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BusinessMind Legacy v6 And Earlier

An archive of articles pertaining to BusinessMind v6 and earlier.

295 articles
Contacts

How to download a PDF of a Customers Wish ListDescribes how to download a wish list pdf for a specific client
How to add notable dates to a contact record.Describes how to add and modify special dates on a contact record.
How to display a list of all items on wishlist.Describes how to pull up a list of all items on wish list.
How to change a Contact from a Person to an Organization or vice versaHow to change a Contact from a Person to an Organization or an Organization to a Person
How to create a smart set for contacts with email addressesDescribes how to create a smart set for contacts with email addresses and download this data so you can use it for an emailing.
Contact and or Organization list basics
How to easily create a mailer for clients.Easily create a mailing list via the download mailer service option.
How to add a contact or organization.Describes how to add a company and or person to your contacts.
Importing Contacts into BusinessMindDescribes how to import contacts into BusinessMind via a csv file.
How to use Contact Linking and RelationsDescribes how to use contact linking and relations (significant other) in BusinessMind and its many benefits.
How do I delete an address from a contact record?Describes how do I delete an address from a contact record?
How to bring up a list of clients with a balanceDescribes how to bring up a list of clients with a balance
Contact smart set and detail view additions
How to create an appraisal
How to view Appraisals I created for my clients
How to create a smart set for contacts by latest transaction date.Describes how to create a smart set for contacts by latest transaction date in BusinessMind for Jewelers
How to run a search for contacts created after a certain date.Describe how to bring up a list of contacts created after a certain date in BusinessMind for retail jewelers.
How to create a smart set for contacts with a specific postal code.Describes how to create a smart set for contacts with a specific postal code.
How to modify a clients credit limit.Describes how to modify a clients credit limit.
How do I to create a list of new contacts added to BusinessMind?Describes how do I to create a list of new contacts added to BusinessMind?
How to I add or modify a customers default discount?Describes how to I add or modify a customers default discount?
How do view a customers latest transactionsDescribes how do I run a client activity report for specific client?
How to see a clients purchase history.Describes how to see a clients purchase history.
Managing Duplicate ContactsHow to merge a duplicate contact in BusinessMind Software for Jewelers
How do I display a list of notable dates?Describes how do I display a list of notable dates?
How do I set a default address for a contact record.Instructions on how to set a default address on a contact record.
How to add items to a contacts wishlist.Describes how to add and or modify items on a contacts wish list
How to copy info from a sealed appraisal to a new appraisal
Inventory & Services

