Essentials Light Solution FAQ
Description
What's in this article?
Back Office and Getting Started
- Can I manually sync the POS with the Back Office?
Follow these steps to quickly synchronize your POS device with the Back Office.
- Can items be imported if there is already an item file created?
If you already have a list of items, you can take advantage of the item import utility within the system to import the items into the Back Office. A spreadsheet template is provided, allowing you to reformat the item details properly and import the file directly from your PC. If you attempt to import an item that already exists, you will receive a warning from the system.
- How many tax categories can I add?
Up to two tax categories can be added in Essentials Light. Refer to the Back Office Tax Categories article for steps on how to add, edit and remove a tax category in the Back Office.
Communications, Marketing, and Discounts
- Does Essentials Light support email marketing?
No, that is not a current capability. Refer to the POS Solution Features Comparison article for feature comparisons of our solutions.
- Does Essentials Light allow for clients to receive a text message asking how their service went after their visit?
No, that is not a current capability. Refer to the POS Solution Features Comparison article for feature comparisons of our solutions.
- Does Essentials Light link to Google for customer reviews?
While we do not directly link to Google for customer reviews, you can add the Google website to your receipts under Settings > Store Information and select the Include QR Code checkbox and fill in the Website (URL) for the QR code to direct customers to Google reviews.
Customer and Employee Management
- Is there a maximum number of customers and items supported?
While there are no actual limits placed on the number of customers, the system has been optimized to support up to 500 total items.
- Can customers be imported if there is already a customer file created?
If you already have a list of customers, you can take advantage of an import utility within the system to load the customers into the Back Office. A spreadsheet template is provided, allowing you to reformat the customer details properly and import the file directly from your PC.
- Can I clock in an employee or clock them out?
No. Time clock tracking is not available in Essentials Light. Refer to the POS Solution Features Comparison article for feature comparisons of our solutions.
Passwords and Connection
- How do I reset my Back Office password?
Click Forgot Password? on the login screen to receive an email with next steps on resetting your password. The reset password link will expire after 24 hours. Click on the Forgot User Name? option if you do not remember your user name.
Read more about how to login to Back Office, reset your password or the passwords for your employees.
- My Wi-Fi Connection isn’t working. What do I do?
Access the Terminal Ethernet or WiFi Setup page for troubleshooting.
Payment Types and Transaction Management
- Is there a way to add notes to a transaction?
Yes, you can add item notes and/or ticket notes to any transaction.
- How do I manually enter a payment?
Refer to the Manually Enter a Card Payment in the Point of Sale App article for instructions on how to manually enter a credit card payment in the Point of Sale app.
- How do I process an international card transaction?
A card present international card transaction may be accepted as a dip/swipe/tap on your terminal. If you need to process a card not present international card transaction, you will need to use Virtual Terminal. Access the International Credit Card Transaction article for instructions on how to process.
- How do I process a return on a transaction that was processed the previous day?
Access the Point of Sale App Return (or Refund/Credit) article for instructions on how to credit or refund a transaction.
- Can I void a transaction?
Void is not supported in Essentials Light. Refer to the Point of Sale App Return (Refund/Credit) article for instructions on how to process a refund.
- How do I manually close a batch?
Instructions on how to manually close a batch in the Point of Sale app can be found in the Manual Batch Close in the Point of Sale App article.
- Does Essentials Light support gift cards?
Closed loop (store branded) gift cards are not currently supported. However, open loop (Visa/Mastercard gift cards) are supported.
Receipts, Labels, and Hardware
- Can receipts be emailed or printed?
Yes, you can print or email receipts.
- Can labels be generated from inventory and have a print option (For example: Easy Labels)?
No. Labels cannot be generated and printed.
- How do I change the date and time zone on my payment terminal?
Refer to the Terminal Time and Date article for instructions on how to set the time zone on your payment terminal.