Updated Articles

  1. Add a Production Order

    A production order needs to be created anytime you need to turn one type of inventory product into another.   Creating this production order  turns the original inventory product into a new inventory product.  This new inventory product can th...
  2. Add a Wholesale Payment

    Once you've created a wholesale order and assembled the wholesale order , you can take payments from your customers and enter them into the system.  To process a wholesale payment, follow the steps below: Step 1 - From the Wholesale Sales ...
  3. Assemble a Wholesale Order

    Once you've created your wholesale sales order ,  you're ready to assemble your order! This process involves making sure that you have the right quantities of product headed to your customers . For best results, you'll want a scanner to complete t...
  4. Deleting a Retail Sale

    When ringing up a Retail Customer , there are times the sale will need to be cancelled. This article will walk you through what you need to do to when ringing up a retail purchase that needs to be cancelled. To delete a retail sale, follow the ste...
  5. Create a Daily Batch

    A "Daily Batch" is a manager-operated task to "close out the day" and know the ending amounts for all of your employees and registers. Once the  Daily Batch occurs at the end of each shift or business day, all cash drawers are reconciled to make s...
  6. Setting Up Discounts

    You may have some Customers you want to treat like VIPs or Inventory Products you need to discount.  KLĒR lets you set up custom discounts for specific customers and products.  To create a discount, follow the steps below: Step 1 - From the ...
  7. Ring Up a Retail Customer

    When you ring up a Retail Customer , you want to be sure you've done things properly every step of the way. This article will walk you through everything you need to do to when ringing up a retail purchase. To ring up a retail customer, follow th...
  8. Create a Wholesale Order

    KLĒR allows multiple team members to interact with a single wholesale sales order. The steps for completing a wholesale order may include creating a new sales order, processing a customer payment , assembling an order for pickup or delivery , veri...
  9. Add an Inventory Product

    Inventory Products are purchased from Vendors using Production Orders , and then either sold directly to customers or used in Production Orders to make new Inventory Products. The quantities of your Inventory Products are increased through...
  10. Add a Retail Customer

    Users have the ability to create Retail Customers in KLĒR. Creation of these retail customers results in the ability to assign Discounts  to them and generate a Retail Order on their behalf.  This means that until the retail customer has been cre...