Real-Time Dashboard
The Online Dashboard (back-office) is where you manage your business. All sales, inventory and employee data is sent to the Dashboard in real time, allowing you to view all of your stores in one central location. The LivePOS Dashboard can be accessed from any internet enabled computer, including iPads and iPhones.

New Features
As of June, 2014
  • Serial Numbers - Just released! LivePOS can now track individual serial numbers for multiple products. When ringing up a product you can now SCAN or hand type the serial number of this item, allowing you to track coverage and warranty information PER PRODUCT SOLD! You can lookup a serial number from both the POS and the Dashboard.
  • Multi-Intake is now available in Work Orders - You can now "take in" multiple items at once when doing a work order. This enhancement allows you to be more efficient and service your customers better.
  • LivePOS Mobile Dashboard is now on the APP Store! - The LivePOS Mobile Dashboard is now available to download in the iTunes store!
  • Extended Product Description - Product Description is now available showing on the POS. Also the description field in the Dashboard now supports more characters.
  • Opening the Cash Register without a sale is now tracked - When opening the cash register without a sale, it will now show the date/time and employee on your Cash Register Activity Report on the Dashboard.
  • Check Gift Card Balance on POS - You can now check a gift card’s balance directly from the store POS.
  • Printing Gift Receipt - You can now print a gift receipt from your POS.
  • POS Sales Summary Report Updated - POS report (Summary and Detail sales report) will now show the total number of transactions for cash, credit cards, checks etc.
  • Location IPC Analysis UPDATED - IPC report now shows the NET SALES and you can now export it.
  • Email Receipt Update - Sending email receipts to addresses with hyphen (-) is now supported.
  • "Duplicate Transaction" Error - We all know the "Duplicate transaction" that some of you see from time to time. The terminology is confusing. Did I just charge that customer twice? Well, to make sure there is no confusion we updated the message to clearly inform you that the transaction did not go through, and you should try again. Also the limit of waiting two minutes before running the same card is now removed.
  • Find a Work Order Faster than ever before - You can now search a specific work order and don't have to load all of them. Use the Work Order ID for a quick and easy search of your Work Orders.
  • Work Order Service Ticket Update - We now have a new status on the Work Order called “Ready for Pickup”. This status is also included in the "All Active" filter.
  • Loading ALL Work Orders - The system can now load ALL of your work orders even via a slow or intermediate internet connection.
  • Group by Parent Category - You can now "Group by Parent Category" on the Product Sold Report.
  • FIXES AND Enhancements
    - Printing Work Order with no items
    - When status is changed to completed, inventory would not update
    - Paying for a newly created Work Order (not yet saved)
    - Printing a ticket for a newly created work order
    - Incorrect Change Due
    - Searching Work Orders on location that doesnt have any Work Orders yet
    - Store POS scrolling issues
    - Price Over Ride tax issues
    - Crashing issues when using Kits
    - Error in printing detail sales report
    - Sub totals inside work orders
    - Money count bug
    - The discrepancy between DSR (V2) and the Non taxable report
    - Coupons per category will now show on the dashboard
    - CRM report, sort by last name and then try to edit is now working
    - Paying for a work order will no longer switch out screens
    - Add/Edit Employee page doesn't force you to enter the country code anymore
    - CRM birth dates are now boxes and not drop downs, making it easier for touch users
As of April, 2014
  • Brand New LivePOS Interface - For years you know that LivePOS is the most powerful solution in the world, but let’s face it, it would not win any beauty contests. ENTER LIVEPOS 6.0, a new version that is now smart and beautiful.
  • Create and Activate Later - The new “Create and Activate Later” option on your dashboard allows you to open a new location but NOT activate it yet and NOT get charged for it yet. When doing that, the location will show on your dashboard, allowing you to start preparing it ahead of time. This means that you can setup tax rates, apply coupons and anything else that you need to make your store ready. On the day you want to start selling, you simply ACTIVATE the POS and get charged the prorated amount. [All Plans]
  • Cloud Work Orders - A World Exclusive! The LivePOS Work Order Module is a full blown cloud-based Enterprise Services & Repair Module. In less than 30 seconds you can collect customer information, take a picture of the product to be repaired, collect a deposit, print a service tag and send it to the customer. The LivePOS Work Order Module is the first solution IN THE WORLD to combine a repair option, CRM (customer relations), backend Dashboard and point of sale into ONE cloud based solution. [Franchise Plan]
  • Customer Groups - Customer Groups allows you to, well.. group your customers! You can use groups to assign a specific customer to a VIP plan or to a special mailing list, allowing for much more targeted marketing and increase sales [Small Plan and up].
