Bulk Update Version

Create or Update an Account

To create a new Account, click New Account. To update an existing Account, click the account Name. The Account Details screen appears.

Account Details

1. Account Name: The name of the Account (not editable when updating).
   
2. Phone Number: The contact phone number for the Account (not editable when updating).
3. Email ID: The contact Email Address for the account (not editable when updating).
4. Store Address: The physical/mailing address of the Account will appear here.

Subscription Details

Plan Details

1. Plan: The type of plan this Account is subscribed to (Basic, Pro, Enterprise).
   
2. Licenses: This will display the appropriate license count for this account.
3. Stores (Active/Inactive): Displays the Active/Inactive stores under this Account.
4. Date Created: This displays which date this account has been created.
5. Last POS Access Date: This displays the last date when POS accessed for this account.

Features

POS License

Account Settings

1. Account Level Gift Card - If enabled, then Account level Gift Cards will be available for that particular Account.
2. Account Level House Account - If enabled, then an Account Level House Account will be available for that particular Account.
   
3. Enable Net Suite Integration - If enabled, then Net Suite Integration will be available for that particular account. 
4. Cash Reward with Loyalty - If enabled, then Cash Reward with Loyalty will be available for this account and the message 'Please make sure to configure the cash and non-cash points in the Loyalty screen' appears.
5. Enable SMS Loyalty Confirmation - If enabled, Net Suite Integration will be available for that particular account. The new option Twilio Number will appear and you can enter the Number then click Save.
6. Customer Level Loyalty - If enabled, Customer Level Loyalty will be available for this account. 
1. Note: When SMS Loyalty Confirmation is enabled, then Customer Level Loyalty option will be enabled by default and greyed out. You cannot make changes.
7. Discounted Loyalty - If enabled, Discounted Loyalty will be available for that particular account. 
8. Disable Marketing - If enabled, then Disable Marketing will not be available for this account. 
9. Is FTP Enabled - If enabled, then FTP will be available for this Account. You should be able to enter the Host Name, Port, User Name and Password then click Save.
10. Enable New Theme - If enabled, the new theme will be available for that particular account. 
    

DB Information

Actions

Upgrade Account

Overview

1. Based on the selections, the Billing Details will appear. Click +/- to increase/decrease the Quantity.
   
2. You can enter a Coupon Code then click Apply and the Coupon will be applied.
   
3. Total: The Total amount to be charged based on selections.
   
4. Apply Changes: When clicked, the Continue To Payment option will appear. When clicked, the Payment page will appear.
   

1. Show Recurring Changes: When clicked, all the selected Plans and Addons will appear.
   
2. Hide Recurring Changes: By clicking it all the selected plans and addons details will be hidden.
   
3. Procced: Upon clicking proceed, it will take to the Payment Information screen where you can enter the Card details and by clicking Pay the amount will be paid.
   
1. The message 'Thank You! Your payment has been successfully summited. Please allow a few minutes for the changes to be reflected in your account' appears along with the Go to Dashboard option will which return you to the main Dashboard screen.
   

Billing History

1. The Billing History will appear based on the Time Period selection, which includes the Date and Amount will appear.
   
2. Download Invoice: When clicked, the Invoice file will be downloaded in PDF format.

Payment Method

1. When selected, the Payment Method screen appears where you can update the card details by entering Card Number, Country/Region, State, City, Address, and Zipcode then click Update Card.
2. Under Any Questions, predefined questions and answers will appear.
   

Cancel Subscription

1. When selected, the Cancel Subscription page will appear where you must enter Comments for why you're cancelling the Subscription.
   
1. Upon clicking Undo option the Cancel Subscription page will be closed.
   
2. After entering the comments the Finish Cancellation option will be enabled. When clicked, a pop-up with the message 'Are you sure you want to cancel your subscription?'  appears.
   
1. No, Go Back: By clicking it, the pop-up window will be closed.
   
2. Yes, Cancel: By clicking it, the Notes Saved pop-up will appear.
   

Login

Show Stores

Store Detail

1. Store Name: Store name will be pre-populated and greyed out and is not editable.
   
2. Phone Number: The Store's Phone Number will be pre-populated and greyed out and is not editable.
   
3. Email ID: Email ID will be pre-populated and greyed out and is not editable.
   
4. Date Created: The details will be pre-populated where it shows the date of creation of this store and is not editable.
5. Last Retail Modified Date: This shows the last modifier date of the Retail item for this store and is not editable.
   
6. Last POS Access Date: This shows the last ipad access date for this store and is not editable.
7. Store Address: The physical address of the Store will be pre-populated if entered and is not editable.

Subscription Detail

Store Settings

1. Include Credit Card - If enabled (YES), the User Id and Encryption Key will be available with update and confirm password options.
   
1. User Id: Enter the User ID.
2. Encryption Key: Enter the corresponding Encryption Key.
   
3. After both have been entered, click Update.
   
4. Change Password: Upon clicking on Change Password, you can change this password by entering the current password and new and confirm password option. Once password is entered then click on Save and this new password will be saved successfully.
2. Include Gift Card: If enabled (YES), the Include Gift Card will be included for this store.
3. Enable Multiple Cash Tenders: If enabled (YES), the Multiple Cash Tenders will available.
4. Enable Other Payment Options: If enabled (YES), the Other Payment Options will available.
   

If the EMV toggle is disabled (No), then by default the Castle and Go and SPPax toggles will be disabled and grayed out. If EMV is enabled, then the Castle and Go and SPPax toggles will automatically be enabled but you can change them as needed.

1. User Id: Enter the User Id.
   
2. Primary URL: Enter a Primary URL (if applicable).
3. Secondary URL: You can enter a Secondary URL (if applicable).
   
4. Password: Enter the new password.
5. Confirm Password: Enter the identical password.
6. Update: Click to process the Give X Gift Card related updates.
   

If the MPPG Credit Card toggle is enabled, the following fields appear for providing MPPG Credit Card information:

1. Customer Code: Enter the Customer Code.
2. User Name: Enter the User Name.
3. Payment Gateway: Select the Payment Gateway from the dropdown.
4. Password: Enter the Password.
5. MCC: Enter the MCC in this field.
6. Update: Click to process the MPPG Credit Card related updates.

DB Information