ProfitSystem Documentation
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ProfitSystem Documentation
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Accounting Integration
Accounting Integration
Accounting Integration
Accounts Payable Invoicing
Export AP GL Form
GL Export Report
General Ledger
Invoices Export Report
Invoices Form
Peachtree Integration
Peachtree Integration
Export Vendors Form
Export Vendors
Peachtree Accounts Payable & Invoicing
Peachtree Integration Set Up
Peachtree Integration
Peachtree Setup
Quickbooks Desktop Integration
Quickbooks Desktop Integration
Importing Quickbooks Point of Sale Data
QuickBooks Navigation
Quickbooks Accounts Payable & Invoicing
Quickbooks General Ledger
Quickbooks Integration Overview
Set Up Quickbooks
Quickbooks Online Integration
Quickbooks Online Integration
Exporting Invoices and Revenue
Getting Started with Quickbooks Online
Accounting Setup
Accounting Setup
Accounting Classes
Chart Of Accounts
Closing View Change
GL Transactions View Change
Revenue Report Setup
Tax Groups
Tax Rates
Accounting Setup Screen
Accounting Setup Screen
GL Account Setup GL Accounts
GL Account Setup
Appointments
Appointments
Appointments Overview
Process No Show Appointments
Prom Dressing Room Control
Purge Old Appointments
Resource Status Board
Appointment Form
Appointment Form
Add Appointment Form
Appointment Form Extra Tab
Appointment Form To do Tab
Appointments Form Details Tab
Appointments Form List Tab
Appointment Reports
Appointment Reports
Appointment Alert Report
Appointment Exceptions
Appointment Result Statistics
Appointments Report
Closing Ratio by SA w Sales
SA Work Calendar
View Schedule
Appointment Setup
Appointment Setup
Appointment Alerts Scripts
Appointment Type
Availability Codes
Availability Schedule Exceptions
Availability Schedule
Resources
SA Skills
Sales Associates (SA)
Set Skill Rankings for SA
Automation
Automation
Automation Triggers Reference
Automation
Set up Automation
Templates
Using Automation Triggers and Actions
Cloud Forms
Cloud Forms
Attendee Self Register
Cloud Forms Setup
Cloud Forms
Communications Manger
Process Cloud Forms
Prom Prospect Cloud Form
Prospect Appointment Request Cloud Form
Tux Prospect Form
Consultant Follow Up Reports
Consultant Follow Up Reports
Bridal Follow Up
Bridesmaids Follow Up
Rental Follow Up
Customers
Customers
Add Wizard Creating New Prospects Customers Events
Customer Form Customer Tab
Customer Form Details Tab
Customer Form Images Tab
Customer Form Interests History Tab
Customer Form Special Orders Layaways
Customer Overview
Engage Email Dashboard
Signature Capture
Topaz Signature Capture
ECommerce
ECommerce
Acuity
BirdEye
Custom ECommerce
Kenect
Podium
Woocommerce
BigCommerce
BigCommerce
BigCommerce Overview
BigCommerce Technical Details
BigCommerce Upload Report
BigCommerce Upload
Using BigCommerce
Shopify
Shopify
Using Shopify
Syvo Ecommerce
Syvo Ecommerce
Syvo Ecommerce
Syvo QOH Sync
eStyle Ecommerce
eStyle Ecommerce
Getting Started with eStyle
eStyle FAQ
eStyle Integration QOH Updates
eStyle Inventory Import
eStyle QOH Sync
Events
Events
Event Form Extra Tab
Event Form List Tab
Event Form Event Tab
Event Form Rentals Tab
Event Form Spec Orders Pickup Tab
Event Import
Events Overview
Register Rental Members Wizard
Event Form Members Tab
Event Form Members Tab
Attendant Registry
Event Form Members Tab
Event Reports
Event Reports
Event Card Report
Event PO Summary
Event Summary Report
Rental Performance
FAQ
FAQ
Cloud Rocket ProfitServer Online HTML Access
Donations
Oplocks Windows Networking
Revenue versus sales
RocketProfit Server
Security and Cloud RocketProfit Server
TLS and SSL Errors
Events and Customers
Events and Customers
How do I add members to an event
How do I enter a prom event
How do I enter a wedding party
