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RETAILEDGE KNOWLEDGE BASE

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Pre-Sales & Buying Guides

14

Purchasing RetailEdge FAQs
What is your Return Policy?
Compare Square Register to RetailEdge POS
Sales Feature FAQs
Inventory Management Features
Customer Management Features
Other Important POS FAQs
QuickBooks POS vs. RetailEdge
Why Does RetailEdge Only Work on Windows machines?
Can I Run RetailEdge on my Mac?
Technical Support FAQs
Choosing the Right RetailEdge Support Plan for You
How to Make Sure You Purchase the Right POS Software the First Time
What is RECAP and How Can I Use It?

Getting Started Icon

Getting Started

7

What are the differences between RECON Multi-Location Synchronization Engine or RetailEdge Island Mobile POS?
Credit Card Signature Threshold
Getting Help with RetailEdge from the Help Menu
Entering Customer’s Existing Store Credits or House Charge Balances into RetailEdge when Converting Your POS to RetailEdge
How Do I Setup RetailEdge POS in a Multi-Location Business?
How to Set Up The Dashboard App
Getting Started Entering Your Data in RetailEdge

Setup & POS Hardware

16

How to Move Your RetailEdge License to a New Computer
Easy Way To Adjust Inventory in RetailEdge
How to Set up the Zebra ZD410/LP 2824 Plus Printer (ZPL Series 5 Driver)
How to Set Up Zebra ZD 411/410 Printers (Series 10 Windows Driver or Newer)
How to Clean and Disinfect your Touchscreens, Monitors, and other Devices
Work Remotely with RetailEdge Island
How to Load Images to the Star TSP 100 IV
Do I Need an All-In-One Point of Sale Workstation?
Getting Help Setting Up Point of Sale Peripheral Devices
How To Set Up the RetailEdge Dashboard App
How To Print Barcode Labels a Barcode Label Printer (LP2824 and EPL drivers)
How Do I Perform a Physical Inventory using PICS (Physical Inventory Collection System) and the Cipherlab 8000 or 8230?
Switching Labels on the Zebra Label Printer
Label Printers: Direct Thermal vs. Thermal Transfer
Barcode Labels Sizes and Types
Why should I buy an all-in-one POS Workstation for my Retail Business?

POS receipt printer image

POS Operations

30

Using RetailEdge Discount Rules
How to Set Up a Quick List in RetailEdge
How Does Clerk Sales Tracking Work in RetailEdge?
Using the Return Button for Returns
Credit Card Signature Threshold
How to Set Up Gift Cards
How to Discount the Sale of a Gift Card
Selling Items Not In Your Inventory (Non Entered, Open SKU, Open PLU Items)
Common Clerk Mistakes in RetailEdge
How to Prevent Sales Of Items With Negative Quantities
How To Use the Donation Round-Up Feature
How To Use Season Codes in RetailEdge
Returning Items in RetailEdge
How to Use Advanced Pricing and Quantity Options
Automatic Rounding (Penny Rounding) with RetailEdge
How do I create a custom receipt?
Can I change the information shown on my receipt?
Correcting Customer Sale Information
How to Change or Add a Customer on Previous Transactions
How To Change Your Receipt Text Labels
How to Quickly Add Items to a Purchase Order from the Sales Screen
Incentivizing Clerks with Commissions
How Do I Subtotal my EBT Eligible Items in RetailEdge
Adding a Donation Item in RetailEdge
Issuing a Return to a Gift Card in RetailEdge
Tips for Setting Up Security in RetailEdge
Searching Inventory and Customers in RetailEdge
Making Your Sales Process Faster and Easier
How to Speed up Sales at the POS
Using Hotkeys and Keyboard Shortcuts in RetailEdge

POS Software and Setup

10

How do I assign a department to my Tips?
Common Issues: RetailEdge Not Loading, Not Running on Clients, Seeing Island Data, How to Set Up Label Printer
Work Remotely with RetailEdge Island
Configuring a Customer-Facing Display
Getting Started Entering Your Data in RetailEdge
Setting Up your Locations Settings
Effectively Using RetailEdge’s Customer Rewards Programs
Add-Ons for Up Selling and Cross Selling
Purging Log Files: Why, How, and When
Knowing Your Receipt Options

Training Videos

16

Creating Mix and Match Discount Rules
Creating RetailEdge Classes for Better Inventory Management
Setting Up your Locations Settings
Common Clerk Mistakes in RetailEdge
Configuring a Customer-Facing Display
Send Emails Out Of RetailEdge
Creating a Basic Percent Off Discount Rule
Integrating RetailEdge With Shopify
How To Customize Your RetailEdge Screens
Clerk Security Levels Play List
How To Make a Sale
Creating Departments
Setting Up and Using Gift Cards Playlist
Inventory Stock Types
Adding Vendors
Getting Started With RetailEdge Playlist