How to import Models into BusinessMindDescribes a workaround that allows you to import models then modify the associated skus to zero qty
How to bring up a list of skus on memo to a certain contactDescribes how to bring up a list of skus on consignment to a certain contact
How to bring up a list of items returned to a supplier using the Return Reference IDDescribes how to bring up a list of items you RTV using the Return Ref ID
How to Print a Receiving Summary
How to batch transfer items between shelf using a csv file.Describes how to use a csv file to set up your batch transfer memo
How to create a smart set for models without an attachment.Describes how to create a smart set for models without an attachment or photo.
Why does my tag printer not display in my printer list?Describes how to restart the businessmind companion app when your tag printer is no longer visible in businessmind
How to create a smart set of skus created after a specific date.This article explains how to create a smart set of skus created after a specific date
How to create a new Shelf.Describes how to create a new shelf.
What can I do from the SKU detail view.Modify various info for the sku from the sku detail view.
How to receive an item from the workshop into inventory via the transform sku optionThe transform sku option allows you to modify a sku via the workshop then receive it back into inventory preserving the sku number.
How to view transfer memo info from the sku list view.
How to create and manage a Replenishment PlanDescribes how to create and manage a replenishment plan
How to run an Inventory Snapshot
How to create a smart set for Active Transfer MemosDescribes how to create a smart set for active transfer memos in businessmind software for jewelers.
How to batch move items between your shelfs
How to transfer items from one geo-location to another.Describes how to transfer an item from one geo-location to another.
How to view workshop & job info from the sku list view.Describes how you can view items currently in your workshop and other job info from the SKU list view.
How to create a smart set of models created after a certain date.Describes how to create a smart set of models created after a certain date.
How to enter melee qty into BusinessMindDescribes how to enter melee qty into BusinessMind
How to create a smart set that includes items in stock and for a specific tracking0.
How do I break an item into multiple skus.Describes how to break an item into multiple skus in BusinessMind
How to create a smart set using the IS IN search option.Describes how to utilize the is in search option to create a list of item in BusinessMind for Retail Jewelers
How do I convert a consigned item to a purchased item.Describes how do I convert a consignment item to a purchased item in BusinessMind for retail jewelers
How to bring up a list of skus without an attachment.Describes how to bring up a list of skus without an attachment in BusinessMind for retail jewelers.
Why cant I adjust the QTY of a sku when qty is 0
Returning items to a supplier using a CSV file.Describes how to return items to a supplier using a csv file.
How to create a smart set for all skus that have a photo attachment.Describes how to create a smart set for all skus that have a photo attachment.
How to create a smart set that includes the photo in the list view.Describes how to create a smart set that includes the photo in the list view.
How to create a smart set for all items received from a supplier during a time frame.Describes how to create a smart set for all items received from a supplier during a time frame.
How to create a smart set that includes items in stock and out on consignment.Describes how to create a smart set that includes items in stock and out on consignment.
How to change the qty of a SKU from the SKU detail view.Describes how to change the qty of a SKU from the SKU detail view.
Advanced Inventory Management with Batched SKU Updates in BusinessMindHow to update SKU prices in a batch in BusinessMind software for jewelers.
How to clone a modelDescribes the process of cloning a model.
How do Attachments work in BusinessMind.Describes How do Attachments work in BusinessMind.
How to export a list of all services or Untracked Models.Describes how to export a list of all services or Untracked Models.
How to move items between shelf locations.Describes how to move items between shelf locations
How to archive an item and create a smart set to exclude archived items.Describes how to archive an item and create a smart set to exclude archived items.
How do I change the price of an item?Describes how to change the price of a sku from the sku detail view.
How to print tags for multiple itemsShows you how to print tags for multiple items
How should I record inventory I partially own?Handling inventory owned in partnership in BusinessMind software for jewelers.
What are the tracking0, tracking1, and tracking2 fields and how are they used?Categorizing jewelry inventory in hierarchical groupings using the tracking fields.
How do I add a new untracked model or lookup/modify an existing untracked model?How do I add a new service or lookup/modify a service?
How do I print tags for a single item?
How do I process a return to supplier?Also referred to as return to vendor or RTV
How to receive items into inventory. Version 6.1.0+Describes how to enter owned inventory into BusinessMind
How to Create a Smart Set for Skus by a specific Supplier
How to open a model detail view.
How to receive consignment items into inventory. Version 6.1.0+Describes how to add consignment inventory into BusinessMind
How to receive stock from your workshop into inventory. Version 6.1.0+
What is a Set and how does it work.Describes what a set is and how to populate it.
How to create a new model record.Describes how to create a new model in BusinessMind
Qty Type: When to use Measurement OR Item Count.
Inventory and Sku list basics
How to create a Product Grid Download
How do I get a list of items I RTV'd?
How to create a smart set for consigned inventory
How do I change the cost of an item.Describes how to change the cost of a sku from the sku detail view.
How to create a smart set for owned inventory
How to search for items by reference id
Performing Jewelry Inventory CountsHow to perform jewelry inventory cycle counts with BusinessMind software for jewelers. Also referred to as physical checks,
Video: Inventory Management In Version 6
Receiving Inventory From A Spreadsheet FileDescribes how to import inventory into BusinessMind using a csv file.
How to batch change sku quantities using the advanced inventory tools in BusinessMind.
How to assign or modify Tracking on a sku
How to view and modify untracked models.
Point of Sale

