Point of Sale

Tax on invoices is calculated per line, using the tax rate assigned to that invoice. The rate itself is configured under Settings > Invoicing > Tax Rates; each invoice carries…

Voiding an invoice reverses every product line: each item that was sold goes back into stock, and any serial numbers come off the invoice and back into available serial inventory.…

An estimate is a quote: a non-binding proposal that doesn't affect inventory or revenue. An invoice is a real transaction; inventory comes out of stock and revenue is recorded.…

1sixty8 Manifold does not require a specific brand or model of barcode scanner. Anything that emulates a standard keyboard (called "HID keyboard-wedge" by the people who sell…

1sixty8 Manifold supports barcode scanning in two ways. At the counter and on most pages of the platform, you scan with a keyboard-wedge scanner plugged into your computer. In the…

A few spots in 1sixty8 Manifold are scanner-aware. If your scanner is plugged in and configured as a keyboard-wedge device (the default for almost every retail scanner), you can…

1sixty8 Manifold lets you change one field across many products at once, instead of opening and saving each product individually. This is especially useful after an import, when…

Most of the time the right way to retire a product is to deactivate it, which hides it from sales and product lists while keeping all of its history intact. But if you have just…

Products are the items you sell at the counter, on invoices, and on work orders. Add them once and they show up everywhere you build a line item. Go to Inventory > Products and…

When stock counts drift away from reality (received from a vendor, damaged in transit, found during a count, etc.), adjust them from the product detail page. Go to Inventory >…

Packages (also called bundles or kits) are pre-built combinations of products and labor that you can drop onto an invoice or estimate as a group. Use them for common installs: sub…

Go to Inventory > Purchase Orders and click "+ New PO". Steps: 1. Select a vendor 2. Add products with quantities and cost prices 3. Set shipping details (ship-to location) 4. Add…

Vendors are the suppliers you buy products from. Every purchase order is tied to a vendor. Go to Inventory > Vendors. To add a vendor: Click "+ Add Vendor". Fill in: - Company…

A physical count locks current stock, lets staff scan or hand-count every product, then commits the corrected quantities all at once. Go to Inventory > Physical Count. To start a…

Serialized products are tracked by individual serial number instead of by simple quantity. Use this for items that need warranty, theft, or installation tracking (head units,…

Vendor Receivables lists return purchase orders that you've sent back to suppliers but haven't yet been credited or refunded for. Go to Inventory > Vendor Receivables. Each row…

Categories group products for filtering, reporting, and pricing rules. They support a two-level hierarchy (parent and child). Go to Inventory > Categories. To add a category:…

Some parts you order for one customer and never again: a bed cover for a truck you will see once, a hitch, an install kit for an unusual car. You still need to put them on a…

The Off-Catalog Queue is where items sold before they existed in inventory get turned into real products and ordered in. Find it under Inventory, Off-Catalog Queue. The sidebar…

Purchase order and return order forms in 1sixty8 Manifold support barcode scanning so you can build the order by waving a scanner at items on a shelf or in a box, instead of…

When a customer wants to buy something you do not stock yet, you can sell it on the spot without stopping to set up a product first. The item goes to the Off-Catalog Queue to be…

Some products are not counted in units: bulk wire sold by the foot off a spool, sound deadening sold by the square foot, hardware sold from a bin. Manifold calls these bulk…

Posting an invoice finalizes the sale: inventory is deducted, the sale is recorded, and the invoice can no longer be edited. Sometimes you want the money without that finality.…

Every invoice in 1sixty8 Manifold has a status that tells you where it sits in the payment-and-fulfillment lifecycle. The six statuses are Pending, Partial, Paid, Posted, Void,…

Estimates (quotes) work the same as invoices but don't affect financials until you create an invoice from them. Go to Point of Sale > Estimates in the sidebar, then click "+ New…

Go to Point of Sale > Invoicing > All Invoices in the sidebar, then click "+ New Invoice". Point of Sale > Invoicing > Create Invoice goes straight to the same form. Steps: 1.…

A Repair Invoice is a separate invoice type used when you are repairing a customer's existing equipment rather than selling and installing new equipment. It gives you a clean way…

There are two ways to find invoices: 1. Global Search: Use the search bar at the top of any page (or press Ctrl+K / Cmd+K) to look up an invoice by its invoice number or by…

When a customer pays down what they owe on account, you collect it from one place: the Receive Payment screen. It applies the payment across their open invoices for you, handles…

When an invoice has a balance due, the green "Collect Payment" panel appears on the invoice show page. (If the document is still an Estimate, the same panel reads "Create Invoice…

How you refund depends on whether the invoice is still open or has been finalized (status "Posted"). Refunding an open invoice (Pending or Partial) Before you refund, check…

Accounts Receivable shows what each customer owes you across all of their open invoices, so you can see and collect on your balances in one place. Open Point of Sale > Accounts…

When an invoice reaches the "Posted" status it is finalized and locked, so it is never edited directly. The same applies to an invoice in the "Paid" status, which means the money…

When you build an invoice or estimate, you can arrange the line items in any order you like. This is useful when you want to group related parts and labor together, or move a line…

A customer brings something back and puts the money straight into a different purchase. In Manifold that is handled as two steps rather than one swap, and store credit is what…

When two salespeople work the same deal, you can credit both on one invoice and set how the commission splits between them. Setting it up: On the invoice or estimate form, the…

Store credit is a balance you hold for a customer to spend on future purchases. It is tracked per customer, shown on their page, and can never be spent below zero. How a customer…