Inventory Management

Inventory Management

36

Why RetailEdge Uses Average Cost for Inventory Values
Negative Purchase Orders in RetailEdge
Using RetailEdge Discount Rules
Best Practices for PICS Reports in RetailEdge
Copying Inventory Items
How do I Assign a Department to my Tips?
Easy Way To Adjust Inventory in RetailEdge
Calculating VAT with RetailEdge
Issuing Return Merchandise Authorization Numbers
How To Use Season Codes in RetailEdge
Last Cost and Average Cost in RetailEdge
Why RetailEdge Uses Average Cost for Inventory Valuation and Cost of Goods Sold
Preventing Cost and Pricing Mistakes In RetailEdge
Using RetailEdge’s Price Calculator
How to Use Advanced Pricing and Quantity Options
Linking Non Matrix Items to a Matrix Family
Using RetailEdge’s Purchase Orders
Bulk Updating Costs and Pricing in RetailEdge’s Inventory and Purchase Orders
How do Matrix Definitions Work?
3D Matrices: Tutorial on how to set up a 3D Matrix
How and when should I use matrices for setting up size and color inventory items?
Setting up Minimum and Maximum Quantities in RetailEdge
Auto Generating Purchase Orders from Sales
Is there a way to alphabetize/reorder Purchase Orders
How Do I Quick Copy Inventory into a Purchase Order?
How Do I Create a Purchase Order?
How to Quickly Add Items to a Purchase Order from the Sales Screen
Understanding how to Use Minimums and Maximums for Reordering Items
How Do I Subtotal my EBT Eligible Items in RetailEdge
Adding a Donation Item in RetailEdge
How to Remove and Change Matrix Definitions Associated with Parent Items
How to Reorder Cases (Masterpack) for Case Items
The 7 Inventory Stock Types You Should Know
How to Create A Package in RetailEdge
Entering Inventory through the Receiving Process
RetailEdge’s Consignment Features

Customer Management

7

How to Set Up Gift Cards
Adding a Credit Card to a Customer’s Account
Effectively Using RetailEdge’s Customer Rewards Programs
How to Change or Add a Customer on Previous Transactions
Correcting Customer Sale Information
How Does the RetailEdge Loyalty Program Work?
Gift Cards + Loyalty Programs = A Powerful Sales Combo

Blog

43

Credit Card Surcharging: What Retailers Should Consider
Small Business Spotlight: Meadowlark Market & Kitchen
Kayla’s Top 5 Favorite RetailEdge Reports
How to Add a Backup Payment Method in RetailEdge
Selling Items Not In Your Inventory (Non Entered, Open SKU, Open PLU Items)
Tracking Your Marketing Dollars with RetailEdge
Effectively Using RetailEdge’s Customer Rewards Programs
Windows 10 End of Life
Choosing Between Flat Rate or Interchange Plus
A Customer Story about Managing Departments and Classes
Considerations When Importing QuickBooks POS data into RetailEdge
Secure Credit Card Processing with RetailEdge: How It Works
The Importance of Having A Local First or Hybrid POS System – Keep Your Business Running Even When The Internet Is Down
Configuration Settings for Barcode-X App for doing RetailEdge Physical Inventory
Get The Most Out of Black Friday, Small Business Saturday, & Cyber Monday with RetailEdge
When Is It Time to Upgrade my Computer?
Retail Business Definitions and Equations for Everyday Use
Tech Announcements for May
Add-ons can be an easy way to increase your sales
Common Issues: RetailEdge Not Loading, Not Running on Clients, Seeing Island Data, How to Set Up Label Printer
Get into Giving Tuesday with our Dollar Roundup Donation Feature!
How Often Should I Backup My RetailEdge POS Data?
Are You Backing Up Your RetailEdge Data? It’s as Easy as 3-2-1
More Tips To Boost Holiday Sales
Helpful Tips to get the Best Credit Card Processing Rates
A Customer’s Story on Using Strict Naming Conventions instead of Classes in RetailEdge
What’s the Best Way to Promote Your Products?
Let RetailEdge Build your Gift Cards with You
How Do I Contact Technical Support?
Setting Up RetailEdge for Sales Tax Holidays
What is your Surf Monkey? The Power of a Gimmick That Keeps Customers Coming Back.
Why Does RetailEdge Tech Support Ask me to Restart my Computer?
Are You Using Purchase Orders?
How to Set Up Gift Cards
Adding a Credit Card to a Customer’s Account
Why Does RetailEdge Tech Support Always Tell Me to Leave a Voicemail?
Planning to Reopen your Business Post-Coronavirus
Welcome to the RetailEdge Blog
What Happens When I Purge or Delete Information in RetailEdge?
Why We Use RetailEdge Every Day
December Guest Blog: End Your Year with a Bang
Create A Report Card for Your Vendors
Guest Blog: Planning Holiday Promotions in November

