User Resources

A collection of resources designed to further assist Edge Users with tips for using the Knowledge Base, Edge Glossary and Manual, Contact information, and more.

Administrative

A collection of articles and documents for features found under the Administrative Menu in Edge.

Associate

Using the features located under the Associates tab in Edge, including Time Card, Appointments, and Tasks.

Calendar

Fully details the Store Calendar feature within Edge, for managing jobs, tasks, and customer interactions in one convenient location.

Care Plans

This section contains articles fully detailing how to integrate, setup, and use Care Plan programs from Edge integrated partners, Montage  and Jewelers Mutual Group.

Clientele

Articles covering the features found under the Clientele tab, such as Opportunities and Quotes.

Customers

Articles for best managing your customers. Includes Statements, Customer Record cleanup, Marketing, and more.

Dashboard

Fully details the Dashboard feature, from initial setup of tiles to managing data.

Error Messages

A collection of commonly seen Edge Error Messages, with first steps on how to bypass them.

Hardware

Peripheral Hardware setup and troubleshooting guides. Includes Edge image editor and photo controls to maximize your image capturing abilities within Edge.

Installation & Updates

Documents on Installing and Updating Edge software for servers and workstations.

Inventory

Everything you need to manage your inventory, from understanding bulk pricing methods and performing physical inventories, to managing aged inventory.

Multi-Store

A collection of Multi-Store exclusive articles, including inventory management and software updates.

Partners

Articles detailing how to setup and use integrated partner features throughout The Edge.

Point of Sale (POS)

Articles detailing how to use features found in your POS. This includes payment types, such as Gift Cards, and transaction types, such as Donations.

QuickBooks

The Edge/QuickBooks integration posts aggregated sales and inventory data from The Edge to QuickBooks. The articles in this category cover everything from integration setup and procedures, to bypassing common error messages and general troubleshooting.

Reports

The Edge contains a number of meaningful reports, each of which have unique filters. Once you are familiar with the report filter windows, they will enable you to pick and choose the content of the report. From this panel you can to access the report of your choice. For example, if you want to see how much inventory you have in stock from a given vendor or how many pieces you sold from that vendor, selecting Inventory will call up those types of reports. Reports related to customer matters are found from this panel by selecting Customers.

Reward/Referral Program

Articles relating to the setup and implementation of the Reward/Referral Program.

Services

Using the features located under the Services tab in Edge to best manage jobs, special orders, and appraisals.

Website

A collection of all Website related articles and documents highlighting Edge add-on programs, TPW and EDT.

Conversion

Articles detailing the process of going through a Conversion, as well as the checklist for approving converted data to best prepare you for going live with The Edge.