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.
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LXV | Updates and Releases
- System Status
- Enhancements
- Updates
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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.
- Vital | Requesting approval before taking payment via cc on file
- LXV | Handling a Client Payment for a Quote before approval
- Sales reporting
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Processing Job Invoices [Vital + Lightspeed]
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LXV | Product & Stock Management
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1. Product Management
- LXV | Understanding Product Types
- LXV | Product Fields
- LXV | Creating a Single SKU Product
- LXV | Creating a Variant Product
- LXV | Creating a Composite Product
- LXV | Adding Product Relationships
- LightSpeed | Why Can't I See the Product Relationship?
- LXV | Editing Products
- LXV | Adding Products
- Lightspeed | How to do a bulk (price) update
- 2. Suppliers & Ordering
- 3. Stock Management
- 4. Inventory reporting
- 5. Price Books
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1. Product Management
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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
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Training & Support
- LXV | Training | Live online training recordings
- Training | Overview & resources for the new Evolution Platform
- Support | Overview & availability for rollout
- New stack | Available videos
- Migration | Stock movement tasks prior to go live
- Training | Onboarding sessions (essentials & master classes)
- Training | Refresher training for the Evo Platform
- Support | Training video library
- Data cleaning
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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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NetSuite | Employee Management
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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
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Employee Self Service (ESS) Centre
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NXS | Servicing and Scheduling
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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
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Mobile App
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Systems Updates and Releases
- General Updates
- Saturdays and Emergency Packs
- Past one-off issues
- Release Notes - 2024 February
- Evo Platform | Admin / Integrations
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Agent Solutions
- PSC Related questions
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Vital
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Vital Scheduler
- Vital Scheduler | Standard Processes
- Vital Scheduler | Jobs
- Vital Scheduler | Admin
- Vital | Frequently Asked Questions (FAQ) Schedulers
- Vital Lightspeed Xero | Editing and Voiding of invoices
- Vital | Send job sheet separate from invoice
- Vital | Storing a document for a client using notes
- Vital | Export Contacts
- Vital | Quotes
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Vital | Payments
- Windcave | Workaround for Vital payment link
- Vital | Stored credit cards - Overview
- Vital | Stored credit cards - Using for payment
- Vital | Stored credit cards - Managing for clients
- Vital | Stored credit cards - Client self-service (workaround)
- Windcave | Xero | Credit card not present payment via Xero
- 1. Payment Processing - Which system to use
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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
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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 fast track
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Vital Scheduler
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Lightspeed
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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 | Gift cards
- Get your system ready for the season sale
- LXV | Selling Products with Serial Numbers
- Lightspeed | Payments
- Lightspeed | Daily procedures
- Lightspeed | Quote
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Lightspeed | Promotions
- LXV | Setting up Retail Promotions in LightSpeed
- LXV | Processing Retail Sales with Promotions in LightSpeed
- LXV | Example Promotion: Creating a % off When Spend Equals or Exceeds a Certain Amount
- LXV | Example Promotion: Creating a % off Specific Products
- LXV | Example Promotion: Creating a % off a Product or Product Category
- LXV | Example Promotion: Creating a Buy Product A, Get Product B at X% Off
- LXV | Example Promotion: Creating a Buy 2, Get 1 Free Promotion
- LightSpeed | AU | D.I.Y with Confidence; Creating Composites
- LightSpeed | AU | D.I.Y with Confidence; Creating the Promotion
- LightSpeed | NZ | D.I.Y with Confidence; Creating Composites
- LightSpeed | NZ | D.I.Y with Confidence; Creating the Promotion
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Lightspeed Inventory
- LightSpeed Inventory Manager Quick link Reference
- Lightspeed - How to update retail or supply price for multiple items
- Lightspeed - Purchase Order Status
- Lightspeed | Changing supplier prices after go live
- Lightspeed | Vendor return process
- Lightspeed | How to export client list
- Lightspeed | How to change the supplier and/or retail price on a PO
- Lightspeed fast track
- Lightspeed Admin
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Lightspeed Retail
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Xero
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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 | 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 | Record an overpayment
- XERO | Record a prepayment or deposit without an invoice
- LXV | NetSuite invoices - taking payment in store
- Xero | How to prepare BAS with NetSuite & Xero data
- Xero | Where did client deposits from NetSuite sales orders go?
- Xero | Manage Bad Debts
- LXV | Manage Supplier Bill duplicates in Xero from LS PO
- LXV | Applying Zip Pay Payments
- Xero | Create a spend money transaction
- Xero | Create a receive money transaction
- Xero | Creating a Report for Open Credit Notes, Prepayments, and Overpayments
- Xero | Running the Aged Receivables Report
- Xero | How to Create and Save a Custom Report for Future Use
- Xero | How to Create an Account Transactions Report
- Xero | How to use the duplicate bill detection
- Xero | How to use quick view of bills
- Xero | How to Use the Activity Statement to Lodge BAS
- Xero Payroll Officer
- Xero Employee / Staff members
- Xero fast track
- Xero Admin
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Xero Franchise Partners & Finance Managers
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Windcave
- Applying for Windcave
- Set-up Windcave
- Using Windcave