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Dee Zepf
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Topaz Signature Pad
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Buy a Signature Pad We recommend the mid-range model that supports the e-ink so people can see what they were writing. Download the second installer below for it. It will ask what model/series you have, and ask you to reboot. Download Plugin If you want to just
Internal Report Builder
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Overview The Internal Report Builder lets you to build and create reports with customized elements that can be viewed on-screen, as a PDF, scheduled to run on a regular basis, and emailed to your users. It is very similar to the Executive Summary Report Builder
Customer Purchases
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Overview Customer Purchases allows you to buy devices from Customers, and then track the Item's status if any refurbishing is needed before adding it to your Inventory as a ready-to-sell Item. Enable customer purchases First, you'll need to enable the feature.
Payments Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Payments Summary This report will give you a list of each payment that has been processed on your account by date. You have options to sort if the payment was successful, and/or if the payment was synced to "Accounting Integration". You are also able to view th
Customer Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. In the Admin > Reports > Customers section, here is what data each Customer Report contains. Credit Balance By Customer This report will show you all customers in your account that currently have a credit on their record. This is a good way to get a snaps
Tax Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. This is a breakdown of what data the Tax Reports section contains. Access via Admin > Reports - Tax section. Sales Tax This shows all paid invoices where the money was received in the month specified. Partial payments aren't included. The default Basis is Ca
Spiffs and Commissions
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. The options found at More > Admin > Inventory - Spiff and Commission and the "Spiff and Commission" field in Products are related and planned for future use. For now, please use the Sales and Commission Report to calculate spiffs and commissions.
Inventory Import CSV Breakdown and Bulk Update
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. When you have many edits or additions to make to your inventory, the best way to do that is to export your inventory to CSV, make the changes in Excel (or another spreadsheet program), and then re-import it back into our application. The buttons for exporting a
Migrate to VAT/GST Tool
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Syncro is moving to an ex VAT/GST model in our invoices, estimates and purchase orders for UK users. This will make using our invoice system feasible. We are offering a migration tool to help transition to this. Note: This article and feature is for the followi
Export All Data
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. There is not a single button or module that exports all of your data. This document covers the various methods to export most of it. The links below take you to the section that shows how to export that particular data set. Note: If you are planning to import a
Refunding
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. You can do full or partial refunds and with merchandise do things like restock it or create an RMA request. What it Does Allows you to refund money back to a credit/debit card (WorldPay Payments and Authorize.net only). Generates a refund invoice listing everyt
Customizing Invoice Templates for non-US users
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Users outside the United States may require different data to show on Invoice PDFs. Some need the information to be presented Tax Inclusive, others need Tax Exclusive, and others No Tax shown at all. You can customize the way your invoice table displays by usin
Add Photos/Images to Products
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. In order to attach images to products, you must first enable the setting. Navigate to Admin > Inventory - Preferences. Check the Enable Photos on Products box. Click Save. You can then add photos to products as follows. Navigate to the Products & Service
Parts Orders
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. The Difference between Products & Services and Parts The Products & Services (AKA Inventory) module tracks all sorts of physical/electronic devices, labor, deposits, prepay hours, quantities, when to refill stock, etc. This is the normal equipment you w
Parts Settings
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. To change your Parts Settings, navigate to Admin > Parts - Preferences. Parts Email: When your technicians submit a request for a new part, the notification is sent to this address. Enable Percentage Markup: Turns the Parts Markup feature on or off. Default
Refurbs - Resell Purchases
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Our Refurbs Module is an expansion of Customer Purchases, to let you track inventory usage while you get items purchased from customers ready for sale. What it Does Send a Customer Purchase into the Refurb workflow Add parts/labor/notes/etc to things you buy so
API Tokens
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. We've updated how API Tokens are generated and managed in SyncroMSP to ensure the utmost security. You'll now have the ability to define permissions and set expirations of the tokens you generate. By allowing one-time access to the full token at generation and
Employee Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. This is a breakdown of what data the Employees Reports section contains. Access via More > Admin > Reports > Employees section. Credential Access You can store documentation credentials and customer credentials. This report allows Admins to view who ha
Prepay Hours (Block Hours)
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Prepay Hours allow you to sell blocks of service hours to be applied to an invoice at a later date. They can be tracked in reports, added to service level agreements and contracts or combined with discounts in the form of packaged deals. The customer knows what
AutoPrinter - Printing in Syncro
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Automatic printing based on triggered events originated in Syncro. What it does Automatically send print jobs from Syncro to your printer based on triggered events within Syncro. Can download and save PDFs based on triggered events. What it doesn't do Does not
POS Settings
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. To access the POS Settings, navigate to Admin > POS - Preferences. Enable POS Module: Allows you and your team to use the POS Module. For more information on the POS module, refer to this article. (Note: this links to a RepairShopr version of the article. Sy
Ticket Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. This is a breakdown of what data the Tickets Reports section contains. Access via More > Admin > Reports > Tickets section. Created Similar to the Tickets Resolved, report, you can select a date range, and then see two different charts showing how many
Inventory Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Inventory Valuation This report will display a list of your entire inventory, and break down QTY, total cost, and total value. At the bottom of the report you'll be able to see totals. Inventory Stockout This report will show you all of your low quantity invent
About Syncro's AI Features
Published July 30th, 2024 by Dee Zepf
Who Can Access Syncro AI Features The Guided Resolution and AI Sentiment Analysis features are only available to users of Syncro's Team Plan. The Smart Ticket Search feature is available to all Syncro users. About Security Permissions Syncro AI features are accessible by Users within your organization as long as those Users have access to the under
Warranty Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Warranties by Expiration This report shows you all listing warranties. You can link directly to the customer record, or to the invoice that the warranty was sold on.
