5. My Business, List of lists
On the left side of the Home window, is a "tree view" list of structured data. Click any of the entries in this list, and the LinkEdge Browser App will pull up the relevant list of records on the right hand side of the main window.
Click on the Customers entry to see and manage your list of Customers.
From that list, if you Add two or three people, you will see those entries in the list.
If you add ninety people, you will see all ninety entries in the list.
However, notice that all of the lists in the Retail Browser are limited to one hundred entries at a time.
If you have two thousand customers, the Customer List will show you only the top 100 (sorted by name).
Click here for more information on this limitation and how to work with it.
If you open ("Modify") an existing customer entry, there are several lists available to you that are specific to that customer:
- Sale, Quote, & Refund Transactions
- Appointments currently scheduled
All of these lists will be available any time you pull up the record for that customer.
For example, in the context of a sale, it is easy to see all of the notes or all of the transaction history for the person standing in front of you.
It is easy to store contact information for any number of employees.
Each time you Add an employee you will be required to provide a unique User Name and Password.
Each employee has the ability to log in to the LinkEdge Browser App.
If you would like to restrict what an employee is able to do, Modify their record, switch to the Permissions tab, and turn off the features that you don't want them to have access to.
If you turn off all of their permissions, they are able to log in, but they are not able to see anything or change anything.
A sales transaction is typically a list of product items with one or more payments.
In addition to product items, you are able to define Fees, Payment Types, and Services.
You are able to get to any one of these four lists by selecting one of the entries under [Home, My Business, Items].
Fees and Services are conceptually similar.
They are something that you sell to a customer that does not affect your inventory.
Both have Description, Prices and Taxable fields.
Services also stores a default Appointment Length field, which is later used by the scheduler.
Product Items may be grouped together by Categories. There are two places where you may define new Categories.
- Right-mouse-click on the Products entry under [Home, My Business, Items, Products], and select Add Category from the resulting popup menu.
- On the Buy window , on the tool ribbon, press the Add Category button.
You may define an arbitrary number of categories (including zero).
You may organize them hierachically-- that is, one category may be a parent category of one or many other categories.
When building your categories, define the parents first.
When adding subsequent categories, it is possible to specify the parent in the Add Category popup dialog.
It is possible to define multiple Locations for your business.
Sales transactions are grouped by location. The scheduler allows you to view appointments by location.
Reports are often filtered by location. At this time, we do not track inventory or employees by location.
The four basic Transaction types in LinkEdge are Orders, Quotes, Refunds, and Sales.
Orders are created in the Buy Window. Quotes, Refunds, and Sales are all created in the Sell Window.
Click on the Transactions entry to see a list of all transactions grouped together.
This may be useful when you want to search over all transaction types.
To work with a list of any specific type of transaction, click on that specific entry. E.g. Click on Quotes to see a list of all quotes.
These management tools on the Home window are powerful. Be careful not to Remove a transaction unless you are certain that is what you want to do.
If you want to restrict a user account from removing transactions, set that account's Management permission to False.