Reckon Cloud POS UPDATE (3 May 2018)

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Rav
Rav Administrator, Reckon Staff Posts: 15,416 Community Manager Community Manager
edited November 2023 in Point of Sale
Hi everyone,
Our new Reckon Cloud POS solution has received an update which is now live. Check out the details of the update below:

SHARING WITH A RECKON ACCREDITED PARTNER
Reckon Cloud POS users can now link their store with a Reckon Accredited Partner!
The option to link with a Partner to access the store OR just to track clients is available in this update.

To link a Reckon Cloud POS store with a Reckon Accredited Partner, you will need to perform the below steps;
1. Login to the Reckon Portal
2. Go to the Reckon Cloud POS dashboard
3. Next to the Store name, click on the menu icon and click Share with > Partner

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4. Enter the Reckon Accredited Partner's username/email address and click SHARE

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5. Once the Store is linked, you have the option of providing access to the Store itself as well. Simply choose the appropriate permission level from the dropdown menu.
  • Management & Cashier: The shared user ie. Accredited Partner can access both the management system and cash register(s).
  • Cashier Only: The person you share with ie. Accredited Partner can only access the cash register(s).
  • No Access: The Store will NOT be shared, only linked.
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6. If you have provided an access level other than 'No Access', then further changes can be made if required from the screen presented below.

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7. If you opt to REMOVE, it will remove both the link to the Partner AND access.
The option to remove access only is available by clicking EDIT > Change the permission level to 'No Access'. This retains the link but removes access. 

8. To check if the store is connected to an Accredited Partner simply click on the menu icon next to the Store name > Share with Partner. Any changes to permission level can then be made from the above screen.




HELP MENU IN MANAGEMENT SYSTEM AND CASH REGISTER
There's a new Help menu that can be accessed from both Management System and Cash Register screens.
How-To Articles
You can access the Reckon Cloud POS user guide and learn from basics to advanced level of functionalities available in Reckon Cloud POS

Ask the Reckon Community a question
Get help from fellow users, Partners or Reckon staff for any questions that you have.

Submit a product suggestion
You can submit your product suggestions and also vote for features that others have posted. This will help our development team to work on features that users want the most.

Reckon Training Academy
There are several courses available in our free Training Academy that you can use to learn more about our products. Let us know if you want more courses to be there!

Contact us
It's easier to contact Reckon if you need any help. You can find out our contact details from this link

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ITEM NAME FIELD
The item name field has been increased from 50 characters to 100 characters and also now allows special characters.

You can also view the item full name in the cash register rather than the truncated name.

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REMOVE DATE OF BIRTH REQUIREMENTS FOR CSV IMPORT
Date of birth requirements have been removed for importing customers via CSV file.

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