Getting started with GeniusPeddler

Getting Started With
GeniusPeddler
© 2014 GeniusPeddler, LLC. All Rights Reserved November 2014

So, you’ve signed up...now what??
First things first; you need to log in. We
recommend bookmarking this page since
you will be using this often. This will log
you into the GeniusPeddler dashboard,
where you will have access to all aspects
of your account and store.
https://www.geniuspeddler.com/login
© 2014 GeniusPeddler, LLC. All Rights Reserved

Creating your store profile
The first time you login, you will be
directed to your stores profile page. It will
look something like this.
This information is critical to how your
account operates, and the information it
gives to your customers and sellers. Not
sure what something is asking? Simply
click the green question mark next to that
space for more information!

Adding Clerks
Now that your store has a profile, you will want your clerks to have their
own login. The clerk account can create sales, return items, and create
layaways. Clerks do not have access to the reports and they cannot edit
any aspect of your account or store. Their name will also be posted on the
receipt for tracking.
You can create as many clerk accounts as
you would like. To do so click “Clerks”
from the GeniusPeddler dashboard.

Adding Clerks (Cont.)
The clerk page displays all current clerks.
To add a new clerk, select “New Clerk” in
the top right corner.
You will then be able to create a clerk
account for each of your clerks.
Please note, only the admin has the
ability to create and/or change
passwords.

Adding Sellers
The last step before making your first GeniusPeddler sale, is to add
your sellers. GeniusPeddler will track sales made by each seller and
allocate the money due to them all based on the inputs and
selections from your store details.
Not only will their sales be tracked, but
when you add them as a seller, with a valid
email, they will be able to create their own
account to view their sales at their leisure.
To add a seller you first click the “Seller”
button on the dashboard .

Adding a Seller (Cont.)
You will then be directed to “Manage Sellers.” Once you have sellers added
to your store, they will be listed here. Add a new seller by clicking the link
at the top right hand corner.
You will need to
create a sellers
account for each
vendor in your
store before you
can make a sale
for them.

Creating your first sale
Now that you have:
1. Set your store details
2. Created clerk accounts
3. Created seller accounts for
your vendors/consignors
You are ready to create your first
sale! To get started simply select
“New Sale” from the dashboard.

Creating your first sale (Cont.)
Step one is entering the seller code for the
particular vendor. You assigned this to the
seller when you created their seller
account.
You will then enter a description for the
item to be sold, and a list price. You can
apply discounts (a $ or % amount) by
selecting “Add discount”. A new price will
automatically be given after the discount
has been entered.

After entering an item into the cart, you
can then add more items (from the same
seller or even a different seller on the
same receipt) or simply complete the
checkout.
Once at the checkout screen, all the items
will be listed with the receipts totals. You
can select whether the buyer is tax
exempt or not, if they are you can record
their tax ID number on the receipt for your
records.

You can also track what type of money
comes into your store and how much of it.
For each sale you can select the payment
type, even if its more than one form of
payment.
Once selected, you will be prompted to
enter the amount for that type. Once you
cover the entire ticket, you can complete
the order.

Great! You did it, the order is complete!
The next page will be the receipt. You
can either email this to the customer or
print it to a local printer.
“Next in line please!””

Creating a Layaway
GeniusPeddler also tracks layaway items.
These items will be tracked and the money
will be allocated to the seller once they are
paid in full. Adding an item to the cart is
identical to the a normal sale, however
you can only put one item on a layaway
ticket.
When you add an item to the cart it will
ask you how much that will be applied to
the layaway item for this transaction.

Creating a Layaway (Cont.)
You will be prompted to enter how
the payment was received, (cash,
credit, etc) just like a normal sale.
Once you enter the total amount
received for the layaway payment and
how it was paid for, you will enter the
customers information for your
records.

Creating a Layaway (Cont.)
Once complete, your receipt will be
displayed. The difference on the layaway
receipt is the addition of the amount
remaining to pay on the item.

Adding a Payment to a Layaway
When a customer comes to add a
payment to an item on layaway, or pay
that item in full, you simply select
“Layaways” from the dashboard and your
items will be listed. You then select the
item you would like to add a payment to.
You will follow the same process as you
did when creating a layaway. When you
add a payment you will be able to see the
amount remaining and past payments
made.

Your Daily Sales Summary
GeniusPeddler has a daily report so you
can see how many items you sold and how
much money came into your store. You
can use this information to reconcile your
sales for the day, not to mention entering
it into your accounting software. You are
now ready for your monthly account
reconciliation, paying sellers, and tax time.

Your Sellers Items Sold Report
Want to print out a report for your sellers
so they can see item by item what they
sold? From the dashboard, select Reports
and Items Monthly. The Items Monthly
will display all items sold, so filter by date
and seller code to see a particular sellers
items. You can print this report for them
to take or include it with their amount due.

Your Due to Sellers Report
Need to know what you owe each seller?
The Sellers monthly report shows amount
due to your sellers. You can export this
information and import it into your
accounting software for check printing or
pay via Dwolla (www.dwolla.com)

Tracking Sellers Payouts
So now you want to track what you have
paid your sellers? Click on the Payout for
that particular seller on the Monthly Seller
report and all the historical along with
current payment information is available.
Track a payment by
selecting New Payout and
you are prompted for your
payment amount.

Questions?
Have more questions? We have a knowledge base you can browse to find
answers to questions some of your fellow store owners may have already
asked! Visit http://support.geniuspeddler.com.
Can’t find the question or answer you were looking for? We provide email
based support 11 hours a day, 7 days a week, 9AM-8PM EST. We make sure
to answer your questions during normal working hours, no matter the time
zone. Submit your questions at http://support.geniuspeddler.
com/question.

Getting started with GeniusPeddler

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