How do I sell anything to a single customer
How do I sell anything to an event member
General Operation
General Operation
Disk Drives and Data Problems
How Do I Close The Store
How Do I Open The Store
How are inventory accounting classes used
How do I cancel a wedding
How do I change the Business Date
How do I create form letters to be used and reused
How do I create new price tags pickup id tags and mailing labels
How do I find the version of the program I am runing
How do I obtain support
How do I register gowns sold to an event
How do I rent Tuxedos with ProfitSystem BPS
How does the accounting work
How to set up Canadian Sales Tax
New Corruption Detected Error message
ProfitSystem Will Not Start Help
Installation
Installation
How do I access ProfitSystem with a MAC
Remote Desktop Server 2012 2016
Tablets used for Registers
Inventory
Inventory
How are markdown codes use in inventory
How do I obtain an inventory value
How do I age the items inventory in my pick up inventory
How do I do a physical inventory
How do I get a pickup inventory value
How do I learn how well an inventory item is selling
How do I markdown discontinued inventory
How do I print inventory price tags
How do I set up color charts
How do I set up size charts
How do I track manual changes to inventory receive history
How to limit inventory information access
What is Size Matrix and how do I use it
What is a store style number
What is the fastest load of bulk Rental Inv
Maintenance and Troubleshooting
Maintenance and Troubleshooting
Anti Virus Software
Class Not Registered Errors
Hard Disk Troubleshooting
How Do I Backup ProfitSystem Data
Network Troubleshooting
Recall a mistakenly deleted Inventory Style
Upgrade Server hardware moving ProfitSystem
Upgrade Single User Hardware
Upgrade Workstation
Using Upgrades
When is it safe to purge my files
Prospecting
Prospecting
3rd Party Checkbox on Prospect Form
How can I follow up with prospects
How do I enter prospects into the system, Why
How do I keep track of gowns that a prospect has tried on and liked
Purchase Orders
Purchase Orders
How do I cancel and reissue a PO
How do I change something on a PO after it is issued
How do I check on outstanding POs
How do I delete an unissued Purchase Order
How do I enter PO confirmations
How do I print POs
How do I receive POs
How do I special order items for a customer
What do I do when a Customer cancels their event and a Purchase Order has been ordered for the event
Reporting
Reporting
How do I get a sales person commission report
How do I obtain sales analysis reports
How do I use the Query maker report tool
What is a revenue report and how is it used
Sales, Tickets and Payments
Sales, Tickets and Payments
How Are Rental Order Prices Computed
How Do I Cancel the Sale of an Item
How are markdowns used on sales ticket
How do I FAX receipts in ProfitSystem
How do I adjust the selling price
How do I assign a ticket to an event
How do I change taxes when selling an item
How do I change the Customer or Event on a sales ticket
How do I charge for a service
How do I find a customers ticket
How do I give a refund
How do I refund a store credit
How do I refund money if the customer still has a balance
How do I sell something not in my inventory
How do I take a single payment across multiple sale tickets
How do Security Deposits work
How is cost and value computed
Using Markdowns
What are markdown codes
What if my system date does not match my accounting date
What is a Store Credit
Fingerprint Reader
Fingerprint Reader
Fingerprint Reader Setup
Using The Fingerprint Reader
Fittings Alterations
Fittings Alterations
Fittings Alterations Overview
Fittings By Status Report
Fittings Form
Fittings batch scan complete
Fittings batch scan out
Fittings by Tailor Report
