• Welcome
  • Welcome to RetailEdge
  • Whats New
  • How to Reach Us
  • Notices
• Before Getting Started
  • Getting Around RetailEdge
  • Getting Help
  • Using Accelerator and Hot Keys
• Installing RetailEdge
  • Installing RetailEdge on a Single Workstation
  • Installed Databases
  • Changing the Default Database
  • Installing the RetailEdge Client on a Network
  • Workstation Limitations
  • Installing RetailEdge at a Remote Location
  • RetailEdge Demo Mode and Limits
• Setting Up
  • Setting Up RetailEdge
  • Location Information
    • Modifying Default Location Information
    • Location Information
    • Currency Rounding
      • Setting Up Currency Rounding
      • Using Currency Rounding
    • Creating New Locations or Stores
  • Organization (All Locations)
    • Security Action List
    • Custom User Fields - Customer
    • Custom User Fields - Inventory
    • Custom Subtotals - Sales
  • Peripheral Devices
    • Supported Devices
    • Supported Device Types and Connections
    • OPOS Devices
    • Setting Up Peripheral Devices
    • Changing Device Definitions
    • Touch Screens
    • Using and Setting Up Scales
      • Setting Up Scales
      • Setting Up Scale Items in Inventory
      • Selling Scale Items
      • Errors and RetailEdge Error Checking
  • Workstation Information
    • Setting Up Workstations
      • Cash Drawer Options
      • Credit Card Options
      • Customer Display Options
      • Email Options
      • General Options
      • Island Options
      • Labels Options
      • Misc Options
      • Receipt Printer 1 Options
      • Receipt Printer 2 Options
      • Register Options
      • Reports & Statements Options
      • Scale Options
      • Two-Line Display Options
    • Island Workstations
      • Setting Up The Island Network
      • Setting Up An Island Workstation
      • Resetting Island Data
      • Synchronization Log Viewers
      • Recon Log Viewer
      • Common Problems
    • How Do I
      • Sales Screen Warnings
      • Skipping the Sales Screen Customer Tab
      • Changing Deposit and Layaway Minimums
      • Setting Up Receipt Bitmaps and Forms
      • Changing Information Printed on a Receipt
      • Setting up the RetailEdge default printers
      • Removing Store Name on Receipts for Letterhead
      • Setting Up a Two-Line Display
      • Using International Currencies
  • Setting Up Payment Methods
    • Creating Payment Methods
    • Setting the Payment Method Order
  • Adding Departments
  • Adding Vendors
  • Adding Classes
  • Tax Jurisdictions
    • Setting Up Tax Jurisdictions
    • Setting Up Default Tax Jurisdictions
    • Tax Exceptions and 2-Tiered Tax Rates
  • Clerk Tracking and Security
    • Adding Clerks
    • Setting Up Clerk Tracking
    • Setting Up Security
  • Resizing Screens
• Sales
  • Sales Functions
    • Before Getting Started
    • Selling Items Before Entering Inventory
    • Making a Quick Sale from the Traditional Sales Screen
    • Starting RetailEdge in Sales Only Mode
    • The Sales Touch Screen
      • Setting up the Sales Touch Screen
      • Making a Quick Sale from the Touch Sales Screen
      • When to use the Touch Sales Screen
    • Customer Sales
      • Adding Customer Information to a Sale
      • Printing Shipping Labels from the Sales Screen
    • Item Sales
      • Using the RetailEdge Item ID
      • Looking Up Items on the Sales Screen
      • Changing Item Quantities on the Sales Screen
      • Calculating Sales Tax on the Sales Screen
      • Changing the Sales Tax on the Sales Screen
      • Assigning Promotion Codes to a Sale
      • Selling an Item Not in the Inventory (Non-Entered Item)
      • Discounting a Sale
      • Getting Item Information from the Sales Screen
      • Changing the Order of Items on The Sales Screen
      • Using the QuickList
      • Creating Customized Receipt Message
      • Creating Customized Line Message
      • Adding PO Numbers to A Sale
      • Add lines to the receipt message
      • Adding Serial Numbers
      • Adding Labor to a Sale
    • Discount Rules
      • Creating Discount Rules
      • Discount Rule Tab
      • Discount Rule Types
      • Rule Settings Tab
      • Filter Settings Tab
      • Manually Overriding Discounts
      • Deleting Discount Rules
      • Purging and Reapplying Discount Rules
    • Performing Payouts
    • Returning Items
    • Exchanging Items
    • Printing Receipts
    • Printing a Gift Receipt
    • Printing Pick Lists
    • Reprinting Receipts from the Sales Manager
    • Saved Sales and Sales Quotes
      • Saving and Recalling Sales
      • Creating Sales Quotes
      • Creating Sale Subtotals
      • Delete a Saved Sale
      • Printing Sales Quotes
    • Gift Cards
      • Create Gift Card
      • Selling a Gift Card
      • Redeeming a Gift Card
      • Checking a Gift Card Status
      • Printing Gift Card Labels
    • Open Orders and Layaways
      • What is the Difference Between Open Orders and Layaways
      • Creating Layaways
      • Canceling Layaways
      • Making a Layaway Payment
      • Creating Open Orders