MSP Dashboard
Published November 15th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. The MSP Dashboard makes it easy for you to quickly see what is happening with your business. To access it, click the Dashboard tab. Many of the numbers are clickable. For example, click the number under "Opened Today" and it will pull up a list of the tickets o
RMA / Returns - Tracking
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Overview The Returns Manager is where you can track products that have been returned that have not yet been added back to inventory or need to be sent back to vendors for various reasons like RMAs. To start, head to the Products & Services tab, then in the
Email and SMS Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Communications Summary The Communication Log will show you all communication from your account aside from Ticket Comments. It will have snail mail, SMS, Mailer, caller id logs, and Invoice/Estimate emails that were manually sent. The communication log currently
Profit and Loss Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Profit and Loss Summary This report will show you a sales summary of your entire business within the date range you select. This is on a cash basis and will not show money still owed to you. Charts This page will give a wide variety of charts that you can inter
Purchase Orders - Restocking Inventory
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. You can create and receive Purchase Orders in Syncro. Vendors are companies that you can source parts and inventory from. You can create Vendors and assign them to Inventory Items as well as Purchase Orders to better track where your parts are coming from. Firs
Star TSP100 Printer Setup
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Setup We have had success getting users' Star TSP100 series printers (including the TSP143III USB and LAN models) set up in Windows, but we haven't fully tested this yet with any other Star printer models. Download the Star TSP100 driver and follow the install
Printing Details
Published November 18th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. We have a few different sizes of print jobs we can send to your printers. US Letter (8.5" x 11") Receipt (80mm) Label (1.125" x 3.0") (and another label, 1"x1") We have the jobs named by what they print, or when they print - here are our categories; Invoice - L
Stock Take - Inventory Reconciliation
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Overview Our Stock Take module can help you go through and verify your actual stock on hand matches the on-hand value shown in the Inventory tab. It will also allow you to update the on-hand value in the system to match your inventory count when discrepancies a
Reports - Differences in totals
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. You may notice when you use the different reports like daily sales, tax reports, sales summary, you get different totals. Here is a little background on what makes those reports. Tax Report For when it's time to pay your tax agency, we think most people want th
Customer Tags
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Customer Tags are an easy and flexible way for you to categorize your customers beyond the filtration methods we already offer, to help empower you to develop more dynamic ticket automations and robust filtering for your customer saved searches. Customer Tag Se
Sales Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Head over to Admin > Reports to access the below reports in the Sales section. Discounts This report shows you all discounts made to line items. There are links to specific invoices so you can see the context of each discount. Select your date range, then cl
Contact Tags
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. As an addition to our Customer Tags system, Contact Tags are an easy and flexible way for you to flag your customer contacts with meaningful tags to help drive your helpdesk automation in Syncro. When used in combination with Ticket Automation and Ticket Views,
Invoice Reports
Published November 17th, 2024 by Dee Zepf
Note: This document has been imported from the former KB and has not yet been verified. Recurring Invoices This report will display all your currently recurring Invoices. You can link directly to the customer from any of these. You will get a snapshot of the details of the recurring invoices, and can see a total revenue from them all at the bottom
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