Retail | All Categories

Retail Core's knowledge hub brings together every category you need - product catalog, store setup, promotions, customer and employee management, transactions, and reporting - all in one place.

General

Retail Core โ€บ Knowledge Hub

Retail Core - All Categories

Everything you need to run your Retail Core environment - from product catalog and store configuration through to customer management, reporting, and staff permissions. Find the right section and get started.

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Overview

Whether you are a seasoned retailer or new to the business, this hub gives you the knowledge and skills to thrive in competitive retail.

Discover insights, strategies, and expert guidance on inventory management, customer relationship management, sales analytics, and marketing automation. Each section is designed to help you optimise your operations, build customer loyalty, make data-driven decisions, and automate your marketing efforts.

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New to Retail Core? Start with the Product Catalog setup guide and the Store Location Configuration article before moving to customers, promotions, and reporting.

All Categories

Select a category below to open its full article collection. Each category links to a dedicated hub with step-by-step guides, configuration references, and troubleshooting.

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How to Setup your Product Catalog
Create and manage your full product catalog - item codes, display names, images, tax groups, price lists, and activation dates. Includes bulk import via Excel for large catalogs.
Retail CoreOpen
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Store Location Configuration
Set up Stores, link POS terminals, assign Preset Groups, and configure price lists per location. Covers multi-site and multi-terminal setups with different products or prices per terminal.
Retail CoreOpen
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Receipt Configuration
Configure printed and digital receipt templates for your terminals - header and footer text, logo, tax display, and receipt delivery options for customer-facing transactions.
Retail CoreOpen
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Promotions, Campaigns and Prepaid Cards
Create targeted promotions and campaigns for customer groups, manage prepaid card balances, and build loyalty incentives that drive repeat visits and increase average transaction value.
Retail CoreOpen
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Customer Management
Create membership groups, enrol customers, enable card-based POS identification, and check prepaid balances. Turn anonymous transactions into tracked, personalised customer relationships.
Retail CoreOpen
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Employee Management
Add employee profiles, track attendance, record absence reasons, and configure role-based permissions to give each team member the right level of access across your Retail Core environment.
Retail CoreOpen
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Transactions, Sales and Refunds
Review transaction history, process refunds, and manage sales records across your terminals. Covers both attended and unattended POS transaction flows and end-of-day reconciliation.
Retail CoreOpen
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Reports and Analytics
Access sales reports, inventory analytics, and customer insights across your entire fleet. Use data-driven reporting to track performance, identify trends, and make informed business decisions.
Retail CoreOpen
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Modifiers
Set up product modifiers to let customers or staff customise items at the point of sale - size, extras, substitutions, and add-ons - with optional pricing adjustments per modifier option.
Retail Core Open

Also Useful

Broader guides and onboarding resources that complement the category articles above.

Troubleshooting

FAQ

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