Articles

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...

How to disable quick sales

Overview: Quick Sales, also known as Cash Sales, can be disabled on a per-user basis in Onswim....

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...

Using the Tyro credit card payment integration

This article will explain how to use the Tyro integration to handle your eftpos/credit card...

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...

How to sell Quantity Stock

Before you continue, make sure you understand the difference between normal stock items and...

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:...

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....

Changing Tax Status Of A Sale Or Item

You can make the entire sale tax freeĀ  or just select individual items that do not attract tax....

How to award and redeem Loyalty Points

Once a Customer Loyalty program has been established and a customer has been assigned to a...

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...

How to change customers name on a sale

To Transfer / Change the customer on a sale just follow the steps below: Click on 'Sales...

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...

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...

Correcting Sale Mistakes

Note: It is important to fix any mistakes on a sale before the 'post end of day' is finalised. If...

Finding a Payment

Finding a Payment You can find a sale through the sales menu Steps Click on 'Sales Menu' and...

How to change Sale Assistant assigned to Sale

Overview: Changing the sales assistant associated with a sale in Swim is a straightforward...