PayGo knows that your time is important, which is why we’ve designed our systems to make it simple to access all of your important software functions and information from any point. Your PayGo system is set up with several central screens, which can be easily accessed with the click of a button.
To access any of your central screens, simply click the Menu button in the top right of your screen to jump to any section you need! When you click the Menu button, a pop-up menu will appear with buttons to open each of your screens. To the right of each button, you’ll see a Plus button which will allow you to easily add information for each section, as well as a Magnifying Glass button that will allow you to search within each section. In addition to your main screens, clicking the Menu button will allow you to access PayGo’Clock so your employees can punch in and out easily, as well as Admin Central where you can view and change settings for your PayGo system, and your user Logout button.
Scroll down to see more detailed explanations for each screen.
Note: is there a certain screen you use most? You can set your preferred screen to open upon login!
PayGo’s central screens are set up so you can see basic reports and information relevant to each topic in one glance. Along the top of each screen you will see function buttons that will allow you to add products, start sales, and so on. The left side of each screen features different types of search fields, and on the right side you will see a search bar that will connect you to PayGo’s Knowledgebase. Clicking the round i (information) button on the right side of each screen below the function buttons will show you all current Workstation Info – your workstation name, store name, user logged into the current workstation and the current till. The central area of each screen is dedicated to showing you statistics about each topic, based on your selected dates. The central screen shows you recent activity for each topic, and along the bottom you can view supplemental graphs and charts for each topic.
The Sales Screen is where you can start new sales and invoices, check your online orders and view any open sales or quotes as well as see basic sales information. Along the top of the screen you’ll see buttons to start new sales, quotes or repairs, as well as a button to check your orders. The center of the screen will show you all of your recent sales based on your selected dates, organized by sale ID, customer, date the sale was posted, and your sale totals. Along the bottom you can view sales performance by department, sales history comparisons over the last month and year, and information on the day’s sales. You can also view and create active tills on this screen, as well as check gift card balances.
The Customers Screen is where you can view information on your registered customers. At the top of the screen, you can click the New Customer button to add a customer to your PayGo system, or List Customers to view a list of all of your current customers. You can also check a customer’s gift card balance on this screen. The center of the screen will show you all customers you’ve recently added based on your selected dates, organized by the customer’s name, company, address and phone number. Along the bottom of the screen, you can view the month’s top customers, customer acquisition comparisons over the past month and year, and information on customer sales.
The Products Screen is where you can view and edit your product and inventory information. Along the top of the screen, you’ll see buttons to add new products to both regular and consignment inventory, as well as view a list of your regular and consignment inventory. You can perform an onhand adjustment on this screen, as well as add and edit department information. The center of the screen will show you all products that have been recently added to your PayGo system based on your selected dates, organized by the item’s name and ID, inventory numbers and price. On this screen, your Knowledgebase search area has been expanded to include articles on products, departments and PayGoCart information. Along the bottom of the screen, you can view the month’s top products, a comparison of new products over the last month and year, and product status statistics based on cost and retail value.
Purchase Orders Screen
The Purchase Orders Screen is where you can add and view any purchase orders for your stores. Along the top of the screen, you’ll see buttons to start a new purchase order and view any PO’s open or waiting to receive. You can also start a new return to vendor on this screen, as well as add and view vendors to your PayGo system. The center of the screen will show you your most recent purchase orders based on your selected dates, organized by the PO number, vendor, status, post date and totals. Along the bottom of the screen, you can view information on your PO’s order statuses, purchase orders submitted over the last month and year, and purchase orders received over the last month and year.
The Vendors Screen is where you can view and edit information for all of your vendors. Along the top of the screen, you’ll see buttons to add and list vendors and consignors for your stores. The center of the screen will show you all of the vendors you’ve added based on your selected dates, organized by the vendor’s name and contact information. Along the bottom of the screen, you can view information on your top-selling vendors for the month, as well as recent vendor orders.
Events & Classes Screen
The Events & Classes Screen is where you can add, organize and view all of your store’s events and appointments. Along the top of the screen, you’ll see buttons to add new events and appointments, as well as list all upcoming events for your stores. The center of the screen is where you can view all events scheduled based on your selected dates, organized by the event’s name, dates and times the event is scheduled for, and the size and availability of each event.
The Consignment Screen is where you see information on payments, inventory and settings for your consignment inventory and consignors. Along the top of the screen, you’ll see buttons to show any unpaid consignment sales as well as to view and add new consignment inventory. You can also export checks to consignors from this screen. There are three tabs on this screen:
Overview: this tab will show you consignment sales information based on your selected dates, as well as a list of all active consignors organized by the consignor’s name, phone number and sales and payment totals.
Payments: this tab will show you all payments to your consignors based on your selected dates, organized by the consignor name, invoice number, item sold and the date it was posted, the amounts payable and the date and check number for your payment.
Settings: this tab is where you can set consignment expiration dates, check for expired inventory, set up your consignor contract and set up PayGo Consign. For more information on this PayGo function, see PayGo Consign.
PayGo’Clock is where your employees can punch in and out, without having to open a new screen or interrupt workflow. Your User Time Card screen allows your employees easy access to their time cards, with the Punch In/Punch Out button easily accessed at the top right of the screen. From this screen you can also view time cards and add hours to an employee’s time card. Clicking the Options button will allow you to view employee reports, search for and view time cards, set your pay period (pp) length, and access your payroll settings.
Your Admin Central screen is where you control all settings for your PayGo system, as well as view reports and set up employee accounts, create and edit discount and frequent buyer programs, and transfer items from other location. Along the top of the screen, you’ll see buttons to add a new workstation as well as view all active workstation, change company and workstation settings, view reports and access employee records. The center of the screen is where you can view all activity on your PayGo system based on your selected dates. This is divided into an Activity Log, which is organized by date, employee, transaction ID and any relevant notes, and a URL Log, which is organized by date and URL. On the left side of your screen, you’ll see buttons to access location transfers, discount and pricing programs, frequent buyer programs and promotional displays. The Quickstart button will prompt a quick-start setup wizard for new businesses, and the LookBack button will allow you to look at OnHand and Inventory values at a set point in time.