Welcome to Active – Database Setup

 
 

Database Implementation Roadmap


Inventory Data Import Review


Implementation Form


Fixed S&H Rates Data Import Review


Customer Data Import Review


 

POS Training

 
 

Introducing Active POS


POS New Orders and Checkout


POS Pending Orders Explained


POS Refunds and Swaps


POS Pickup List


POS Add/Update Inventory


POS Wholesale Operations on POS


POS Using the User's Guide


POS Cash Drawers Explained


POS Putting Packages on the POS


POS Partial and Split Payments


POS Time Clock


POS Display Inventory on POS


POS Loyalty Points / Cards on POS


POS Installation


POS Making POS GPS Aware


POS Open Tip Orders


POS Customers on POS


POS Food Modifiers on the POS


POS Inventory Transfers on POS


POS Gift Cards on POS


 

POS Release Notes

 
 

Active POS Version 153


 

Manager Training

 
 

System Basics - Database


Lesson 2 - The Merchant List


Lesson 8 - Inventory


Understanding Data - Part 1


Lesson 3 - Adding a Customer


Lesson 1 - Menu and Tools


Lesson 4 - Finding Database Records


 

Club Processing

 
 

Club Wizard
-- Club Package


Club Wizard
-- Member Choice / Allocation


Club Wizard
-- Placeholder Member Choice / Allocation


 

Loyalty Points and Gift Cards

 
 

Loyality Points & Cards


Gift Cards


 

QuickBooks Interface Setup

 
 

QuickBooks Interface Setup


QuickBooks Inventory Grouping


 

Mobile Dashboards

 
 

Dashboards Demonstration


 

Learn about Web Tools Application Scenarios

 
 

Design Templates


Club Signup - Account Management


Member Choice / Allocation / Futures


Online Shopping - Guest & Member


Web Tools - Page Persistence


Web Tools - Password Retrieval and Reset


Online Shopping - Using Gift Cards


Web Tools - Email Newsletter


Web Tools - Club Signup Secrets


Web Tools - Email Unsubscribe


Digital Marketing on Mobile


 

Learn about Web Tools Application Implementation

 
 

WordPress DIY Example


Example WordPress Site using Active Plugin


Squarespace DIY Example


Facebook DIY Example


 

Wholesale Invoicing and Inventory Management

 
 

Inventory Management


Using Wholesale Invoicing in Manager


 

E-mail Creation and Tracking

 
 

Email Tracking


Using Active HTML Editor


Marketing Tools - Revenue Analysis


Email Compose & Send


Marketing Tools - Email Unsubscribe


Digital Marketing on Mobile


Using Active HTML Templates


Marketing Tools - Email Analysis


Marketing Tools - Email Newsletter


 

E-mail Creation and Tracking using External Tools

 
 

Using Constant Contact


Using Vertical Response


Using MailChimp


Using SocketLabs


 

Email/Print HTML Report Writer and Templates

 
 

Using Active HTML Report Templates Part 1


Using Active HTML Report Templates Part 2


 

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