ThriftTrac · Admin Functions

Locations, donation categories, targets, receipt branding, emails, and user permissions.

Articles

ThriftTrac · Admin Functions

Sales Tax HolidayCheck out the video for information on how to eliminate tax by category for National Sales Tax Holiday.1 min readRead articleEnd of Day ReconciliationThe End of Day Reconciliation process is three steps and begins on the point of sale. Step 1: Close Terminal on the Point of Sale At this point, you should login to ThriftTrac.com. Step 2: Select Point of Sale > Drawers. On this screen you will see all of your pending drawers for the day. In order […]1 min readRead articleThriftTrac EmailsThis video provides an overview of the email functions available inside of ThriftTrac. There are 4 email templates available with ThriftTrac: thank you, day of reminder, donation scheduled, and missed drop off reminder. Each of these emails can be edited and customized with your thrift store's branding, email address, and email content. Step by Step […]1 min readRead articleAdding & Removing Locations in ThriftTracWhen adding or removing locations associated with a profile, you will want to login to an Admin account within ThriftTrac. You will find the 'Locations' tab under 'Administration Tools.' The simplest way to add a new location to a user's profile follows. Have user log in (with previous location active) and then change location to […]1 min readRead articleCreating a new donation categoryThriftTrac is fully customizable, allowing you to create and delete categories to suit the needs of your growing thrift enterprise.1 min readRead articleReceipt – Banners and FootersHow to customize your receipt banners and footers.2 min readRead articleThriftTrac User PermissionsPermissions are granted at the User level so every individual in your organization is equipped with the right tools for their unique job. Admin and employee users must be assigned to a location to access data associated with the specific location. How to Setup a User In order to setup a ThriftTrac user, first login […]2 min readRead articleImporting Targets in ThriftTracAdministrators now have the ability to add targets within ThriftTrac. To do so, go to Administration Tools > Targets. In the upper right corner, select 'Import'. Select 'Choose File' and then browse to the relevant CSV file containing targets. Lastly, select 'Create Import' to initiative the import. Creating the Import file You may download an […]2 min readRead article