  • Accounts Receivable and Work Orders - Many of our customers who use the Work Order module will create an INVOICE for their customers for a later payment. Combining the Customer Groups option with the work order allows you to run a quick report showing you all the invoices that are not paid. You can easily export it to an Excel file or print it and send it to be paid. Cool? We think so too. Dashboard > Inventory > Work Orders > Manage Invoices [Franchise Plan]
  • Price Override Discount - Ever wanted to give a discount on the spot, right there and then, without any coupons? Now you can! The new Price Override option allows you to apply a discount to an individual (or all) items in your cart. This enables you to specify if you want to give a discount amount (say $10) or a percentage (say 5%). The price override feature can be enabled or disabled from your dashboard, and you can also choose to protect it with a manager password. [All Plans]
  • LivePOS OPI - Introducing the LivePOS OP, an Open API to the world! The LivePOS OPI allows customers and 3rd party developers to create new and exciting add-ons to LivePOS, building apps that keep enhancing our already amazing cloud solution and taking it to new levels. One (real customer) example for using the OPI came when a large enterprise needed to pull daily inventory and sales into their 1980’s accounting software. With the help of our OPI Team we managed to get that done in record speed. Another customer got a 3rd party to create a new MailChimp APP that we will debut in our next release. The LivePOS OPI is a very powerful tool and we invite you to utilize it to your specific business need [small plan and up].
  • FIXES AND UPGRADES
  • Employee Clock In/Out - We renamed Add/Edit Employee Scheduled to Add/Edit Employee Clock In/Out so you don’t confuse this with the employee scheduler (where you can schedule your team for specific work days)
  • Show/Hide Product Cost on POs - You now have an option to show or hide the item cost when creating a purchase order. Just go to your Dashboard > Company Settings > Check "Hide Product Cost from Purchase Order" and click on update.
  • Location IPC (Items Per Customers) Analysis - The Location IPC report went under the knife and came back supercharged with more features and functionalities. You can now get grand totals and compare net/gross as well. The IPC report is a very powerful tool, if you didn't check it out yet, you should! Dashboard > Reports > Analysis > Location IPC Analysis [All Plans]
  • CRM Enhancement - You can now lookup your customers by first name and last name as well. Also Customer notes can now support 500 characters and not only 50.
  • Search POs and VPOs by SKU or Product Name - You can now search POs and VPOs by SKU or product name
  • Product Sold Report Update - Product Sold Report now has an enhanced category drop down, allowing you to select a category, and the report will automatically include ALL items under the SUB categories of your selection.
  • Bug Fixes:
    - Employee Sales with Gross Profit
    - LivePOS Partners Dashboard Gross and Net computation plus deposits
    - Chat tab (Dashboard)
    - Profit and Loss: Details View
    - Request Vendor PO (Empty Grid View on Single Vendor)
    - PO Dashboard copy paste issue
    - Search SKU/Product Name on PO and VPO
    - Admin Currency not applying
    - Notification of “successful” when updating a receipt
    - Uploading Picture on Adding New Product
    - Filter By Category Bug on Move Inventory/PO
    - Product Sold with Attributes Report
    - Edit POS Settings Bug on Chrome
    - MailChimp is now fixed and syncing
    - Perkville is now fixed and syncing
As of January, 2014
  • New and Improved LivePOS Dashboard! - Yes, we are going all out! You probably noticed that your Dashboard is now less cluttered, easier to navigate, and have cool icons at the top. The new Dashboard goes hand in hand with the 6.0 version release, and we hope you enjoy it every single day (or hour, or minute, or second. Second?! Really?) [All Plans]
As of October, 2013
  • Kits & Packages - You can now bundle products into a kit and assign a price for that kit. In addition to the standard Static Kit, the LivePOS Kit module features the ability to create a Dynamic Kit, allowing you to exchange products in and out of the kit while ringing up the customer.