How to sign up for Podium and utilize your Podium integration with in the point of sale.Podium integration setup for BusinessMind POS
How to utilize Text or Email Receipts from the Point of SaleDescribes how to send out a text or email receipt from the pos
Understanding the new Point of Sale interfaceDescribes how to navigate and use the point of sale (pos) in BusinessMind software for retail jewelers.
How to select a customer from the point of sale.
How to sell an item from the point of saleDescribes how to sell an item from the point of sale interface.
How to process an exchange from the Point of SaleDescribes how to return and sell an item from the point of sale interface in BusinessMind software for jewelers
How to process a return / refund from the Point Of SaleDescribes how to process a return from the POS
How to create a job from the point of sale.Describes how to create a job in the pos
How to put an item on layaway from the point of sale.
How to sell an item on layaway from the point of sale.
How to sell a melee quantity from the Point of Sale
How to sell an untracked model from the point of sale.
How to create and utilize discounts in the new Point Of Sale
How to utilize a customers existing store credit from the point of saleDescribes how to utilize a customers existing store credit in BusinessMind software for jewelers
How to create a eGift Card from the point of sale.How to create gift cards from the pos in BusinessMind
How to create or replenish a Gift Card from the Point of Sale.Describes how to create or replenish a gift card from the pos
How to process a return and place the credit onto a gift card.Describes how to process a return and place the credit onto a gift card
How to place a store credit onto a gift card.Describes how to refund a store credit onto a gift card
How to add a new customer from the Point of Sale interfaceDescribes how to create a new customer from the point of sale interface in BusinessMind software for jewelers.
How to select multiple sales associates for a transaction from the point of saleDescribes how to select multiple sales associates to a transaction from the point of sale and how to remove a sales associate.
How to select tracking info when creating a transaction from the point of sale.Describes how to select tracking info from the pos
How to add an image while creating a job from the point of sale.Describes how to add an image to a job from both the point of sale and the workshop backend.
How to add a personalized receipt note from the point of sale.Create a custom pos note
How to sell a Job from the point of saleDescribes how to sell a job from the new pos interface
How to create and utilize a configurable discount at the point of sale
How to enable and utilize the customer loyalty rewards.
How to display the drawer summary from the point of sale.
How to activate and utilize the JMCare integration.
How to add a custom amount to a transaction from the point of sale
How to add a custom refund amount to a transaction from the point of sale
Zillion Integration at the BusinessMind POSDescribes how the Zillion integration works at the businessmind point of sale.
How to sign up for BirdEye and utilize your BirdEye integration with in the point of sale.Describes where to signup for birds eye as well as how to utilize the birds eye integration in BusinessMind app for jewelers
How to refund a store credit using multiple payment types.
How to process a partial refund from the point of sale
How to process a trade in from the point of saleDescribes how to process a trade-in from the point of sale
How to take in a prepayment for an existing item on layaway from the point of sale
How to take in a prepayment for an existing job from the point of sale
How to credit a customer for tax on a sale from the point of sale.Describes how to credit the customer the tax on a sale.
How to record a split payment from the point of sale
How to modify tax when creating a layaway or when the layaway is being picked Up.
Organizing your Point of Sale Other Payment Dropdown ListDescribes how to organize your point of sale payment drop down list
Sales

How to find out who purchased a specific item.Describes how to find who purchased a specific item.
How to Void an InvoiceDescribes how to void an invoice by creating a credit note from the existing invoice
How to refund a credit invoiceDescribes how to refund a credit invoice
How to modify information on an existing InvoiceDescribes how to modify information on an invoice
How to create a sale from the back office
How to add a custom line amount to a sale you are creating from the back officeDescribes how to add a custom line amount to a sale from the back office
How to add a custom line amount to a credit note you are creating from the back officeDescribes how to use a custom line amount when doing a return from the back office
How to download Tax information via the tax metricsDescribes how to use a metric to download tax information
How to create a credit note from a specific invoice.Describes how to quickly create a credit note for a specific invoice. This is handy if you need to reverse (void) a sale.
Invoice List View and Sales Line Item View
How to create a smart set for sale line items on a specific day.
How to create a smart set to view sold items you received on consignment.
How to create a smart set for tax per sale line items for a specific date range.Describes how to display tax on sale line items with a date range
How to refund a prepayment
How to create a smart set for sales from a specific brand.
How to remove the attachment of a prepayment from a job or a layaway
How to reassign a prepayment that is already assigned to a job or layaway.
How to attach an existing prepayment to a specific job or layaway
How to display a sales POS tracking info in a smart set.
How to add or modify the sales associates on an existing invoice.Describes how to add or modify the sales associates and or commissions on an existing invoice.
How to create a smart set for open prepayments that need to be appliedDescribes how to create a smart set for open prepayments that need to be applied
How to modify a payment that was taken in on an invoice.How to edit, delete, or void a payment that was taken in on an invoice
How to create a smart set for items sold with a specific tracking
How to create a smart set for invoices with tax.Describes how to create a smart set for invoices with tax.
How to create a smart set for open invoices.Describes how to create a smart set to view open invoices in BusinessMind.
How to view prepayments.Describes how to view prepayments in BusinessMind for Retail Jewelers
How to record a PrepaymentDescribes how to create a prepayment in BusinessMind for Retail Jewelers
How to un-allocate a credit from an invoice.Describes how to un-allocate a credit from an invoice in businessmind for retail jewelers.
How to re-print an invoice.Describes how to re-print an invoice.
How to create a new invoice in BusinessMindCreating a new invoice in BusinessMind Software for jewelers
How to create a credit note / return from the back office.Describes how to create a credit note / return from the back office
How to record a payment from the back office.
How to apply a credit or prepayment to an existing invoice.
How to remove a payment from an invoice.
How to add a untracked model to an invoice from the back officeHow to add a untracked model / service to an invoice from the back office
Workshop

