Web App
Invoice & Statement Management
Last Updated: April 7, 2026In this guide, we have covered the following: Essential Invoice Guides 1. Getting StartedThis is a guide on the initial steps required to create an invoice. Get started by accessing the Invoices section Learn how 2. Emailing InvoicesThis section explains the process of emailing an invoice or statement directly from Acadia POS. It includes instructions...
Product Sales History Report
Last Updated: April 7, 20261. From the dashboard click “Reports” 2. Click “Product Reports” 3. Select “Product sales history” 4. Click “Type to search” for specific products 5. After choosing products and the date range click “Get report” 6. Choose what file format you want for the report CSV, EXCEL, PDF, or “COPY” to clipboard
Access Product Reports
Last Updated: April 7, 2026A product reports section is the analytical hub of your dashboard, transforming raw data into actionable insights. It’s designed to help you track performance, understand user behavior, and make data driven decisions to optimize your product’s growth. Steps to access Product Reports List of Key Product Reports
Managing Sales Order Lines
Last Updated: February 19, 2026Sales order lines are a crucial component of the sales process, detailing the specific items that customers have ordered. Understanding how to manage and filter these order lines can significantly enhance sales efficiency and customer satisfaction. Steps to Manage Order Lines Conclusion Mastering the management and filtering of sales order lines is vital for any...
Order Lines – Opening Individual Order
Last Updated: February 19, 20261. After filtering out the sales you were looking for, you can click on the order id number and it will.. 2. Bring you to the individual sale that you are looking for. You have all the sales information here, you can print the order, or if you need to void a sale you can...
Order Lines Filters
Last Updated: February 19, 20261. Start date: A date picker field (currently showing 12/01/2025). Start time: A time input field. End date: A date picker field (shown with the calendar widget active). End time: A time input field. 2. (Continued) Additional Filters Location: A dropdown menu to select specific business sites. Employee: A dropdown menu to filter by staff...
Order Lines – Filter by Product
Last Updated: February 19, 2026This guide shows more filtering options for search for sales in the “Order Lines” section 1. Click in the “Products” the search box 2. Begin typing the name of items, they will auto populate. Add as many items as you like.r. 3. Click “Filter” 4. You have now successfully filtered out the products you had...
Navigating to Sales Order Lines
Last Updated: February 19, 2026Order Lines will display all a merchants sales, you can filter by many different attributes. 1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant 2. Click on “Sales” on the sidebar 3. Click on “Order Lines”
Creating Subscription Products
Last Updated: February 17, 2026Add different grade plans such as Bronze,Silver,Gold,Platinum or any terminology of your choice. 1. Now, it’s time to make the new subscription service as a product or item. Choose Items from the side bar. 2. Select “New Item” from the top right corner. 3. Name the item something appropriate, for example, “Bronze Plan” “Silver Plan”...
Assign Customer to Subscription Category
Last Updated: February 17, 20261. Highlight the ID number and “COPY” it with your browser, or write down the ID of the category for use in the next process. Or simply remember the 2-digit number. 2. Now it is time to enable the “Customer Assignment” feature, which will permit the user to create new customers and assign them to...