General Navigation

Diaspark Retail Software

General Navigation

How to Log in to Diaspark Retail:

Enter your information into the following fields:

Overview of the Home Screen

There are five modules – sales, order, payment, other, and report/info, as shown below. Click any icon under the modules to perform a transaction or an operation.

• To logout: Click the Logout icon located on the top-right corner of the screen

• To change your password: Click Change Password below the logout icon

How to Look up and Select a Customer

Mouse down to any icon under a module such as sales, order, or payment on the home screen and click it.

In the search bar on the top-left corner of the screen, type in a few letters of the customer’s first name followed by a space, and then type in a few letters of their last name.

For example, if you were searching for a customer named Jillian Doe, entering “ji do” into the search bar would be appropriate.

Then, click the lookup icon indicated above by the red arrow.

All of the customers who fit the criteria you entered will appear. Click anywhere on the row of the customer you were searching for, and then press Select at the bottom of the screen.

An alternative method for searching for a customer is to simply click the lookup icon without entering any information into the search bar, and then clicking the Search button on the top right-hand side of the window.

Once you do, a list of all customers will appear:

At the top of the window, you can:

1. enter several characters that serve as a reference point into the field labeled “Key Words” to find similar words or relevant information

2. filter and distinguish customers with similar information by providing their first name, last name, city, state, zip, email, or phone number

The empty fields above each category also serve as filters in which you can enter information.

In addition to that, you can click on any bolded category to sort the data by alphabetical, ascending, descending, or numerical order.

On the Customer Lookup window, there are five buttons at the bottom: Show Detail, Select, New, Edit, and Cancel.

• Show Detail: displays details about the highlighted customer such as their past purchases, wish list, and notes.
• Select: takes the user to the Sales screen with the highlighted customer’s information. Once you have highlighted a customer, click on this button.
• New: creates a new customer.
• Edit: allows you to make changes to an existing customer’s information.
• Cancel: cancels the current action and brings the user back to the Sales screen.

How to Select a Salesperson and Cashier

To select a salesperson (the individual helping the customer with their prospective items), click the lookup icon next to Sales Person on the top-right corner of the screen.

Click Open Lookup.

Then, a window with the names of all the salespeople will appear.

Here, you can select a single salesperson or multiple salespeople. Once you’re done, click the Select button.

To remove a salesperson, click the red minus sign next to the name of that salesperson. Otherwise, click the Select button.

To select a cashier (the individual ringing up the customer), click the lookup icon next to Cashier on the top-right corner of the screen.

Then, a drop-down menu will appear. Click on it to display a list of cashiers, and then select a name.

After you’ve selected a name, click Select.

How to Take Payment

After an order has been taken, the total amount for the item or service will appear on the bottom right-hand side of the screen in blue.

To take any form of payment, click the Payment button on the bottom left-hand side of the screen.

Note: Payment must be greater than or equal to the minimum deposit amount for orders. These amounts may be configured in Back Office setup.

You can take partial amounts of the amount due with different payment methods at a given time. However, in some cases you may not be able to save the transaction until the total amount is received.

Once the complete payment has been taken, click Save.

How to Print or Email Receipts

After an order has been taken and payment has been received, a window such as the one below will appear. Here, you can choose which documents you want to print or email to the customer.

Note if the customer does not want email, it will notify you at the bottom of the window in red text.

Once you click print, a browser will pop up displaying the documents you chose to print.

If the Print window does not appear, click the action button on bottom left-hand side of the Sales screen after carrying out a transaction. Then, click Print.

How to Edit Customer Information

On the Customer Lookup window, click the Edit button.

Or, once the customer has already been selected, click Edit customer.

Under the Customer tab, there are nine subtabs:

• Customer: Allows you to enter details about the customer, such as address, spouse information, significant dates, phone number, and email.
• Detail: Allows you to view the customer’s total transaction value in each year, last transaction date, and date the customer’s first visit date
• Sales Person: Allows you to view all of the customer’s sales person history
• Store Credit: Shows store credit date, store credit #, and balance amount
• Notes: Allows you to enter popup notes that will appear each time the customer is selected and general notes about the customer as well
• Group: Allows you to select any association that the customer belongs to
• Connectivity: Allows you to enter details about the customer’s personal life for reference
• Finger Size (Self): Allows you to input all of the customer’s finger sizes
• Finger Size (Spouse): Allows you to input all of the customer’s spouses finger sizes

In addition to the customer tab, there are six other tabs:

• Purchase: Shows all of the customers purchases
• Wishlist: Shows customer’s wish list
• Order: Shows all of customer’s purchase orders
• Repair: Shows all of the customer’s repair orders
• Family: Shows customer’s recorded family members’ details
• Family Transaction: Shows customer’s family’s total transactions

Order Dates

At the top of the order screens, you may be prompted to enter dates pertaining to the item(s) before you can save.

Use the calendar icon to select the date.

Hard ship date: Used if item needs to be shipped by a specific date.

If you uncheck hard ship date, you can enter in the dates that the items are estimated to be shipped within.

Approximate Completion Date: Used to indicate the date that the item will be completed by.

The Rush Order checkbox is used if there is a time constraint and it is necessary for the order to be specially rushed.

Next due date is typically used for layaway orders and specifies the date that the next payment needs to be made on.