Basics | Daily Procedures

This section contains help documents with information and guidance on the day-to-day functions of your Floranext system

• Basics | How to Use Custom Payment Methods

  The Floranext POS will have default payment methods that are not covered in this article and do not need to be setup. Those include credit card, house account, COD and Check. Reporting-Only Payment Me...

• Basics | How to Apply Delivery Charge Based on Postal Code for Canadian Shops

  How does Delivery Charge by Postal Code work? For Canadian shops, we recommend adjusting Delivery Charges to apply based on Postal Code. When enabled, Floranext will look at the first 3 characters of ...

• Basics | Editing Recipient Information for a Customer

  Go to Orders > Customers >   Search/Select Customer > Address Click on the Address you want to Edit and Save Customer. Click on the Red Circled X to delete a Recipient address and Save Customer....

• Basics | U.S. Shop Recommended Delivery Charge Setup

  Navigate to Settings > Delivery > Delivery Charge to get started. Floranext has 2 methods to apply the delivery charge to orders that can be used together or separate, distance and zip code. Applying ...

• Basics | How to Cancel an Order

  In your Floranext admin click ORDERS, find the order you want to cancel and click View, then press the Cancel Button (if it was ordered on a credit card) their credit card will be automatically refund...

• Basics | Emailing House Account Invoices

  House account invoices can be emailed along with statements. When selecting email statements in a house account profile, you can check the box to enable sending invoices. The email sent will have two ...

• Basics | How to disable Email Us in Contact Us Page

  Here are the steps you may follow if ever you wanted to disable the 'Email Us' function from your website's 'Contact Us' page. 1. Go to Settings > Website Settings > Website Settings 2. Change 'Show C...

• Basics | How to add the Designer's name to an order.

  Now you can add the Designer's name on a ticket order. All you have to do is to view the order and go to the Basic Order Information section and under Designer you will have the option to choose whoev...

• Basics | End of Day/Closing Procedure

  We recommend shops use the Daily Sales Report at end of day to confirm credit card sales and reconcile the cash drawer. In the Floranext dashboard, navigate to Reports > Daily Sales Reports. Choose a ...

• Basics | Editing an Order

  To edit an order, simply access your Orders page and click View on the order you want to edit. Now click on Edit in the upper right and you can update any details about the order. Adding or Removing P...