Shoptree

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

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?

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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 ?

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 ?

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 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?

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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 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 ?

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)

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 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?

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 2

• Shoptree Dashboard : Manage your business on the go
• How will it make your life easy ?