  • Coupons Per Item & Per Category - You can now assign a coupon to only work on a specific product. Also, you can have a coupon that only works on a specific category. This allows you to use both a coupon per product and a coupon per SALE at the same time.
  • Send SMS Alerts to Multiple Managers - Well, this one is simple. You can now specify more than one manager for your SMS Alerts. Go crazy!
  • Bulk Inventory Count - This allows you to count a CATEGORY rather than individual products. This is helpful when you have thousands of products and you want to conduct a daily count without wasting hours counting each individual product.
  • Inventory Count Prioritization - This feature allows you to pick which category or item will show FIRST when doing an inventory count. Cool huh!?
  • Money Out Tags - When doing money out, your employees can now specify WHY they are taking money out of the register. Few examples can be: Bank Deposit, Reimbursement for food, etc. This helps keep your register and expenses much more organized.
  • Refund Report - This is long overdue. You can now run a simple report showing you all the refunds done in a specific time frame. Very self-explanatory, go check it out.
  • Show Balance on Gift Cards - You no longer need to guess. Every transaction that includes a gift card will show the balance of the gift card at the bottom of the printed (or emailed) receipt.
  • Minimum Price Employee Alert - When an employee tries to sell under the minimum, you can now CHOOSE if they will see "Price is not allowed", OR "Price cannot be under $". The 2nd option will acutely show the minimum price to the employee - your choice.
  • CRM Overhaul - We made some cool updates in the CRM sections allowing to search by name (not only email/phone), showing total money spent by customer, total transactions, a new design and much more - go check it out.
  • Wholesale Retail Report Revamp - This allows you to count a CATEGORY rather than individual products. This is helpful when you have thousands of products and you want to conduct a daily count without wasting hours counting each individual product.
  • Digital Signature without a Topaz Device - You can now specify if you are going to use your touch screen for signatures or use a Topaz signature pad.
  • 3" Printer Support - Choosing 3" printer on your POS Settings page will force your 3" printer (Epson, Fujitsu, etc.) to use all of the receipt's width when printing - no more wasted space on the right.
  • European Taxing Display - Many of our international customers requested the ability to see the total amount of products (NO TAX) on the receipt. Per your request, we added that in this version.

    FIXES AND UPGRADES

    -Fixed Damage/Missing Item printing error
    -Fixed Damage/Missing Item Grid bug
    -Fixed Exchange Item details Grid bug
    -Fixed Display Pole's updates not being reflected when clicking the CSS logo
    -Moved Preferences tab under the Help Menu button
    -Chat button is now more visible
    -Fixed Email and Zip Code bug when creating or updating a new customer
    -True click-and-install support for Windows 8 users
    -Brought back the auto-filter search when in classic mode(no pictures)

As of June, 2013


POS (at the store)
  • Inventory Count - lets you input the number of unit left in stock
    Cash Register - for monitoring the money count, ins and outs
  • Purchase Order
    Receive PO - confirms the number of units for every item that was requested for, similar to doing an inventory count.
    Request PO - is a request form for items that need to be replenished according to the inventory count
  • Customer
    Customer Look-Up - is a CRM option on the software that searches customer information including purchases via phone number or email address
    Customer Transaction History - Now you can view a customer's  last 15 transactions and purchased products.
    Return Customers - a record for returning customers using POS ID and invoice number
  • Missing and Damaged Items -items that are deducted from the inventory because are missing or damaged
  • Demo Exchange - items that are displayed as demo products such examples are perfumes or make-up
  • Reports
    Sales Summary - total summary of the sales made during the day
    Detailed Sales - total summary of the sales made during the day
    Employee Sales - total summary of the sales made during the day
  • Sales Blitz - allows you to run and view cross company competitions through your POS.
  • SKU - enables you to manually input the SKU of a certain product if and when a product’s SKU is unreadable to the scanner.
  • Buffer - amount available to use for discounts on other products
  • Check Server Connection - check your connection to our LivePOS Servers
    Technical Support - displays the customer support numbers
    About LivePOS - information about the POS. This includes the version, company name and ID, the serial number and hardware type.
  • Search by Phone Number - to find a return customer’s information via their phone number previously recorded
  • Search by Email Address - to find a return customer’s information via their email address
  • Create New - enter a new customer’s information into the CRM
  • Skip to Tender - bypass CRM info and begin processing payment
  • Payment Icon - to begin processing payment for items selected.
