Ok welcome to Settings 2.0. Let's get these settings configured so you can get to the fun stuff. Nothing too back breaking happening here.

We make taking payments super easy. Let's run through the simple settings you need to configure before taking that first one.

Whether it's cash, card, bank transfers, checks, credit lines, customer account credit or financing, we've got you covered.

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You've got credit cards, phone payments, and refunds.

We have your default toggle set to on. This means each of these payment methods are available to be used through the platform. Simply toggle each of the individual options off if you don't plan to use them.You have the option to set payment maximums for both the credit card and phone payments.
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Notice that the refund max amount is already defaulted based on the total payment amount. This means no one can be refunded more than their original payment amount on any order. It is recommended that you keep it toggled on.

Now, let's check out the terminal settings. Select the Terminal Settings button from the top right.
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Once you have terminals listed, they will populate here.

We show you the location of each terminal, the terminal name, terminal model, and the serial number associated with that specific terminal. This number is located on the back of the terminal itself, FYI.
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You can edit these delineations at any time by selecting that edit pencil, like normal.
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And of course, delete any terminals you may need to in the future by selecting the trash bin icon.

You can also search for your terminals or view them by location by selecting from the drop down at the top of the page.
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Okay. Let's add a new terminal. Just click the Add a New Terminal Button at the top right of your screen.
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First, select the location of your new terminal from the drop down. If you need to add a location, you can find that in company settings.
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Next, you're going to give the terminal a name. You can choose any name. Typically, it would remind you where it is placed, like Jake's desk, for example.

Go ahead and select your terminal model from the drop down options.
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Lastly, just enter the nine digit serial number found on the bottom of your terminal. No dashes please.

And now you will see your new terminal on your list. Easy.
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Okay. Let's go back to the main page. Click the back arrow to the left of AIO Pay Terminal Settings at the top.
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Alright. We've got three main sections, financing, manual entry, and customer account credit.

These are all of your financing options. If it's there, it's integrated with us. Just toggle on what you want to use and set those max amounts.

These are your manual entry options. You would use these for anything outside of AIO pay.

These are credit cards that are run on a system outside of the platform or keyed in credit cards, for example.

Checks. I think some people still use them. Right?

Good old CASH and bank transfers. So while you are not processing these payment types inside the system, you will still record the payments inside the orders. For any manual entry payment, you have the option to also record a transaction number or note.
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Write offs would refer to maybe a donation you made and other is just that. We want you to have every way possible to record payments. In fact, let's say you were using financing that is not yet integrated with AIO pay. Yep. You guessed it. Other is what you would use.

Don't forget about those refund boxes in each of these sections. Just confirm they have the status you want.

The last section is customer account credit. You may come across various reasons for your customer to accumulate credit. And when those customer credits are applied, this would be how you log those.

And that's a wrap, my friend. Now go make some money. Well, actually, first, let's check out the very fun and exciting terms and conditions setting page.

Let's do a quick review on how to configure the settings for your Terms and Conditions!

First pop back to your settings page and select Terms and Conditions.

You see here, we have 3 tabs at the top here.

This first option is to collect a signature from your customer for every purchase made. This includes online orders, and orders made over the phone or in person. No order will be able to be completed until a signature is obtained. However, it does not affect the ability of your customer to return an item.

This is an example of what your customer will see when checking out on the website, if you require a signature.

Choose where you would like to enforce the signature requirement. On every quote?

On every order?

From the main Terms and conditions page, select BRANDS - it's the 2nd tab at the top of the page.

While you are reviewing your brands, don't forget you can expand the amount you see at once by expanding the items per page drop-down at the bottom. You also have your page selector to the left. You will see this throughout the platform, fyi.

You can also type in the search field and your brands will auto-populate, if your looking for a certain one.

Under the Brand title to the left, you can select the drop-down to expand any pdf attachments you have included for that brand.

Any Brands that are given rules here, will be considered "Special Terms". This typically means the customers signature is binding. For example if you work with a brand that does not accept returns, then you would want to let your customer know upfront that once the order is signed, they cannot cancel, return or be reimbursed. For this particular client they have included the fact that this brand can have unusually long estimated times of arrival. As long as the customer is aware upfront, we're good. Note, only a super-admin can process any returns for orders set up this way.

If you select the edit pencil on the right end of each Brand, the editor pop-up box will populate.

This is where you will upload your own policy pdf's. You can choose to have them apply to the entire brand,

Or only apply them to certain categories. Just start by selecting your category from the bottom drop-down.

Then choose your Sub-Category

And lastly, your detail category.

Back to the main page of terms and conditions, select Conditions

Here you will see all of your conditions you have already entered in the system.

EXAMPLE

This is a good example of an order with an item containing special terms and conditions. It's an open box item. The user set it using the condition setting and requires a signature on the order.

This warning is displayed on the line item of the order. This item is a Special Terms item and requires signed terms and conditions.

At the bottom, in your Totals section of the order, the salesperson is then prompted to send the policy to the customer by a text message. They can sign the policy right from their phone and in real time, the order will be updated and then payment can be taken.

Under the main conditions tab, you can drop-down all of the details here.

Select that edit pencil to make changes.

Your pop-up edit box will populate and you just make the changes or add the pdf's you need to for each condition.

Yes, feel good, your moving along nicely! It gets a little more exciting with setting up your delivery schedule next!

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