      • Canceling an Open Order
      • Modifying or Making an Open Order Payment
    • Wish Lists
      • Creating a Wish List
      • Selling from a Wish List
    • Recurring Billing
      • Adding a Batch
      • Replicating a Batch
      • Retrying a Batch
      • Processing a Batch
    • Processing Credit Cards
      • Using TSYS Processing Solution
      • Setting Up Global Payments Integrated
      • Using CardConnect Processing Solution
      • Setting Up CardConnect
      • Using Worldpay Integrated Payment Systems Out of Scope Processing Solution
      • Setting Up Worldpay Integrated Payment Systems Out of Scope
      • Using Worldpay Integrated Payment Systems Processing Solution
      • Setting Up Worldpay Integrated Payment Systems
      • Using PayPros PayMover Processing Solution
      • Setting Up PayMover
      • Using a Credit Card Terminal
      • Processing a Sale with Multiple Credit Cards
      • Saving Credit Card Information
      • Purging Credit Card Data
    • Closing at the End of the Night
    • Cash Drawer Calculator
    • Non Sales Adjustments on the Closing Report
    • Purging Sales
• Sales Management
  • Speeding Up the Sales Process
  • The Sales Manager
  • Viewing Sales
  • Copying Sales
  • Voiding Sales
  • Return Sales
  • Correcting Sales
  • Adding payouts
  • Reprinting a Closing Report
  • Printing Gift Receipts from the Sales Manager
  • Getting Workstation Status
  • Gift Cards
    • Manually Issuing a Gift Card
    • Manually Voiding a Gift Card
    • Purging Gift Cards
  • Customer Rewards and Loyalty Programs
    • Customer Rewards Program
      • Creating the Customer Rewards Discount Rule
    • Loyalty Dollar Program
      • Issuing Loyalty Dollars
      • Purging Loyalty Dollars
    • Viewing and Displaying Customer Rewards Program Information
    • Exporting Loyalty Dollars Mail Merge File
  • Creating Promotion Codes
  • Resetting Starting Cash
• Inventory
  • Getting Inventory into RetailEdge for the First Time
    • Entering New Inventory/Receiving Inventory
  • Inventory Fields
  • Inventory Form Options
  • Entering Inventory Prices
  • Using the Inventory Preferred Vendor Field
  • Keeping it Simple
    • Determining How to Enter Your Inventory Items
    • Entering Reorder Levels
    • Tracking Inventory Classes
    • Creating Inventory Matrix Items
    • Using Manufacturer's Barcodes
    • Entering Different Price Levels
    • Entering Serial Numbers
  • Creating a Stock Number
  • Random Weight (Type 2 UPC) Items
  • Copying Existing Inventory Items
  • Matrix Items
    • Size Matrix
    • Creating Matrix Definitions
    • Creating Matrix Items
    • Changing Properties of All Matrix Items
    • Viewing Inventory Quantities
    • Managing Matrix Children
  • Print pricing labels
    • Print Labels from Inventory
    • Print Labels for Items on a Purchase Order
    • Line up my labels when printing sheet style labels
  • Inventory Stock Types
  • Creating Gift Card Inventory Items
  • Creating Consignment Items
  • Removing Inventory Items
  • Purging Inventory
  • Purging Inventory Quantity Log
  • Tracking Inventory Costs
  • Creating an Item Requiring Age Verification
  • Creating EBT Items
  • Adding Serial Numbers
  • Creating Inventory Addons
  • Creating Inventory Aliases
  • Creating Inventory Cases
  • Picture Inventory
  • PICS Using a Data Collection Terminal
    • Using the Portable Inventory Collection System (PICS©)
    • Taking Physical Inventory using a Data Collection Terminal
    • Deleting Data from the Portable Data Terminal (PDT)
    • Entering Items into the Portable Data Terminal (PDT)
    • Transferring Data Files from the PDT to the Computer
    • Importing Transferred Data File into RetailEdge
    • Printing PICs Reports
    • Performing a RetailEdge Backup
    • Zeroing Out Inventory
    • Updating Inventory Quantities from the PICs List
    • Other Updates from PICs
    • Zeroing Out the PICs List
  • Packages
    • Creating Packages
    • Package Pricing Models
    • Package Receipt Printing Models
    • Creating Variable Packages
  • Accounting for Shrinkage
  • The Inventory Manager
    • Finding an item in the Inventory Manager
    • Multi selecting Items in the Inventory Manager
• Receiving
  • Receiving Items
  • Printing Labels for Items Being Received
  • Updating Inventory
  • Adding Inventory Through the Receiving Process
  • Receiving a Purchase Order
  • Receiving the Same Item from Multiple Vendors
  • Centralized Receiving
  • Return Items to a Vendor
  • Copying Existing Inventory Items
  • Scanning in Existing Items
  • Printing Matrix Parent Labels
• Purchase Orders
  • Create a Purchase Order
  • Auto Generating a Purchase Order
  • Copying an Existing Purchase Order
  • Creating Purchase Orders from Sales
  • Create Purchase Orders for a Customer
  • Copying and Moving Purchase Order Lines
  • Discounting a Purchase Order
  • Using the Item's Size/Color field
  • Sorting the Purchase Order Items
• Transfers
  • Creating a Transfer Order
  • Posting a Transfer Order
  • What Does Posting a Transfer Order Do?
