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Knowledge base
General
Frequently Asked Questions ( FAQ )
10
What do I need to get started?
How much does the Shoptree software cost ?
What devices does Shoptree run on?
How long does Shoptree take to be up and running ?
What happens if I lose internet connectivity?
See all 10 articles
Getting Started with ShopTree
2
Setup Shoptree for PC
Kiosk Mode in Mac
Setup & Manage
Stores
5
Stores & Registers Page Layout
How To add a new Store?
How to Edit Existing Store?
How to view Store details ?
How to assign a Payment Type to the Store?
Registers
4
How to add a new Register?
How to Edit an existing Register?
How to view Register details?
How to delete an existing register?
Payment Types
7
How to add a New Payment Type?
How to add Payment type for Card Payments India?
How to add a Payment type for Card Payments UK, Europe & Brazil ?
How to add a new Payment Type for Card Reader (USA)
How to assign a Payment Type to the Store?
See all 7 articles
Taxes
6
How to add a new Tax type?
How to group multiple taxes?
How to edit Tax type?
View Tax Types
How to assign a Tax type to a Product?
See all 6 articles
Employees & Permissions
4
How To Add New User/ Employee
How to Edit Existing User / Employee?
How to manage Employee Roles / Permissions & Assigning Employees to Stores?
How to change the account password ?
Register Automation
3
How to create a Register Automation / Register Rule?
How to assign the Register Automation / Register Rule to Register ?
How to edit existing Register automation / Register rule?
Receipt Templates
4
How to Create a New Receipt Template?
How to create a receipt template for KOT and split the KOT section wise ?
How to Edit a Receipt Template?
How to assign the receipt template to register ?
Hardware Setup
Receipt Printers
5
Configuring Epson printers for Wireless network
Configuring Epson Intelligent or Omnilink printers
Configuring Epson Intelligent or Omnilink printers for Wireless Network
Configuring Slave printers to Epson Intelligent printer
How to Setup Kitchen Printers
Recommended Hardware
3
iPad Bundle.
PC or Mac Bundle.
Android Bundle
Shoptree on iPad
3
Installing and Configuring Shoptree iPad App
Configure Socket scanner for iPad
How to Factory reset and unpair socket scanner ?
Using Shoptree
Sell / Billing
16
How to accept card payments in India ?
How do I use sale types?
How to make a new sale in Dine-In mode?
How to search products in Billing screen?
How to Accept Multiple Payments on a Sale?
See all 16 articles
Billing History
6
How to view Billing History?
How to Void a KOT? or How to cancel an item after KOT is generated?
How to view KOT Void History?
How to resend receipts via email?
How to Void a Sale?
See all 6 articles
Register Closures
2
How to Open Register ?
How to close register ?
Products
Products
8
How To add a new Product?
How to create a composite product ?
How to Edit Existing Product?
How to view Product Details?
How to add existing product to a new store?
See all 8 articles
Product Sections
2
How to add a new Product Section?
How to edit existing Product Section?
Product Modifiers
4
How to add a new Product Modifier set?
How to edit the existing Modifier set?
How to assign the Product Modifier to a Product?
How do I make a sale of Product with modifiers ?
Pricebooks
Pricebooks
5
How to add a new Pricebook?
How to edit the existing PriceBook?
How to add a product into the existing Pricebook?
How to add new store to the existing Pricebook?
How to change the price / discount of product in existing PriceBook ?
Inventory / Stock Control
Stock Order & Recieve
3
How To Create a New Order?
How to receive a Stock Order?
How to Directly Receive a Stock without ordering?
Stock Take
1
How to perform a Stock Count?
Stock Transfers
4
How To Request Stocks from other Store ?
How to accept a Stock Request and Send stock?
How to receive requested Stock?
How to transfer(send) Stocks between Stores?
Stock Dumps
1
How to add Stock Wastage (Stock Dump)
Customers
Customer Tracking at POS
6
How to add an existing customer to a sale?
How to add new customer during a sale?
How to import Customers from a file?
How to create a Customer Group?
How to add a new Customer?
See all 6 articles
Analytics
0
Customers
0
Customer Groups
0
Brands & Suppliers
Brands
2
How to add a new Brand?
How to edit a existing Brand?
Suppliers
2
How to add a new Supplier?
How to Edit Existing Supplier?
Reports & Analytics
Sales Reports
2
How to generate a Sales Report?
How to generate month end Sales report?
Product Reports
2
How to generate a Product Report?
How to check the top selling product in the Store?
Register Closures Reports
1
How to view Register Closure Reports?
Tax Report
1
How to generate a Tax Report?
Payment Report
1
How to generate a Payment Type Report?
StockFlow Report
1
How to generate a StockFlow Report?
Dashboard
Dashboard
2
Shoptree Dashboard : Manage your business on the go
How will it make your life easy ?
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