhancement
Using a barcode to ring up customers? This enhancement will significantly speed up your checkout process. Click below for more information.
Customer Loyalty is Now Available with Perkville
Want to reward your customers? Give them points for every purchase they make, and allow them to use these points for discounts at your stores. LivePOS fully supports the Perkville loyalty program.
Charity Feature
This feature allows you to collect charity amounts from your customers in one simple click. The system will automatically round up the amount to the nearest dollar amount. So if the customer’s amount is $35.60, it will propose a 40 cent donation. If the customer wants to give more, simply change that 40 cents to ANY amount you want with a simple click. Charities are added after tax. At the end of the month you can run a report to see how much money you collected for your favorite charity and cut them a check.
Request Vendor PO
As you know you can do a “Request Vendor PO” directly from the POS. Many of you shared that employees can make mistakes and under/over order directly from a vendor, and that you, the store owner, would like control over this process. With this update, Request Vendor POs are no longer automatically sent to the vendor, but rather will show up as draft in your Admin site under the Vendor PO Dashboard.
Kits Enhancements
We have significantly increased the length of characters for kit names and the products inside the kits, making it much easier to find a product when needed. We also added search functionality so you can now search inside your kits.
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