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SP360 Portal articles
- Getting started with SalesPoint360
From a fresh account to your first completed sale in about fifteen minutes.3 min - Managing your product catalog
Add products, variants, and barcodes, and keep stock accurate.6 min - Plans, billing & invoices
Pick a plan, manage payment, and keep an eye on your usage.2 min - Refunds, returns & exchanges
Refund a sale, swap an item, or issue store credit — with stock and the ledger kept straight.2 min - Users, roles & permissions
Add staff and control exactly what each person can see and do.2 min - Stores, registers & multiple locations
Add locations, set up registers, and run a multi-store business.2 min - Importing your products, customers & sales
Bring your catalogue and customer list over from a spreadsheet or your old POS.2 min - Securing your account: passwords, PINs & 2FA
Two-factor authentication, PIN sign-in, and keeping staff access tight.2 min - Shifts, the cash drawer & closing the day
Open a shift, manage drawer movements, and reconcile cash at close.2 min - Receipts: printing, emailing & customising
Thermal printing, digital receipts, gift receipts, and receipt branding.2 min - Discounts, coupons & promotions
Line and cart discounts, coupon codes, happy hour pricing, and bundles.2 min - Layaway, customer tabs & store credit
Pay-over-time plans, running accounts, and credit notes from returns.2 min - Stock counts, adjustments & the inventory ledger
How stock is calculated, how to correct it, and how to run a cycle count.2 min - Suppliers & purchase orders
Raise a PO, email it, receive stock against it, and handle returns to supplier.2 min - Transferring stock between stores
Move inventory between locations with a tracked, two-sided transfer.2 min - Barcodes & label printing
Generate barcodes, design label templates, and print to sheets or a label printer.2 min - Managing customers & customer groups
Customer records, purchase history, groups, and group pricing.2 min - Loyalty programmes, tiers & gift cards
Set up points or cashback, add VIP tiers, and sell and redeem gift cards.2 min - Email & SMS campaigns and automations
Send campaigns to a segment, and automate the messages that repeat.2 min - Restaurant mode: tables, modifiers & the kitchen display
Turn on restaurant features, lay out your floor, and send orders to the kitchen.2 min - Online ordering & your storefront
Publish a menu, take orders online, and track them through to delivery.2 min - Appointments & bookings
Bookable services, staff availability, online booking, and reminders.2 min - Time clock, scheduling & payroll
Clock staff in and out, build rotas, and export hours for payroll.2 min - Tips, commissions & staff scorecards
Collect and share tips, pay commission on sales, and measure performance.2 min - Reading your reports & dashboards
Which report answers which question, and how to filter and export them.2 min - Tax rates & tax reporting
Set up inclusive or exclusive tax, apply it correctly, and file from the reports.2 min - Expenses, accounting sync & the general ledger
Record spending, watch profitability, and push everything to your accounting system.2 min - Plan limits & why a feature is hidden
How plan gating works, what the limits are, and what to do when you hit one.2 min - Getting started with the SalesPoint360 API
Create an API key, authenticate a request, and understand scopes and limits.2 min - Webhooks: subscribing to events
Get notified when a sale, order, customer, or appointment changes.2 min - Connecting a payment gateway
Set up Stripe, PayPal, Square, WiPay, or FAC with your own credentials.2 min - Frequently asked questions
Quick answers to the questions we are asked most often.2 min - Troubleshooting sign-in and access
Locked out, wrong PIN, missing pages, or a session that keeps ending.2 min - What's new in SalesPoint360
Recent releases across the portal, the register, and the apps.2 min - Add-on modules: what they are and how to switch one on
The optional modules that extend SalesPoint360, and how they get enabled.2 min - Property rentals & leasing
Properties and units, short-term bookings, long-term leases, and owner statements.2 min - Vehicle fleet rentals
Run a vehicle rental business: fleet setup, bookings, counter workflow, and compliance.2 min - Custom framing
Price a frame from its materials, then run the job through the workshop.2 min - Print shop
Quote and produce digital, offset, screen, vinyl, and embroidery jobs.6 min - Pharmacy
