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Nathan Szivan

Where you manage the business side of your store — products, inventory, staff, and reports!

Back Office

Adding a Product from Your Phone

This guide shows how to navigate the Scotch POS product list, search and edit products, filter inventory, and create customized views for efficient inventory management.

Product List View

The product details drawer has been redesigned to surface more information at a glance, make editing faster, and reduce tab-switching.

Product Details Drawer

This guide walks you through how to link a product to one or more distributors within the Scotch POS platform, so you can order the same item from any supplier…

Linking a Product to Distributor(s)

Learn how to create, manage, activate, and export gift cards in ScotchPOS's back office, enabling efficient handling of gift card transactions and records.

Managing Gift Cards in Back Office

Adding a product the right way the first time, matched to a known item when possible, with accurate cost and pricing set up front, means it rings up correctly from…

Adding a New Product

Two separate catalog entries for the same product split your sales history, stock counts, and reports in half — neither one tells the whole story until they're combined. This guide…

Fixing Duplicate Items

Adding a new pack size to a product you already carry — a case on top of your existing six-pack, say — pulls in suggested pricing scaled from the size…

Setting Up Pack Sizes

A sale changes an item's actual price for a set window of time — the way you'd expect a real store sale to work — instead of applying a Discount…

Set up a Sale

Departments set the defaults that every item under them inherits: tax rate, age restriction, whether discounts apply, and how sales count toward revenue. Configuring a department correctly prevents pricing and…

Setting Up Departments

The name on a receipt isn't typed into one box — it's built from several fields, and knowing which to edit saves a confusing rename or a support ticket over…

Edit a Product Name

Finding an item fast — checking stock, tracing a SKU from an invoice, or scanning a department—starts with searching and filtering the Product list. For family attributes, see "All About…

Browsing Your Product Catalog

Changing one setting across dozens of items by hand invites mistakes and wastes your afternoon. Bulk editing does it at once.

Bulk Editing Products

Recording breakage or waste as it happens keeps your on-hand counts and inventory value accurate — skip it, and you'll find the gap later during a count instead.

Accounting for Broken Goods or Waste

A target margin is the profit margin you want to earn on a product — set once, and Back Office uses it everywhere pricing decisions come up: flagging items that…

Learn More About Target Margins

A "product family" in Back Office is just a product — the parent record that groups all of an item's sizes and pack configurations together. There's no separate "Product Families"…

Understanding Product Families

The Cost Calculation modal lets you choose which of an item's last three receives count toward its average cost — it's for excluding a bad receive, not for editing what…

Choosing Which Receives Count Toward Average Cost

Where you can manage all your products, discounts, sales, and more! 

Products

Learn how to create and configure different types of promotions, including item discounts, case discounts, mix and match, and bundles in Scotch POS.

Creating Product Discounts

A discount that only kicks in every Wednesday, or only during a happy-hour window, runs itself once you set it up right — instead of a cashier having to remember…

Set Up a Promo, like Wine Wednesday

A bundle discount sets one combined price for buying a set number of qualifying items together — four craft beers for $10, say — instead of discounting each item on…

Set up a Bundle Discount

Restricting a discount to a customer group — wholesale buyers, a loyalty tier, whoever you've grouped together — means it only ever applies to the people it's meant for, instead…

Discounts for Customer Groups

A mix-and-match discount rewards a customer for buying enough from a group of products - any 6 craft beers, say - mixed and matched however they like, without requiring the…

Mix-and-Match Discount

Item discounts take a percentage or dollar amount off a matching item the moment it's in the cart, with no minimum quantity required. This guide covers setting one up; for…

Setting Up an Item Discount

Whether a discount stacks on top of an active sale depends on the type — automatic promotions can be set up to stack, but manual, custom, and customer discounts never…

Discount Stacking Explained

Discounts

This guide walks you through creating a purchase order in Scotch POS, from navigating to the Stock Management section to adding items and finalizing the draft.

