PayGo’s Central Screens

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PayGo knows that your time is important, which is why we’ve designed our software to make it simple to provide easy access all of your important software functions and information from any point with the click of a button!

To access any of your central screens, simply click the Menu button at the top left of your screen to jump to any section you need! When you click the Menu button, a drop-down 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 software, 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

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. Each central screen shows you recent activity for each topic, and along the bottom you can view supplemental graphs and charts for each topic.

Sales Screen

The Sales Screen is where you can start new sales and invoices, check your online orders, view any open sales/quotes and see basic sales information. Along the top of the screen you’ll see buttons to start new sales, quotes or repairs, and a button to check your orders.

Central Sales Screen

Click on an area of the screen to view more information.

Central Sales Screen
Menu Button New Sale New Quote Open Sales Open Quotes Repairs Orders Workstation Information Search Area Gift Certificate/Card Balance Recent Sales Report Knowledgebase Search Sales Charts Tills

Menu Button

This is where you can access all of your central screens, as well as PayGo'Clock and Admin Central. Clicking the Plus button next to each screen will open a new entry screen within that topic. Clicking the Magnifying Glass button next to each screen will open a search screen within that topic.

New Sale

Click here to start a new invoice. For more information, see Making a Sale.

New Quote

Click here to start a new quote. For more information, see PayGo Quotes.

Open Sales

This will open an Invoice List screen, where you can view all of your open sales. Invoices are listed by Invoice ID, Customer Name, Dates, Workstation ID, and Totals.

Open Quotes

This will open an Invoice List screen, where you can view all of your open quotes. Invoices are listed by Invoice ID, Customer Name, Dates, Workstation ID, and Totals.

Repairs

This is where you can view your open repair orders, as well as start a new repair order.

Orders

Clicking this will allow you to view any orders that are open or on hold for your store, as well as a list of completed orders. You can also check for new web orders, and view your orders.

Workstation Information

Clicking the round i (information) button will show you all of your current Workstation Info – your workstation name, store name, user logged into the current workstation and the current till. 

Search Area

Use this area to quickly and easily search for sales-related items.

Gift Certificate/Card Balance

Click this to check the balance on a customer's gift card or gift certificate.

Recent Sales Report

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.

Knowledgebase Search

Use this field to search our Knowledgebase, or click the Sales Articles button to see all articles within that subject.

Sales Charts

Along the bottom of your screen, you can view sales performance by department, sales history comparisons over the last month and year, and information on the day’s sales.

Tills

This is where you can view all active tills on your workstation, or start a new till.

Customers Screen

The Customers Screen is where you can view information on your registered customers, as well as add and edit customer profiles and check gift card balances.

Central Customers Screen

Click on an area of the screen to view more information.

Central Customers Screen
Menu Button New Customer List Customers Check Certificate Balance Workstation Information Search Area Recent Customer Reports Customer Charts Knowledgebase Search

Menu Button

This is where you can access all of your central screens, as well as PayGo'Clock and Admin Central. Clicking the Plus button next to each screen will open a new entry screen within that subject. Clicking the Magnifying Glass button next to each screen will open a search screen within that subject.

New Customer

Clicking this will open the Customer Entry screen.

List Customers

Clicking this will open a list of all customers in your PayGo software.

Check Certificate Balance

Clicking this will open a screen where you can check gift card and certificate balances.

Workstation Information

Clicking the round i (information) button will show you all of your current Workstation Info – your workstation name, store name, user logged into the current workstation and the current till. 

Search Area

Use this area to quickly easily search for customer-related items. 

Recent Customer Reports

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.

Customer Charts

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.

Knowledgebase Search

Use this field to search our Knowledgebase, or click the Customer Articles button to see all articles about customers.

Products Screen

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.

Central Products Screen

Click on an area of the screen to view more information.

Central Products Screen
Menu Button Workstation Information New Product List Products New Consignment List Consignment Adjust/Transfer Departments Search Area Products Reports Products Charts Knowledgebase

Menu Button

This is where you can access all of your central screens, as well as PayGo'Clock and Admin Central. Clicking the Plus button next to each screen will open a new entry screen within that topic. Clicking the Magnifying Glass button next to each screen will open a search screen within that topic.

