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Knowledge Base
Getting Started v1.0
Setting Up Your Stores
2
Setting Up Your Company
Setting Up Your Stores
Setting Up Your Registers and Receipts
3
Setting Up Your Front Register
Setting Up Your Employees and Employee Roles
Setting up Your Printed Receipt Format
Setting Up Your Sales Taxes
4
Setting Up Sales Taxes
Setting Up Tax Inclusive Pricing
Setting Up Luxury Sales Taxes
Sales Tax Set Up Examples
Adding Products
1
Importing Simple Product Records via CSV File
Adding Customers
1
Importing Customer Records via CSV File
Getting Started with Payments
0
Ringing Up Your First Sale
5
Front Register
Making A Sale
Managing The Quick Pick Panel
Emailing a Receipt
Closing the Register at the End of the Day
Hardware Set-Up v1.0
Receipt Printers
6
Setting Up Your TSP100/143 (USB) on a Windows PC
Setting Up Your TSP100/143 (USB) on a Mac
Setting Up Your TSP654/TSP650 WebPrint (HTTP for PCs and Macs )
Setting Up Your Star TSP650/TSP654 WebPrint for SSL or HTTPS IP Printing on Apple iPads
Limitations of STAR TSP650WebPrint on iPads or PCs
See all 6 articles
Cash Drawers
2
Setting Up Your Cash Drawer with a Star Printer
Will My Cash Drawer Work If Its Not On Your Supported Hardware List?
Bar Code Scanners
2
SKU Format for Optimal Barcode Printing and Scanning
Socket Mobile Bluetooth Scanner
Price Tag/Label Printers
2
Setup TSC TTP-245C on Mac
Setting Up Zebra ZD410 Tag Printer
Hardware Specs and Requirements
0
POS Register Sales v1.0
Opening and the Closing Register
3
Open & Close Register
Unlocking a Locked Register
Switch Cashier
Ringing Up Sales
12
How to Ring a Tax Exempt Sale
Split Tender
Pay with Gift Card
Discounts
Split Tender
See all 12 articles
Payment/Tender Screen
6
Creating Gift Card Range
Taking Payments
Pay with Cash
Pay with Check
Pay with Integrated Credit/Debit Cards
See all 6 articles
Quick Pick Keys
0
Advanced Register Features
0
Customer Orders v1.0
Work/Service Orders
2
Work Order
Handling Rental Items
Orders in Progress
4
Order in Progress
Customize the Order
Changing Sales Taxes on Shipped/Delivered Items
Canceling Orders with a Deposit
Special Orders
0
Register Sales Dashboard v1.0
Completed Transactions
4
Reviewing Receipts
Locating a Previous Transaction
How do I print a Gift Receipt
How do I Reprint a Receipt
Hold/Parked Transactions
2
Hold Transactions
Suspend and Recall Transactions
Payment Terminal Set Up v1.0
iPad Payment Terminals
1
Setting up your iPad for Integrated Charge
Windows PC/Mac Payment Terminals
3
Setting Up Your Dejavoo Z6 for EMV
Set Up T-Gate / BridgePay Gateway Integrated Payments in MicroBiz Cloud (desktop)
Dejavoo - Z line - Setting up WiFi connection
Managing Customers v1.0
Customers
6
Customer Type and Tax Class
Create and Edit Customer Records
POS Customer Types
Customer Alternate ID
Customer Pricing
See all 6 articles
Imports and Lists
0
Cloud FAQ's v1.0
Questions on Features and Functions
5
Labor Charges
What's a Configurable Item?
Front Register -Survival Guide
Changing the Default Session Time Out
How do I delete a product?
Set Up Questions
7
First Steps
MicroBiz Tutorial Directory
Screen Capture for Customer Support
General Information
Contacting Support
See all 7 articles
Trouble Shooting Performance Issues
3
Interactive tutorials not working?
Can't load your instance page?
How do I clear my Browser Cache?
Training Resources v1.0
Interactive Tutorials
6
MicroBiz Interactive Learning Directory
Let's Learn About MicroBiz Register
Navigating the Front Register
Let's Learn About MicroBiz Products
Let's Learn About MicroBiz Inventory
See all 6 articles
Training Videos
15
All videos
Initial Set-Up & Import Videos
Printers & Hardware Videos
Front Register Functions Videos
Products & Promotions Videos
See all 15 articles
Training
0
Managing Product Catalogs v1.0
Simple Product Records
7
Creating Simple Products
New Simple Product
Manage Categories
Catalog - Product & Suppliers
Delete item/Make item Active or Inactive
See all 7 articles
Matrix Products & Attributes
11
Creating Attributes
Creating Attribute Sets
Creating Configurable Products
Creating Configurable Products
Manage Attributes, Attribute Sets and Configurable Products
See all 11 articles
Pricing & Promotions
6
Prices
Mange Promotion Rules/ Make Active or Inactive
Important note while updating Product Price
Promotions - Manage Promotion Rules
Different Prices for Variants
See all 6 articles
Advanced Features
0
Product Imports & Exports
6
Exporting a Product List
Exporting Stock Balance
Product Import Errors
Product Update by Import
Exporting a Customer List
See all 6 articles
Managing Inventory v1.0
Inventory Management
12
Inventory
Adding Inventory
Revert Inventory Balance to Zero
Adjustments to Inventory
Inventory Adjustments
See all 12 articles
Purchase Orders
3
Supplier Shipments & Purchase Orders
Making Changes to Open PO's
Alternate Suppliers & Distributors
Vendor Shipments
5
Supplier Shipments
Edit Supplier Shipments
Supplier Shipments
Receive Supplier Shipment Against Purchase Order
Manage Suppliers
Price Tags/Labels
2
Tag printing setup and steps
Tag Printing
Physical Inventory Counts
0
Integrations 1.0
Magento Ecommerce
26
Magento Plugin for MicroBiz Inventory Sync Settings
Magento Plugin for MicroBiz Inventory Sync Settings
Magento Limitations
Products
In Store Returns of Web Purchases
See all 26 articles
QuickBooks Online
6
QuickBooks Online Integration - What It Is, How to Use It and How to Setup
Connecting MicroBiz Cloud POS to QuickBooks
Posting Sales from MicroBiz
Posting Sales to QuickBooks - Video
Incompatibilities for QuickBooks Online Integration
See all 6 articles
Settings v1.0
Store/Register Settings
1
Store Operations - Sales Menu
Tax Settings
0
Sales Settings
4
Create and Manage Register Payments
Product Quick Add (old)
Manage Register Card Types
Manage Payment Methods
Inventory Settings
0
Customer/Employee Settings
0
General Settings
0
Reports v1.0
Reports
15
Register Balance Report
Transfer Detail Report
Register Reports
Hourly Report
Discount Reason Report
See all 15 articles
Management Dashboard
2
Reports & Dashboards
Register Reports - Daily Snapshot