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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...
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...
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...
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...
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...
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...
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'....
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...
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...
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...
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...
Finding a Payment
Finding a PaymentYou can find a sale through the sales menuStepsClick on 'Sales Menu' and 'Find Payments' or from the main menu.Type in your user...
Integrated Credit Card processing
The first step to use this facility is to register with XCharge: XCharge Merchant Signup and purchase a swipe card reader from XCharge....
How to change Sale Assistant assigned to Sale
Changing the sales assistant associated with a sale can be completed via the Sales page. Clicking on the drop down box of the right hand side of...
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...
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...