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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

50
  • 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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  • Pre-Sales & Buying Guides

Pre-Sales & Buying Guides

Pre-Sales questions about RetailEdge POS that help you make an informed decision about which POS System is right for your business.

  • 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?
  • Get Started
  • POS Software Features
    • Mobile POS
    • Multi-Location POS
    • Global POS
    • Web Integration
    • Integrated Credit Card Processing
    • Gift Cards
    • Loyalty Programs
    • iPhone, iPad and Android apps
  • Concierge Services
    • POS Training
    • POS Customization
    • POS Installation
    • Store Design
  • Technical Support
    • Technical Support Plans
    • Forums
    • Announcements
    • FAQs
    • Help
    • Credit Card security
    • System Requirements
  • Blog
  • Buy Now at the Store
  • POS Equipment
  • Downloads
  • Contact Us
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