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Knowledge Base
Getting Started
Setting Up Your Stores
2
Setting Up Your Company
Setting Up Your Stores
Setting Up Your Registers
4
Setting Up Your Front Register
Setting Up Your Users/Employees
Setting up Your Printed Receipt Format
Customer Display
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
Integrations
2
How to Integrate WooCommerce with MicroBiz Cloud POS
WooCommerce Setup Issues
Vendor Catalog
1
Setting Up Vendor Catalog
Hardware Set-Up
Receipt Printers
5
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
Epson Printer is not visible in MicroBiz
Receipt Text Too Small - How do I change the receipt font size
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
5
Installing your Zebra ZD410 manually on Windows
Setting up the Zebra ZD410 for label printing in MicroBiz Cloud v2.0
Troubleshooting your Zebra ZD410
Printing Labels
Which Tag/Label Printers are Compatible with MicroBiz Cloud?
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?
Importing Data into MicroBiz
Cloud 2.0 Users
10
Simple Products Import Template (v2.0)
Matrix Products Import Template (v2.0)
Non-Inventory Products Import Template (v2.0)
Beginning Stock Levels Import Template (for first time import only)
Update Stock Balance Import Template (v2.0)
See all 10 articles
Cloud v1.0 Users Converting to v2.0
1
Converting from Cloud V1.0 to Cloud V2.0 Import Templates
Common Import Issues
2
How to keep first '0' when you import a CSV file
Troubleshooting Product and Customer Imports
Integrations
WooCommerce
2
WooCommerce - MicroBiz Integration Set Up
Setting Up WooCommerce Auto Inventory Sync
QuickBooks Online
3
What are the benefits of the QuickBooks Online integration?
Why does MicroBiz create both a Ledger Adjustment and a Sales Receipt?
Setting Up the MicroBiz - QuickBooks Online Sync
Register
Register Functions
11
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 11 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
5
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
What Barcode Format Works 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
Payments
General Questions
3
What Are The Advantages of Integrated Payment Processings?
Manual Card Number Entry on the Dejavoo Z6 CC Terminal
NMI Integration with MicroBiz Cloud
WorldPay
1
Common Errors Pairing eConduit Terminal
Chosen Payments
0
BlockChyp Payments
4
Pairing BlockChyp Payment Terminal with MicroBiz Cloud
How Do I Activate the Credit Card Surcharge/Convienence Fee/Cash Discount feature?
Manual Card Entry using Block Chyp Equinox 8500i Terminal
Enabling card manual entry at the Blockchyp Website
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
Orders
Work/Service Orders
2
Handling Rental Items
Work Order
Orders in Progress
4
Order in Progress
Customize the Order
Canceling Orders with a Deposit
Mapping Delivery Orders in Google Maps
Special Orders
3
Creating a Special Order
Allocating Stock to Backorders
Creating a Special Order with Quantity Greater than 1
Customers
Customers
8
Customer Type and Tax Class
Create and Edit Customer Records
POS customer Types
Customer Alternate ID
Customer Pricing
See all 8 articles
Customers Imports and Lists
0
Product Catalog
Simple Products
6
Creating Simple Products
Manage Categories
Catalog - Product & Suppliers
Delete item/Make item Active or Inactive
Non-Inventory Items
See all 6 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
5
Prices
Creating price rounding rule
Creating Special Pricing for Customer Groups
Managing Quantity-based Tier Pricing
Creating a Prompt for Price Item
Product Imports and Catalogs
0
Advanced Features
2
Managing Serial Numbers and Serialized Inventory
Creating Kits or Bundled Products
Inventory Management
Inventory Management
10
Managing Inventory
How are Inventory Costs and Inventory Valuation Calculated?
Changing Stock Levels
Adjustments to Inventory
Recommended SKU Field Length
See all 10 articles
Purchase Orders
3
Overview of Vendor Shipment and Purchase Order
Making Changes on to Open PO's
Using the Autostock Fulfilment/Reorder Levels functions in MicroBiz Cloud
Vendor Shipments
4
Managing Vendor Records
Creating Vendor Shipment
Editing Vendor Shipments and PO
Ordering Product from Multiple Vendors/Suppliers
Price Tags/Labels
0
Physical Inventory Counts
1
Using the MicroBiz Physical Inventory Count App
Settings
Store/Register Settings
3
How do I set up Employee Roles or restrict employees from certain screens?
setting-up user's password
Setting up Register Batch Auto Close Task Scheduler
Sales Settings
3
Create and Manage Register Payment/Tender Types
Manage Register Card Types
Manage Payment Methods
Training Videos 2.0
Product Management
1
Creating a Simple Product
Front Register
1
Setting Up and Paying with Gift Cards
Inventory Management
1
Adjustments to Inventory Stock Levels
Getting Started
4
Adding NewProducts to MicroBiz via CSV File Imports
Adding New Customers to MicroBiz via CSV File Imports
Importing Initial Stock Levels using CSV File Imports
Setting Up Sales Taxes in MicroBiz
Customer Management
1
Customer-Based Special Pricing