Use the Partners window (keyboard shortcut Ctrl+P) to select a partner, to add new partners and to edit the partners list. To select a partner from the list, click the corresponding row in the table. Click the OK button to confirm. Click Cancel to exit without making the selection.
You can use the New, Edit, and Delete buttons to add a new partner and to edit or delete an existing one. To edit or delete an existing partner you must select it and then confirm the action.
Use Groups button to visualize the structure of partner groups and subgroups.
The Filter option allows you to quickly position on a particular partner by typing all or part of his name. To remove specified filter click on the Clear button.
Use Import button to transfer partners from *.csv fail to IncoPOS. Select a file and click OK button. You may choose which columns to import. Then click OK button again and the partners and their parameters will be added to the table. If you wish to import partners groups, then you should enter the groups in the database before the import.
Use Export button to transfer partners from IncoPOS to CSV, Excel 97, Web Page or XML data. Select file’s type, enter name and point folder where to save it. Click OK button to realize the export. All partners will be transfered from the currently selected group. If you wish to import all partners from the database click Groups button to hide the groups.