Workstation Information

Clicking the round i (information) button will show you all of your current Workstation Info – your workstation name, store name, user logged into the current workstation and the current till. 

New Product

Clicking this will open an Inventory Quick Add Screen, where you can add a new product.

For more information on the Quick Add screen, see  Adding Inventory to PayGo with the Inventory Quick Add Screen.

For more information on the full inventory screen, see Product Screen - Basics.

List Products

Clicking this will show you a list of all inventory items in your PayGo software.

New Consignment

Clicking this will open the Inventory Quick Add Screen, where you can add the new consignment item to your inventory. This can also be done in the central Consignment screen.

List Consignment

Clicking this will open a list of all consignment inventory in your PayGo software.

Adjust/Transfer

Clicking this button will open a sub-menu that will allow you to Adjust OnHand items, Transfer items to and from other locations, or open the Import Buddy.

Departments

Clicking this will allow you to view, add, and edit departments in your PayGo software. For more information, see Adding Departments to PayGo.

Search Area

Use this area to quickly and easily search for inventory-related items. 

Products Reports

The center of the screen will show you all products that have been recently added to your PayGo software based on your selected dates, organized by the item’s name and ID, inventory numbers and price.

Products Charts

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.

Knowledgebase

Use this field to search our Knowledgebase, or click the Products, Departments, or PayGoCart buttons to see all articles on those subjects.

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 software.

Central Purchase Orders Screen

Click on an area of the screen to view more information.

Central Purchase Orders Screen
Menu Button Workstation Information New Purchase Order List Open POs Waiting to Receive New Vendor New Return to Vendor List Vendors Search Area Purchase Orders Reports Purchase Orders Charts Knowledgebase Search

Menu Button

This is where you can access all of your central screens, as well as PayGo'Clock and Admin Central. Clicking the Plus button next to each screen will open a new entry screen within that topic. Clicking the Magnifying Glass button next to each screen will open a search screen within that topic.

Workstation Information

Clicking the round i (information) button will show you all of your current Workstation Info – your workstation name, store name, user logged into the current workstation and the current till. 

New Purchase Order

Clicking this will open the Purchase Order Screen - Order Creation button.

List Open POs

Clicking this will show you a list of all open purchase orders in your PayGo software.

Waiting to Receive

Clicking this will open a list of all purchase orders within your software that are marked with the status Waiting to be Received.

New Vendor

Clicking this will open the Vendor/Consignor/Manufacturer Entry screen.

New Return to Vendor

Clicking this will open a Return to Vendor screen.

List Vendors

Clicking this will open a list of all vendors in your PayGo software.

Search Area

Use this area to quickly and easily search for purchase order-related items.

Purchase Orders Reports

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. 

Purchase Orders Charts

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.

Knowledgebase Search

Use this field to search our Knowledgebase, or click the PO Articles button to see all articles within that subject.

Vendors Screen

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.

Central Vendors Screen

Click on an area of the screen to view more information.

Central Vendors Screen
Menu Button New Vendor List Vendors New Consignor List Consignors Knowledgebase Search Search Area Vendor Reports Vendor Charts

Menu Button

This is where you can access all of your central screens, as well as PayGo'Clock and Admin Central. Clicking the Plus button next to each screen will open a new entry screen within that topic. Clicking the Magnifying Glass button next to each screen will open a search screen within that topic.

New Vendor

Clicking this will open a New Vendor/Consignor/Manufacturer screen.

List Vendors

Clicking this will open a list of all vendors within your PayGo software.

New Consignor

Clicking this will open the New Vendor/Consignor/Manufacturer screen, where you can add a new consignor to your PayGo software.

List Consignors

Clicking this will open a list of all consignors within your PayGo software.

Knowledgebase Search

Use this field to search our Knowledgebase, or click the Vendor Articles button to see all articles within that subject. 

Search Area

Use this area to quickly and easily search for vendor-related items. 

Vendor Reports

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. 

Vendor Charts

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.

Central Events & Classes Screen

Click on an area of the screen to view more information.

Central Events & Classes Screen
Menu Button Workstation Information New Event/Class List Upcoming Events New Appointment Search Area Upcoming Events/Classes Events Charts

Menu Button

This is where you can access all of your central screens, as well as PayGo'Clock and Admin Central. Clicking the Plus button next to each screen will open a new entry screen within that topic. Clicking the Magnifying Glass button next to each screen will open a search screen within that topic.