Task Codes
Getting Started
Getting Started
Computer date setting
Connecting via Remote Desktop
Contacting BBL Systems
Daily Activities
Existing Customer Conversion
Getting Started with ProfitSystem
Installing ProfitSystem
Menu Options
Starting the ProfitSystem for the first time
Terms and Concepts
Title Bar Menu Comprehensive
Title Bar Menu
Using Help
Using ProfitSystem
Import Data
Import Data
Bridal Live Import
Category Import
Check Size Color Charts
Color Chart Import
Customer Import
DOS BPS Import Special
DOS BPS Import
Event Import
InstaRetail Upload
Inventory Import
Jims Rental Integration
Jims Rental Pricing
Jovani WIP Import
Profitsystem Data Import
Prospect Import
QB Point of Sale Import
Rental Import
Size color Charts Import
Smart Link Retail Inventory
Spreadsheet Retail Inventory
TPS Dos Data Import
Vendor Import
Inventory Physical Counts
Inventory Physical Counts
Physical Inventory Overview
Start New Physical
Update Inventory
Physical Count Entry
Physical Count Entry
American Microsystems AML 5X00
CipherLab 8000
Create Validation File
Generic Scanner
Import Physical Count
Physical Inventory
Upload Physical Count
Using Notebook PC
Using a PDA to count
Validated Physical Inventory Entry
Portable Tricoder
Portable Tricoder
Portable Tricoder
Programming a Tricoder
Physical Inventory Reports
Physical Inventory Reports
Physical Inv Listing
Physical Inventory Exceptions Report
Physical Inventory Variance
Inventory Retail and Rental
Inventory Retail and Rental
Attributes
Cost Factors
Extra Charges
How Do I Enter Inventory
Images
Inventory Categories
Item Types Rental
Markdown Codes
Picture Perfect
Print Tags Query
Print Tags
Promotional Pricing
Season Codes
Shipping
Vendors
Inventory Retail & Rental
Inventory Retail & Rental
Inventory E commerce Description Tab
Inventory Images Tab
Inventory Rental Sizes Form
Inventory Rental Tab
Inventory Retail Statistics Tab
Inventory Scw Retail Statistics
Inventory Scw
Inventory Style Tab
Inventory Webstore Tab
Inventory List Tab
Inventory Overview
Inventory Rental Size Serial Numbers
Inventory Store Rental Pricing
Linked Rental Styles
Receive History
Reserved Inventory Styles
Retail Inventory Stores
Size, Color, Width Charts Overview
Size, Color, Width Charts Overview
Color Charts
Matrixes
Size Color Width Charts Overview
Width Charts
Size Charts
Size Charts
Rental Size Charts included
Size Charts
Web Catalog
Web Catalog
Web Catalog Customization
Web Catalog Overview
Letters, Email, SMS, Tags, Labels and Terms Editing
Letters, Email, SMS, Tags, Labels and Terms Editing
Consolidated Editor
Email HTML Merge Codes
Email
Label Designer
Letter
Letters, Email, SMS, Tags, Labels and Terms Editing
PRN files to print Tags and Labels
Print configurations within Letters,Tags, Mailings
SMS Voice Short Code
Sources for Templates
Special instructions for tag printing
Tags Labels
Word Processor
Zebra Printer Setup and Config
eMail HTML editor
Marketing Tools
Marketing Tools
Bulk Marketing
Bulk Ub subscribe
Constant Contact Email Marketing
Get Form eMail Results
Mailchimp Email Marketing
Marketing Overview
Mass Mailing
View eMail Statistics
eMail
List Marketing
List Marketing
Import Mailing List
Mailing List Management
Mailing List Overview
Mobile App
Mobile App
Getting Started
Using My Dress BFF
Multi Store Integration
Multi Store Integration
Multi Store Integration
Transfers
Transfers
Incoming Manifests
Incoming Transfers
Inventory Transfers Report
Inventory Transfers
Manifests Report
Outgoing Manifests
Outgoing Transfers
Retail Inventory Transfers Overview
Transfer Manifests
Transfers Where Quantities Vary Report
MyInfo Customer Self Service
MyInfo Customer Self Service
Create Cloud Forms
Customer Service Self Service
MyInfo Self Customer Service
Payment Plans
Payment Plans
