Issuing Gift Vouchers. Gift Vouchers are a popular present and as the recipient can choose their own gift, Gift Vouchers may reduce the number of goods being returned. 1. Enter your Staff code and press ENTER. 2. Select issue a Gift Voucher. 3. ...

Start of Day Procedures The first person to log on to SoleMate at the Start of each Day must count the float in the cash drawer or till for the day. This is important because at the End of each Day or shift SoleMate again asks you to count the float and...

The details of a sale can be suspended or canceled at any time during the process of entering the sale. This may occur when the customer suddenly decides to try on another item of clothing. This means that you can process another sale and then return to t...

A Lay-by is a means of allowing a customer to partially pay for a product and finalise the purchase later. No goods leave the store, in fact depending on the law in your state; the good may need to be put in a separate location for holding. Performing t...

When a customer wants to return a product that they have purchased for a refund. This procedure is virtually the reversal of a sale. 1. Enter your Staff code and press ENTER. 2. Select Returns to give a Refund. 3. Scan the barcode of the product, or pr...

To make an account payment to a customers account 1. Enter Staff code and press ENTER. 2. Select Account payment. 3. Enter the customer surname details in the search box. 4. A list of customers with the surname is displayed. 5. Using the mouse highligh...

When an item needs to be exchanged, the transaction is really like combining a refund transaction with a sales transaction. The procedure is as follows: 1. Enter your Staff code and press ENTER to get to the Main Menu. 2. Select Exchange. 3. Scan the it...

As SoleMate makes each staff member accountable for his or her actions, if the till is opened at any time, other than for a sale, you must enter the reason for opening it. To open the Till: 1. Enter your Staff code and press ENTER to get to the Main Men...

When starting a shift SoleMate "clocks on" for you automatically, or when coming back from a break it is essential for each staff member to "clock on”. If this procedure is not followed, SoleMate will not allow you to process sales. When taking a brea...

The stock enquiry function is used to check whether a certain item is in stock in your store and other stores. This will also show season to date sales information. This is done through Stock Enquiry, as follows: 1. Enter your Staff code and press ENTER...

SoleMate allows you to view transaction history for any given date To do this: 1. Enter your Staff code and press enter. 2. Select HISTORY (in the bottom right corner). 3. This now will display all the transactions that have occurred today ranked by ti...

SoleMate allows each store to receive stock from another location or send stock to another location. Receiving Stock When Receiving Stock from another store, details need to be entered into SoleMate so that stock levels can be updated. The procedure i...

Stocktakes should be done on a regular basis to make sure all the stock on hand is correct. You can stocktake either the entire store or selected departments/makers. The stock can either be scanned by a portable scanner or by a pos scanner directly atta...

The customer database keeps track of your individual customer’s details and records their purchases. This information is essential for efficient business management. It allows you to know who is buying what and also let your reward your most loyal custome...