Preparing for Physical Inventory
Learn different methods of collecting and uploading data, how to reconcile physical inventory reports, how to update item counts, how to protect your data with backups during inventory, and so much more!
Recorded On: December 12, 2017
TimeClock & Employee Management
Learn how to manage employees, how to use the timeclock feature, approve timecards, set employee privileges, run payroll reports, and so much more!
Recorded On: November 14, 2017
Get Moving with iPOSIM
Learn how to install and set up the iPOSIM app, how to use iPOSIM as an additional cash register, modify item cards, adjust inventory levels, process sales and so much more!
Recorded On: October 10, 2017
Tips & Tricks for the Holidays
Learn from these useful tips, tricks, and best practices which can be used to streamline your workflow as the holiday season approaches. You can learn how to customize tab order and payment type, enable and add items with the cheat sheet, save and export custom advanced searches, and so much more!
Recorded On: September 15, 2017
All about Discounts
Learn how to implement automatic and manual discounts, date to date pricing, price codes, preferred pricing, employee privileges, customize discount reasons and so much more!
Recorded On: September 14, 2017
Stay on Top of Invoices
Learn the processes for special orders, layaways, return to vendors and drop shipments. Learn time-saving features, invoice views, general preferences and much more!
Recorded On: September 13, 2017
Sales & End of Day Procedures
Learn how to process sales and returns, the different invoice views, steps for managing ending tills, how to use the credit card audit report, and so much more!
Recorded On: September 12, 2017
Focus on Customer Management
Learn POSIM’s customer management features including, how to merge customer cards, view customers’ history, using customer rewards, running customer based reports, tracking leads, and more!
Recorded On: September 11, 2017
Implementing Special Orders & Layaways
Learn how to take customers through the special order process from start to finish, including using the Auto Order Special Order module, and creating purchase orders manually. Learn how to locate the status of special orders and layaways, set up general preferences, the hold inventory function, and much more!
Recorded On: August 8, 2017
Using Membership & Gift Cards
Learn how selling gift cards and offering customer rewards can engage customers, generate repeat business, and increase sales. Learn how to sell and redeem gift cards, set up gift card preferences, how to use membership cards, and so much more!
Recorded On: August 1, 2017
Accounts Receivable & Your Retail Store
Learn the two methods of accounting that can be used for Accounts Receivable; Balance Forward and Open Item. Learn the general preferences tied to AR including the grace period, finance charges, service charges and much more!
Recorded On: July 11, 2017
Know Everything About Styles
Learn how to use styles to create, edit, order, receive and report within POSIM. Learn how to create style cards, use the style converter utility, toggle between style master and style members, and so much more!
Recorded On: June 13, 2017
Using Kit Builder & Event Manager
Learn two powerful advanced features within POSIM – Kit Builder and Event Manager. Learn how to assemble kits, add components, manage events, create classes, track attendees, and so much more!
Recorded On: May 9, 2017
Backup that Database, Please!
Learn where and how to store regular backups properly within POSIM. Learn the best practices on backing up your database, including details on automated backups, different services we recommend using, and more!
Recorded On: April 14, 2017
Easily Maintain & Track Item Quantities
Learn tips and tricks on item management within POSIM. Maintain item quantities, including the use of transfer cards, customize transfer reason codes, utilize shortcut keys, and more.
Recorded On: April 13, 2017
Stay on Top of Purchasing & Receiving
Learn how to utilize purchasing and receiving within POSIM. Create purchase orders manually and automatically using the PO Wizard, track purchase information for items on the item card, order from more than one vendor per item, keep vendor costs up to date, and more.
Recorded On: April 12, 2017
Managing Items in Your POS System
Learn how to manage, create, and edit items within POSIM. Learn all the features of item cards and how your retail store can benefit from proper item management.
Recorded On: April 11, 2017
Managing Categories and Items
Learn how to organize and set up categories correctly within POSIM. Learn how to link category cards to items, as well as other category and item-related tasks.
Recorded On: April 10, 2017
Using the Service & Repair Module
Learn the ins and outs of the Service & Repair feature within POSIM. Learn the basics, including learning how to create service tickets, provide quotes, log parts, track service details, set up email templates and more.
Recorded On: March 14, 2017
Exploring the New Advanced Search Capabilities
Learn how to successfully use the new advanced search feature. Searching for specific information with unlimited filters, using the search assistant, and exporting search results.
Recorded On: March 7, 2017
All About Serialized Inventory
Learn the process of selling, returning, purchasing, receiving and transferring serialized products. Set up serial number preferences and use define a report to find the status of each serial number.
Recorded On: February 7, 2017
Remote Sales: What You Should Know Before You Go!
Learn how to accomplish an off-site event using POSIM’s Remote Sales functionality. Set up preferences and other best practices before going to an event, as well as processing sales at the off-site event and importing sales into the main database after the event is finished.
Recorded On: January 10, 2017