System Setup
Guides for installing and configuring B2B Soft POS: downloading the software, setting up workstations and payment terminals, configuring products and taxes, and managing user accounts.
Web Back Office
Web Back Office provides access to Express Receiving. Web Back Office can be accessed via link: office.b2bsoft.com
Front Office
Guides for daily front-office POS operations: processing sales, payments, activations, returns, and exchanges; managing sales receipts; and handling cash register tasks like floats, drops, and batches.
Back Office
Guides for back-office operations: managing inventory and purchase orders, creating and maintaining products, setting up coupons and discounts, using Dealer Portal alerts, and reviewing new releases.
Reporting
Guides for POS reporting: accessing reports on desktop and mobile, applying filters, customizing and subscribing to reports, and setting up employee commissions, incentives, KPIs, and goals.
Merchant Services
Guides for merchant processing across Netevia, Fiserv, and Global Pay: managing disputes and chargebacks, completing PCI compliance, updating bank info, and submitting merchant services requests.
Webinars and Videos
Guides for installing and configuring B2B Soft POS: downloading the software, setting up workstations and payment terminals, configuring products and taxes, and managing user accounts.
Guides for daily front-office POS operations: processing sales, payments, activations, returns, and exchanges; managing sales receipts; and handling cash register tasks like floats, drops, and batches.
Guides for back-office operations: managing inventory and purchase orders, creating and maintaining products, setting up coupons and discounts, using Dealer Portal alerts, and reviewing new releases.
Guides for POS reporting: accessing reports on desktop and mobile, applying filters, customizing and subscribing to reports, and setting up employee commissions, incentives, KPIs, and goals.
Guides for merchant processing across Netevia, Fiserv, and Global Pay: managing disputes and chargebacks, completing PCI compliance, updating bank info, and submitting merchant services requests.