Admin Tab Overview

This article gives a brief description of the buttons located within the Admin tab in the Main Menu.

Sales Tabs

This button is used to manage buttons (Tabs) within the Sales Screen of the Main Menu. Here you can Add/Delete/Edit Sales Tabs for the desired effect.

Key Feature(s):

• You can choose whether a customer needs to be added or not depending on if the Tab requires customer information in order to be processed.

Product Types

This button is used to manage all the different Product Types that separate Products in the Sales Tabs. Here you can Add/Deactivate/Delete/Edit Product Type information.

Key Feature(s):

• The Tab Name field will define which Sales Tab that the new/edited Product Type will go into.
  
  NOTE: If a Tab Name is not selected, then the Product Type will not be visible.
  
  
• The Weight field defines the order in which the Product Type will appear.

Products

This button allows the user to put in actual Products that will be displayed on the Sales Screen. Here you can Add/Deactivate/Delete/Edit Product information.

Key Feature(s):

• The Name field is how the system will view the new Product and recognize key words.
  
  
• The Display Name is how it will show for users on the Sales Screen.
  
  
• The Product Type field will define where the Product will be placed in the Sales Tab.
  
  
• The Price and Tax Rate fields should be filled out, even if the amount is $0.00.
  
  
• Quantities and Supplier name can be selected if desired/applicable.
  
  
• The Sell Online field defines whether or not the Product will be available for purchase online or in-house.

Products: Parties

This button allows the user to put in Product associated with Parties that will be displayed on the Sales Screen. Here you can Add/Deactivate/Delete/Edit Party Product and Add-on information and is similar to the Products button with a few key features added. (SEE Products for general information)

Key Feature(s):

• The Price Per Extra Child field defines the amount per child outside of the given Size of the Party Product.
  
  
• The Allow Deposit? field will let you choose whether or not to allow a deposit to be placed or have the entire amount due at the point of sale.
  
  
• The Duration field defines how long the party will be.
  
  
• The Size field defines the amount of people/children associated the Party Product being created.
  
  
• The Maximum Party Size field defines how many extra children can be added to the Party Product.

Products: Camps

This tab is similar to the Products button, but has a few added key features. (SEE Products for general information.)

Key Feature(s):

• The Start Time and End Time fields define when the Camp Product will begin and end.
  
  
• The Allow Deposit? field will let you choose whether or not to allow a deposit to be placed or have the entire amount due at the point of sale.
  
  
• The Maximum Size field defines how many extra children can be added to the Camp Product.
  
  
• The Camp Leaders field allow you to enter the names of any camp leaders (if applicable).

Products: Classes

This tab is almost identical to the Products: Camps button, the only difference being the Camp Leaders field is called Class Leaders instead. (SEE Products: Camps for more detail).

Payment Types

This button is used to manage payment type information. Here you can Add, Delete, and Edit Payment Types information for the desired effect.

Key Feature(s):

• Manually enter the name of the Payment Type and determine several different attributes of the given payment method.

Tax Rates

This button allows the user to change the tax rate that can be added to Products. You can Add/Delete multiple tax rates as needed.

Location Settings

Here a user can edit various location settings such as address, city, etc. There are also other numerous options that can be customized to user preference which include:

NOTE: A brief explanation of each is found on the Location Settings page when you hover over

Suppliers

This button allows the user to create Suppliers that can be associated with Products in the Supplier field. Here you can add, edit, deactivate, and delete Supplier information.

Update Inventory

This button allows a user to update the inventory of Product(s) that are already in the system.

POS Stations

This button is used to manage the different POS Stations if multiple systems are set up. Here you can Add/Delete POS Stations.

Receipt Settings

This button allows the users to change the settings that appear on the receipt for party booking. The receipt text can be changed as needed. Also, there are a number of options that can be turned on and off, which include:

NOTE: A brief explanation of each is found on the Receipt Settings page when you hover over

Discount Amounts

This button is used to Add/Deactivate/Delete discount amounts that can be used through the Discount button on the Sales Screen in the Main Menu when making a sale.

Key Feature(s):

• The Discount Amount is percentage based, but amount entry is written as a decimal, so 15% off would be written as -0.15 and 50% off would be written as -0.50 and so on.

Discount Reasons

This button will allow you to Add/Delete reasons for giving a discount.

Refund Reasons

This button will allow a user to Add/Delete reasons for refunds which will be displayed when processing a refund.

Survey Settings

This button allows a user to create a customer survey which can then be accessed via a web link.

Waiver Settings

This button allows the user to Add/Update a customer waiver for online/offline use.

Key Feature(s):

• When first creating a waiver, it will be name Version 1.0. Each time it is edited, the version number will increment. This is done so over time you know which waiver each of your customers has filled out in the database and if it needs to be updated.
  
  
• A Waiver Link can be created, which can be added to website or email.
  
  
• The Waiver Email Text determines what will be in the email message that will be sent to customers who do not have a valid waiver. This email is sent via the Customers Screen.

Referral Sources

This button allows the user to set the referral sources which are displayed during the sale finalization process. This can be turned on and off in Location Settings.