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You can improve your customer support by adopting time-saving omnichannel approaches such as direct refunds. POS can process returns for items throughout your sales channel. You can easily reintroduce returned items using Connected Business, while keeping your records as seamless as possible.

Watch our step-by-step video on how to process direct refunds.

 

Need a Connected Business review?  Be sure to sign up for one of our training classes!

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For journal entries that affect Suppliers, Customers, Inventory, or Bank Account records, it is important to prevent manual journal entries and rely on Connected Business's to synchronize your financials. If you allow CB to create the automated journal entries for you, your General Ledger will reflect accurate information. It is therefore important to have the account codes to use for specific transactions. We've created a video demonstration of different CB transactions that automate the journal entry process.

Learn more about Journal Entries by visiting our Documentation Page today.

 

Need a Connected Business review?  Be sure to sign up for one of our training classes!

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You can now use your browser to successfully manage your web store anywhere in the world. By enabling access to the Web Admin Panel, your web designers and administrators get a quick rundown of the latest real-time activity in your business. Furthermore, you can also perform a number of administrative tasks, such as updating product images, enabling certain app configurations, uploading downloadable content, and more.

This video shows a step by step guide on how to grant access to the web admin panel using the Connected Business user roles. You can also learn more about this feature by consulting our blog post on Web Admin Panel.

 

Need a Connected Business review?  Be sure to sign up for one of our training classes!

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Priority orders are a great feature for shoppers who want to expedite their orders during especially busy seasons, such as the holidays. By setting up priority orders, your business can deliver more options to your customers and put you at the forefront of your industry when it comes to quick and efficient delivery.

We have published our brief rundown of priority orders and how this feature can improve your workflow, but we've created a step-by-step tutorial on how to set up for your system.

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This video tutorial gives a step-by-step demonstration of how to  use Credit Memos using Connected Business and apply them to different scenarios. For a more in-depth discussion of this feature, don't forget to consult our earlier blog post, How to Apply and Create Credit Memos.

 

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