Version: current

Branches

With Karmasoft you can manage multiple locations. Each location is designated as a branch. Enter your specific information for each of your branches. Enter the edit screen by clicking on the black circled arrow to the right of the General Email box.

General Info

Setting Branches

  • Name - Your local branch name. This is the name that will show in the sign-in when selecting a branch.
  • Description - Some info about your studio.
  • Address - Local address that will show on sales receipts.
  • City - Branch city.
  • State - Branch state or province.
  • Zip Code - Branch postal code.
  • Phone # - Branch phone number.
  • Fax # - Branch Fax number
  • Pre-Select Email - Check this box to set the default email receipt in the Instant Sales panel on the dashboard.
  • Pre-Select Receipt - Check this box to set the default print receipt in the Instant Sales panel on the dashboard.
  • General Email - Default email, when marketing or sales emails are not specified.
  • Marketing Email - Reply-to email for all emails sent via the marketing reports.
  • Sales Email - Reply-to email for all sales receipts.
  • Special info - Optional text for print or email receipts.

Payment Gateway

Settings Branches Payment Gateway

  • Payment Gateway - Credit Merchant provider, limited to the companies listed in the drop-down menu.
  • API Login - Credit Merchant gateway API Login (This not the same as your personal login). This is available through your merchant.
  • Password - Your Credit Merchant gateway Password (This not the same as your personal password). This is available through your merchant.
  • Credit Cards - Select all the credit types you are set up to accept.

Miscellaneous

  • Time Zone - Local time zone.
  • Custom Card Handling - Check this box if you are using a third-party software to accept credit cards.
  • Default Mailing List - The email marketing list name where you want your contacts to get stored. This will need to match your list name in Mailchimp, iContacts or Constant Contact
  • Roll Over [+] Cards - Any positive balance on the previously expired card will get added to new purchases.
  • Roll Over [-] Cards - Any negative balance on the previously expired card will get subtracted from new purchases.
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