STX Desktop: Year End

Setup Reports

Inventory Value by Manufacturer

Navigate to Reporting > Reports, and click the triangle down next to the Setup option to expand the section. Click the Inventory Value by Manufacturer report.

It is important to remember the information contained in the report is only as good as the day it is printed. Be sure to generate the report on the day where an accurate inventory value is needed. 

The Inventory Value by Manufacturer report gives the total value of all products currently in stock. If you need an accurate value for your accountant, you will need to print this on the LAST day of the year, before there is any inventory activity in the new fiscal year.

You can choose to print for specific manufacturers or product lines, and by specific departments or product groups. If you wish to print for individual types of products, check the appropriate boxes. 

By leaving all checkboxes unchecked, you will receive a report for ALL products.

You can choose to print for just retail items, just professional items, or for both types. Simply click the appropriate radio button to make your selection.

Click Print… 

Inventory Optimization

Navigate to Reporting > Reports, and click the triangle down next to the Setup option to expand the section. Click the Inventory Optimization report.

It is recommended to print the Inventory Optimization report for the last quarter. In fact, the dates will automatically be set for the last quarter when going to the report. However, you can generate the report as often, or rarely as you choose. You might decide to print the report on a yearly basis. Enter the Start Date and End Date for the time period you wish the report to reflect. 

The Padding percentage is a “safety stock”. If you sell 10 items within the period of the report, and you have a 50% pad, then it will recommend you set your minimum quantity to 15. In essence, 10 sold + 50% pad = 15 for the recommended minimum quantity.

Orders Placed Every is how often you do your ordering. Simply edit the number and use the popup menu to choose from Days, Weeks, or Months. The popup menu will default to Months, so be sure to set it accordingly.

You can choose to print for specific manufacturers or product lines, and specific departments or product groups. If you wish to print for individual types of products, check the appropriate boxes. You can choose to print for just retail items, just professional items, or for both types.

Simply click the appropriate radio button to make your selection. Leaving all checkboxes unchecked, you will receive a report for ALL products.

Click Print

The Inventory Optimization report will show the Start: and End: dates for the report, the ordering information, and what was set for the padding. It will line out each item within each product line and group.

The Average Cost is the Average On Hand Cost of the product.

The Sold/Used is how many were sold and/or used of the product.

The On Hand is the quantity STX currently believes to be on your shelves.

The Minimums Now / Ideal is two-fold.

Minimums Now is what you currently have the Min Qty set to.

• Minimums Ideal is what STX recommends the Min Qty be set to.

The Change In Value is the difference in value the products would change, either increased or decreased value, if you follow the recommended Min Qty. 

The recommendations on this report are intended to bring a maximum return to your inventory investment. The information contained on the Inventory Optimization report can be compared to the information found on the Inventory Sales by Sales Rank report, which is why it is recommended they be printed for the same time period. 

It is important the Average On Hand Cost is filled in for each product. It is equally important that the On Hand Quantity is accurate for each product. To confirm the information is accurate, go to Setup: Products: Mass Update. If you do not currently have the Minimum Quantity set on a product, the Inventory Optimization report will go ahead and make recommendations for what it should be set to.

Once the Inventory Optimization report is generated, STX can automatically update the minimum quantities to the recommended value. 

Click Cancel to leave the minimum quantities unchanged.

Click Update Minimums to update the minimum quantities immediately to match the report.

Promotion List

Navigate to Reporting > Reports, and click the triangle down next to the Setup option to expand the section. Click the Promotion List report.

The Promotion List report is used to determine the income the various promotions have brought to your company.

The report shows the promotion, type of promotion, start and end dates, duration of the promotion, discount amount, and compares services and retail for the Period and Lifetime of the promotion.

Income values are after the discount has been given.

Inventory Physical Checklist

Navigate to Reporting > Reports, and click the triangle down next to the Setup option to expand the section. Click the Inventory Physical Checklist report.

It is important to remember the information contained in the Inventory Physical Checklist report is only as good as the day it is printed. This report gives the number of all products currently in stock. 

You can choose to print for specific manufacturers or product lines, and by specific departments or product groups. 

