Back Office
Features
How To
- Access Logs
- Request A Software Registration Administration Clerks/Staff Data Export
- Access The Chart Of Accounts In XERO
- Access The Tracking Categories In XERO
- Add And Configure A Location Group To Connect To XERO
- Assign/Map XERO Accounts
- Assign/Map XERO Tracking Categories
- Create A XERO App For An API Connection
- Export From SwiftPOS Into XERO
- Export The Chart Of Accounts in XERO
- Import The Chart Of Accounts Into SwiftPOS
- Import The Chart Of Accounts into XERO
- Import Tracking Categories Into SwiftPOS
- Signup For A 30 Day Free Trial In XERO
- Upgrade Instructions for SwiftPOS XERO Pro GL Interface
- Access The Chart Of Accounts In XERO
- Add And Configure A Location Group To Connect To XERO
- Assign/Map XERO Accounts
- Create A XERO App For An API Connection
- Export From SwiftPOS Into XERO
- Export The Chart Of Accounts in XERO
- Import The Chart Of Accounts Into SwiftPOS
- Import The Chart Of Accounts into XERO
- Signup For A 30 Day Free Trial In XERO
- Add A Keyboard
- Add A Layout To A Keyboard
- Add A POS Key To A Layout
- Add Images To SwiftPOS
- Configure A Multi Link (#999) POS Key
- Configure A POS Key
- Create Post Links
- Set A Layout As Home/Master Layout
- Add A Surcharge PLU
- Add Images To SwiftPOS
- Create Post Links Allergens
- Add An Allergen
- Change The Image Of An Allergen
- Declare Allergens
- Declare/Undeclare Product Allergens
- Edit An Allergen
-
Data Portal
-
XERO Pro
-
Accounts
Administration
- Batch Reports
- Cloud Connectivity
- Global Preferences
- Local Configuration
- Location Groups (Venues)
- Locations
- Price Levels & Media Setup
- Reports
- Sale Types
- Services
- SQL Tools
- Tax Setup
- Terminal Records
- Time Periods
- Web Apps Topics
- Other Menu Options Data Portal
- Bulk Receipting
- Campaigns
- Cards
- Classifications
- Groups
- Interest Groups
- Labels
- Loyalty Information
- Members
- Reports Marketing
- Allergens
- Cost Changes Wizard
- Families
- Happy Hour Setup
- Nutrients
- Price Changes Wizard
- Product Quick Edit
- Reports
- Specials/Promotions Categories / Groups Labels Products
- Analysis
- Associations
- Barcodes
- Families
- Information
- Languages
- Products
- Reciped Items / Sourced From
- Suppliers
- Web Settings
- Automatic Orders
- Delivery Dockets
- Find Invoices
- Import Invoices
- Invoices/Receipt Goods
- Manufacturer Records
- Paid Invoices List
- PDE Orders
- Purchase Order List
- Purchase Orders
- Purchase Requests
- Reports
- Supplier eTrade v1
- Supplier eTrade v2
- Suppliers Topics
- Alerts
- Banking
- Basic Invoicing
- Cash Book
- Dynamic Analysis
- Live Sales
- Post/Zip Codes
- Reports
- Terminal Activity
- Terminal Cash Offs Search Transactions Topics
- Card Masks
- Floor Plans
- Location Settings
- Messages
- Peripherals
- POS Terminals
- Reason Codes
- Scheduled Price Levels
- Security Advertising Keyboards
- Keyboards
- Layouts
- Scheduler POS Keys
- All Other POS Keys Accounts Charges/Payments Clerks/Staff
- Clerk Clock In/Out (#605) POS Key
- Clerk Log Off (#112) POS Key
- Clerk Login (#101) POS Key
- Clerk Print Back (#600) POS Key
- Clerk Print Back Summary (#601) POS Key
- Fast Clerk (#111) POS Key
- Preview Time Clock Data (#145) POS Key
- Account Payment (#200)
- Account Status (#104)
- Charge / Redemption (#151)
- Clear Customer (#117)
- Customer (#102)
- Customer Alerts (#580)
- Customer Sales By Location (#105)
- Declare Allergens (#380)
- Edit Customer Details (#60)
- Email Receipt / Vouchers (#125)
- Linked Customer Search (#116)
- New Customer (#68)
- New LayBy (#220)
- Offline Account Charge (#195)
- Open LayBy (#221)
- Receipt Member (#800)
- Room Charge (#59)
- Room Lookup (#115)
- Update Alternate ID (#825)
- Fuel Clear Locked Pumps (#137)
- Fuel Delivery (#131)
- Fuel Dip Read (#132)
- Fuel Dispenser (#76)
- Fuel Dispenser Kiosk (#512)
- Fuel Emergency Stop (#79)