Payment Plan Form
Payment Plan Overview
Payment Processing Integration
Payment Processing Integration
Authorize.net integration setup
Debit Card Payment Integration
Electronic Payment Overview
Gravity Payments integration setup
ICVerify integration setup
PC Charge integration setup
Payware Connect integration setup
Surcharge Credit Cards
Which Card Swipes should be used
Pick up Inventory Physical Counts
Pick up Inventory Physical Counts
Pick Up Apply Count
Pick Up Physical Exceptions Report
Pick Up Physical Overview
Pick Up Physical Performing the Count
Pickup Lay away Inventory
Pickup Lay away Inventory
Mark Items Taken
Pickup Inventory
Pickup Notification Tool
Prospects
Prospects
Prospect Form Details Tab
Prospect Form Extra Tab
Prospect Form Images Tab
Prospect Form Interests History
Prospect Overview
Prospect Worksheet
Purchase Orders
Purchase Orders
PO Alerts
Purchase Order Smart Link Overview
Purchase Orders Overview
Receive Purchase Order
Stock Creating PO Overview
Issue Purchase Orders
Issue Purchase Orders
Purchase Order Item Work Form
Purchase Order Search Form
Specials Issuing Purchase Order
Purchase Order Maintenance
Purchase Order Maintenance
PO Maintenance Detail Tab
PO Maintenance Item Detail Tab
Purchase Order Item Maintenance
Purchase Order Maintenance
Purchase Order Reports
Purchase Order Reports
Open Purchase Order Report
Purchase Order Listing Report
UnIssued Purchase Order Report
Register Operations
Register Operations
Cash Drawer Open
Closing The Register
Opening The Register
Opening The Store
Paid In
Paid Out
Register Status
Register Totals
The Store Overview Opening An Closing
Rental Point of Sale
Rental Point of Sale
Inventory Nuances
Rental Price Programs
Order Entry
Order Entry
Damage Waiver
Events Rental
Rental Inventory Entry Overview
Rental Orders Form List Tab
Rental Orders Form Items Tab
Rental Orders Form Order Tab
Rental Orders Form Overview
Rental POS Getting Started
Retail Invoicing
ICR Forms Processing
ICR Forms Processing
Configuring Teleform for Form Processing
Order Processing
Order Processing
Check In Rental Order
Enter Confirm Numbers
Pickup Rental Order
Return Rental Order
Send Reminders
Ship Back Rental Order
Sub Renting All Orders
Report & Support Data
Report & Support Data
Auto Size Suggestion
Catalog Codes
Size Conversion
Package Pricing for Rental Orders
Package Pricing for Rental Orders
Accessory Package Price Group Codes
Coat Package Price Group Codes
Package Pricing for Rental Orders
Price Group Codes
Rental Production
Rental Production
Getting Started
Rental Production Overview
Production How to
Production How to
Checking Rental Availability
How do I apply Late Fees
How do I rent styles or sizes not owned
How do I sale rental inventory
How do I speed up Check Overbookngs
How is Rental Inventory entered
How to charge sales taxes for rental orders
How to enter a size on a order that is not owned
How to enter exact measurements for a style on a rental order
How to force a sub rental
How to handle rental inventory Overbookings or Shortages
How to take a Rental Order OFF HOLD
Perform a Rental Exchange
Production Concepts
Production Concepts
Auto Processing
Benefits
Order Item STATUS
Production Concepts
Rental Inventory Status
What is a Invoice
Rental Inventory Availability
Rental Inventory Availability
Check Availability
What is Availability
Production Process
Production Process
Assemble Orders
Check Overbookings
Print New Invoices
Print Picking Tickets
Print Statements
Production Documents
RePrint Invoices
RePrint Picking Tickets
RePrintPacking Slips
Rental Production Work Flow
Return Launder by Item
Return Items from Laundry
Return Sub Rentals
Return by Order (Production)
Send to Laundry
View Invoices
View Sub Orders
Wholesale Order Entry
Shipping Orders
