You should have: A computer or laptop at the sales counter, a barcode scanner, a cash drawer, and a debit/credit machine. The optimal setup is to have a laptop for each associate so they can assist multiple customers at a time, but a single laptop or computer for doing sales can work in the early stages. Staff can bring/use their own devices as well.

Create accounts for your team. (Settings -> Staff Accounts) There are 3 access levels (Master/Manager/Basic). It's common for only the store owner to have Master access as they can change the access levels of others. Most staff members should be "Manager". There are logs for every inventory change and trade/transaction including which account and what time. "Basic" is quite restrictive and only allows the ability to make sales.

Create inventory categories (types, sub types, and brands) (Settings -> Manage Inventory Types). Each item created in the system must have a type, subtype, and brand. This allows for easy navigation of inventory, proper reporting, and specialized functionality based on inventory category. Single cards have type "Single Cards", the sub type "Singles", and the brand associated to the game ("Magic","Pokemon","One Piece","Riftbound","etc"). Example Types: "Sealed Product", "Accessories", "Events". Example Subtypes: "Booster Packs", "Booster Boxes", "Sleeves", "Deckboxes", "Books", "Dice", "Tournament Fee". Example Brands: "Magic", "Pokemon", "Ultimate Guard", "Dragon Shield", "Ultra Pro".

There are multiple ways to upload depending on the situation. The first way is to create items one by one (click "Add Inventory"). Fill out the form, name and price the item, select images (required to sell the item online, and useful to stay organized), scan the bar code, select the type/subtype/brand, set the stock level and create item. The second way, is to upload a CSV file using the format shown. For Singles: there are 3 unique interfaces depending on the situation. 1. Uploading unsorted cards: Click "Add MTG Singles", start typing the name, select the version, choose foiling, language, condition, and quantity. This form has keyboard bindings for max efficiency, try using tab/enter/arrows. 2. Pre-sorted by Set (Alphabetically or by Collector Number). Each card will be listed out in order, you can simply set the quantity and add additional variants if you have them. 3. CSV Upload, follow the format shown and choose the file to upload.

From the "Inventory" section: Type the whole name or part of the name in the search bar. Enter the UPC (bar code) in the search bar. Click the Subtype or Brand of the item and scroll to it (in-stock items will be shown first while in sales view).

You can change the price of items in multiple ways. 1) Open the item, type in a new price and save. 2) Use "Price View" and search/browse your items. You can type a new price and hit "Enter". Some games (currently Magic) have an auto-pricing feature (Settings -> MTG Auto Pricing). Choose your settings and prices will be updated daily based on market price. This feature will eventually be available for all card games as soon as reliable market data is available to us.

Click "New Customer". Use their name and email address, and share notes for staff to reference. Email is required for that customer to spend Store Credit online. Each Store Credit change is logged on the customer account and references back to a specific transaction & staff member.

1. Customer brings items to the sales counter
2. Staff memeber navigates to the item, adds to the sale. Each item has a "+Sale" button attached (if using sales view), click that and increase quantity as needed
3. After items are added, tell the customer how much payment is due. Complete the payment
4. Select the payment method used, and click "Payment Complete"
5. An option for an email receipt is available if needed

There are multiple ways to process a trade-in. 1) Open the customer account, choose the amount of Store Credit to give, click "Add Credit". This creates a transaction in the back-end, and logs for tracking. Then move the cards to your "To be uploaded & sorted" area. 2). Using the POS: You can sell an item called "Store Credit", connect the customer account to the sale, and put in the trade-value of their cards into the "Trade" payment method box.

To create an event, click "New Event". Fill out the fields and add a description/image. To take payment from a player, navigate to the item "Tournament Fee", add it to the sale and set the price. You can register players into an event manually by opening the event and using the "Register Player" form. Players that register online will show up here as well.

There are 20+ built-in reports for business visibility and record keeping. Set parameters such as date and location if applicable, and click Run Report. The reports are based on the real-time state of the system, meaning when a sale happens it will display in the report the very next time it's run.

When a sale is made through your website or on the marketplace an "Order" is made. They are sorted by date & time. Open the order by clicking on the orderID. Information such as payment method, customer name, and items ordered are displayed. If a credit card was used, the customer will see a "Pending" charge to their card. When your team has finished pulling the order, you can confirm the order by clicking "Confirm Order". At this time, the pending charge will become official. If you cancel the order, the pending charge will be reversed, and if the customer paid with store credit it would be refunded back to their account.

Use the "POS Transactions" report to locate the transaction and open it, select "Refund Transaction". This will re-add the inventory back into the system and refund any store credit payment used, but it will not reverse any debit/credit payment automatically. Debit/credit machines have a refund feature, or you can use cash. Depending on your store policies a refund payment can be processed in several ways, including cash, card, or store credit/exchange.