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.

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

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

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.

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.

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

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.

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. 

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

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

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.

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

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.

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

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.

Clicking this will open the Customer Entry screen.

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

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

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. 

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

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.

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

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.

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. 

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.

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

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.

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

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.

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

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

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.

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.

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

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.

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. 

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

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

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

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

Clicking this will open a Return to Vendor screen.

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

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

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.

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

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.

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

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

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

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

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

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

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.

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.

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. 

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

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

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

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

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

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.

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.

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

For more information on adding consignment inventory, see Adding Consignment Inventory.

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

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

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. Note: 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.

For more information on consignor payments, see Paying Your Consignors.

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.

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.

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.

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.

For more information on consignors, see Adding New Consignors to PayGo.

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

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.

Clicking this will open the Options sub-menu.

In the Actions section, you can choose to view and search for time cards, view time card reports, and reset ALL time card setup changes and records. Note: Resetting time card settings cannot be reversed, so use with caution!

In the Settings section, you can set your stores pay period lengths and adjust your user payroll settings for each of your employees.

This button is where the employee will punch in and out. Punch In will start the employee’s shift, and the time will be recorded in the Timecard box. Punch Out will end the employee’s shift and the time will be recorded alongside the Punch In time.

Clicking this will allow you to add hours to an employee’s time card. In the Add Special Hours window, you can select the date, number of hours to add, and the hour type.

This is where you will see all time card records for the employee within your current pay period. In this area, you can also set Hour Type and any applicable Comments for the shift. The total hours worked during the current pay period will be shown at the bottom right corner of the screen.

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.

Clicking this will allow you to create a new workstation.

Clicking this will show you a list of all workstations created at your location.

Clicking this will open your Company Setup screen.

Clicking this button will open your Workstation Setup screen.

Clicking this will open your Reports screen.

Clicking this will open your Employees screen.

For more information on OpenSorta, click here. 

Clicking this will open the Import Buddy function, which allows you import inventory records from other sources.

Clicking this will allow you to transfer inventory between your stores.

Clicking this will open your Discount Program List screen, where you can set up new discounts for your stores.

Clicking this will open the Frequent Buyer Setup screen, where you can set up frequent buyer programs for your customers.

This will display all activity on your PayGo software within your chosen dates.

This will display all URL activity within your set dates.