Creating Purchase Orders

This guide walks you through how to start a receiving in the Scotch POS platform and upload the distributor's invoices, so the products, quantities, and costs are filled in for…

Uploading Invoices for Receiving

How to Print Shelf Labels

This guide walks you through how to split one distributor's catalog into divisions in the Scotch POS platform — often one per sales rep — build a purchase order for…

Organizing a Distributor with Divisions

You can create purchase orders using your phone while walking the store floor. Instead of writing notes and entering them at a computer later, scan or search items on your…

Building Purchase Orders from Your Phone

Setting up a distributor correctly means purchase orders default to the right contact and catalog, invoices you upload from them get read accurately, and you can tell at a glance…

Setting Up Distributors

A cost typo or miscounted case on a completed PO quietly skews stock levels and margins with every sale after. Back Office lets you fix it instead of living with…

Fixing a Receiving Mistake After the Fact

A negative stock count doesn't just look wrong — it quietly resets your cost tracking on that item, so knowing why it happened and how to fix it cleanly matters…

Fixing Negative Stock

A shelf label template sets what prints on every tag—price, size, barcode, wine-specific fields like vintage—so fixing it once fixes every label, instead of tag-by-tag. This guide covers designing templates…

Designing Shelf Labels

Data Cleaner groups catalog problems like negative stock, missing prices, and thin margins by symptom, not buried in a spreadsheet. This guide covers the full feature and Margin issues; see…

All About the Data Cleaner

A delivery shows up with no purchase order behind it, like a rep dropping off unordered stock or catching up on receiving after the fact. Blind receiving lets you receive…

Blind Receiving

Receiving a delivery against a purchase order correctly keeps stock counts, costs, and margins accurate. This guide covers PO receiving from a distributor.

Receiving Inventory from a Distributor

Regularly counting your physical stock is how you catch shrinkage, theft, or data-entry errors before they quietly skew your reordering and reports. This guide walks you through running an inventory…

Preform an Inventory Count

Within Stock Management, you can manage your inventory by creating POs, receiving items, and printing shelf labels. 

Stock Management

Purchase analysis puts each item's cost and price next to how it sold at this time last year, so you can order ahead of a season instead of guessing. It…

Purchase Analysis Report

Analytics & Reporting: What's here and how to use it.

This guide walks you through how to review closed cash drawer sessions in the Scotch POS platform and enter or correct the cash count after the fact — including counts…

Reviewing and Counting Cash Drawers in Back Office

Scotch doesn't run payroll or calculate pay, but it does track every clock-in and clock-out, so you have accurate hours to hand off wherever you actually run payroll. This covers…

Tracking Employee Hours

Instead of remembering to check a report yourself, have it emailed on a schedule instead. This covers subscribing to a report, editing or pausing it, and what happens if a…

Scheduling Reports

Value on hand looks like one simple number, but it lives in three different places and quietly floors negative stock to $0 along the way. Here's what it actually shows,…

Understanding Value on Hand

Managing one customer's record is different from seeing how your whole customer base behaves. This covers the Customers and Loyalty analytics tabs — account-wide trends, not one person's history.

Customer Analytics

Up to six different views live under Payments — card processing, cash, tax, and house account balances. This covers what each shows and where the numbers actually come from.

Payments Analytics

Hours worked is one thing — how an employee actually rings up sales is another. This covers Activity and Anomalies, separate from Shifts even though both live under the same…

Employee Analytics

PDF export turns a scheduled report into a ready-to-read document instead of a data file — useful when the person receiving it wants to look at the report, not open…

Exporting Reports as PDF

AI Analytics lets you ask questions about your store's data and get answers back in seconds — no report builder, no filters. Save any answer as a report you can…

All About AI Analytics

The analytics and reporting section of your dashboard provides real-time insights into business performance by tracking key metrics, trends, and operational data in an easy-to-understand format.

