Before jumping in to the details of the LinkEdge Browser App, it is helpful to understand certain concepts that show up repeatedly in the program.
Each employee of your business can have an Employee Account.
Such an account has a unique LinkEdge Username and Password.
These two identifiers are used to ensure that your business data remains secure and that your business transactions are traceable.
Transactions are records of Sales, Orders, Quotes or Refunds.
As alluded to above, all transactions have an employee associated with them.
Transactions optionally have a customer associated with them.
Transactions are usually a collection of product items and payments.
Once the payment amount is at least as great as the price of all of the items, plus tax, the transaction may be Finished.
The LinkEdge Browser App allows you to define a Customer list with the associated structured data that you would expect: addresses, phone numbers, e-mail, etc.
An Item is a product, service, or fee that may show up on a Sales Transaction. An item has a scan code, a description, a sales price, a quantity value, and other information.
All of your product items, with their associated quantity, provides the representation of your inventory.
Items may be organized by Category.
Categories may be used to guide the search for items.
They may also be used to provide in-depth information about sales numbers.
The items in your store may be defined unique to your store, or they may be grouped together dependent upon the Vendor that you purchase them from.
(For the purposes of this Guide, we define a business that uses the LinkEdge Browser App as a “Retailer” and a business that sells products to such a Retailer as a “Vendor.”)
As you use the LinkEdge Browser, you will accumulate data about your business.
All of this data is available to you in the form of Reports.
The information that you see in a report can be specified by using Filters. For example, some of the reports allow you to specify two filters: a start date and an end date.
Your customer list, products list, transactions list, etc. are all stored in an on-line database.
A complete entry in any one of those lists is refered to as a record. Records are a collection of field values.
For example, here are some of the field names that make up a sale transaction:
Where you go at this point is your decision, but here are some logical next steps: