Keep an eye on your Retail POS store, even when you’re not there. The Reporter app for iOS puts your store’s data right in your pocket, giving you the peace of mind to step away without missing a beat.
For detailed instructions click here
Check out the updated Prepare for Evolution section for the latest training schedules/recordings and support articles.
- LXV | Updates and Releases
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LXV | Morning Opening Procedures
- Sales Register [ Lightspeed]
- Van inventory check [ Lightspeed]
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LXV | Sales to Payment
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Processing Job Invoices [Vital + Lightspeed]
- LXV | Processing Completed Vital Job To Invoicing Stage (Start Here)
- LXV | CC On File/Pay Now link Processing Payment Job Invoice in Vital (Invoicing Stage)
- LXV | Pay In Store Vital Job Invoice Process
- LXV | Bank Transfer Payment Vital Job Invoice
- LXV | Prepayment Bank Transfer Payment Vital Job Invoice
- LXV | Applying Prepayment in Xero against an Invoice from Vital.
- Lightspeed Promotions
- Retail Quotes [ Lightspeed Only]
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Processing Job Invoices [Vital + Lightspeed]
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LXV | Prepare for Migration
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Rollout - Before Go Live
- Cutover prep | Data Snapshot
- Cutover prep | Download NetSuite reports
- Cutover prep | Finalise unbilled sales
- Data Prep | Data cleaning completed and ready for migration
- Data Prep | End of year stocktake on standard product list (OLD)
- Data Prep | Lightspeed - Early access
- Data Prep | Lightspeed - Review & update Products before Go Live
- Data Prep | Verify NetSuite inventory levels
- Data Prep | Xero - Early access
- Existing Xero Account | Section 1: Can you migrate with existing Xero account
- Existing Xero Account | Section 2: Prepare your Xero account for migration
- Existing Xero Account | Section 3: New Xero account required
- Finance Prep | Books balanced and preparation
- Finance Prep | Existing Xero Accounts & NetSuite financial data migration
- Finance Prep | Setup of Xero bank feeds
- Finance Prep | Sign off Xero conversion report
- Finance Prep | Transferring existing Xero account ownership to LNA
- Finance Prep | Windcave Xero merchant fees
- General Prep | Get your team ready
- General Prep | Guide to Completing your Onboarding form
- General Prep | Handy resources
- General Prep | Onboarding form - Tips for completing
- General Prep | Windcave setup
- Payroll | Migration from Netsuite to Xero payroll
- Rollout | Migration checklist guide
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Rollout - Go Live Day
- Before Trading | User login access check
- Before Trading | Vital mobile app & spin machine check
- Before Trading | Role based tasks check
- Before Trading | Test payment & refund transactions
- Before Trading | Reconstruct data in Lightspeed & Vital
- During Trade | System integration validation
- During Trade | Manually enter changes made after data snapshot
- Before Trading | Lightspeed register payments setup
- Before Trading | Data migration validation
- Before Trading | Hardware check
- Before trading | Lightspeed configuration setup
- Before Trading | Add stock quantities to Lightspeed
- Go Live | Mobile app quick links
- Xero Onboarding | Setup Windcave in Xero
- Vital Onboarding | Setup Windcave in Vital
- Rollout - After Go Live
- Training & Support
-
Hardware requirements
- Poolwerx Standard Operating Equipment - US Retail & Mobile
- Poolwerx Standard Operating Equipment - US Mobile Only
- Poolwerx Standard Operating Equipment - ANZ Retail & Mobile
- Poolwerx Standard Operating Equipment - ANZ Mobile Only
- IT Hardware ANZ - how to order new or replacement equipment
- IT Hardware ANZ - how to retire equipment
- IT Hardware - tips to keep your IT equipment healthy
- IT Hardware US - how to find your hardware specifications
- IT Hardware ANZ - How to reset your Telstra NBN modem
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Rollout - Before Go Live
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Vital
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Vital Scheduler
- Vital Scheduler | Making a Quote Processes with a deposit
- Vital Scheduler | Standard Processes
- Vital Scheduler | Quote Processes
- Vital Scheduler | Jobs
- Vital Scheduler | Admin
- Vital | Frequently Asked Questions (FAQ) Schedulers
- Vital Lightspeed Xero | Editing and Voiding of invoices
- Vital | Taking payments over the phone
- Vital | Stored credit cards - Overview
- Vital | Stored credit cards - Using for payment
- Vital | Stored credit cards - Managing for clients
- Vital | Send job sheet separate from invoice
- Vital | Storing a document for a client using notes
- Payment | Workaround for Vital payment link
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Vital Admin
- VITAL ADMIN | How to insert notes in invoice notes
- Vital Admin| How to enable invoice notes for Vital Job
- Connect a Xpress Flex
- Connect a Spin machine
- Change set days for water test reminders
- Change the test frequency
- How to access the Vital Platform
- Vital | How to reset your password
- Vital Water Test | How to remove the recommendations from the report
- Update default message for water test results
- Vital Mobile Application for Technicians
