Back Office
Manage Back Office POS functions to support Touch and other POS devices, ultimately providing a total POS solution.
About
General
How To
- Access Logs
- Access The POS Key Settings
- Activate A Location
- Add A Keyboard
- Add A Layout To A Keyboard
- Add A POS Key To A Keyboard Layout
- Add A Surcharge
- Add A Surcharge PLU
- Add A Terminal
- Add A Training Terminal
- Add And Configure A Location
- Add Barcodes From Product Codes
- Add Images To Swiftpos
- Add Padded Barcodes
- Add / Clear Keyboard Layout Images
- Assign Locations To A Keyboard?
- Authenticate A Venue For Swiftpos Cloud Applications
- Clear PDA Categories
- Cloud Onboard A Venue
- Configure A Happy Hour
- Configure A POS Key
- Configure A Special / Promotion
- Configure And Manage Combos
- Configure Contract Pricing
- Configure For Warehouse Requisitioning
- Configure Ingredients / Nutrients On Product Labels
- Configure Keyboards For Multi Location Venues
- Copy Keyboard Layouts
- Copy / Clone A Keyboard
- Create A Clerk Group
- Create A Clerk Security Group
- Create A Clerk / Staff Member Record
- Create A Modifier
- Create An Instruction
- Create Post Links
- Delete Unused Barcodes
- Delete A Keyboard
- Delete A Keyboard Layout
- Delete A Terminal
- Edit The Design Of A Keyboard
- Exempt A Media From GST
- Export Invalid/Unknown Barcodes
- Export / Import Keyboards
- Fix Invalid/Unknown Barcodes
- GET STARTED
- Import Fixed Keys
- Import Keyboard Layouts
- Import The Chart Of Accounts Into Swiftpos For XERO Or XERO Pro
- Lock A Terminal To An Event Area
- Link A Keyboard Layout
- Manage Allergens
- Manage Blackhawk Products
- Manage Customers / Members
- Manage Families
- Manage Ingredients
- Manage Nutrients
- Manage Product Notes
- Move Layouts Between Keyboards
- Plan For Security
- Rename A Keyboard
- Rename A Keyboard Layout
- Report On Invalid/Unknown Manufacturer Barcodes
- Request A Software Registration
- Requisition From A Warehouse
- Restore Barcodes
- Schedule A Price Level Change
- Set A Keyboard Layout As Home Layout
- Set The Keyboard Layout Type For Self-Service Kiosks
- Submit Orders Directly To POS Terminal
- Send A Full Update To Touch Terminals
- View The Layouts Of A Keyboard
- View The Structure Of Keyboards
Menus
- Accounts
- Administration
- Clerks
- Data Export
- Events
- Fuel
- Inventory
- Main Menu
- Members
- Products
- Suppliers
- Terminal Sales
- Toolbar - Tools Menu
- Toolbar - Close All Screens
- Toolbar - External Applications Menu
- Toolbar - Help Menu
- Toolbar - Log Off
- Touch Settings (To be changed to Device Settings)
- Vouchers / Discounts
Reports
Screens
- Add Recipe Products
- Allergens
- Award Points Media
- Alternate Languages
- Clerk Security Group Permissions - Accounts
- Clerk Security Group Permissions – Administration
- Clerk Security Group Permissions - Device Settings
- Clerk Security Groups
- Connect To Server
- Contract Pricing
- Data Portal
- Donations
- Edit Favourite Reports
- End Of Day
- End Of Day Options
- Floor Plans
- Floor Plans Search
- Happy Hour Set-Up
- Location
- Locations
- NetPOS Screens
- Price Changes Wizard
- Product Information
- Reports
- Search Location Groups
- Search Locations
- Search Products
- Search Supplier Manufacturers
- Search/Select Supplier
- Surcharge Setup
- Swiftpos Back Office
- Touch POS Settings Terminals
- Touch Settings (To be changed to Device Settings)
Services
What To Consider
- Batch Transfer - Transfer As Option
- Clerk Security Group Permissions
- Digital Video Recorder (DVR) Setup
- Exports / Imports Overview
- Generic Purchase Order And Invoice File Formats
- Generic / HLW Electronic Trading
- Location Franchise Import / Export For Custom Sites
- Loyalty Information
- Order Of Application Of Discounts, Campaigns, Happy Hours, Mix n Matches, Specials / Promotions, Surcharges And Vouchers
- Post Linking
- Product Instructions / Modifiers
- Recipe Management
- Security Structure
- Shop The Shop Feature
- Structure Of Products
- Swiftpos Price Book
- System PLU Numbers