iConnect Features

Features Retail Full service restaurant QSR Health & Beauty
Employee (https://my.iconnectpos.com/Employee)
Add Employee X X X X
Edit/Update Employee X X X X
Setup Pin Code X X X X
Setup pay rate X X X X
Set access permission X X X X
Add/remove access to location X X X X
Set booking group X X X X
Set password X X X X
Set as sales person or service provider X X X X
Set employee photo X X X X
View employee tickets X X X X
View employees appointment X X X X
Set employee bio X X X X
Set position/title X X X X
Employee Schedule
Set employee schedule X X X X
Copy from previous week X X X X
Export schedule X X X X
Replicate schedule X X X X
Magic schedule setup X X X X
Employee service/commission
Assign services to employee X
Set service price for employee X
set service time for employee X
Set service commission for employee X
Set product commission for employee X X
Access Permissions
Add access permissions X X X X
Edit/update access permissions X X X X
Position/Titles
Add/Edit position/titles X X X X
Catalog > Product/Service
Add product/service/bundle X X
Edit product/service/bundle X X
Matrix X X
Attribute X X
Set price X X
Set cost X X
Set tax category X X
Allow price override X X
Set Not for sale X X
Set Ship only X X
Allow negative quantity in store pickup X X
Need preparation X X
Sell online X X
Sale price, date X X
Catalog > Item
Add Item/service/combo X X
Edit Item/service/combo X X
Create meal X X
Add/associate modifier sets X X
Set price X X
Set cost X X
Set tax category based on order type X X
Allow price override X X
Assign to menu X X
Send to kitchen X X
Recipe X X
Sale price, date X X
Min/max reorder points X X
Tags X X
Assign category, vendor X X
Catalog > Menu
Add/edit menu category, N-tier supported X X
Define availability hours X X
Define prices of items at the menu level X X
Catalog > Modifiers
Add/edit modifier sets X X
Assign modifier options (Yes, No, On side, etc.) X X
Add/edit modifier items X X
Add/associate modifier sets X X
Set modifier set price X X
Enable multi-select of modifier items X X
Set min/max number of modifier items selectable in the set X X
Set price per modifier item X X
Set kitchen names for Modifier set, Modifier Item X X
Catalog > Modifier options
Add/edit Modifier options like Yes, No, On side, etc. X X
Catalog > Category
Add/edit/view category X X X X
Set category code X X X X
Catalog > Vendor
Add/edit/view vendor X X X X
Set vendor code X X X X
Catalog > Master product editor
Edit products across multiple stores X X X X
Catalog > Purchase order & Stock Transfer (https://my.iconnectpos.com/Purchase Order)
View Purchase Order/Stock Transfer (PO/ST) X X
Open new PO/ST X X
Delete/Void PO X X
Reorder PO/ST X X
Receive open PO/ST X X
Generate barcodes for received items X X
Export to – CSV, PDF, Oracle X X
Marketing
Loyalty program – Set/edit X X X X
Discount – Simple percentage or dollar discount, discount code, automated discount X X X X
Automated discount – discount items automatically when certain criteria is met like BOGO X X X X
Text message marketing – create, send messages X X X X
Email marketing – set email provider X X X X
My website – Setup ecommerce, online booking, online food ordering X X X X
Import/Export
Import – products, service, matrix, customers, gift cards, employee services X X X X
Export – products, service, matrix, customers, gift cards, employee services X X X X
Account
Billing – View charges from iConnect, Close account X X X X
Locations – Add, replicate and remove locations X X X X
Multi-location settings – Enable sharing of customers, vendors and gift card with other locations X X X X
Upgrade & Add-ons – Add credit card for iConnect subscription X X X X
Company settings > Company (https://my.iconnectpos.com/Company Setting)
Enable – booking, shipping, cash drawer, Pin login X X X X
Set receipt text, currency, tax provider, time zone, gift card provider, unit of measure X X X X
Set store hours X X X X
Company settings > Tax settings (https://my.iconnectpos.com/Tax Setting)
Create tax category X X X X
Create, edit tax line X X X X
Company settings > Payment Methods (https://my.iconnectpos.com/PaymentMethod)
Enable different payment methods – Cash, Check, Outside terminal etc. X X X X
Custom payment methods X X X X
Booking settings > Booking setting (https://my.iconnectpos.com/BookingSetting)
Add, edit, remove Booking groups X
Add, edit, remove Retention types X
Add, edit, remove Resources X
Booking settings > Service reminders (https://my.iconnectpos.com/ServiceReminder)
Set service reminder for different services to send auto reminder to customers X
Advanced settings >
Add, edit, remove customer notes types X X X X
Email template – Edit automated templates X X X X
Get API – get API key to access public API X X X X
Kiosk – Setup catalog item to display on iPad X
Lead source/group – add, edit, remove X X X X
MailChimp settings – set MailChimp credentials X X X X
Customer display – enable customer display X X X X