- How much Vital costs
- Vital | Water Link Connect v2 update
- Vital | SMS Messaging
- Vital | Batch Invoicing Check
- Vital | Best Practice for Setting Up Real Estate Agent Companies
- Vital | Roles Matrix
- Vital | How to add a location
- Vital | Updating linked products to Water Test Recommendations
- Vital | Configure Price Book setup
- Vital | About the Invoice prefix
- Vital - User set up
- Vital Technician
- Vital fast track
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Vital | Water testing
- Vital | Create a contact
- Vital | Create a pool
- Vital | Conduct a water test
- Vital | Search and update a contact
- How to send a water test report
- Tips & Tricks for using the Vital platform
- How to find water test history
- Understanding Pool sanitizers alignment with disc sanitizers
- Common inquiries and resolutions
- Glossary of NetSuite and Vital terms
- Vital | Lapsed Water Test Report
- Vital | Remove duplicate Records
- Differences in dosages between the previous Vital system and the refreshed platform
- My password link expiring
- Connecting my spin machine (troubleshooting)
- Incorrect store details showing on Water Test Report
- Vital | Relinking a pool to a new owner
-
Vital Scheduler
-
Lightspeed
-
Lightspeed Retail
- LightSpeed Retail Clerk Quick link Reference
- LightSpeed - How to Open and Close Drawer
- LightSpeed - How to add and remove cash from Drawer
- Lightspeed - How to add Client in Sell Tab
- Lightspeed - How to Create a Sale
- Lightspeed - How to Park a Sale
- Lightspeed - How to create a Quote
- Lightspeed - How to Create Sales on Account
- Lightspeed - How to exchange items
- Lightspeed - How to Refund
- Lightspeed - How to install the Reporter App for IOS
- Lightspeed | Card not present - take payment over phone
- Lightspeed | Drum deposits and returns
- Lightspeed | Gift cards
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Lightspeed Inventory
- LightSpeed Inventory Manager Quick link Reference
- Lightspeed - How to add standard product
- Lightspeed - How to add composite product
- Lightspeed - How to add variant product
- Lightspeed - How to update retail or supply price for multiple items
- Lightspeed - How to Print Item labels
- Lightspeed - How to Add Supplier
- Lightspeed - How to do Purchase order up to receiving items
- Lightspeed - How to return Stocks to Supplier
- Lightspeed - How to Transfer Stock
- Lightspeed - Purchase Order Status
- Lightspeed | Store codes for scanner app
- Lightspeed | How to install the Scanner app
- Lightspeed | How to perform a stocktake count
- Lightspeed | Process for recording discounts on a purchase order when ordering via a supplier portal
- Lightspeed | Product types and differences between composite/variant products
- Lightspeed | Configuring and Managing Price Books
- Lightspeed | Configuring and Managing Customer Groups
- Lightspeed | Update Customer Group Assigned to Clients
- Lightspeed | Create a Price Book
- Lightspeed | Adding or Updating Products in Price Books
- Lightspeed - Setting up serial numbers for products
- Lightspeed - Selling products with serial numbers
- Lightspeed | Changing supplier prices after go live
- Lightspeed | How to do a bulk (price) update
- LightSpeed | Why Can't I See the Product Relationship?
- Lightspeed fast track
- Lightspeed Admin
-
Lightspeed Retail
-
XERO
-
Xero Franchise Partners & Finance Managers
- Xero Banking
- Xero Supplier bills
- Xero Client invoicing
- Xero Bank Reconciliation
- Xero Accounting & period end tasks
- Xero | End of Year Process
- Xero | Chart of Account (COA) changes
- Xero | EOD Merchant Sweep - Reconciling Windcave payments (Undeposited Funds)
- Xero | Process for reconciling Windcave deposits (undeposited funds) of Payments taken via Vital
- Xero | Adjusting to correct time zone
- Xero | Create a Credit Note
- Xero | How to remove the technician's last name from the invoice
- XERO | Create a Journal to adjust inventory value
- Xero Payroll Officer
- Xero Employee / Staff members
- Xero fast track
- Xero Admin
-
Xero Franchise Partners & Finance Managers
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Windcave
- Applying for Windcave
- Set-up Windcave
- Using Windcave
-
NetSuite | Employee Management
-
Employee Self Service (ESS) Centre
- Expense Report - Enter a claim
- Leave - Enter a Leave Request
- Leave - Approve Leave Requests
- Expense Report - Approve claim
- Expense Report - Reject claim
- My Information - Edit Profile
- My Information - Payroll Bank Details
- Custom - Payroll Documents
- Custom - Leave Management
- Leave - Request TIL Leave
- Leave - Accrue TIL hours
- Timesheet - Enter, save and submit
- Timesheet - Approve or reject
- Leave - Cancel my leave request
-
Employee Self Service (ESS) Centre
-
NXS | Servicing and Scheduling
-
Mobile App
- NextService | Mobile App - Install on device/s
- Mobile App - Emulate Technicians app view
- Mobile App - Remove access
- Mobile App - Give access
- Send Service Reports from Mobile App
- Mobile App - Create Quote
- Mobile App ‐ Add New Task
- Mobile App - Item descriptions
- Mobile App - Sales Order ship to address
- Mobile App - Water test summary tab
- NextService Mobile App - Water test tab
-
Mobile App
-
Systems Updates and Releases
- General Updates
- Saturdays and Emergency Packs
- Past one-off issues
- Release Notes - 2024 February
- Evo Platform | Admin / Integrations
-
Agent Solutions
- PSC Related questions