- Fuel Hose Totals (#133)
- Fuel Open/Close Device (#139)
- Fuel Prepay (#78)
- Location Stock Search (#103)
- Receipt Goods In (#500)
- Requisitions (#502)
- Spoilage (#51)
- Stocktake Goods (#501)
- Transfer In (#527)
- Transfer Out (#526)
- Wastage (#50)
- Barcode Entry (#538)
- Change Combo Item (#870)
- Change Local Prices (#83)
- Combo Rules (#860)
- Declare Allergens (#380)
- Downsize (#850)
- Edit Product Notes (#510)
- Filtered Search (#107)
- Item Price (#8)
- Multi Link (#999)
- No Sale (#1)
- Price Change (#505)
- Price Change Connect (#507)
- Price Enquiry (#536)
- Price Levels (#100)
- Review Transactions (#10)
- Show PLU Notes (#535)
- Upsize (#855)
- Add Barcode (#508)
- Barcode Entry (#538)
- Category Prompt (#113)
- Change Combo Item (#870)
- Change Local Prices (#83)
- Change Modifier (#119)
- Combo Rules (#860)
- Declare Allergens (#380)
- Downsize (#850)
- Edit Product Notes (#510)
- Filtered Search (#107)
- Item Price (#8)
- Modifier Key (#108)
- Multi Link (#999)
- Price Change (#505)
- Price Change Connect (#507)
- Price Enquiry (#536)
- Price Levels (#100)
- Receipt Goods In (#500)
- Requisitions (#502)
- Show PLU Notes (#535)
- Upsize (#855)
- Declare Allergens (#380)
- Reopen Closed Table (#114) POS Key
- Review Table (#148) POS Key
- Subtotal (#300)
- Table (#30)
- Account Payment (#200)
- Account Status (#104)
- Add Barcode (#508)
- Barcode Entry (#538)
- Category Prompt (#113)
- Change Combo Item (#870)
- Change Local Prices (#83)
- Change Modifier (#119)
- Charge / Redemption (#151)
- Clear Customer (#117)
- Clerk Clock In/Out (#605) POS Key
- Clerk Log Off (#112) POS Key
- Clerk Login (#101) POS Key
- Clerk Print Back (#600) POS Key
- Clerk Print Back Summary (#601) POS Key
- Combo Rules (#860)
- Customer (#102)
- Customer Alerts (#580)
- Customer Sales By Location (#105)
- Declare Allergens (#380)
- Downsize (#850)
- Edit Customer Details (#60)
- Edit Product Notes (#510)
- EFT Show UI (#706)
- Email Receipt / Vouchers (#125)
- Fast Clerk (#111) POS Key
- Filtered Search (#107)
- Fuel Clear Locked Pumps (#137)
- Fuel Delivery (#131)
- Fuel Dip Read (#132)
- Fuel Dispenser (#76)
- Fuel Dispenser Kiosk (#512)
- Fuel Emergency Stop (#79)
- Fuel Hose Totals (#133)
- Fuel Open/Close Device (#139)
- Fuel Prepay (#78)
- History Gift Card (#243)
- Issue 3rd Party Gift Card (#241)
- Item Price (#8)
- Linked Customer Search (#116)
- Location Stock Search (#103)
- Modifier Key (#108)
- Multi Link (#999)
- New Customer (#68)
- New LayBy (#220)
- No Sale (#1)
- Offline Account Charge (#195)
- Open LayBy (#221)
- Preview Time Clock Data (#145) POS Key
- Price Change (#505)
- Price Change Connect (#507)
- Price Enquiry (#536)
- Price Levels (#100)
- Receipt Goods In (#500)
- Receipt Member (#800)
- Redeem/Check Balance Gift Card (#242)
- Reopen Closed Table (#114) POS Key
- Requisitions (#502)
- Review Table (#148) POS Key
- Review Transactions (#10)
- Room Charge (#59)
- Room Lookup (#115)
- Sale Type (#960)
- Show PLU Notes (#535)
- Show Suites (#951)
- Spoilage (#51)
- Stocktake Goods (#501)
- Subtotal (#300)
- Suite (#950)
- Suite Print Back (#955)
- Table (#30)
- Top Up 3rd Party Account (#244)
- Transfer In (#527)
- Transfer Out (#526)
- Update Alternate ID (#825)
- Upsize (#855)
- Wastage (#50)
-
All POS Keys
- 3rd Party Cash Off Integrations
- Availability Of Order/Sale Features
- Date Shift
- Digital Video Recorder (DVR) Setup
- End Of Day
- eTrade v1 – OnTap Data / Liquor File
- Generic Purchase Order and Invoice File Formats
- Generic/HLW Electronic Trading
- Location Franchise Import/Export for Custom Sites
- Metcash / ALM & IBA Overview
- Modifiers/Instructions
- Post Linking
- Price Wizard – Update Expression
- Product Creation Wizard
- Recipe Management
- Security Structure
- Shop the Shop Feature
- Structure Of Products
- SwiftPOS Price Book
- Wholesale Discounts/Rebates