  • Cash - most commonly used mode of payment
  • Total Box - Calculated total for the current transaction
  • Employee Sales Division - enables employees to divide the sale from a customer’s transaction
  • Authorize.Net - payment gateway for processing credit card transactions
    Terminal - a third party swiper that does not need to use an Authorize.Net account
  • Check - document that orders payment of money from a bank account
  • Pay by Check - fill in the form to complete transaction
  • Customer Name - displays the returning customer’s name from the CRM search to add to his/ her file of receipts
  • Digital Receipts - in lieu of a printed paper receipt
  • Print Receipt - paper receipt
  • E-mail Receipt - receipt of transaction sent to a email address provided by customer
  • Send SMS - receipt of transaction sent to a cell phone number provided by customer
  • Send Facebook Invitation - a Facebook invitation sent via email to the customer to Like your company/store’s Facebook fan page
  • Suspend Sale - put current “Cart” on hold in order to process the next customer
  • Receipts - button to look-up receipt histories
  • Search by Receipts - receipt look-up by providing POS ID/ LID and Invoice Number
  • Search by Credit Card - enter the last 4 digits of the credit card to look-up receipt
  • Exit - shut down POS software
  • Item List - list of all the items in the inventory
  • LivePOS Icon - used to refresh and synchronise any changes made to the POS Software from the POS settings on the Admin Site
  • Cash Drawer - monitors the money ins and outs and the money count
Reports
Employees
  • Employee Sales With Gross Profit - gross profit report, based on the selected employee(s)
  • Employee Sales - a report of an employees total sales made throughout the day including worked hours
  • Employee Product Sold - total number of units sold for a specific item, based on the selected employee(s), product(s), and location(s)
  • Weekly Employee Report - daily and weekly total sales amount and total number of units sold, including employee clock in/out information, on a specified location
Customers
  • Coupon Usage Report - frequency of usage on all coupons based on the location(s), on the specified date(s)
  • Coupon Efficiency - allows you to select the specific coupon code that you wanted to view.
  • CRM - displays a list of all the customers that includes their contact numbers, birthdays, address and even the number of transactions they made.
Products
  • Non-Taxable Item Sold - list of non-taxable items sold (items that have 0% tax and items that are tax exempt, from Update Location Inventory page)
  • Missing/Damaged - a chart consisting of items missing and damaged in a location complete with its corresponding date and time, category and the employee on shift.
  • Products Sold - detailed report for products sold, based on location(s), on the specified date(s)
  • Demo Products Exchange - a report where you may view the test products or sample items used at the location.
  • Products Sold with Attributes [BETA] - similar to the products sold feature only with an added bonus -- Attributes!
Accounting
  • Print Location Sales Report - simply prints the overall sales summary of the day given the date and location
  • Locate/Modify Invoice - gives you the ability to locate a past invoice using 3 options: Receipt Number, Invoice Number, and the last 4 digits of the credit card used.
  • Envelope Processing - happens at the end of every employee’s shift and is used to determine any discrepancies in the employee’s sales amount with the ones that are received in the envelope.
Inventory
  • Daily Count - contains the inventory of a certain locaton daily containing units counted before and after shift, the discrepancies (if there were any) and even the live inventory of the item.
  • RMAs - a report generated for Exchange transactions for the products that cannot be sold again.
  • Location Inventory Wholesale - Retail Values - shows only the total amount of both wholesale and retail values
  • Live Inventory - lists the inventory of all the items either specifically from each or from all of the locations and displays the units and categories.
  • PO Tracking - a chart that lets you track purchase orders created by employees for their store location
  • Received Tracking - tracks the purchase order of a certain location from the warehouse
  • Inventory Tracking - tracks the purchase order of a certain location from the warehouse
  • Item Tracking - a detailed report of the number of units of various items that were requested and delivered before the shipment and during the receipt thereof.
Analysis
  • Location IPC Analysis - a feature that monitors the total numbers of products sold, sales, and receipts. It basically counts the daily items per customer.
  • Employee Analysis - displays the charted fields of expertise and weaknesses of an employee’s day to day activity in the store.
  • Location Analysis - displays the graphed performance of your location on a day to day basis
  • Products Gross Profit Report - shows an overall sum of retailed sales and the gross profit in between dates for a location.