  • Receiving a Transfer Order
  • Sorting the Transfer Order Items
• Customer
  • Viewing Customers in the Customer Manager
  • Customer Fields
  • Setting Up Customer Discounts
  • Setting Up Tax Exempt Customers
  • House Charges
    • Setting Up House Charges
    • Using House Charges
    • Viewing House Charges
    • Receiving a House Charge Payment
    • Printing Invoices and Statements
    • Applying House Charge Credits
    • Charging Interest to House Charges
  • Issuing Customer Store Credits
  • Printing Customer Labels
  • Printing Customer Cards
  • Creating Customer Shipping Addresses
  • Creating Customer Interests
  • Purging Customers
  • Purging Store Credit Balances
• Activity and ToDo Managers
  • Creating Customer Activity
  • Modifying and Adding To Customer Activity
  • Viewing Customer Activity
  • Creating Vendor Activity
  • Modifying and Adding To Vendor Activity
  • Viewing Vendor Activity
  • Creating ToDos
  • Modifying and Adding To ToDos
  • Viewing ToDos
• Web Integration
  • Direct Web Integrations
  • API Server
• RECAP
  • Modern Retail
  • ManagementONE
  • Shopify
  • Dashboard
  • Email Receipt Utility
  • ShipStation
  • Locally
  • Brandify
  • Quickbooks Online
• Management Tools
  • Backing Up RetailEdge Data
  • Restoring RetailEdge Data
  • Using the Training Store
  • Setting Up New Databases
  • ODBC Connectivity and Passwords
  • Purging Data
    • Purging Log Files
    • Purge Filters
  • Importing and Exporting Data
    • Exporting Data
    • Importing Data
    • REDI File Import Types and Fields
    • Key Fields and Import/Export Limitations
  • Table Maintenance
    • Verifying Tables
    • Rebuilding Tables Manually
    • Optimizing Tables
  • Making Global Data Changes
  • Get Periodic Updates
  • What type of Internet Connection Do I Need
  • Setting Up External Access to your System
  • SQL Runner
  • Label Designer
• Reports
  • What Reports are available in RetailEdge
  • Running Reports
  • Displaying Summary or Detailed Information
  • Include/Sort Orders
  • Excluding Transfers
  • Grouping by Location
  • Filtering Reports
  • Filtering Tips
  • Displaying Reports
  • Emailing Reports
  • Exporting Reports
  • Report Pricing
  • Printing Shipping Labels from the Report Selector
• Miscellaneous
  • Power Requirements
  • Minimum System Requirements
  • Finding Items in the Managers and Lists
  • Using Wireless Networks
  • Exporting to QuickBooks
    • Setting Up the QuickBooks Desktop Export
    • Setting Up the QuickBooks Online Export
    • QuickBooks Default Accounts
    • Exporting Information to QuickBooks
    • What Information Gets Transferred to QuickBooks
    • QuickBooks Desktop Export Won't Work
  • Setting Filters on the Managers/Lists
  • Synchronizing Location Information
• Troubleshooting
  • RetailEdge Won't Start
  • Checking Server Connections
  • Receipts Are Not Printing Correctly
  • Can't Backup RetailEdge Data
• Appendix A RetailEdge License Agreement
  • The RetailEdge Server
    • Checking the RetailEdge Server Status
    • What Ports does the RetailEdge Server Use
    • Restarting the RetailEdge Server
  • Software License Agreement
• Appendix B RetailEdge Reports
  • Customer Reports
    • House Charge Reports
    • Label Reports
    • Layaway Reports
    • List Reports
    • Loyalty Reports
    • Open Order Reports
    • Store Credit Reports
    • Wish List Reports
  • Inventory Reports
    • Item Reports
    • Matrix Items
    • Reorder / Restock
    • PICS Reports
    • Purchase Order Reports
    • Receiving Reports
    • Transfer Order Reports
    • Vendor Reports
    • List Reports
  • Compound Reports
    • Compound Reports
  • Sales Reports
    • Clerk Reports
    • Customer Reports
    • Gift Card Reports
    • Payment Method Reports
    • Promotion Reports
    • Register - Summary Reports
    • Register - Today Reports
    • Sales by Date Reports
    • Sales by Item Reports
    • Sellers Customer Reports
    • Sellers Item Reports
    • Shipping Reports
    • Other Sales Reports
    • Discount Rules
  • Activity History
    • Activity Reports
  • Miscellaneous Reports
    • Clerk Reports
• Appendix C Processing Credit Cards Securely
  • Introduction
  • Out of PA-DSS Scope Solutions