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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: 469 -
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: 675 -
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: 2147 -
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: 3562 -
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: 3728 -
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...
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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...
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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...
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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 -
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: 3414 -
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...
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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...
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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: 2762 -
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: 24761 -
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 -
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 -
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: 2312