Answers to frequently asked questions about ServX Pro.
General Questions
What browsers are supported?
ServX Pro works best with Chrome, Firefox, Safari, and Edge. We recommend keeping your browser updated to the latest version for optimal performance.
Can I use ServX Pro on mobile devices?
Yes, ServX Pro is responsive and works on tablets and smartphones. The POS module is optimized for touch screens.
How do I change my password?
Click on your profile icon in the top right corner, select "Profile Settings", and then "Change Password".
Sales & POS
Can I process refunds?
Yes, you can process full or partial refunds. Find the original transaction, click "Refund", select items to return, and process the refund.
How do I apply a discount?
In the POS, you can apply line-item discounts by clicking on an item and selecting "Discount". For cart-wide discounts, use the "Discount" button before checkout.
Can I hold a sale for later?
Yes, click the "Hold" button to save the current cart. You can retrieve held sales from the "Held Sales" list.
Inventory
How do I add a new product?
Go to Inventory → Products → New Product. Fill in the required fields like name, SKU, price, and save.
Can I import products from a spreadsheet?
Yes, use the Import feature in Inventory → Products → Import. Download the template, fill it in, and upload.
How do I adjust stock levels?
Go to Inventory → Stock Adjustments → New Adjustment. Select the product, enter the new quantity, and provide a reason.
Reporting
How do I export reports?
Most reports have an "Export" button that lets you download data in Excel or PDF format.
Can I schedule automatic reports?
Yes, some reports support scheduling. Look for the "Schedule" option and set up email delivery frequency.
Account & Access
I forgot my password. What do I do?
Click "Forgot Password" on the login screen and enter your email. You'll receive a reset link. If you don't have access to email, contact your administrator.
Why can't I access certain features?
Your access is determined by your assigned role. Contact your administrator if you need additional permissions.
How do I log out from all devices?
Go to Profile Settings → Security → "Log out all sessions". This will end all active sessions except the current one.
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