General
Change password from PrismaNote account
Would you like to change your password from your PrismaNote account? Take the following steps: Are you still logged in? 1. In the menu, click Dashboard. 2. Click on the selected employee at the top right. 3. Click the Log out option. 4. Click the Yes ...
Log in to the system
How do I install the POS system on my computer? You do not need to install the POS system on the computer. The system works completely online. You also do not need to install a separate app. Do you want to print a voucher? Then it is important to ...
Create safe for cash register closure
With the 'Vault' feature, you know exactly what you've skimmed in cash. This is important for accounting. How do you create a (location) safe? 1. Click on 'Shop Settings' in the menu 2. Click on the 'General Settings' tab 3. Click or scroll to the ...
Email templates and corporate identity
Create standard email templates to send customers a message faster. Add or customize logo 1. Click on 'Shop Settings' in the menu 2. Click on the 'General settings' tab 3. Click or scroll to the 'Shop logo' section 4. Click on the 'pen icon' to ...
Changing language
Changing language Is PrismaNote partially in English? Take the following steps. 1. Click on 'Dashboard' in the menu 2. Click on the selected employee at the top right. 3. Click on the "Language" heading and select the correct language. Standard ...
Email address verification
By verifying the domain of your email address,Your emails are better sent from PrismaNote. For this you add someAdd DNS records to the domain at your hosting provider. Here are the steps: 1. Click on 'Shopping settings' in the menu 2. Make sure that ...
Linking website to your own domain name
Do you not have your own domain name yet (www.uwjuwelierszaaknaam.nl)? Then register it with a hosting company, such as Hostnet or TransIp. You can also have this done at PrismaNote in combination with your e-mail management. Look at thisThis ...
Setting up payment methods
Using standard payment methods For among others. Cash andBank payment(On account), there are standard payment methods that can be turned on or off.There are other features associated with this, so use these options instead of creating your own ...
Workstations
A workstation is a separate workplace, to which printers can be linked. The cash register can also be closed per workstation. Usually a different workstation is made per device. Add workstation 1. Click on 'Shop settings' in the menu 2. Click on the ...
Location management
How can I manage multiple locations within the same account? You can do that with location management. View locations Click Shop Settings in the menu. Under the General Settings tab, click Location Management. Here your locations are shown. By ...
Explanation of shop settings
In the menu on the left, click "Shopping settings". Below we cover the most important parts of the store settings per tab. General Settings At the top or bottom, click "Save" to save the changes. 1. Shop, Addressed mail, Address and Logo Below is a ...
Quick buttons / Shortcuts
Quick buttons are the extra buttons in the checkout. Create quick buttons 1. Click on "Shopping settings" in the menu 2. Click on the tab 'Checkout' 3. Click or scroll to the "Quick Buttons" section 4. Click on the "New" button 5. A new screen will ...
Employees Setting & Rights
This is the guide to setting up and using employees. Currently there are 4 fixed 'rights profiles' available. These cannot yet be adjusted. In the coming weeks, this functionality will be further expanded and become more flexible. Below is an ...
Connecting suppliers (after import)
Linking of suppliers cannot be reversed. Linking supplier to the bulk update 1. In the menu on the left, click on 'Bulk updates' 2. Click on the sub-menu item 'Link suppliers & Brands' 3. Under column 1 (Supplier) you will see the unlinked suppliers. ...
Email and webmail via PrismaNote
In addition to PrismaNote, you can also use our domain registration and e-mail hosting. Below you will find the procedure, costs and settings for your computer. Costs These costs are for enabling e-mail hosting and domain registration. No additional ...
Anydesk Meek - Icon on the desktop
Anydesk icon We use AnyDesk to help you better remotely. Are you curious about which icon it is when our colleague asks to watch via Anydesk for remote help? The icon can be green or red. This is often on the desktop of the computer. Sometimes it can ...