Workstation Information

Clicking the round i (information) button will show you all of your current Workstation Info – your workstation name, store name, user logged into the current workstation and the current till. 

New Event/Class

Clicking this will open the Event Setup screen, where you can add a new event or class to your PayGo software.

List Upcoming Events

Clicking this will open a list of all upcoming events, classes or appointments for your store.

New Appointment

Clicking this will open the Appointment Setup screen, where you can add a new appointment to your PayGo software.

Search Area

Use this area to quickly and easily search for event- or appointment-related items. 

Upcoming Events/Classes

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.

Events Charts

The bottom of the screen will show you the enrollment status for the current month and the next calendar month.

Consignment Screen

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.

Central Consignment Screen

Click on an area of the screen to view more information.

Central Consignment Screen
Menu Button Show Unpaid Consignment Sales New Consignment Item List Consignment Items Export Checks Overview Tab Payments Tab Settings Tab Consignment Overview Dates Overview Active Consignors Box

Menu Button

This is where you can access all of your central screens, as well as PayGo'Clock and Admin Central. Clicking the Plus button next to each screen will open a new entry screen within that topic. Clicking the Magnifying Glass button next to each screen will open a search screen within that topic.

Show Unpaid Consignment Sales

Clicking this button will open your Consignor Pay Review screen. On this screen, you can view all information on your unpaid consignor payments, including your consignment rates. This screen is also where you can set and print checks for your consignors.

New Consignment Item

Clicking this will open the Consignment Inventory screen, where you can add your new consignment item.

List Consignment Items

Clicking this button will open your Consignment List screen, where you can view all consignment items within your PayGo software.

Export Checks

Clicking this will open your Consignor Check List screen, where you can view and print checks for your consignors.

Overview Tab

Payments Tab

Clicking this tab will show you all payments you've made to your consignors within your selected dates. This tab is organized by Consignor name, the Invoice Number on your consignor payment, the Item that was sold, the Date and the Amount Payable on the invoice.

You can click the Magnifying Glass icon next to the Consignor name to view the consignor's Vendor/Consignor/Manufacturer Entry screen, or click the Magnifying Glass icon next to the Invoice number to view the invoice for that transaction.

If you have already made a payment on the item sold, this tab will also show you the Amount and Date paid, as well as your Check Number. You can void payment records in this tab by clicking the Void button at the end of each line item. When the Void button is clicked, you will be asked if you'd like to cancel the payout for the consignment, or void out the entire transaction. This cannot be undone.

Settings Tab

This tab is where you can set an "expiration date" for your consignment items and check for any expired inventory. You can also include your Consignor Contract in this tab.

If you use PayGo Consign, this tab is where you will set your PayGo Consign Product Portal information and settings. For more information on this feature, see PayGo Consign.

Consignment Overview Dates

This is where you can set dates for viewing information in your Overview and Active Consignors boxes. You can either select specific dates in the Start Date and End Date fields, or click the Day, Week or Month buttons to view information for your current day, week or month. The dates you select will be applied in both the Overview and Payments tabs.

Overview

This area will show an overview of your consignment sales information based on your selected dates. This will show your total sales, prices and payments for your consignment items and consignors.

Active Consignors Box

This is where you can see all of your active consignors based on your selected dates, as well as their basic contact information and sales information. Clicking the Magnifying Glass icon will open the Vendors/Consignors/Manufacturers Entry screen for that consignor.

PayGo’Clock

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.

PayGo’Clock

Click on an area of the screen to view more information.

PayGo’Clock
Close View Time Cards

Close

Clicking this button will close the time card and save all changes.

View Time Cards

Clicking this will open your Time Card List screen, which is where you can view all employee time cards during a set pay period (this screen will show your current pay period by default, but you can select other dates by clicking the Calendar icon on each line item). You can also click the Magnifying Glass button to view individual employee time cards or click the Trash button to delete employee time cards.

Admin Central

Your Admin Central screen is where you control all settings for your PayGo software, as well as view reports and set up employee accounts, create and edit discount and frequent buyer programs, and transfer items from other location.

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