Shipping Orders
Ship Hold
Ship Orders
Rental Inventory Physical Overview
Rental Inventory Physical Overview
Rental Inventory Physical Exceptions Report
Rental Inventory Physical Listing Report
Rental Inventory Physical Overview
Rental Inventory Process
Rental Physical Inventory
Update Rental Inventory
Reports
Reports
Historical Reports
Locate by Size Category
Query Report Writer
Reports Overview
Store Status Web Page
Customer Event Prospect Reports
Customer Event Prospect Reports
Bridal Events Report
Customer Add On Report
Customer with Balances
Customers Report
Duplicate Customers Report
Event Analysis Report
Gift Card Balance Report
Gift Card Balances Report
Prospect Action List
Prospect Listing Report
Rental Events Report
Statements
Daily Management Reports
Daily Management Reports
Checks Charges Review Report
Costs By Class Report
Costs by Inv. Category
Daily Management Reports
Deposit Audit Report
Deposit Report
Sales and Revenue Summary Report
Store Credit Transfers
Tax Freight Audit Report
Transaction Review Report
Financial reports
Financial reports
ChargeITPro Batch
Daily Register Report
Deposit Listing Report
Gift Card Balance
Journal Tape Report
Payments by Type Report
Receipts Report
Revenue Listing Report
Taxes Report
Revenue Report
Revenue Report
Revenue Report
WinPOS Revenue Report Posting
Order Reports (Rental Orders)
Order Reports (Rental Orders)
Balance Difference Audit Report
Batch Print Rental Agreements
Delinquent Orders
Detailed Rental Event List
Future Rental Orders Report
Held Orders Report
Late Fees Dmg Waivers
MisDirected Orders
Order Status Report
Orders Report
Rental Order Exchanges Report
Rental Orders Pricing Margins Report
Rental Orders Upgrade Report
Rental Orders and Pricing Report
Rental Registrations 14 week count
PO Reports
PO Reports
PO Costing
Purchase Orders Issued But Cancelled Report
Pickup Lay Away Inventory reports
Pickup Lay Away Inventory reports
Pickup Inventory By Age Report
Pickup Inventory By Due Date Report
Pickup Inventory Overdue Items Report
Pickup Inventory with Phone Numbers
Production Reports (Rental)
Production Reports (Rental)
AR Aging
Account Pickup
Account Rental Statistics
Account Revenue Report
Account Sales Statistics Report
Account Shipping Report
Assembly Counts
Bulk Print Laundry Tags
Canceled Sub Rentals
Forecast Report
Invoice Payment Audit
Invoice Un Invoice Detail Report
Late Orders for Accounts
Laundry Report Selectable
Pull Report
Return Summary Report
Shipping Invoice Audit Report
Sub Orders Report
Wholesale Revenue
Rental Inventory Reports
Rental Inventory Reports
Locate Inventory
Look up Barcode Serial
Quick Check Serial Control
Rental Inventory Report
Rental Inventory w Low QOH
Rental Performance Report
Retail Inventory Reports
Retail Inventory Reports
Inventory Detail Report
Purchase Analysis
Retail Inventory Age Report
Retail Inventory By Category Report
Retail Inventory By Vendor Report
Retail Inventory Last Sold Report
Retail Inventory Listing Report
Retail Inventory Movement Report
Retail Inventory Not Sold Report
Retail Inventory Reorder Report
Retail Inventory Short Format Listing Report
Retail Inventory YTD Detail Report
Retail Inventory YTD Sales Analysis Report
SCW not on Chart
Sell Through Report
Vendor Size Color Summary Report
Retail Sales Reports
Retail Sales Reports
Color Breakdown Report
Customer Source Analysis Report
Formal Wear Sales Pricing
Invitation Sales Pricing
Markdown By Vendor Report
Markdown by Markdown Code Report
Sales By Category Report
Sales By Date
Sales By Vendor Report
Sales By Vendor Style Report
Sales Detail Report
Sales Forecast Report
Sales Frequency Report
Sales Graph
Sales With Barcode Report
Size Breakdown Report
Top Sales Report
Sales Associate Reports
Sales Associate Reports
Close Ratios Report
