Knowledge Base

Retail Express by Maropost

A4 Label setup (Avery or equivalent)
API & Plugin Documentation
API Integrations
Accessing Retail Express
Accounting Integration Overview
Accounting Link End of Life
Accounting Reconciliation using the Stock Value vs Sales Report
Add Comments and Notes to Sales
Add Customer Photos
Add Pre-Orders ETA to your Shopify Store Theme
Adding Layby payments
Afterpay Barcode Integration (Legacy)
Aged Stock Report
Allocate Special Orders to a Purchase Order
Apply Credits to Products
Avoid Emails Getting Marked as Spam or Blocked
Back Office Dashboard
Back Office Receipt Printing Configuration
Can I create a Gift Registry using Retail Express?
Can I delete a product?
Can I delete a user?
Cancel a Lay-by
Cash Up (End of Day)
Computer
Configuring Sales Channels for Webstore Integrations
Connect Shopify to Retail Express
Country Configuration
Create & Edit Price Groups
Create Product Attributes
Create a Customer in Back Office
Create a Purchase Order
Create a Transfer in POS
Create and Edit Packages
Create and Save Fulfilment Report Lists
Creating Promotional Campaigns and Coupons
Customer Fields Synchronised to Shopify
Daily / Monthly Sales Report
Dashboards
Data Concierge
Delivery Drivers
Disable/Unpublish a Shopify Product
Enabling Products for Web Store Integration
Excel Tips from the Support Team
Find your current Stock/Inventory value
Frequently Asked Questions
Fulfil Web Orders from multiple locations
Fulfillment Setup
Getting Started
Getting Started
Getting Started With Inventory
Getting Started with Franchise Connect
Getting Started with POS
Getting Started with Retail Express
Hardware - Track n Trace Solutions (scanning specialists)
Hardware and Software System Requirements
Integrate with The Iconic and David Jones Marketplaces
Introducing Stocktake
Inventory Movement Log
Key Features
Layby Balances Report
Log in and out of POS
MYOB AccountRight - Review Synchronised Data
MYOB Cloud Accounting Integration Setup
Managing Afterpay/Zip Refunds in Shopify
Managing Customers
Managing POS Security Features
Managing Suppliers
News
PO and Stock Receipt 2.0
POS Themes
Product Report
Retail Express by Maropost
Sending Newsletters
Shopify - Experiencing delays with Synchronisations
Special Orders - Fulfilling Sales
Understanding Account Customer Statements
Understanding Inventory
Understanding Purchasing, Receiving and Invoicing
Understanding Transfers
Understanding the Product Tab
Using Customer Loyalty Cards
Using an iPad with Retail Express
Video - Advanced POS Fulfilment
Video - Create Purchase Orders Automatically
Video - Customer Activity Report
Video - Explanation of Stock Movements
Video - Install Receipt Printer/Integrated EFTPOS
Video - MYOB Setup (Detailed)
Video - Reports for the Purchasing Manager
Video - Shopify Click and Collect
Webinar - Creating Products
Webinars
What to do if you can't access Retail Express
Xero Integration Setup
"Blank refunds are not allowed" error in POS
Account Customers
Accounting Reports Overview
Add Freight or Delivery Charges to an Order
Add a New Customer to a Sale
Adding Payments to a Sale
Adobe Flash End-of-Life
Advanced Product Search
Allocate Stock for Transfer
Can multiple staff do a stocktake at the same time?
Cancel Items on a Supplier Return
Cancel a Purchase Order
Click and Collect Add-On
Configuring Barcode Scanners
Configuring Retail Express
Configuring Source Groups for Webstore Integrations
Create & Edit Fixed Price Groups
Create & Edit POS Registers
Create Barcode Lanyards for staff
Create a Transfer in Back Office
Create a Zebra Label Preset template
Create and Edit Products
Creating Account Customers
Cross Sells and Up Sells
Customer Deposits
Customer Mass Upload
Customer Reports
Data Concierge (DIY option)
Day Diary
Delivery Times
Display discounted prices on Shopify
Enable Access to Transfers
Enable the Shopify Integration
Enter a Due Date for a sale
External URL Links
Franchise Connect - Custom Product Attributes
Frequently Asked Questions
Fulfilment Report Search Filters
General Settings
Generating Unified API Keys
Getting started with Offline POS
Global Settings
How Data Is Sent To Your Accounting Package
How can I review how a particular Product / Style is performing?
