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Knowledge Base
MicroBiz Knowledge Base
Getting Started
2
Import Templates Cloud V2 For New Customers
Converting from Cloud V1.0 to Cloud V2.0 Import Templates
Getting Started
Setting Up Your Stores
2
Setting Up Your Company
Setting Up Your Stores
Setting Up Your Registers
3
Setting Up Your Front Register
Setting Up Your Users/Employees
Setting up Your Printed Receipt Format
Setting up Your Sales Taxes
5
Setting Up Sales Taxes
Setting Up Tax Inclusive Pricing
Setting Up Luxury Sales Taxes
Sales Tax Set Up Examples
Overview Sales Tax
Adding Products
3
Creating Simple Products Records
Creating Matrix Product Records
Importing Simple Product Records via CSV File
Adding Customers
2
Creating Customer Records
Importing Customers via a CSV File
Getting Started with Payments
4
Setting Up Register Tender/Payments Options
Setting Up Your Dejavoo Z Series Payment Terminal
Setting Up WiFi Connection with Dejavoo - Z line
Non-Integrated Payments Set Up
Ringing Up Your First Sale
3
Opening a New Register/Initial Cash Balance
Emailing a Receipt
Closing Register and Batch at End of Day
Hardware Set-Up
Receipt Printers
3
Setting Up Your Star TSP100/143 (USB) on a Windows PC
Setting Up Your Star TSP100/143 (USB) on a Mac
Receipts Are Printing Too Long with Extra Space
Cash Drawers
3
Setting Up Your Cash Drawer with a Star Printer
How do I manually open my cash drawer?
Will cash drawers not in your recommended hardware list work with MicroBiz Cloud?
Barcode Scanners
2
Setting up Your USB Barcode Scanner with a Mac or Windows PC
What types of barcodes work with MicroBiz?
Price Label/Tag Printing
3
Installing your Zebra ZD410 manually on Windows
Setting up the Zebra ZD410 for label printing in MicroBiz Cloud v2.0
Troubleshooting your Zebra ZD410
Hardware Specs and Requirements
3
What POS hardware is sold and supported for MicroBiz Cloud?
Can I use unsupported hardware with MicroBiz?
What are the recommended system requirements for MicroBiz Cloud?
Payments
General Questions
1
What Are The Advantages of Integrated Payment Processings?
WorldPay
1
Common Errors Pairing eConduit Terminal
Chosen Payments
0
Register
Register Functions
9
Adding Items to a Sale/Search Screens
Using and Navigating the Quick Pick Panel
Transaction Holds
Applying Discounts to a Sale
Applying Discounts to an Item
See all 9 articles
Tender Screens and Payments
6
Split Tender Transactions
Changing a Payment on a Sale in Progress
Capturing Check Numbers in Pay via Check Transaction
Removing a Payment Type from a Transaction
Switching Users and Registers
See all 6 articles
Gift Cards and Store Credits
4
How to Set Up Gift Cards in MicroBiz
How do I sell gift cards?
How do I collect payment with a gift card?
Getting Started with Gift Cards
Returns and Voids
3
Voiding a Transaction
Return an item
Return a Completed Sale
Register Management
3
How do I set up a 'prompt for price' Quick Pick button?
Using the Cash Rounding Settings
How do I add or remove cash from the register?
Credit Accounts/House Charge
3
Paying for a Sale with a Store Credit
Setting up Credit Accounts/House Accounts and Credit Limits
Adding Authorized User to Credit Account
Orders
Work/Service Orders
2
Handling Rental Items
Work Order
Orders in Progress
3
Order in Progress
Customize the Order
Canceling Orders with a Deposit
Special Orders
0
Transaction Dashboard
Completed Transactions
3
How Do I Reprint a Receipt
How do I print a Gift Receipt?
How do I locate a Previous Trasaction?
Hold/Parked Transactions
2
Hold Transactions
Suspend and Recall Transactions
Customers
Customers
6
Customer Type and Tax Class
Create and Edit Customer Records
POS customer Types
Customer Alternate ID
Customer Pricing
See all 6 articles
Customers Imports and Lists
0
Product Catalog
Simple Products
7
Creating Simple Products
New Simple Product
Manage Categories
Catalog - Product & Suppliers
Delete item/Make item Active or Inactive
See all 7 articles
Matrix Products
4
Creating Attributes
Creating Matrix Products
Setting Different Prices for Matrix Product Variants
Matrix SKU Settings
Non-Inventory Products
1
Creating Non-Inventory Products
Pricing and Promotion
4
Prices
Creating price rounding rule
Creating Special Pricing for Customer Groups
Managing Quantity-based Tier Pricing
Product Imports and Catalogs
0
Advanced Features
0
Inventory
Inventory Management
8
Managing Inventory
How are Inventory Costs and Inventory Valuation Calculated?
Changing Stock Levels
Adjustments to Inventory
Recommended SKU Field Length
See all 8 articles
Purchase Orders
2
Overview of Vendor Shipment and Purchase Order
Making Changes on to Open PO's
Vendor Shipments
3
Managing Vendor Records
Creating Vendor Shipment
Editing Vendor Shipments and PO
Price Tags/Labels
0
Physical Inventory Counts
0
Settings
Store/Register Settings
2
How do I set up Employee Roles or restrict employees from certain screens?
setting-up user's password
Sales Settings
3
Create and Manage Register Payment/Tender Types
Manage Register Card Types
Manage Payment Methods