Everyday Usage
General
- What can I do with
Checkout?
Checkout lets you perform all sales, purchases and stock related tasks in a retail store. It tracks all transactions, which are easily exported in a format that's easily imported into AccountEdge, or other accounting programs. - What are the minimum system
requirements?
Checkout requires an Intel-based Mac running Mac OS X 10.6.1 or later, with at least 1GB of RAM. - In which languages is Checkout
available?
Checkout, Checkout Support and Checkout documentation are currently available in English. - Checkout store logins / Mac
user logins / multiple users
Checkout maintains its own Store login accounts. All Checkout users use 1 Mac user login account. This Mac user account is usually a Standard User on the Mac. When Checkout is launched by another Mac user, the Store will not be accessible. (When Checkout is launched, a database file will automatically be created if it does not exist. So the existence of the database file doesn't mean that it contains any valid Stores.) A Checkout Store can be moved to another Mac user login account, but only one Mac user login account can be used to access a Checkout Store.
Trial
- What can/can't I do during my
30 day trial of Checkout?
The 30 day trial is fully functional. You can use the Example Store or create your own Store and explore Checkout to its full extent. - What happens to my Store after
my 30 days are up?
After your 30 day trial, your Store will not be deleted, you just need to purchase and register Checkout to access it.
Registration
- How do I register
Checkout?
After you've purchased Checkout, select Registration from under the Checkout menu and enter your Checkout license code. - How do I move my Checkout
license to a new Mac?
Select Registration from under the Checkout menu on the old Mac and select Deactivate when your license is displayed. Your license is now available to be registered on your new Mac. - Can I register Checkout on
more than one Mac?
Each Checkout license can be registered on one Mac. If you need to run Checkout on more than one Mac, you will need to purchase multiple copies.
Hardware
- What hardware do I need to use
with Checkout?
Checkout does not require any hardware, just your Mac. If you need to add a scanner, cash drawer, or thermal receipt printer, you can find a list of supported hardware on our Checkout Hardware page. - How do I get my Cash Drawer to
open?
To find out how to get your Star thermal receipt printer to open your cash drawer, check our Hardware Connections page. - Where can I find drivers for
my Star printer?
Check the links on our Checkout Hardware page. - Do I need a server or
dedicated Mac to host my Store?
No dedicated server is necessary, you can host your Store on any Mac that meets the minimum system requirements.
Products
- Can I sell serialized
Products?
Yes, you can mark the Product as Needs Serial Number and when Invoicing an Order, the unique serial number must be scanned before the Invoice is created. - Does Checkout track stock
levels per Product?
When you create Product, you can indicate whether or not the Product has physical stock. If you create the Product as not having stock, it will always be available for sale. - Can I import my
Products?
If the Products are in a tab delimited or comma separated file text, you can import them into Checkout. If they're in an Excel spreadsheet, you can save the spreadsheet as a comma separated or tab delimited file. See Manage Products for details.
Taxes
- If my tax rate changes, do I
need to update all of my Products?
If the percentage to be charged changes, you only need to update the Tax's percentage, not every Product that the Tax appears on. - Does Checkout support compound
taxes?
At this time, Checkout supports only Sales and Value Added Tax, not compound tax. - If I create a new Tax, and
mark it as a Default will it be added to all of my Products that
already exist?
When a Tax is made a Default, it will only automatically default onto newly created Products. You will need to manually update existing products.
Orders/Sales
- How do I add Products to an
Order?
You can add Products to an Order/Quote/Sale by scanning their barcode, dragging them from the Product List, double clicking on them on the Product List or by typing their code or unique name directly onto the Order. - Can I sell fractional
quantities?
If you sell by weight or by the hour (as an example), you can enter fractional quantities on the Order. Checkout does not qualify the quantity entered. - Can I save an
Order?
If you add a Customer to the Order (or Quote) you can save it. - How can I add
shipping?
A customer must be on an Order before Shipping can be selected. - Does Checkout handle
multicurrency sales?
Checkout will only work with the Currency selected when the Store was created.
Invoices
- Do I need to create Customers
for each Invoice?
If you have repeat customers and would like to track sales per Customer, you can create each Customer and add them to the Order. If you create an Order and immediately turn it into an Invoice, you can leave it as an Anonymous Invoice. - Can I delete an
Invoice?
After an Invoice has been created, it can not be deleted or edited. If a customer is making a Return, you can bring up the original Invoice and select Return. Checkout will automatically create a negative Order containing all of the Products that were on the Invoice. You can easily remove any Products that are not being returned by selecting them and changing their quantity to be zero or hitting Delete on your keyboard. - How do I know how an Invoice
was paid?
You can bring up the Invoice and select History to see how the Invoice was paid. - Can I search for a particular
serial number?
Yes, select the Invoice view in the Main Store and scan the unique serial number into the Search Box over the Invoice list. Checkout will automatically only display the Invoice that the serial number is on.
Business Services
- Can I accept credit cards
directly through Checkout?
At this time, integrated credit card processing is only available for US- and Canada-based businesses. - Which swiper can I use with my
integrated credit card processing?
The only swiper tested and verified to work with Checkout is the one available from Checkout or Forte Payment Systems (formally known as ACH Direct). You can obtain it when you fill out your merchant account application, or by contacting Checkout Customer Care. - How do I setup my integrated
credit card processing?
After you've been approved and received your Merchant ID and password, log into your Store as a Manager. Select the Manager and then select General. On the Store tab, you'll see the Setup button where you can enter your Merchant ID and password. Detailed information is available on the Merchant Services Setup page. - Can I use my preexisting
merchant account with Checkout?
Yes you can. You will need to manually key the amount to be charged into a separate terminal and then simply mark the Invoice as paid by credit card. You'll still be able to run the Payments report to see how much was processed through credit cards.
Stock Room
- What will happen if I delete a
Purchase Order that's already been partially received?
If you delete a partially received Purchase Order, only the open quantities will be deleted. - How do I know the last price I
paid for a particular Product?
You can run the Suppliers report to see the last Price paid.
Reports
- Can I export
Reports?
Most reports can be exported to Excel, Numbers, or a tab delimited or comma separated text file.
Ledger
- Does Checkout use Cash or
Accrual basis accounting?
Checkout uses Accrual basis accounting. - Which versions of AccountEdge
and Quickbooks does Checkout export to?
You can export General Journal entries to the Canadian version of AccountEdge for Mac, International version of AccountEdge for Mac, US versions of AccountEdge for Mac, UK version of AccountEdge and AccountEdge Plus (2010), and QuickBooks Mac (2007, 2009, and 2010). - How do I know the value of my
Inventory as of a particular date?
You can run a Balance Sheet in AccountEdge as of that date.
Networking
- How many Macs can I
network?
You can connect up to 20 Macs to one store on a local network by having your store hosted on an Intel Mac. - Can I access my store
remotely?
Yes through screen sharing or an SSH Tunnel.