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Website Application
41 Sub Categories
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Customers
How to Add a New Customer Through the Lifelong POS Website
Customer Attributes
How to Create a New Customer Attribute Field
Customer Groups
Create a New Customer Group in Lifelong POS
New Customer
How to Add a New Customer Through the Lifelong POS Website
Rewards / Loyalty
Creating a New Loyalty Customer Rewards Program
Managing Loyalty on Specific Categories and Products
Dashboard
How To Set Up Mobile Dashboard for Lifelong Admin
Employees
New Employee
How To Add Employees On Lifelong POS with Permissions
Shift Reports
Employee Shift Report
Reports: Shift Report
Items & Inventory
Add Tier Pricing to an Item
Create Custom Item With Tax Included
Inventory: How To Search For Items / Products On Lifelong Admin
Inventory: Mass Actions For Items / Products in Lifelong POS – Add Tier Pricing
Inventory: Mass Actions For Items / Products in Lifelong POS – Categories
Inventory: Mass Actions For Items / Products in Lifelong POS – Clone Item
Inventory: Mass Actions For Items / Products in Lifelong POS – Delete Tier Pricing
Inventory: Mass Actions For Items / Products in Lifelong POS – Print Custom Labels
Inventory: Mass Actions For Items / Products in Lifelong POS – Quick Update
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Low Stock Quantity
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Low Stock Quantity By Location
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Mod Groups
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Price to Cost + Markup
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Product Cost
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Product Name
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Product Name & Price by percentage
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Product Price
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Product Quantity
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Tax Class
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Vendor Information
Inventory: Sort By Drop Down & Sort Direction Drop Down
Order Delete
Custom Attributes
How to Create Matrix Products (Parent / Child Product) & Attributes
How to Set Up a Customer Notes Field Using Attributes
Remove / Delete Custom Attribute (Floating) from the Items Tab
Gift Cards
Creating and Using Gift Cards
Modifier Groups
Inventory: Creating Modifier Groups For Items / Products
Price / Discount Rules
Creating Discounts : All Cart Items / Buy Min Subtotal, Get Fixed Amount On Matched Items
Creating Discounts : All Cart Items / Buy X, Get Fixed Amount Cart Discount
Creating Discounts : All Cart Items / Buy X, Get Fixed Amount” Option
Creating Discounts : All Cart Items / Buy X, Get Percentage Off Cheapest Item
Creating Discounts : All Cart Items / Buy X, Set Price To Amount On Matched Items
Creating Discounts : Cart Item / Buy X, Get Amount For Free
Creating Discounts : Cart Item / Fixed Amount
Creating Discounts : Coupon / By Percentage
Creating Discounts : Product Price / By Fixed Amount
Creating Discounts : Product Price / By Percentage
Creating Discounts: All Cart Items / Buy X, Set Price To Amount On Matched Items
Creating Discounts: All Cart Items / Fixed Amount On Matched Items (Bundle)
Creating Discounts: All Cart Items / Percentage On Matched Items (Bundle)
Creating Discounts: Cart Item / Percentage
Creating Discounts: Coupon / By Fixed Amount
How To Add a New Customer Through the Lifelong POS App
How to Add a New Customer Through the Lifelong POS Website
How to Create Price Rule Type: Buy X, Get Amount Free
Inventory: Mass Actions For Items / Products in Lifelong POS – Add Tier Pricing
Price Rules Product Price & Settings
Price Rules with Buy X Settings
Set Up Quick Discount Buttons, Discount Reasons, and Discount Button Labels
Reorder Points
How to Set up Reorder Points
Taxes
Create Custom Item With Tax Included
How To Adjust Tax Settings
