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Greetings!
It's that time of year again, time to begin your search for seasonal employees for the holidays, change your stock over, and prepare for that happily busy time of year. Do you need an extra station? This is a great time to order it to have it for the holiday season.
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Common Email Receipt Settings
Below are the settings for a few common webmail providers that you can use for the email receipt feature. Note that we recommend setting up an account specifically for this purpose, simply to cut back on spam to your normal account:
Gmail:
Server: smtp.gmail.com
Username: Full address, IE extremepointofsale@gmail.com
Password: Your password
Port: 587
From Address: Full address
Hotmail:
Server: smtp.live.com
Username: Full address
Password: Your password
Port: 587
From Address: Full Address
Yahoo addresses do not support this method of sending email, so you'll need to set up an account elsewhere.
Other email providers may or may not; simply look for the SMTP settings, and make certain that they allow for encryption.
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Recurring Invoices
In order to create a recurring invoice, there are two general steps required: create a type of recurring invoice, and then assign it to the customers who need to pay it.
For the first step, first add everything on to an invoice that you will want to have on the recurring invoice - subscription fees, or what have you.
Once you have everything on the invoice, go to the view menu, then Create Recurring Invoice. This will prompt you to put in a description for the invoice, and then to select how often it will be charged - monthly, weekly, annually, or so on.
At this point, you can go to the F3 customer lookup screen to assign the recurring invoice to customers. This is done under each particular customer, from the extended tab, on the "assign recurring invoices" button.
Once you've assigned them, you can manage and charge them from view -> invoices -> view recurring invoices.
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Antivirus Software
Make certain that you are keeping an antivirus program active on your POS stations.
We occasionally get asked for recommendations on antivirus programs to use. Microsoft has a free program available for home users and for small businesses, Microsoft Security Essentials. If you're looking for something a little more robust, Norton's programs work without causing many issues. There are a great many other antivirus programs out there, which may work as well, but these two have worked without causing conflicts with our software in our experience.
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Audit Quantity Changes
One feature you should probably have enabled on your system is Audit Quantity Changes.
This feature requires a reason to be entered and recorded any time stock or used stock is directly adjusted in inventory.
To turn it on, go to tools -> options from the invoice screen, then to inventory settings. There is a checkbox labeled "audit quantity changes" that must be checked.
To view the audit log, go to reports -> general -> quantity change audit history
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For customers on an update plan, the most recent version of the software is 3.00.0003.
Not supported? Get supported here!
You may view an archive of our emails here!
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Sincerely,
Jeremy Spencer
Support Manager
Extreme Point Of Sale Inc
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