Swann Retail Help

Run your store

The daily operator guide — signing in, selling, taking cash, and the back-office you’ll touch most.

• Signing in & finding your way around — log in, first-time setup, and the menu.
• Your day at the register — PIN sign-in, switch user, the till controls, and your shift end to end.
• Ring up a sale — build the cart: scan or search items, custom lines, discounts, notes.
• Discounts — save discount presets and apply a percentage or amount to a sale or line.
• Take cash & finish the sale — cash tender, change due, and completing the sale.
• Receipts — print, reprint & email — print or email a receipt, and reprint a past one.
• Deposits & balances — take a deposit on a custom order, collect the balance at pickup, and refund.
• Returns & refunds — refund a past sale, choose restock or write-off, and pay the cash refund.
• Open & close your cash drawer — opening float, cash in/out, and the Z-report at close.
• Manage your items — add and edit items: price, SKU, barcode, variants, photo, description.
• Add & find a customer — attach a customer to a sale and keep your customer book.
• Your reports — sales summary, top items, COGS, inventory, and the accounting feed.
• QuickBooks accounting sync — post your sales to QuickBooks Online so your takings land in your books without re-keying.
• Inviting your team & accountant — invite back-office users by email and role.
• Employees & register PINs — add staff, give each a PIN, and set what their role can do.
• Set up your receipt printer & store network — choose a printer, install the print agent, and the go-live checklist before you open.

Get set up

Moving over from Loyverse? Keep selling there while your catalog, customers, and stock sync into Swann Retail.

• Overview — what the sync does, and what it leaves alone.
• Connect your account — link Loyverse with an access token.
• What syncs, and how often — the entities and the timing.
• Conflicts & errors — what to do when something needs your attention.
• Importing your data — the one-time copy of your Loyverse catalog.

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