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  • Article How to collect marketing information from within a sale
    The Marketing Prompt allows you to set fields from a customer profile to be displayed when you exit or apply a payment to a sale. The Marketing...
    Views: 467
  • Article How to disable quick sales
    Overview: Quick Sales, also known as Cash Sales, can be disabled on a per-user basis in Onswim. This article provides step-by-step instructions on...
    Views: 671
  • Article How to process stock sent on memo or consignment
    The guide below is a step by step walkthrough of how to process stock that is being sent out on consignment or on memo to a third party.How to...
    Views: 2140
  • Article Using the Tyro credit card payment integration
    This article will explain how to use the Tyro integration to handle your eftpos/credit card transactions within Swim. Requirements for Tyro/SWIM...
    Views: 3557
  • Article How to add an item to a sale
    Add an item to the sale Add an stock item to the sale: If the item is from stock, type or scan the stock number in the stock number field....
    Views: 3726
  • Article How to sell Quantity Stock
    Before you continue, make sure you understand the difference between normal stock items and quantity stock items. Quantity stock is entered onto...
    Views: 1646
  • Article How to add payments to a sale
    You can make a single or multiple payments on a sale. You can do this when you are in a sale: Under 'enter payment details', click in dollar...
    Views: 3407
  • Article How to change the job description of an item on a sale
    There are a number of different ways to add or edit the job description for an item on a sale. Adding a description to a new itemIf you have...
    Views: 24114
  • Article Changing Tax Status Of A Sale Or Item
    You can make the entire sale tax free  or just select individual items that do not attract tax. First create the sale following the normal steps....
    Views: 2131
  • Article How to award and redeem Loyalty Points
    Once a Customer Loyalty program has been established and a customer has been assigned to a program, points can then be awarded to the customer...
    Views: 3413
  • Article How to remove items from sales
    If the sale is a deposit sale or a sale made recently that has not been posted (through post end of day) you can remove the item off the sale.  To...
    Views: 1637
  • Article How to change customers name on a sale
    To Transfer / Change the customer on a sale just follow the steps below: Click on 'Sales Menu'. Click 'Transfer Customer Name on Sale'. Click...
    Views: 2633
  • Article Changing a non-stock item into a stock item
    To change a non stock item into a Unique Stock item follow the steps below: Click on 'Sales Menu'. Type in your password. Press enter. Click...
    Views: 2761
  • Article How to perform a Trade-in / Buy-Back / Customer Scrap Gold Purchase in SWIM
    In SWIM, it is possible to represent where a trade-in/buyback has been performed. For example, if a customer wishes to offer you an 18ct Gold Ring...
    Views: 24759
  • Article Correcting Sale Mistakes
    Note: It is important to fix any mistakes on a sale before the 'post end of day' is finalised. If you make a mistake on a sale, you can go back...
    Views: 2082
  • Article Finding a Payment
    Finding a Payment You can find a sale through the sales menu Steps Click on 'Sales Menu' and 'Find Payments' or from the main menu. Type in...
    Views: 1929
  • Article How to change Sale Assistant assigned to Sale
    Overview: Changing the sales assistant associated with a sale in Swim is a straightforward process that can be performed via the Sales page....
    Views: 2310