Oak POS Support

General
- Frequently Asked Questions (FAQ)
  - How do I view reservations in the Back Office?
  - How do I log in to the Back Office?
  - What is the Oak Back Office?
- Frequently Asked Questions (FAQ)
  - How does the Oak Online Storefront sync with my product inventory and reservations?
  - How do I update the inventory and product pricing in my e-commerce Storefront?
  - What is the Oak Storefront?
- Frequently Asked Questions (FAQ)
  - How can I add notes to an order?
  - How can I check what version of iPad Oak POS I'm running?
  - How can I quickly view an order's reservation period in the POS?
  - How can I search for orders by channel (Online, Store) in the POS?
  - On the POS, how do I look at the custom options submitted from online orders?
  - How do I close and restart Oak POS?
  - How do I update my version of iPad Oak POS?
  - How do I activate new user accounts on the POS?
  - How do I log into Oak POS?
  - How do I search for an order in the POS?
  - What is Oak POS?
- Modifying Orders in the POS
  - How do I restore an order that's been mistakenly canceled?
  - How do I remove a late fee that was added automatically?
  - If I mistakenly check in a product or order, how can I undo it?
  - How do I cancel an order using the POS?
- Adding Storefront to your site
  - How do I embed my e-commerce Storefront in an iframe?
  - How do I embed the Storefront widget into my site?
  - I want to start converting traffic to my website! How do I turn on my Storefront?
- Accepting Payment from Customers
  - How do I link my Authorize.net account to Oak?
  - How do I sign up to accept credit card payments on Oak?
- Frequently Asked Questions (FAQ)
  - What's the difference between open, reserved, in progress, and closed orders?
  - How do I log into my Oak account?
  - Where can I add my billing info to pay for invoices from Oak?
- Building Orders in the POS
  - How can I ring up retail items in the POS?
  - How can I add order-level notes to an order?
  - How can I group individual customers to a business or organization?
  - How do I take a reservation over the phone?
  - How do I set a custom rate for a product?
  - How do I use the Product Availability Tool to see if a product is available?
  - Where do customers sign the rental agreement?
  - How can I add order options and/or fees to an order?
  - How can I add a customer to an order?
  - How can I add a product to an order?
  - Building an Order in the POS
- Customer Reservation Settings
  - How can I customize the check-out options?
  - How can I modify the customer instructions in reservation emails and order summaries?
  - I want confirmation emails to go to another address. How can I update where these emails are sent?
  - I need advance notice for reservations. How can I change this setting?
- Sending emails from the POS
  - How do I email a transaction receipt to a customer?
  - How can I email an order summary to a customer?
  - How do I email a signed rental agreement to a customer?
- Adding, Modifying, and Deleting Users
  - How do I lock or unlock a user?
  - How can I change user access levels?
  - How can I look up one of the users of my account?
  - How can I add an existing Getable user to my business?
  - How can I add new users to my business?
- Utilizing Reporting Features in the POS
  - How do I access my business's Z-Report?
  - What kind of business reporting can I view in the POS?
- Multiple Store Locations
  - How do I add a new store location?
- Rental Agreements and Cancellation Policies
  - I have a custom rental agreement. Where can I upload it?
  - How do I upload a cancellation policy?
- Setting Store Hours
  - I need a day off! How do I close my store for one (or more) days?
  - How do I add or change store hours?
- Control Your Inventory of Products
  - How can I add pre-set authorization amounts to a product?
  - How do I add a category to my inventory?
  - How can I add photos to my categories?
  - How can I move categories around in my StoreFront and Marketplace pages?
  - How can I add retail items to my inventory?
  - How can I edit products in my inventory?
  - How can I add photos to an existing product?
  - How do I add product options (damage waivers, etc.)?
  - How do I set up product versions in my inventory?
  - What are product versions?
  - How do I update the inventory count for a product?
  - How can I set pricing for my products?
  - How can I delete products from my inventory?
  - We have a new store location. How can I easily clone my inventory?
  - How can I add products to my inventory?
- Setting Up Delivery Features for your Business
  - How do I set up delivery based on distance in miles from my store?
  - How do I add address-based delivery pricing?
- Miscellaneous
  - How can I find an order by product in the Back Office?
  - How can I set up coupons for my business?
  - Adding sales tax rates to your products on Oak
- Oak POS Network Setup
  - How do I set up Oak POS with a Cradlepoint Router?
  - How do I set up Oak POS to a broadband wireless connection?
- Customer Relationship Management
  - How can I view a list of my customers in the POS?
- Settings in the POS
  - How can I access settings in the POS?
- Checking In Products
  - How can I set a check-in time that's already past?
  - How can I check in a product?
- Receipt Printer
  - How do I set up a receipt printer?
- Handling Payment in the POS
  - How do I capture payment from an authorization?
  - How can I authorize a credit card for a rental?
  - How do I refund a credit card order in the POS?
  - Taking payment with Oak POS
- Returning Hardware
  - How do I return faulty hardware?
  - How do I return a broken MagTek iDynamo swiper?
- The POS Kiosk
  - How can I change my kiosk flow setting?
  - How can I add a pre-paid voucher in the kiosk?
  - How do I exit the kiosk to return to the POS?
  - What are the different kiosk flows?
  - What is the Oak POS kiosk?
  - How do I find my user PIN for the POS?
- Business Intelligence in the Back Office
  - How can I view accounting and sales reports across multiple locations?
  - How can I view reporting on Promotions?
  - How do I view Sales by Product Reports?
  - How can I view pre-paid vouchers in the Back Office?
  - How do I view accounting and sales reports?

Oak POS Support

General

Frequently Asked Questions (FAQ)

Frequently Asked Questions (FAQ)

Frequently Asked Questions (FAQ)

Modifying Orders in the POS

Adding Storefront to your site

Accepting Payment from Customers

Frequently Asked Questions (FAQ)

Building Orders in the POS

Customer Reservation Settings

Sending emails from the POS

Adding, Modifying, and Deleting Users

Utilizing Reporting Features in the POS

Multiple Store Locations

Rental Agreements and Cancellation Policies

Setting Store Hours

Control Your Inventory of Products

Setting Up Delivery Features for your Business

Miscellaneous

Oak POS Network Setup

Customer Relationship Management

Settings in the POS

Checking In Products

Receipt Printer

Handling Payment in the POS

Returning Hardware

The POS Kiosk

Business Intelligence in the Back Office