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  • 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...
    Views: 1634
  • 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...
    Views: 1028
  • 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: 1055
  • 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: 871
  • 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...
    Views: 854
  • 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: 893
  • 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'....
    Views: 1467
  • 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: 1929
  • 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: 1232
  • 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: 1020
  • 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: 800
  • Article 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...
    Views: 657
  • Article 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....
    Views: 772
  • Article 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...
    Views: 527
  • 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: 152
  • 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: 1549