You know the product is in your inventory, but it will not come up when you search for it on an invoice, estimate, purchase order, or package. There are four reasons this happens,…

If your shop charges a credit card surcharge to offset processing fees, this report shows how much you collected. Go to Reports > Accounting > CC Surcharge Collected. Summary…

Current Inventory is a snapshot of every active product with quantity on hand and value at cost and retail. Go to Reports > Inventory > Current Inventory. Summary cards: Total…

Dead Stock surfaces products that haven't sold in a long time - capital sitting on your shelves doing nothing. Go to Reports > Inventory > Dead Stock. Pick a "no sales in" window:…

Detailed Sales by Salesperson lists every individual invoice each rep wrote in a period. Use it when you need to verify commission, dispute an attribution, or hand a rep a…

Inventory Movement shows units in and units out for every product across a date range, with the reason and source of each movement. Go to Reports > Inventory > Inventory Movement.…

Inventory Valuation rolls up your stock by category so you can see which categories carry the most value at cost and retail. Go to Reports > Inventory > Inventory Valuation.…

Low Stock shows every product whose on-hand quantity is at or below the threshold you set on the product record. Go to Reports > Inventory > Low Stock. The summary card shows…

On Order shows everything you've ordered from vendors that hasn't arrived yet. Go to Reports > Inventory > On Order. Summary: Items on Order, Pending Value. The detail table lists…

Outstanding Balances shows every invoice with money still owed. It is your accounts receivable in one place. Unlike most reports it does not take a date range; it is always a live…

The Physical Count Variance report shows the history of physical counts you've completed, with how many items had a variance and what the total unit difference was. Go to Reports…

Sales by Category per Salesperson breaks each rep's sales into product vs. labor, with the percentage split between the two. Use it to see who is moving product, who is selling…

Sales by Salesperson is the headline number for each rep - total dollars sold in a period. Go to Reports > Salesperson > Sales by Salesperson. The period filter is…

Salesperson Detail gives you a full breakdown for each rep - product, labor, fees, taxes, and total collected - on one card per person. It's the deep view behind Sales by…

Salesperson Rankings is a sorted leaderboard - ranks 1 through N - so you can see at a glance who's leading. Go to Reports > Salesperson > Salesperson Rankings. Pick a payroll…

The Salesperson Profitability report in 1sixty8 Manifold is a line-by-line payout worksheet. It lists every item each salesperson sold over a date range and shows the cost, the…

IMPORTANT: The SAQ A guidance for Manifold's online card charging is for the ONLINE channel only. If your shop also takes cards in person at the counter using a physical terminal…

When your shop is connected to Authorize.net (Settings > Payments), every invoice with a balance due shows the green "Collect Payment" panel, and Credit Card is one of the payment…

With a Manifold Pay terminal connected and "I use Manifold Pay" selected under Settings > Payments, card charges run on the countertop terminal directly from the invoice. 1. Open…

Manifold can charge cards directly through your existing Authorize.net merchant account. You keep the merchant relationship, the funds settle to your bank, and Manifold acts as a…

When your shop is in "I use an external card processor" mode under Settings > Payments, Manifold treats card transactions as something that happened outside the POS. You run the…

Estimate auto-expire automatically marks Active estimates as Lost (reason: expired) after they sit without activity for a configurable window. This keeps your Sales Pipeline…

The Credit Card Surcharge feature adds a percentage fee to invoices paid by credit card, so you can pass card processing costs back to the customer instead of absorbing them on…

End of Day Reports auto-send your close-out reports each night so you don't have to remember to print them. The package is shop-wide: everyone at the shop shares and edits the…

Invoicing Settings is where you manage tax rates, charges, terms, and other invoice-wide behavior. Go to Settings > Invoicing. Tax Rates: - Click "+ New Tax Rate" to add a rate.…

Receipts and printed invoices have customizable thank-you text, signature lines, and standard terms. Go to Settings > Receipt Customization (Settings > Receipts). Thank-You…

Your card processor (the bank or company that gave you your Authorize.net merchant account) will ask you to file a PCI self-assessment once a year. For shops using Manifold's…

Inventory Settings control two important shop-wide behaviors: how negative stock is handled and how labor is billed. Go to Settings > Inventory. Allow Negative Inventory: -…

Required Fields lets you decide what has to be captured before an invoice or estimate can be saved. It is how you stop half-finished customer records from piling up, by catching…

Manifold Pay is integrated card-present processing: a countertop card terminal (Valor VP350 and similar) that Manifold pushes charges to straight from the invoice screen. Your…

Every shop that accepts credit cards has a PCI compliance obligation. The good news is that Manifold is built so your shop's PCI obligation stays in the lightest bracket (called…

The Settings > Payments page asks one top-level question: how do you take card payments? Pick one of four options. - I use an external card processor (record references manually).…

Void, same day: in Payment History, a Manifold Pay charge shows "Void on Terminal". Voiding cancels the charge at the terminal so it never settles. It only works before the…

Payments charged through your Authorize.net connection show two action buttons in the Payment History row (instead of the standard "Void" button used for cash/check payments): -…

Manifold is designed so that real card numbers never touch our servers. This is true whether you charge a fresh card or use a card saved on file. When a card is charged: - The…

A warranty claim is what you do when a customer brings in a defective product still under warranty: you replace or repair it, then recover the cost from the vendor. Process: 1.…

Defective Inventory is your queue of units pulled out of sellable stock because something went wrong: failed at install, returned by a customer under warranty, or otherwise…