——————— General Information————————
Introduction to the desktop app user interface.
How to open records in a new Tab
Turning on Simple User Login.
Setting a device Label
An awesome getting started video:
Importing Data into BusinessMind:
———————Contact Info———————
Contact List View Basics
How to add a contact from the Point of Sale
How to add a contact or organization
--------------Inventory Basics————————
How to set up and use tracking0, tracking1, and tracking2 in inventory:
Inventory List View Basics
Inventory Management Basics Video
———————Adding / returning Inventory ———————
How to receive item into inventory
How to receive consignment items into inventory.
How to RTV to a supplier
How to receive items into inventory utilizing a FILE.
How to RTV using a file
———————— POS Information —————————
Understanding the Point of Sale Interface
How to process a sale from the point of sale
How to record a split payment from the point of sale
How to process a return / refund from the point of sale
How to process an exchange from the point of sale
How to process a return from the point of sale and place the credit onto a gift card.
How to create and use discounts from the Point of Sale
How to utilize existing store credit from the point of sale
Information on Jobs from the New POS
Information on Layaways from the New POS
Creating and Selling Layaways
Canceling and Managing Layaways and Prepayments on Layaways
Information on Prepayments
Information on Gift Cards
How to create a Trade In from the Point of Sale
How to enable and utilize the Customer Loyalty Rewards
Other Point of Sale Tools
http://docs.bmjapp.help/en/articles/3404193-how-to-display-the-drawer-summary-from-the-point-of-sale
Other help full articles dealing with the Point of Sale
—————— Viewing Invoices / Return Info ———————
Invoice List View and Sales Line Item View Info
How to apply a credit or prepayment to an existing invoice
————— Jobs and Workshop Information ———————————
The docs listed here all deal with the Job changes
Creating a job from the back office
—————— Additional Layaway Info ——————————
The docs listed here deal with layaways
—————— Viewing and Creating Memos ———————
How to create a memo
How to invoice items that are out on memo
How to view memos
What can I do from the memo detail view
How to return items out on memo
How to add to an existing memo
How do I change the price of an item on a memo
——————Information about Smart Set and Search Features————
How to use BusinessMind Smart Sets
How to arrange the order of columns displayed in a smart set
What is a Set and how does it work.
What is the language aware filter.
Links and Metrics
How to use the IS IN search in smart sets
——————A few examples of contact searching ———————
Running a search for contacts created after a certain date
How to create a smart set for contacts with a specific postal code
——————A few examples of Inventory searching ———————
How to create a smart set for items received from a supplier during a time frame.
How to create a smart set for consignment inventory.
How to create a smart set for items out on consignment
—————— Additional Searching and Feature info———————
How to create a smart set that includes photos in the list view
How to create a product grid download.
Great Video for Understanding the Power of Smart Sets from SKU’s
Great Video for Understanding the Power of Smart Sets from Invoices
Great Video for Understanding the Power of Smart Sets from Sale & Return lines
How to run an Inventory Snapshot
How to run a daily summary report
How to report on commissions and sales associates
Great Article on how to Easily Calculate data in Excel