Inventory: Mass Actions For Items / Products in Lifelong POS – Update Tax Class
Sales Tax Report
View Categories
Create New Categories For Products In Lifelong POS
Creating a Sub Category Under A Main Category
Inventory: Mass Actions For Items / Products in Lifelong POS – Categories
Purchase Orders
Creating New Purchase Order from Existing Items in Inventory
Creating New Purchase Orders
Default Purchase Tax Rate % on Purchase Order
Hide Finished Purchase Orders From Default View
Recounts
New Recount
How To Do An Inventory Count / Product Recount
Products
Inventory: Mass Actions For Items / Products in Lifelong POS – Delete Item
Reports
Sales Reports / Discount Amount Report
Sales Reports > Cost Of Items Sold By Category Report
Sales Reports > Cost Of Items Sold Report
Sales Reports > Credit Card Report
Sales Reports > Hourly Sales Report
Sales Reports > Invoice Report
Sales Reports > Invoice Statement
Sales Reports > Number Of Orders & Average Ticket
Sales Reports > Profit By Category Report
Sales Reports > Profit Report
Sales Reports > Sales Tax Report
Sales Reports > Tender Types Report
Sales Reports > Tender Types Tax Report
Sales Reports > Tip Amount & Employee Tips Reports
Product Reports
Reports: Product Reports / Category Inventory Report
Reports: Product Reports / Category Margin Report
Reports: Product Reports / Category Stock History
Reports: Product Reports / Category Valuation Report (Wholesale & Retail)
Reports: Product Reports / Full Inventory Report
Reports: Product Reports / Inventory Adjusts For A Period
Reports: Product Reports / Inventory Valuation Report (Wholesale & Retail)
Reports: Product Reports / Low Stock Items
Reports: Product Reports / Modifiers Sales Report
Reports: Product Reports / Past Inventory Valuation Report (Wholesale & Retail)
Reports: Product Reports / Product Past Valuation Report (Wholesale & Retail)
Reports: Product Reports / Product Sales History
Reports: Product Reports / Product Sales Matrix (Year + Month)
Reports: Product Reports / Product Stock History
Reports: Product Reports / Product Valuation Report (Wholesale & Retail)
Reports: Product Reports / Products By Vendor
Reports: Product Reports / Sales By Attribute Report
Reports: Product Reports / Sales Items + On Hand Report (Date Range)
Reports: Product Reports / Sales Items Report (Date Range)
Reports: Product Reports / Sales Items Report (For All Time)
Reports: Product Reports / Vendor Sales + Quantity On Hand Report (Date Range, Wholesale & Retail)
Reports: Product Reports / Vendor Sales Valuation Report (Date Range, Wholesale & Retail)
Reports: Product Reports / Vendor Sales Valuation Report (Date Range, Wholesale & Retail)
Sales Reports
Reports: Product Reports / No Sales Items Report (Date Range)
Reports: Sales Reports / Payouts Report
Reports: Sales Reports / Sales By Category Report
Reports: Sales Reports / Sales By Order Types Report
Reports: Sales Reports / Sales By Parent Category Report
Reports: Sales Reports / Taxes By Category Report
Reports: Sales Reports / Time Range Category Sales Report
Reports: Sales Reports / Time Range Sales Report
Reports: Sales Reports / Time Range Tender Types Report
Reports: Sales Reports / Time Range Tips Report
Sales Reports / Discount Amount Report
Sales Reports > Cost Of Items Sold By Category Report
Sales Reports > Cost Of Items Sold Report
Sales Reports > Credit Card Report
Sales Reports > Hourly Sales Report
Sales Reports > Invoice Report
Sales Reports > Invoice Statement
Sales Reports > Number Of Orders & Average Ticket
Sales Reports > Profit By Category Report
Sales Reports > Profit Report
Sales Reports > Sales Tax Report
Sales Reports > Tender Types Report
Sales Reports > Tender Types Tax Report
Sales Reports > Tip Amount & Employee Tips Reports
Tender Types Report
Time Management And Shift Reports
Reports: Time Management / Employee Timesheets
Sales
Invoices
Creating And Emailing A New Invoice In Lifelong POS
Send Invoice Payment Link via Lifelong Admin Website
Reports