Installing Receipt Printers and Integrated EFTPOS
Integration - Retail Express & Oracle Netsuite
Inventory
Inventory Planning Export
Inventory Status
Invoice Date vs Received Date - Purchase Order and Supplier Returns
Item Sales Report
Loyalty Configuration
MYOB AccountRight Accounting Data Export
MYOB Accounting Data Export
Managing Outlets and Stores
Managing Shopify Source and Order Fulfilment
Managing Suppliers
Mobile Dashboard
Offline POS
PC EFTPOS (NZ) - Setup and FAQs
PO Stock Receipt - New Profile Security Features Explained
POS
Processing Shopify Pre-Orders
Product Settings
Product Settings
Products
Refund a Customer without the Original Sale
Reporting on Product Sales Rates
Reports - Reporting on Customer Type
Retail Express Configurations
Retail Express Training Database
Sending Invoices in a Batch
Settings
Shopify - Online Resources and Help Centre
Special Orders - Process a Purchase Order
Supplier Report
Synchronising Customers to Shopify
Upload Purchase Orders
Using Mac OS X with Retail Express
Video - Advanced Product Management in POS
Video - Create Purchase Orders using our Spreadsheet Template
Video - MYOB Upload (summary)
Video - Minimum Stock Level vs Automated Replenishment
Video - Outlet Configuration
Video - Setup and configure Loyalty
Video - Shopify Connect to Retail Express
Webinar - Shippit Integration
Xero Review Synchronised Data
Accounting
Accounting Supplier Return Summary Report
Add an existing Customer to a sale
Adding manual MOTO/EFTPOS transactions to sale
Advanced Excel Stocktake support for multiple Barcodes
Backdate an Invoice
Can I create a sale for products I haven't created yet?
Clear Browser Cache, History and Session Storage
Click and Collect Checkout UI Extension for Shopify Plus
Communicating with Customers
Create Supplier Return Reasons
Create a Purchase Order
Create a Stocktake (Mobile Device/PDA scanning)
Creating Sales
Customer Deposits Summary
Customer Mass Upload Field Requirements
Customer Settings
Customers
Delivery Zones
Disabling Products
Dispatch a Transfer
Duplicate a Purchase Order
Enable Shopify Pre-Orders
Enter Account Customer Opening Balances
Field Character Limits
Franchise Connect - Franchisee Configuration
Fulfilling a Sale from within POS
Going live with Shopify
How can I record Serial Numbers for products?
How do I Give my Newsletters the Best Chance of Being Received?
How do I run a historical Stock Valuation Report?
How to Calibrate a Zebra Label printer via Windows 10
Installing Offline POS
Installing the Retail Express Hardware Certificate on your Apple Mac or PC
Integrated Data
Integrated Payments
Integration - Retail Express & Sync
Invoice Pick List
Item Detail Export
Locate your Client ID
Look Up Search
MYOB Accounting Data Extraction and Upload
MYOB Accounting Rights 2019
Managing Account Customers
Managing Refunds/Cancellations of Web Orders
Managing Stock Replenishment Outlet Priority
Managing products
Outlet
PC-EFTPOS (Aus)/Linkly - Setup and FAQ
POS
POS
POS - Hourly Sale Dashboard
Partner Integration
Prevent staff from seeing Cost Prices
Processing Online Sales
Processing Shopify Sales
Product Mass Upload and Download
Product Sales Report
Product Search
Product and Inventory
Purchasing Products
Quick Receive a PO
Receive a Transfer in POS
Refund an Account Customer Sale
Reports - Freight Report
Role-based Training Planner
Special Orders - Processing Transfers
Supplier Statement
Top 200 Customers
Training
Using Loyalty Points to Pay for a Sale in POS
Using POS Quick Products
Video - Advanced Product Search at POS
Video - Create and Upload a Purchase Order using Microsoft Excel
Video - Price Groups
Video - Shopify Connector Overview
Video - Xero Setup (Detailed)
View Detailed Product Information in POS
Webinar - Special Orders Advanced Training
Why can't my staff member see some Outlets when running reports?
Accounts Receivable Balance Report
Adding extra registers and sharing hardware
Afterpay have retired the Barcode payment method
Calculating Cost of Goods Sold (COGS)
Can I sell products on Consignment?
Change Invoice Salesperson, Outlet or Register
Configure Browser Margins for A4 Printing
Customer Mass Download
Customer Surveys
Daily Brand Sales
Duplicating Products
Edit Products – User Permissions
End of Financial Year (EOFY) Essentials
Enter Existing Vouchers and Credit Notes
Franchise Connect - Product Synchronisation
Freight Types
Fulfillment
Fulfilment Methods Overview
General Webstores
Grouping products together on Shopify
Home Page CEO Message
How do I write off stock and report on it later on?
Implementation
Integrated Gift Vouchers
Integration - Retail Express and RIOT RFID
Inventory
Inventory - Bulk Edit Transfers
Inventory RBNI and PRNI Concepts - Stock Receipt 2.0
Inventory Revaluation and Purchase Variances
Logo Upload
Loyalty Points Expiration
Managing Embroidery and 3rd Party work for Customers
Money In / Out
Offline POS Manual Synchronisation
POE Report (Purchase Order Error)
POS - Low Stock Dashboard
POS Order Settings
Pay with Zip
Preferred Hardware Supplier
Preparing for Shopify Product Data Mapping/Validation
Price Groups
Print Product Labels
Product Source and Fulfilment for Web Sales
Products
Purchasing and Receiving Stocks
Quick Create Products
Receipt Printers
Receiving Account Customer Payments
Receiving Products Using Legacy Stock
Refund an Account Customer sale in Awaiting Payment status
Reports
Reports - Commission Report
Reports - Stock In Transit Report
Sales Related Reports
Selling
Sending Shipping Tracking Numbers for Web Store Sales
Settings - Shipping Ports
Special Orders - Receive a Purchase Order
Stock Receipt For Accounting Integrations
Tyro Installation
User Accounts
Users & Security
Using Product Types
Verifying Data Imported to your Accounting Package
Video - Apply a Discount to Products at POS
Video - How to Duplicate a Purchase Order
Video - Shopify Customer Synchronisation
Video - Xero Upload (summary)
Webinar - Special Orders Training
What reports can I use to export Sales / Customer / PO History and Inventory?
XERO
Accounts Receivable Movement Report
Add a Comment to Customer Account
Announcing Multiple Barcodes
Auto Replenishment for Products
Bulk Update Loyalty for your Customers
Can you cancel a Sale and keep an Admin Fee?
Change Fulfilment Method and Source Location
Configuring Payment Types
Create Customer Surveys
Create Styles Matrix Products: Variations with Unique Styles
Create a Gift Voucher or Credit Note
Customers
Customers
Deposits and Redemptions
Edit a Customer on a Sale
Enter Historical Lay-bys
Franchise Connect
Franchise Connect - Reporting
Fulfillment
Generating Account Customer Statements
How to apply a storewide discount to all Outlets
Installing Barcode Font and Drivers
Integration - Tanda Rostering Software
Inventory
Inventory - Create a Transfer (Excel Upload)
Label Printers
Loyality
Managing Purchase Order Items
Managing Shopify Inventory Levels
Manual Gift Vouchers
Notifications bar
Offline POS Synchronisation Status
POS - Out of Stock warning
POS - Product Sales Dashboard
Package Details Report
Process a Supplier Return for an Overcharge
Processing Manual Stock Adjustments
Receipt Printer - Fix dollar signs $ printing as questions marks ? on receipts
Refund or Exchange a Product on a Sale
Refund sales paid using Zip
Reporting on Web Sales and In-Store Sales Separately
Retail Express Prerequisites for Shopify Integration
Return Reason Report
Settings - Surcharges
Settings - Using Regions to group Outlets
Shipment Types
Special Orders - Selling Special Order Items
Staff
Style Inventory On Hand Matrix
Supplier Returns
Synchronising Orders to Shippit
Transfers
Troubleshooting Zebra Label Printers
Using Profile Security to enable Back Office features
Using the Fulfilment Report to Fulfil and Dispatch Products
Using the PO Error (POE) Manager to manage stock discrepancies
Video - Create a Layby
Video - Shopify Products Setup Basics
Video - Special Orders
Web Store - Image Optimisation
Webinar - Top Reports
Why am I getting a 500 Internal Server Error?
Why are Returns issued as a 'Tax Invoice'?
Why doesn't my Sales Report match the Income Report / EOD / Cashup?
Zip Payments installation
Add-Ons
Announcing Promotional Campaign options
Apply Credit Note to Account Customer (Amortise feature)
Barcode Scanners
Breaking Down Bulk Purchase Products for Sale
Change Product Quantity on a sale
Create POS Quick Product shortcuts
Create a Layby
Creating Money In/Out Reasons and Reports
Customer Activity Report
EOM Inventory Valuation Report
Enter Opening Inventory Levels
Fulfilled Sales Report
How do you cancel a partially redeemed voucher?
