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Create a customer record to keep contact details, addresses, loyalty activity, and purchase history together. Open the customer list From the main menu, select Review. Select Customers. On the customer list, select Add New. Open Review and select Customers. Se...

The customer list gives you a searchable view of customer records available to your location or organization. Open the list From the main menu, select Review. Select Customers. Screenshot placeholder: Customer list with the location selector and search control...

Update a customer record when their contact information or other saved details change. Edit a customer From the main menu, select Review.  Select Customers. Find the customer in the list. Select the three-dot menu for that customer. Select Edit. Update the nec...

The customer profile brings together the customer's details, activity, loyalty information, and transaction history. Open a customer profile Go to Review > Customers. Find the customer. Select the three-dot menu. Select Open. Customer actions menu with Open hi...

Mark an important customer as a favorite so employees can recognize that the customer may deserve special attention. Mark a customer as a favorite Open the customer profile, or find the customer from an available customer search. Select the heart icon. Confirm...

What employees will see The warning applies across the organization. If the customer visits another location, authorized employees can see that the customer was blacklisted, the originating location, and the recorded reason. Important: Blacklisting is a warnin...

A customer profile can store multiple addresses, such as a home, work, store, billing, or delivery address. Add an address while creating a customer Open the Add Customer dialog. Select More Options. Enter the available address information. Complete the requir...

Use the customer profile to review the customer's account balance, visits, spending, receipts, and related history. Open customer history Go to Review > Customers. Find the customer and open the three-dot menu. Select Open. Go to the profile area that contains...

Monitoring Daily Sales Performance Watch the Full Video Use the Daily Target and Profit Breakdown views to quickly understand how your business is performing today, including breakeven status, profit or loss, and detailed item-level sales information. Step 1: ...

In this guide: Add a new product to your catalog so it can be stocked, searched, and sold. Before you start Have the product name, selling price, cost, category, and tax information ready. Use a unique UPC/barcode or SKU whenever possible. Choose the correct p...

In this guide: Find a product and review its catalog, pricing, and inventory information. Steps Open Inventory > Products. Use the search box to enter a product name, UPC/barcode, or SKU. Use the available filters to narrow the list by category, product type, ...

In this guide: Correct product details, combine duplicates, or remove a product from a location. Edit a product Open Inventory > Products and select the product. Select Edit. Update the allowed details, then select Save. Merge duplicate products From the Produ...

In this guide: Organize products and assign the inventory behavior they should use. Create a category Open Inventory > Categories. Select New Category. Enter a clear category name. Choose the correct type: Itemized, Serialized, or Service. Add an image if usef...

In this guide: Check the quantity available for a product at the current location. Steps Confirm the correct location is selected. Open Inventory > Products. Search by product name, UPC/barcode, or SKU. Review the stock shown for the current location. Select t...

In this guide: Reconcile the quantity in RepairNest POS with a physical count. Steps Open Inventory > Products and find the item. Open the product profile or stock-count action. Select the stock count or inventory adjustment option. Enter the quantity physical...

In this guide: Find an itemized product, add it to the cart, and confirm the quantity. Steps Open the main register. Scan the UPC/barcode or enter the product name or SKU. Select the matching product if a result list appears. Confirm the quantity and price in ...

In this guide: Receive devices that must be tracked individually by IMEI or serial number. Before you start The product must belong to a Serialized category. Have the vendor, purchase cost, IMEI or serial number, and device details ready. Confirm you are recei...

In this guide: Locate one device and confirm its product, location, status, and history. From Serialized Inventory Open Inventory > Serialized Inventory. Enter the complete IMEI or serial number in the search box. Open the matching record. Verify the product, ...