Usage

Overview If for any reason you need to pause or cancel your subscription to any ChargeLogic app, you can do so simply by revisiting the ChargeLogic Licensing Setup. From the Assisted Setup, select ChargeLogic Licensing Setup. Navigate thr...

Overview At times, you may want to create a business workflow in which you allow a back-office Sales Order or Sales Quote to be paid and fulfilled at the Point of Sale. You can perform this activity using the Get Order and Get Quote POS Commands. T...

Before You Begin Please note that setups fields for Layaways must be completed before creating a layaway in Retail Express. See the Layaway Setup help topic for more information. Overview You can use Retail Express to create and cancel layaways a...

Overview Offers allow you to create a flexible discounting system that can be used on Sales Orders and from the Point of Sale. There are four main Offer types: Buy/Get, Spend/Save, Bundle, and Discount. Buy/Get offers are used in situations where y...

Your First Sale Run the POS From the Home screen, while logged on as a Terminal configured for Retail Express, you will see a Run POS tile in the ChargeLogic Payments Activity Pane. Click the tile to run the Retail Express POS. Log In Enter...

Before You Begin Before running the Gift Card Setup Wizard to set up a gift card program managed by a payment service provider, set up the Gateway Account for that payment service provider first. Overview The Gift Card Setup Wizard will walk you ...

Open Cash Drawer The Open Drawer button on the POS will trigger the cash drawer to open. Permission for this button is usually restricted to Store Managers. Audit Each time the cash drawer is opened by the system, an EFT Transaction with a M...

Overview In ChargeLogic Retail Express, Offers allow you to configure complex promotions for your customers. Sometimes, you might want to create a new offer that is similar to an existing offer. How to Copy an Offer Create a new Offer of the sa...

Overview ChargeLogic Retail Express helps you track your cash drawer balance with every transaction. When you accept a cash payment from a customer, the calculated drawer balance increases; when you issue a cash refund, the calculated drawer balanc...

Overview Loyalty Points are associated with a particular Loyalty Program. Customers can accrue Loyalty Points by making qualifying purchases. See the related article, How to Configure Loyalty, for details. Once a Customer has accrued Loyalty Points...

Before You Begin Before completing this guide, you must have set up your PIN pads using Datacap and you must have configured the Gateway Account for your gift card processor. If you are going to manage your own gift card program, you can use the de...

Overview ChargeLogic Retail Express allows you to set specific procedures that cashiers must follow at the start of every day or shift and at the end of every day or shift. These procedures are intended to keep your cash secure, maintain accurate c...

Before You Begin Please note that NAV Prepayments must be configured prior to creating special orders in ChargeLogic Retail Express. The instructions provided are for the Default interface profile button configuration as provided with ChargeLogi...

Overview ChargeLogic Retail Express allows you to configure individual POS registers to log off after each sale or return. This is useful in situations where a POS might be shared between salespeople or when the POS is left unattended between custo...

Overview When performing a Sale or Return in ChargeLogic Retail Express, you may find it useful to add comments to a line in order to provide an explanation or additional information for future reference. How To Add a Comment From any Retail Expr...