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Getting Started
Important topics to help get you started.
Important topics to help get you started.

getting started articles

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

——————— 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

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


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