Label printing – customize label printing criteria X X X X
QuickBooks – Setup QB Online connection X X X X
Reconcile reasons – add, edit, remove X X X X
Royalty setup – set royalty percentages and criteria X X X X
Self checkout – setup self checkout kiosks X X X X
Task, Goals, Key business product – Set certain task for a employee upon sale of an item. Set retail goals. X X
Text message settings – Set Twillio or Clickatell credentials X X X X
Walk-in – Set walk-in tablet settings X X X
Notification center – Set time to receive certain key reports in email X X X X
Receipt designer X X X X
Customer and employee field customization X X X X
Time clock settings – add new types of time tracking like vacation tracker etc. X X X X
Order type – Dine in, Take out, Delivery X
Dashboard (https://my.iconnectpos.com/)
View daily sales – 2 weeks timeframe by employee or aggregate X X X X
Sales overview – Today, This week, This month in relation with retail goals X X X X
View tasks items by employee X X X X
View daily goals by product and service X X X X
Business Intelligence (https://my.iconnectpos.com/BI)
Hourly Sales Overview (today) X X X X
Top 10 selling products X X X X
Top 10 slow selling products X X X X
Comp Sales – Year, Month, Week X X X X
Gross Sales – last year vs this year, month over month X X X X
Goals – Overall retail goals X X X X
Booking Analysis – Total available vs Booked X X X X
Register (Retail, Service)
Open/close cash register X X
Sell product, service, bundle X X
Sell gift card – iConnect X X
Sell gift card – Givex X X
Sell gift card – Valutec X X
Sell membership X X
Sell prepaid package X X
Sell matrix item X X
Scan, search product X X
Search product across all locations X X
Search, create customer X X
View, add customer notes X X
Ticket on-hold (park a ticket) X X
Apply discount X X
Automated discount – system will auto apply discount based on discount criteria X X
Order notes – shows in text, email or printed receipt X X
Item notes – shows in text, email or printed receipt X X
Tips X X
Preview ticket for confirmation X X
Support built-in tax table X X
Avalara tax X X
Print receipt X X
Text receipt X X
Email receipt X X
Loyalty/reward point redemption, award X X
Print check X X
Split check X X
Walk-in queue for checkout X X
Search ticket by date range, ticket #, last 4 digit card, transaction id X X
Support house account X X
Support scale X X
Support decimal quantity X X
Resturant Register
Open/close cash register X X
View menu, sell item from the menu X X
Select item modifiers X X
Sell gift card – iConnect, Givex, Valutec X X
Scan, search item X X
Search Item across all locations X X
Search, create customer X X
Ticket on-hold (park a ticket) X X
Apply discount X X
Automated discount – system will auto apply discount based on discount criteria X X
Order notes – shows in text, email or printed receipt X X
Item notes – shows in text, email or printed receipt X X
Tip adjustment X X
Support taxes by order type X X
Print receipt X X
Text receipt X X
Email receipt X X
Loyalty/reward point redemption, award X X
Print checks X X
Pay at table X X
Split check by guest by item or dollar X X
Walk-in queue for guest X X
Search ticket by date range, ticket #, last 4 digit card, transaction id X X
Support house account X X
Support scale for weighted item X X
Support decimal quantity X X
Table Management
Create rooms X
Add tables, and other objects X
Check in guest to open tables, define party size X
Merge tables, move table X
View available tables X
Start order by tapping on table X
Time clock
Clock in/out with PIN X X X X
Clock in/out with Password X X X X
Clock in today and clock out tomorrow (handle day change) X X X X
Set, change Pin code X X X X
Booking
Book single or standing or linked appointments X
Block time X
Waitlist X
Day view X
Week view X
Resource view X
Search, create customer X
Resize appointment cell X
View appointments by department X
View appointments by employee X
View appointments by working employees X
Download future appointments X
Transfer appointment from one employee to other X
General
Works offline* X X X X
Inventory App
Search all locations by SKU or Product code X X
Reconcile inventory X X
Receive inventory X X
Support RFID X X
Walk-in App
Check-in by customer X X
Create profile X X
Customer Display
View items X X X X
Create customer profile X X X X
View reward amount X X X X
Choose receipt option X X X X
Kitchen Display
View orders X X
Complete order X X
Self checkout
View catalog X X X
View items X X X
Support account, market card X X X
Support cash using bill acceptor X X X
Support coin dispensing X X X
Support credit card X X X
Fraud prevention by activating colored border for camera detection X X X
Support barcode scanning X X X
Reports
Sales report – 24 reports X X X X
Product report -18 reports X X X X
Common report – 3 report X X X X
Customer report – 12 reports X X X X
Employee – 7 reports X X X X

*Credit card payment requires internet