Reporting and Analytics

Reporting & Analytics

12

Back to School RetailEdge Reports You Should Know
How do I Run an Inventory Sell Through Report?
Accessing Advanced Features Using the RetailEdge.ini File
Kayla’s Top 5 Favorite RetailEdge Reports
Best Practices for PICS Reports in RetailEdge
Getting Information Out of RetailEdge
Getting Past Inventory Values in RetailEdge
Using the RetailEdge Inventory Turn Rate Report
Reports and Tools That Will Help You Evaluate Your Store’s Quarterly Performance
What PICS (Physical Inventory Collection System) reports should I run?
Create A Report Card for Your Vendors
What’s NOT Happening in my Store? Non-Sellers & Non-Buyers Reports

Data Interchange

Integrations & Data Exchange

8

Integrating RetailEdge With Shopify
How to Export RetailEdge Data to QuickBooks
Considerations When Importing QuickBooks POS data into RetailEdge
Getting Information Out of RetailEdge
Using a LAN or VPN or RetailEdge’s Cloud Services for a Synchronizing Island Workstation
How To Set Up the RetailEdge Dashboard App
How to Generate Credentials and Connect RetailEdge to Shopify
What are the Limitations To Your Shopify Integration

Release Notes / Updates

51

RetailEdge Release Notes: 2026.10.0
RetailEdge 2025.11.3 Release Notes
RetailEdge 2025.11.2 Release Notes
RetailEdge 2025.11.1 Release Notes
RetailEdge 2025.11.0 Release Notes
RetailEdge 2025.04.0 Release Notes
RetailEdge 2024.10.1 Release Notes
RetailEdge 2024.10.0 Release Notes
RetailEdge 2024.07.2 Release Notes
RetailEdge 2024.07.1 Release Notes
RetailEdge 2024.07 Release Notes
Important New Changes to RetailEdge 2024.07
RetailEdge Wraps Up 2023 With Multiple Awards and Accolades
RetailEdge 8.2.86 Release Notes
RetailEdge 8.2.85 Release Notes
New RetailEdge Version 8.2.84 Release Notes
RetailEdge Version 8.2.83 Release Notes
RetailEdge Named 2023 FrontRunner for Retail POS Systems
RetailEdge Version 8.2.82 Release Notes
RetailEdge Officially Ends Tech Support for Computers Running Windows XP
Patch Tuesday:
RetailEdge 8.2.49 Software Update
RetailEdge Point of Sale Version 8.2.51 Released
New RetailEdge Version 8.2.55!
RetailEdge 8.2.50 Release Notes
New RetailEdge Version 8.2.57!
New RetailEdge Version 8.2.53!
New RetailEdge Version 8.2.64 – March 17th, 2020
Windows Update Causes Problems with Printer Drivers
New RetailEdge Update Alert! Version 8.2.58! 02/06/2019
New RetailEdge Version 8.2.59! Welcome CardConnect, Locally, and Brandify!
New RetailEdge Version 8.2.61
New Release! 8.2.52!
New Update: 8.2.67 Release Notes
NEW RetailEdge Update: 8.2.69
New Update: 8.2.66 Release Notes
November 9, 2021: HUGE New RetailEdge Update – 80 New Features!
New RetailEdge 8.2.65 Update: Quickbooks Online & Much More!
NEW RetailEdge Update: 8.2.70
COVID Related Resources for our Customers
Feb 1, 2022- New RetailEdge Version 8.2.74 Release Notes
Feb 15, 2022- RetailEdge Update 8.2.75
December 10, 2021- New RetailEdge Update version 8.2.73
NEW RetailEdge Update: 8.2.71
Windows 8.1 End of Life is Coming
New RetailEdge Update: 8.2.76
RetailEdge Ends Support for Windows 7
New RetailEdge Update – Version 8.2.78
New RetailEdge Update: 8.2.79
RetailEdge Update 8.2.77
Holiday Support Schedule
- 2026 Holiday Schedule

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Getting Started With RetailEdge Playlist

Getting Started With RetailEdge Playlist

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Getting Started with RetailEdge is easy. Here are a few videos to get you going

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Updated on January 13, 2023

Adding Vendors Creating Mix and Match Discount Rules

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