  • Profit and Loss Report - a report that monitors the revenue versus expenses incurred per month, of the current calendar year
Inventory
Manage Inventory
Coupons
  • Search Coupon and Gift Cards - This feature enables you to search for a specific coupon or gift card.
  • Add/Remove Coupons - lets you view the active coupons for your store and even gives you the ability to create other coupons.
  • Groupon Integration - is a feature that allows you to upload up to 1000 coupons at the same time simply by downloading the Excel template provided for you at the page, filling them in and re-uploading it.
Warehouse
Gift Cards
  • Add/View Giftcards - shows a list of all the available gift cards and their corresponding gift card numbers and can even let you add new ones too!
SETTINGS
Locations
  • Edit POS Settings - To customize the POS properties for a location specific, such as CRM, Sales Process, Tenders, Reports, Inventory & Tax Settings, and General Settings.
  • Custom Email - Customize your own email and send it to your customers directly from the POS!
  • Custom Tenders - Special tenders like traveler’s check, Square and PayPal payments can now be entered into the LivePOS system using our new Custom Tender feature.
  • Sales Blitz - allows you to run and view cross company competitions through your POS.
  • Edit POS Rent - manages the monthly succeeding rents for your POS
  • Add/Edit POS Expenses - To add, edit, or delete an expense. It also shows the list of expenses incurred by the location(s).
  • [NEW] Add/Edit Expenses Categories - To add expense categories, in order to group individual expenses found from Add/Edit POS Expenses.
  • Add/Edit Locations - a list of all the locations active, queued and inactive
  • Location Target Goals - To set a target amount of sales that should be incurred for the specified date(s).
  • Add/Edit Regions - here is where you can be able to edit or delete regions and even add new ones
  • View Cameras - a page that lets you view a whole list of IP cameras at every store location you have
SMS Alerts
  • SMS Alert Settings - a page that manages all your sms and email alerts settings. New SMS Alerts added. You can now receive an alert when an employee clocks in/out. You can also receive an alert when a refund is done.
Receipts
Chat
  • Chat - an interactive chat domain right on the admin site that can help you contact fellow employees in any location, they can even receive the chat right on the POS Software
Policies
  • Refund/Exchange - lets you adjust the number of days any refund or exhange activity can be made after purchase
  • Authorization Code - where you can find the authorization code for finalization of a refund, exchange or an inventory mismatch that will be given by the manager upon an employee’s request
Company Settings
  • Company Settings - The page where you may change the Admin Site’s currency, time zone, and security code.
Control
Managers
  • Add Manager's Account - Add Manager's account.
  • Edit Manager's Account - disable a Manager's account. You may also edit existing information from the Active and Inactive accounts.
  • Admin Log - Display the page that were visited by the specific Manager. It will show you the IP Address used to access the Online Dashboard.
  • Add Roles -Add a Manager's access.
  • Edit Roles - Customize Manager's Access.
  • Company Manager's Settings- A page where you may allow a Manager's account to view the Dashboad.
Employees
Payroll
  • Employee’s Payroll Overview - a page that displays the breakdown of an employee’s latest payroll
  • Add/Edit Group Profile - displays a page wherein employees of the same salary type are grouped
  • Add/Edit Deductions - The list of amount(s) deducted from an employee. You may add more deductions or edit the existing ones.
  • Add/Edit Reimbursements - a list of all the items for reimbursements under a certain employees name whether it be for meal allowance or transportation for deliveries
Customers
  • Add/View/Edit Customers - the list of customers that you have under CRM that you can be able to edit information on (if ever you have access to this feature.)
Help
  • Buy Hardware - This page will show you the URL for the LivePOS store.
  • News - where you can find all the up to date news on all the promos and discounts of LivePOS straight from our very own blog!
  • User Manuals - redirects you to the support portal where you can find all the how-to compmanuals and demo videos for more information on our products
  • Today's Password - a password that will be given by the Admin for the employees to access the browser that changes daily for security.
  • Technical Support Numbers - The list for our Technical Support Numbers.
  • Forgot Password - Anytime you forget your login credentials to your Online Dashboard, you can now use this new feature.
  • Live Chat Online - Chat online with one of our technicians for any of your issues and inquiries.