This collection contains information via the back office for jobs

How do I view JobsDescribes how to view jobs in businessmind software for jewelers
What can I do from the Job detail viewDescribes what you can do from the job detail view in BusinessMind software for jewelers
How to create a Job from the back office.Describes how to create a job from the back office in businessmind software for jewelers.
How to assemble an item and receive it into inventory via the workshopDescribes how to assemble an item and receive it into inventory via the workshop
How to send out a Job Notification to your client.Describes how to send out a job text or email notification to your contact.
How to un-conclude a job that has been concluded.
What are Job materials and how do I add them to a job.Describes what are job materials and how to add them to a job in businessmind software for jewelers.
What is a Job route and how do I add them to a job.Describes what a job route is and how to add them to a job in businessmind software for jewelers.
How to conclude a job.Describes how to complete or conclude a job.
How do I cancel or stop an active job.Describes how to annotate a job as canceled or stopped
How to handle special orders via selling an item directly from a job.
How to view completed routes
How to look up jobs by their current Route in the workshopDescribes how to look up jobs by routing info in BusinessMind software for jewelers.
How to create a smart set for jobs waiting to be picked upDescribes hot to create a smart set for jobs waiting to be picked up.
How to restock Provisioned Qty from a JobDescribes how to move materials from a job back to there sku
How to Scrap A Trade In Job
How to create a smart set for jobs that have been picked up during a specific time range
How to exclude Canceled Jobs from your Workshop Smart Set
What kind of Paper can I use for my 2 part Job Data Sheet PrintoutDescribes the different types of paper you can use for your job printout.
How to look up Jobs in your workshop using the Route Due date.Describes how to look up jobs via the route due date
Administration

How to remove from the various drop down and tag lists.
What to do when you receive a LocalStorage corrupted errorDescribes how to reset your local storage settings file
How to read your monthly BusinessMind service bill.Describes how to read your monthly BusinessMind service bill.
How to hide all Metrics on a specific workstation regardless of RoleDescribes how to hide all metrics on a specific workstation
How to change your default web browser to google chromeDescribes how to modify your computers default web browser to google chrome.
User RolesUnderstanding user roles and permissions in BusinessMind for Jewelers
How to delete a user from BusinessMind.Describes how to remove a team member from BusinessMind
How to edit a role for a BusinessMind team member.Describes how to modify roles on existing team members
Logging into the BusinessMind Web AppDescribes how to access the BusinessMind Web App
How to add to the various drop down lists.
How to order Gift Cards for use with BusinessMindGift Cards in BusinessMind
How to remove/delete a prepayment
Advanced Inventory Management with Batched Model Updates in BusinessMind
How to manually lock your BusinessMind when stepping away from your desk.Describes how to enable the lock security feature manually when stepping away from your desk.
Important reminder about running Mac and Windows updates on your BM server computer.An important reminder about running Mac and Windows updates on your BM server computer.
How can I validate and standardize all the addresses in my BusinessMind contacts module?Describes how to validate and standardize all the addresses in my BusinessMind contacts module.
How do I delete inventory or other records from BusinessMind?Describes why you can not delete most records from BusinessMind.
Increase the amount of Memory BusinessMind can utilize.Increase the amount of Memory BusinessMind can utilize
Image Import Services for BusinessMind.About image import services for BusinessMind Software for Jewelers
Issue Updating the BusinessMind Mac Desktop App
Understanding the Support Tiers listed on the BusinessMind Pricing PageExplanation of the support tiers listed on the pricing page
How to set your Device Label from the BusinessMind Web AppSetting Device Label on the BusinessMind Web App
Error When Generating printout PDF