Reports: Product Reports / Brand Sales Report (Date Range, Wholesale & Retail)
Sales by Attribute Report
Sales Tax Report
Tender Types Report
Settings
Company Information
How to Set Up Royalties and Download Royalty Reports
Devices
Enabling Front Screen Display for Cash Price for Dual Pricing
How To Enable Ads on Front Facing Screen
How To Enable Ads on Front Facing Screen with Lifelong POS
How to Upload a Logo to the Front Facing Screen on PAX E800 Pro
How to: Upload a Logo on to the Front facing Screen
General Settings
Enable Change Price / Price Matching in Lifelong POS Cart
Enabling Purchase Orders Tab
General Settings: Validate Age Check On Checkout on Lifelong POS Register
Location Pin
Multiple Vendors
Additional Features
Enabling Purchase Orders Tab
General Settings: Allow / Activate Gift Receipts
General Settings: Enable Labels and Label Design
General Settings: Terminal Mode Manual Price Entry
Schedule Product / Item Changes By Date
App-Specific Tweaks
General Settings: Force Logout After Every Sale On Lifelong POS Register
How To Enable Ads On The Lifelong POS Register Customer Side Front Facing Screen
Setup & Take Donations on Lifelong POS Register
Customers
General Settings: Automatically Assign Customer Group by Category ID
General Settings: Disable Rewards Redemption for Specific Categories
Discounts
Creating Discounts : Product Price / To Fixed Amount
General Settings: How to Set Up Manual Discounts On The Point Of Sale Register
Set Up Quick Discount Buttons, Discount Reasons, and Discount Button Labels
POS Product Grid
General Settings: Gradient Tab Customization
Refunds
General Settings: Allow Refunds & Disallow Refunds not linked to Existing Order
How to Refund Cash & Card Transactions or Void Orders on the Lifelong POS Register
Reporting
General Settings: Automatically Print Receipt on POS Order Sales
General Settings: Print Open Tickets Information
Shift Management
General Settings: Shift Managment
Stock Management
Add A Brand To Inventory / Products
Add A Brand To Inventory / Products
Allow Backorders
Allow Showing Description in POS
Allow Showing Stock Amount in POS
Default Backorders on New Products
Do Not Include Items In A Transfer That Are Out Of Stock On Source Location
Enable Stock Management
General Settings: Add Low Stock QTY
General Settings: Exclude Out-of-Stock Items from Transfers
General Settings: Product Location Filter
How to: Hide Sku Field on Tranfers
Inventory: Waste / Remove Damaged / Returned Products From Inventory
LOT Based Inventory Management (FIFO)
Multiple Barcodes
Number of Additional barcodes
Time Management
General Settings: Print Time Sheets on Clock In/Out
General Settings: Show Error on Clock Out with Open Orders
General Settings: Show Total CC Tips For Clock In – Out Period
General Settings: Time Clock Employee Management
Tweak Functionality
Auto Barcode On New Products
Custom Price In Cents
Dashboard Hourly
Dashboard Report
Default Backend Product Display
Devices Pin
Disable Modifier
Enable Name Editing On Custom-Priced Items
General Settings: Allow Product Export
General Settings: Location Pricing
Order Delete
Refunds Pin
Show Cost In Product List
Show QTY In Product List
Top Items Report
Labels
General Settings: Enable Labels and Label Design
Locations
General Settings: How to Edit Daily Report Time
How to Assign a Unique Logo to a Location (Multiple Locations)
Payment Methods
How To Create Charity Giveaway Donation Listings, Payment Methods and Reports
Please Settle Error on Lifelong POS Register
Pricing and Subscription
Lifelong POS : Set Up Billing For Customers (Internal Only)
Receipts
How to Add a Logo on Receipts in Lifelong POS
How to Add Text at the Bottom of Receipts
How to Adjust Header Alignment on Receipts
Users
How To Add Backend Users On Lifelong Website Admin & Permissions
Transfers
Create Product Transfers Between Locations
Inventory: Transfer Items / Products Between Locations
Transfer Products & Inventory Between Locations
Vendors
How to Add a New Vendor / Distributor in Lifelong POS
