Software Learning Center

Processing Sales Transactions

Completing transactions in Syncrostore can be handled in the POS or POS2 screens. The POS screen is intended for users that prefer to use a mouse and keyboard for checkout. The POS2 screen is designed for users that prefer touchscreen checkout.

How to Complete Transactions with the POS2 Screen

The POS2 screen is designed for users that prefer to use the touchscreen method for completing transactions in Syncrostore. The following video highlights the process for the following:

• Completing cash transactions
• Completing split payments
• Attaching a customer to a transaction
• Saving transactions
• Restoring transactions. 

Applying Discounts & Promotions
Handling Refunds & Returns
Layaway & Partial Payments

Adding & Managing Products
Importing & Exporting Inventory
Bulk Editing Products
Inventory Adjustment & Stock Counts
Low Stock & Out-of-Stock Alerts
Supplier & Vendor Management

Syncing Inventory with TrinketVault
Managing Online Orders
Processing Online Sales in POS
Shipping & Fulfillment Options
Managing Online Customer Inquiries

Adding Vendors & Managing Accounts
Vendor Commission & Payout Reports
Vendor Inventory Tracking
Automated Payments to Vendors
Vendor Login & Self-Service Portal

Setting Up Promotions & Discounts
Managing Coupons & Special Offers
Email Marketing Integration
SMS Notifications & Alerts
Social Media Integrations
Referral Programs & Customer Incentives

Store Settings & Preferences
Branding & Customizing Receipts
Configuring Taxes & Fees
Setting Up Business Hours
Default Payment & Refund Policies
Customizing POS Layout & Themes

Common POS Issues & Fixes
Hardware & Connection Troubleshooting
Payment Processing Issues
Inventory & Pricing Sync Issues
Report Discrepancies & Data Errors
Contacting Customer Support

Overview of Reports Dashboard
Sales Performance Reports
Inventory & Stock Reports
Customer & Loyalty Reports
Tax Reports & Compliance
Vendor & Consignment Reports
Customizing & Exporting Reports

How to Manage Customers in Syncrostore

Managing customers in Syncrostore is designed to be powerful but straightforward. The video tutorial below walks through each of these processes step-by-step:

• Adding a Customer
• Viewing and Editing an Existing Customer
• Attaching a Customer to a Transaction
• Adding a Customer During Checkout
• Importing a Customer List
• View Customer Purchase History Report

Issuing & Redeeming Gift Cards
Setting Up Loyalty Programs