Setting Up Your Stores 3

• Setting Up Your Company
• Setting Up Your Stores
• How to use the Register Fill In Restock report

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 2

• Setting Up Register Tender/Payments Options
• Non-Integrated Payments Set Up

Ringing Up Your First Sale 4

• Opening a New Register/Initial Cash Balance
• Emailing a Receipt
• Closing Register and Batch at End of Day
• Common issue with emailing receipts

Integrations 0

Vendor Catalog 1

• Setting Up Vendor Catalog

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
• Common Issues with Printing Receipt (Receipts Print Too Long/Text Too Small)

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

• 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?
• Setting up the Zebra Printers for label printing in MicroBiz Cloud v2.0 (MAC OS)

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?

Product Import and Updates 6

• Simple Products Import Template (v2.0)
• Matrix Products Import Template (v2.0)
• Non-Inventory Products Import Template (v2.0)
• Importing Serial Numbers
• Update Product Information via Import

See all 6 articles

Customer Import and Updates 4

• Initial Customers Import Template (v2.0)
• Update Customers Import Template (v2.0)
• Gift Card Import Template (v2.0)
• Store Credit Import Template (v2.0)

Inventory Stock Level Import and Updates 3

• Update Stock Balance Import Template (v2.0)
• Adjust Stock Levels Import Template (v2.0)
• Beginning Stock Levels Import Template (for first time import only)

Vendors and Vendor Shipment/PO Import 1

• Importing Vendors

Sales History Import 1

• Import Sales

Cloud v1.0 Users Converting to v2.0 0

Common Import Issues 2

• How to keep first '0' when you import a CSV file
• Troubleshooting Product and Customer Imports

Cloud 2.0 Users 0

WooCommerce 4

• WooCommerce - MicroBiz Integration Set Up
• Setting Up WooCommerce Auto Inventory Sync
• Web Store Order Fulfillment
• Pushing and Pulling Products in Bulk Between MicroBiz and WooCommerce

QuickBooks Online 4

• What are the benefits of the QuickBooks Online integration?
• Setting Up the MicroBiz - QuickBooks Online Sync
• Push Vendor Shipments to QuickBooks
• How Does MicroBiz Push Sales Taxes to QuickBooks Online?

FastBound 16

• Connecting FastBound with MicroBiz
• Creating a FastBound Disposition from MicroBiz
• Creating a FastBound Acquisition from MicroBiz
• Gunsmithing Acquisitions/Dispositions with FastBound
• Importing FastBound Contacts as New MicroBiz Customers

See all 16 articles

Barcode Lookup 2

• Setting Up Barcode Lookup
• How to Use Barcode Lookup Integration

Register Functions 14

• 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 14 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

• Getting Started with Gift Cards in MicroBiz Cloud
• How do I sell gift cards?
• How do I collect payment with a gift card?
• What Barcode Format Works with Gift Cards?

Returns and Voids 4

• Voiding a Transaction
• Return an item
• Return a Completed Sale
• Returning an Item or Transaction to a Gift Card

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 7

• Returning and Item to a Store Credit and Paying with a Store Credit
• Setting up Credit Accounts/House Accounts and Credit Limits
• Adding Authorized User to Credit Account
• Collecting Signatures on Charge to Credit Account Transactions
• How to take a payment on a credit account

See all 7 articles

BlockChyp Payments 9

• Pairing BlockChyp Payment Terminal with MicroBiz Cloud
• Manual Card Entry using Block Chyp Equinox 8500i Terminal
• How Do I Activate the Credit Card Surcharge/Convienence Fee/Cash Discount feature?
• Enabling card manual entry at the Blockchyp Website
• Returning Items to a Credit Card using BlockChyp

See all 9 articles

Payroc 1

• Connecting your Payroc/eConduit Payment Terminal with MicroBiz

GearFire Payments 3

• Gearfire Payments Integration with MicroBiz Cloud
• Save Credit Card to "Card on file" with Gearfire Payments
• Refund / Return with - Gearfire integration

WorldPay 5

• Accepting partial payments on WorldPay
• Setting Up Your Dejavoo Z Series Payment Terminal
• Manual Card Number Entry on the Dejavoo Z6 CC Terminal
• Setting Up WiFi Connection with Dejavoo - Z line
• Common Errors Messaged When Pairing eConduit Terminal

General Questions 2

• What Are The Advantages of Integrated Payment Processings?
• Error messages when processing credit card sales

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 1

• Suspend and Recall Transactions

Work/Service Orders 4

• Work Order
• Handling Rental Items
• Check Backorders vs Forced Backorders
• PDF generated on CLOUD V2.0 has Missing Information or is Distorted

Orders in Progress 5

• Order in Progress
• Customize the Order
• Canceling Orders with a Deposit
• Mapping Delivery Orders in Google Maps
• Creating Layaways or Installment Sales

Special Orders 3

• Creating a Special Order
• Allocating Stock to Backorders
• Creating a Special Order with Quantity Greater than 1

Customer-Based Pricing 1

• Customer Pricing

Customer Records 3

• Create and Edit Customer Records
• POS customer Types
• Customer Alternate ID

Customer Sales Tax Set Up 2

• How to Create a Tax Exempt Customer
• Customer Type and Tax Class

Simple Products 5

• Creating Simple Products
• Manage Categories
• Catalog - Product & Suppliers
• Delete item/Make item Active or Inactive
• Adding Reporting Categories

Matrix Products 4

• Creating Attributes
• Creating Matrix Products
• Setting Different Prices for Matrix Product Variants
• Matrix SKU Settings

Non-Inventory Products 2

• Creating Non-Inventory Products
• Non-Inventory Items

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 10

• Managing Inventory
• How are Inventory Costs and Inventory Valuation Calculated?
• Changing Stock Levels
• Adjusting Stock Levels using Inventory Adjustment Module
• 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 5

• Managing Vendor Records
• Creating Vendor Shipment
• Editing Vendor Shipments and PO
• Ordering Product from Multiple Vendors/Suppliers
• Importing Items and Quantities into a Purchase Order/Vendor Shipment

Price Tags/Labels 0

Physical Inventory Counts 1

• Using the MicroBiz Physical Inventory Count App

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 4

• Create and Manage Register Payment/Tender Types
• Manage Register Card Types
• Manage Payment Methods
• Editing/Deactivating User Defined Customer Order Statuses

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