Markdown By SA Report
Receipts By Associate Report
Revenues By Associate Report
SA Sales Performance
Sales By Sales Associate
Sales by Hour
Sales by Ticket
Setup Rev by Associate Report
Tips by SA
Weekly Sales Pricing
Returns, Cleaning & Repair Tracking
Returns, Cleaning & Repair Tracking
Rcr By Type Report
Rcr Types
Returns Cleaning Repair Form
Returns, Cleaning & Repair Tracking
SMS Voice Messaging
SMS Voice Messaging
SMS Voice Troubleshooting
SMS Voice
Using SMS via Email
Using SMS Voice
Setup and Configuration
Setup and Configuration
Customer Source
Customer Types
Departments
Document Terms
Event Types
Localization
Printers
Roles
Sales Associates
Zebra
Zip Codes
Register Setup
Register Setup
Register Setup Details
Register Setup List
Register Setup Printers cash Drawer
Security & Actions
Security & Actions
Actions
Security Groups
Store and Wholesale Account Setup
Store and Wholesale Account Setup
Group accounts
Region Codes
Store Groups
Store account Classes
Stores Accounts
Stores Accounts
Store accounts E commerce integrations
Stores accounts Credit Card gift Card
Stores accounts Details
Stores accounts Email sms
Stores accounts Extra Addresses
Stores accounts Rental
Stores accounts Shipping
System Setup
System Setup
System Setup Auto Email Sms
System Setup General time Clock
System Setup Integrations
System Setup Other Settings Tab
System Setup Rental Production Tab
System Setup Rental Tab
System Setup Ticket receipt
System Setup Toolbar Desktop
Shipping
Shipping
Getting Started with UPS Direct Shipping
Quick Shipment
Ship Customer Items
Ship Record
Shipping Insurance
Shipping Rental Orders
Shipping via ShipRush Web
Shipping via ShipRush
Shipping via UPS Direct
Shipping
System Maintenance
System Maintenance
Credit Card Processors
Data Check
Debug Log
Edit INI files
Gift Card Editor
Log
New Query Base
Open Data Folder
Program Status
Purge Functions
Re Calculate All Ticket Balances
Re Calculate Receipts for SA
SMS Carriers
Sequence Numbers
System Maintenance
Table Maintenance
Unlock Options
Update Event Date on ALL PO
Validate GL
Inventory Maintenance Utilities
Inventory Maintenance Utilities
Change Color Chart Name
Change Style SCW
Inventory Maintenance Mass Update Unit Cost
Inventory Maintenance Re Apply Sales to QOH
Inventory Maintenance Recalculate Rental MTD YTD
Inventory Maintenance Recompute On Hand Qty
Inventory Maintenance Change Inv Cat Sub Cat
Inventory Maintenance Change Vend VendStyle
Inventory Maintenance Display Inventory Value
Inventory Maintenance Mass Update
Inventory Maintenance Recompute Rental Qty
Inventory Maintenance Reset Inventory Activity
Inventory Maintenance Reset MTD YTD Totals
Manual Update Inventory
Recompute Activity
Recompute MTD, YTD Totals
System Tools
System Tools
Automatic Data Repair
Backup
Data Manager
Program Parameters
System Tools
TPSWIN.INI
Tickets & Payments
Tickets & Payments
Gift Cards
Loyalty Program
Tipping
Veiw Ticket by Style
Web Online Payment Options
Payments
Payments
Apply Payments Form
Credit Card form
Enter Payments Form
Payment Wizard Group Payments
Payments Overview
ChargeItPro Credit Card Form
ChargeItPro Credit Card Form
ChargeItPro Credit Card Form
SnapPay
Tickets & Sales
Tickets & Sales
Adjust Canc Extra Chrg.
Common Procedures
New Sales
Receipt
Special Order Instructions
Ticket Details
Ticket Footer
Ticket Header
Ticket Overview
Ticket Receipt
View Ticket by Credit Card
View Ticket by Number
View Ticket by Style Code
Time Clock
Time Clock
Clock All Out
Clock In Out
Dept Hour Totals Report
Edit Time Cards
Hourly Pay Report
Show Clocked In
Show Clocked Out
Time Cards
Time Clock Integration
Time Codes
To Do
To Do
To Do Management
Training Videos
Training Videos
Training Videos
Shipping
Please see the Shipping Overview Topic for additional Information