Analytics & Reporting

Print a house account statement for every customer who still owes you money in one PDF, so a whole month's invoices go out in a single run. Nothing is emailed…

Printing Customer Invoices

When the same person ends up with two customer profiles — a walk-in registered twice, a phone order logged under a slightly different name — their order history, loyalty points,…

Merging Duplicate Customers

Keeping a customer's contact info, address, and account settings current means invoices reach the right inbox, house account credit reflects real terms, and tax exemption applies correctly at checkout. This…

Update a Customer Profile

Building an order for a customer who calls in, wants to set something aside, or is paying with a house account means you can ring it up and take payment…

Create a Customer Order

Refunding a Customer Order the right way — back onto the tender it was actually paid with, or deliberately onto cash or a gift card instead — keeps your books…

Refund a Customer Order

House accounts let trusted customers charge purchases now and pay later, so you don't turn down a good sale. Just set a credit limit first — enabling the toggle alone…

Set up a House Account

Grouping customers — by how much they've spent, how long they've been with you, or just by hand for something like wholesale buyers — means you can apply the right…

Customer Groups

Customers

Being able to pull up a past sale in seconds means you can settle a customer dispute, confirm a charge, or track down a refund without digging through paper receipts.…

Reviewing Sales History

Emailing a customer their receipt directly from the transaction — instead of them having to dig up a paper copy — settles a "can I get a copy of that"…

Emailing Receipts from Back Office

Linking a Customer to a Past Order

All about where to find Transaction insights!

Transactions

Connecting Uber Eats keeps your menu, prices, and availability in sync automatically — but it works differently from DoorDash: no order flow, and no pause button once you're connected.

Setting Up Your Uber Eats Integration

Connecting DoorDash lets delivery and pickup orders flow into your store automatically — but most of the actual setup happens on DoorDash's own portal, not here, once you kick it…

Setting Up DoorDash Integration

In some states, DoorDash and Uber Eats already collect and remit sales tax on these orders — Scotch gives you two ways to avoid taxing them twice, but you have…

Choosing How to Handle Sales Tax on Third-Party Orders - One Way Integrations

"Sellable online" controls whether an item is eligible to be listed with your connected third-party ordering partners, DoorDash, Uber Eats, City Hive, and Bottle Capps. There's no separate Scotch-run storefront;…

Making a Product Sellable Online

Integrations

This tutorial guides you through setting up taxes in your system to ensure accurate tax calculations. Before starting, make sure you have access to the settings menu and understand your…

Configure Tax Rates & Categories

This guide walks you through how to manage users within the Scotch POS platform.

Adding and Managing Users

This guide helps you create customizable terminal shortcuts in Scotch POS, enabling efficient processing of commonly sold items.

Creating Register Shortcuts

Terminal Settings & Permissions controls who can do what at the point-of-sale terminal. It lets you protect sensitive operations, customize how your store operates, and give team members the right…

Terminal Settings & Permissions

This guide walks you through how to choose which payment types (tenders) are available in the Scotch POS platform — separately for the terminal and for back-office customer orders —…

Configuring Tender Types

Fees like bottle and keg deposits are often legally required; if they're not set up to charge consistently, you're either quietly losing money on every sale or risking a compliance…

Managing Fees and Deposits

Getting notified the moment an online order comes in — on the device at the counter, and by email to whoever's watching for them — means nothing sits unnoticed until…

Notifications

A loyalty program that actually gives customers something back for shopping with you and lets them redeem it at the register brings them back more often than a one-time discount…

Set up a Loyalty Program

Charging the wrong tax rate is a real cost — too little and you cover the gap yourself; too much and you risk a customer dispute. This guide covers viewing,…

Changing Your Tax Rate

A generic cash withdrawal doesn't tell you later why the money left the drawer. A named payout does. This covers setting one up; for the separate PIN-gated feature, see "Configuring…

Configuring Terminal Payouts

Your store's address, timezone, and receipt details matter beyond paperwork — the wrong timezone can quietly shift when your scheduled promotions actually run. This covers what you can change, and…

Configure Your Store

Getting locked out of Back Office doesn't have to mean waiting on support — resetting your own password takes a couple of minutes. This covers resetting it yourself or having…

Resetting Your Password

Sales windows (AKA Periods) drive your rolling sales-rate columns, period comparisons, and days-on-hand forecasts — set them once here, and every screen that uses them follows.

Configuring Sales Windows (P1/P2/P3)

Beyond the built-in tenders — Cash, Credit Card, DoorDash, Uber Eats, and the rest — Back Office now supports one additional, merchant-named "Custom" tender for whatever you need to ring…

Setting Up a Custom Tender

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