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How to Check the Transaction Report
This guide shows you how to open, filter, and export the Transaction Report in the EQuip Report Portal. Use it to review sales, voided, and refunded transactions and to export the data as CSV, Excel, PDF, or Flat File. 1. Open the Transaction Report ...
Main Portal
? Backend — EQuipWebRetail ModeChapter 1: Getting Started Backend Login — Main Portal Dashboard The Main Portal is the first page you see after logging into EQuipWeb. It provides a high-level overview of your business with key metrics, quick-access ...
Setup Module Overview
? Backend — EQuipWebRetail ModeChapter 1: Getting Started Backend Setup — Module Overview and Getting Started Guide The Setup Overview provides a quick-reference guide for initial system configuration. This page summarizes the recommended setup ...
Profile & Account
? Backend — EQuipWebRetail ModeChapter 1: Getting Started Chapter 1: Getting Started — 1.3 Profile & Account Use Account to manage and configure this feature in your EQuipWeb system. The Profile section is accessed from the top-right corner of any ...
Membership Integration Settings
? Backend — EQuipWebRetail ModeMembership Setup Chapter 3: Membership Setup — 3.4 Membership Integration Settings Use Membership Integration Settings to connect your EQuip loyalty system with external CRM or marketing platforms. This allows member ...