Prescriptions, patients, prescribers, controlled substances, and immunisations.2 min - Franchise & multi-brand
Roll out a standard setup across locations, and run several brands in one account.2 min - Quotes & proposals
Send a priced quote, get it approved online, and turn it into an invoice.2 min - Invoices & recurring billing
Raise invoices, take payment online, and bill on a schedule.2 min - Payment plans & progress billing
Split a large amount across instalments or bill a project by milestone.2 min - Statements, dunning & collections
Send account statements and chase overdue money systematically.2 min - Accounts payable & vendor bills
Record what you owe suppliers, approve it, and pay it.2 min - The AI suite: what it does and what it needs
What the AI features do, how to switch them on, and what happens without a key.2 min - Customer & inventory intelligence
Churn risk, lifetime value, RFM segments, ABC analysis, and slow movers.2 min - Anomaly detection & loss prevention
Spot unusual transactions and understand cashier risk scores.2 min - Forecasting & smart scheduling
Predict demand and reorder points, then staff to match.2 min - Scanning invoices & receipts
Turn a photo or PDF of a supplier invoice into lines you can post.2 min - Equipment & item rentals
Hire items out by the hour, day or week, and track their return.2 min - Consignment inventory
Sell goods you do not own, and settle up with the owner.2 min - Recipes & bill of materials
Build a sellable item from components so stock depletes correctly.2 min - Kiosk & self-checkout
Let customers order and pay themselves on an unattended screen.2 min - Queue management & wait times
Number your queue, show progress, and tell customers how long they will wait.2 min - Age & ID verification
Prompt for age checks on restricted products and keep an auditable log.2 min - Menu boards & digital signage
Drive in-store screens from your live catalogue and prices.2 min - The app marketplace
Find, install and configure add-on apps for your account.2 min - Social commerce
Publish your catalogue to social channels and keep it in step.2 min - CRM & accounting connectors
Keep customers and financials in step with the systems you already run.2 min - Listings, applications & tenant screening
Advertise a vacancy, take applications, arrange viewings, and screen applicants.2 min - Short-term bookings & availability
Take nightly and weekly stays without double-booking a unit.2 min - Leases & rent collection
Create a tenancy, bill rent automatically, and keep on top of arrears.2 min - Owner statements & payouts
Account to the owners whose property you manage, and pay them.2 min - Maintenance & contractors
Take repair requests, assign them, and bill the work correctly.2 min - Vehicles, classes & rates
Set up the fleet and the pricing that sits behind every booking.2 min - The rental counter: check-out & check-in
Hand a vehicle over and take it back, with the evidence to support any charge.2 min - Deposits, charges & late fees
Take a deposit, bill extras fairly, and handle disputes with evidence.2 min - Servicing, parts & compliance
Keep vehicles roadworthy, legal, and off the road as little as possible.2 min - Pricing a framing job
Turn artwork dimensions and material choices into an accurate price.2 min - Work orders & the workshop
Run a framing job from deposit to collection.2 min - Materials, offcuts & waste
Manage moulding, mats and glass — and stop losing money to waste.2 min - Quoting & proof approval
Price a print job accurately and get the artwork signed off before you print.8 min - Production & scheduling
Move jobs through the shop and hit due dates without overloading a machine.14 min - Substrates, machines & outsourcing
Keep stock and equipment ready, and manage the work you send out.4 min - Dispensing, will-call & refills
Fill a prescription, label it, hold it for collection, and manage repeats.2 min - Controlled substances & compliance
Keep the separate register that controlled drugs require.2 min - Patients, prescribers & insurance
Maintain clinical records, verified prescribers, and insurance billing.2 min - Rental rates, deposits & packages
Set hire rates by period, take deposits, and bundle items into packages.2 min - Returns, damage & overdue hires
Book items back in, charge fairly for damage and lateness, and chase what is out.2 min - Signing in at the till with a PIN
Give staff a 6-digit PIN so they can sign in and swap over at the register without typing an email and password.5 min