Frequently Asked Questions - Common

1. What is the Shipments Module, and how do I use it?

• The Shipments Module in Flawless POS allows you to create and manage shipments efficiently.
• Accessing the Shipments Module:
  • Open the left navigation menu.
  • Click on Store and then Shipping.
  • Select Create Shipment to begin.
• Steps to Create a Shipment:
  1. Fill in Shipment Details: Enter the description/name for your shipment and click Next.
  2. Configure Sender’s Address: Manually enter the sender’s address or choose a saved address by selecting Ship from Location, then click Next.
  3. Configure Receiver’s Address: Enter the receiver’s details and click Next.
  4. Set Up Packages: Specify the number of packages, choose carrier options, provide weight and measurements, then click Next.
  5. Review Shipment Information: Double-check all details for accuracy and click Create Shipment.

Related Article: Shipments Module Overview 

2. How does the Data Grid Functionality enhance data management?

• The Data Grid in Flawless POS is a powerful tool that allows you to manage and display crucial data across various modules.
• Key Features:
  • Filtering and Searching Data: Refine your data view by applying filters to specific columns or using the search bar to find entries that meet certain criteria.
  • Customizing Data View: Add or remove columns to display relevant information, and reorder columns to optimize your view.
  • Sorting Data: Arrange entries in ascending or descending order based on columns like Date, Customer Name, or Status.
  • Exporting Data: Export the data grid to Excel or print it for offline analysis.

Related Article: Data Grid Functionality

3. How do I configure my dashboard in Flawless POS?

• Customize your dashboard to display relevant data and streamline your workflow.
  Steps to Configure Dashboard:
  • Open the Dashboard module from the left navigation menu.
  • Click Edit Layout to modify the arrangement of widgets.
  • Add widgets by selecting them from the Widget Gallery.
  • Drag and drop widgets to organize the layout.
  • Save changes by clicking Apply Layout.

Related Article: How to Configure Your Dashboard 

4. How can I configure the Action Strip?

• The Action Strip allows quick access to frequently used actions.
  Steps to Configure Action Strip:
  • Navigate to any module with an Action Strip.
  • Click the Settings icon on the Action Strip.
  • Select or deselect actions to customize.
  • Save your configuration.

Related Article: How to Configure the Action Strip

5. What is the Customers Module, and how do I use it?

• The Customers Module helps manage customer profiles, accounts, and transactions.
  Key Features:
  • Customer Search: Find customers using filters like name, phone number, or account number.
  • Customer Details: View and edit customer profiles, including contact details and purchase history.
  • Customer Transactions: Access and manage transactions linked to each customer.
  • Customer Segmentation: Group customers based on attributes for targeted marketing.

Related Article: Overview of the Customers Module 

6. How can I use the Calendar on my dashboard?

• Enabling the Calendar Tab:
  • Go to your Dashboard settings by clicking the cogwheel icon at the top right corner of the screen.
  • Enable the Calendar Tab; it will then appear on your dashboard.
• Accessing and Utilizing the Calendar:
  • The Calendar tab displays scheduled service jobs, customer events (like birthdays and anniversaries), and allows you to add new events such as store tasks, employee schedules, public events, and marketing campaigns.
  • Clicking on an event provides detailed information and options to communicate with customers directly.

Related Article: Usage of Calendar on Your Dashboard 

7. What dashboard features are useful for the retail side?

• Configuring Your Dashboard:
  • Access the dashboard settings by clicking the gear icon on the right side.
  • Add widgets such as Monthly Sales Amount, Today's Sales, Year-to-Date Sales, and tabs like Retail Communication, Retail Pending Jobs, and Retail Sales by Salesperson to monitor performance and manage tasks efficiently.
• Utilizing Widgets and Tabs:
  • The 'My Sales Month to Date' widget provides a summary of your current sales.
  • The 'Retail Pending Jobs' tab helps track incomplete service jobs, while the 'Open Sales' tab monitors pending retail sales.
  • The 'Retail Sales by Salesperson' tab allows analysis of individual employee performance.

Related Article: Useful Dashboard Features for Retail Side 

8. What advanced Data Grid features are available in Flawless POS?

• View Templates:
  • Set up your Data Grid with desired filters and sorting.
  • Click the Grid Options (cogwheel icon) and select 'Save View Template' to save the current view for future use.
  • Access saved templates by selecting 'Pick a Saved Template' from the Grid Options menu.
• Scheduler Functionality:
  • Automate data exports by configuring the scheduler to send reports at regular intervals.
  • Set up the scheduler through the Grid Options menu by specifying the frequency and recipients for the reports.

Related Article: Advanced Data Grid Features in Flawless POS