Integration with Marketplacer - Unified Commerce Solution for Franchise & Buying Groups
Inventory - Lead Time
Make a Transfer Available
Manage Customer Discount Groups
Marketing & Loyalty
New Transaction Type - Xero/MYOB - Cost of Goods Sold RBNI
POS - Sell Stock from another Outlet
POS - Staff Sales Dashboard
Payments
Picking/Dispatch Summary Report
Product Fields Synchronised to Shopify
Purchase and Receiving
Receipt Printer and Integrated EFTPOS - Troubleshooting
Remove Saved Passwords
Removing Payments from a Sale
Restricting Duplicate Customer Email Addresses
Return Reason Report (Limited)
Shipping Status
Shopify Integration Overview
Special Orders
Special Orders - Special Orders Overview
Stock Adjustment Report
Stock Related Reports
Stock Take and Stock Adjustments
Store Types
Supplier Return Inventory Movements
Synchronising Offline POS Sales
Tips for Using Loyalty within Retail Express
Understanding the Fulfilment Tab
Using Mass Upload to create products
Video - Create a Quote
Video - Shopify Reporting
Video - Stock Receipts
Webinar Training Series
Zebra Label Printer Installation for Retail Express
Announcing Shopify Pre-Orders
Consolidating PO Delivery to a single Outlet with Transfers
Create a Sale
Creating Max Discount Rules
Customer Mass Upload Validation Errors
Customers - Create Credit Note for Account Overpayments
Delete products from a sale
EOM Inventory Valuation Summary
Financial Reporting
Frequently Asked Quesions
Integration with The Retail Score
Inventory - Product Tax Settings (inclusive/exclusive of Tax/GST)
Layby Movement Report
Mobile Devices
PO Detail Report
POS - "Nothing to Do" error when processing a Refund
POS Alerts on Home Page
Pick an Allocated Transfer
Product Detail Log Report
Publish Products to Shopify
Remove a Customer from a Sale
Reporting
Reports
Restart Retail Express Hardware Utility Service
Returns
Sales & GP Report (Payments)
Sales Channels overview
Select a Historical Payment Date (Back-dating Payments)
Shippit Installation and Configuration
Shopify Inventory Buffers
Special Orders - Special Orders Report
Stocktake (Excel Basic)
Tip: Recommended Daily Activities for your Stores
Trading Offline
Using multiple companies with different ABNs
Video - Creating Customers in POS
Video - Stock Replenishment using Purchase Orders
View ETA and Stock Availability
View Product Costs (Sell Price, COGS, GP etc)
Announcing Shopify Split Web Order Fulfilment
Customer Types
Discounting Products
Display Bank Details on POS Invoices
End Of Day Report
Fulfillment
Integration with Ticket-IT - leading in-store ticketing solution for instore labels
PO Flat File Excel Attachment
PO Stock Receipt Detailed Report
POS - Update a product accidentally fulfilled or left as Cash & Carry in POS
Product Fields
Put a sale on hold and resume
Receive a Dispatched Transfer
Reports - Stock Adjustment Summary Report
Sales Detail Export
Shippit Integration Overview
Shopify Prerequisites for Retail Express Integration
Source Groups overview
Star TSP Printer troubleshooting
Stock Adjustment Detail Report
Stocktake - Create a Stocktake (Browser)
Store Settings
System Settings
Using Afterpay Barcode Integration to process Sales and Refunds
Using Packages with Shopify
Video - Customer Discount Groups
Video - Using Purchase Order Manager
View Customer Sales History
Announcing Special Orders Purchase Orders Allocation
End of Financial Year Reports
General POS Settings
Hardware
Merge Customers
Processing an Invoice against a Purchase Order
Products - Sales tab
Purchase Order (PO) Manager
Quick Product Create and Add to Sale
Reports - Stock In Transit Balance Report
Sales Performance Summary Report
Shopify
Star TSP Receipt Printer troubleshooting
Stock Control Report
Stock Replenishment via Transfer
Stocktake - Excel Advanced with a Barcode Scanner
Transfers
Trigger a Synchronisation with Event Driven Synchronisation
Understanding Outlet Specific Pricing in Retail Express
Understanding Shopify Pre-Orders
Using Afterpay Card at POS
Video - Entering Additional Layby Payments
Video Series - Creating Purchase Orders
Why aren't Sales Appearing on Account Customers Statements or Payments area?
Accounting
Accounting
Advanced POS
Announcing Supplier Returns
Export Download Manager - NEW!
Invoice Email Template Manager
Legacy Customer Mass Download
Products without Inventory
Purchase Order Detail Fields
Redeem a Gift Voucher or Credit Note
Reports - Surcharges Report
Sales Report
Stock Forecast Report
Stock Replenishment via Purchase Order
Stock Reports - Transfer Detail Report
Stocktake - Stocktake Authorisation
Troubleshooting Hardware Utility Errors and Freezing Issues
Understanding Shopify Product Data Mapping
Video - Freight Costs
Why are the products crossed out on my sale?
Announcing User Discounts
Financial Movement Log
Invoice and Receipt Settings
Legacy Customer Mass Upload
Purchase Order Report
Reports - Transfers Report (for Accounting Reconciliations)
Sales Report (Limited)
Scheduled Pricing Changes
Shopify
Stock Holdings Report
Stocktake Report
Transfer Report
USB-Serial Controller D (Exclamation mark) on Receipt Printer
Understanding Supplier Returns
Upload a sale
Use the Product Audit tab to find PO numbers
Video - Introduction to POS
Why are there buttons missing in POS?
Announcing optimised Shopify Source and Fulfilment
Income Report
Integration
Minimum Deposit
Staff Sales Export
Stock List
Stock Receipt & Invoicing against a PO
Trading while performing a Stocktake
Transfer Variance Manager
Understanding Product Prices (Buy and Sell)
Understanding the Shopify Order synchronisation
Using Quotes
Video - Logging In and Out of POS
Why is POS not showing the correct product price?
Why is my Tax Free / International Purchase Order displaying Tax?
Announcing the Knowledge Base in Back Office
Inventory Valuation Report - Point in time Stock Value NEW!
Online Web Order Alert Configuration
Staff Sales Report
Stock List Matrix
Stock Receipt Variance Reasons
Transfers - Cancel a Transfer
Understanding Supplier Buy and Average Weighted Buy Price
Using the Shopify Data Mapping validation tool
Video - Maximum Discount Rules
Video Library
Void or Cancel a Sale
Announcing the new Back Office Dashboard
PO Payments Report
POS Dashboard Settings
Stock Sales Matrix by Colour
Style Performance Report
Uploading Product Images
Video - Offline POS (Overview)
Announcing the new Customer Mass Download/Upload
Feature Announcements
POS Invoice customisation
POS Money In / Out Report
Stock Take Detail Report
Top Sellers Report
Using Mass Download to bulk edit products
Video - POS Cash Up
Announcing the new Invoice Pick List feature
Price List
Social Media Settings
Stock Value Vs Sales Report
Using Multiple Product Barcodes
Video - POS Fulfilment Methods
Announcing the new MYOB Cloud Integration
Purchasing Cash Flow
Style Holdings Report
Using Product Search & Management
Video - Payments: Gift Voucher and Store Credit Redemption
Voucher Settings (Gift Cards)
Announcing the new interactive Product Roadmap Portal!
Reports - Staff Purchase Report
Style on Hand Inventory
Valid Characters for Retail Express Fields
Video - Payments: Loyalty Points Redemption
IMPORTANT: Label Printing Changes
Reports - Voucher Creation Report
Supplier Return Detail Report
Video - Payments: Taking, Adding, Editing and Changing
Integrated Gift Vouchers available for all Shopify plans
Reports - Voucher Creation Summary
Video - Placing a Sale on Hold at POS
New POS Web Order Alert configuration options
Sales Report - Cash
Video - Processing Refunds, Exchanges and Returns at POS
New Purchase Order Features
Sales Report - Outstanding Order Balance
Video - Processing Vouchers and Store Credits at POS
News: Afterpay launches new "Afterpay Card"
Sales Report - Outstanding Order Balance Detail Export
Video - Search and Adding Existing Customers to a sale
Our contact details have changed
Video - Selling Products from Other Outlets
Voucher Redemption Report
Post Code Ranges for Shopify Fulfilment Groups
Video - Show Product Costs in POS
Preparing for major sales
Video - Survey and Marketing Profiles for Customers
Retail Express joins Maropost
Video - Taking or Adding a Customer Photo
Shopify - 4 tips for major online sale days
Video - View Customer Order History
Updates to the Supplier Returns feature
Windows 7 End of Life

Video - Creating Customers in POS

In this video we show you how to create customers in POS while processing a sale. Using this process you can create a customer, add address details, allocate to a price group and more, without having to leave the sale!