If you wish to print for individual types of products, check the appropriate boxes. 

You can choose to print for just retail items, just professional items, or for both types. Simply click the appropriate radio button to make your selection.

Leaving all checkboxes unchecked, you will receive a report for ALL products.

Click Print

Use the Inventory Physical Checklist to perform a physical count of the products you have in stock. It is important to maintain an accurate on-hand count, or other reports could be affected when you are looking for year-end totals.

Products: Mass Update

Found under Setup: Products, the Mass Update screen allows you to update the products on a mass basis, without having to go to each product record to make changes. 

View All manufacturers, product lines and groups at the same time, or using the popup menus you can choose specific manufacturers, products lines or groups.  

You can view only retail items, professional items, or a combination of both. 

Determine how you want the products sorted, either by Manu./Prod. Line/Group/Desc., or by Stock Number by clicking the appropriate radio button.

To update the information within the Mass Update screen, simply double-click in the field you wish to update and make the necessary change. Using the Tab key, you will advance to the next field to the right, on the same line. Using the Return key (for non-Leopard users only), you will advance down the same column to the next product.

Click Save located in the upper-right hand corner of the screen to save your changes, then close the window.

If changes were made to the On Hand quantities in the Mass Update screen, an Inventory Adjustment window will appear once the Setup > Products > Mass Update screen is closed.

Inventory Adjustment Report

The Inventory Adjustment is much like a shrinkage report, in that it shows each Change made to the on-hand quantities for each product.

Click the Print Adjustment button to see the actual report.

Close the window without printing the report. The report is saved on the Transaction List for future printing. 

Deleting the report from the Transaction List will undo the adjustments made in the Mass Update screen. 

The Inventory Adjustment report shows not only the changes made in the on-hand quantities through the Mass Update screen, but it also shows the adjustments to the Cost of the products. 

Amounts printed in (RED) is where the product was lowered. This could indicate ‘lost’ or ‘stolen’ products.

Transactions Reports

Inventory Sales by Sales Rank

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Inventory Sales by Sales Rank report.

It is recommended to print the Inventory Sales by Sales Rank report for the last quarter. However, you can generate the report as often or rarely as you choose. You might decide to print the report on a yearly basis. Enter the Start Date and End Date for the time period you wish the report to reflect. 

You can choose to print for specific manufacturers or product lines, and specific departments or product groups. If you wish to print for individual types of products, check the appropriate boxes. You can choose to print for just retail items, just professional items, or for both types. Simply click the appropriate radio button to make your selection.

Leaving all checkboxes unchecked, you will receive a report for ALL products. Click Print… 

It is highly recommended to check the Include unsold inventory box. Checking this box will include all inventory items that did not sell during the date range for which you are printing the report. If you are printing the report for the last quarter, you will see how many of your items did NOT sell during a 3-month period, which can be a true eye-opener.

This report will show the product’s stock number, description, and size. Also shown is the quantity set for the Min Qty, which is the number you always want to keep on your shelf. The quantity sold, cost of quantity sold, and the sales total representing the retail price of the products are included. 

Each item shows the GMROI, which stands for Gross Margin Return On Investment. The higher the number, the better the return on your investment. Return equals the amount of turnover compared to how the minimum quantities are set. The actual formula used to calculate the GMROI is as follows.

GMROI = ((Sales-Cost)/(Min Qty*Cost Each)) x100

It takes 2 numbers divided by each other, then multiplied by 100. Since this uses the total sales dollars for each product, the actual % for each category will vary, depending on the total number of products and volumes. Fewer sales equals more variance. For instance:

Sales = $1000 Cost = $400 Min Qty = 6 Cost Each = $5

Sales less the Cost, which would be 600.

Min Qty multiplied by Cost Each, which would be 30.

600 divided by 30, which is 20. 

20 multiplied by 100, which is 200% GMROI.

The Inventory Sales by Sales Rank report will rank the product sales into the following categories. 

A = Top 60% of total Sales B = Next 20% of total Sales

C = Next 15% of total Sales D = Last 5% of total Sales

Below each category is a total. 

The information within the parenthesis is actually the Value of the items in the category. So, all of the C items have a value of $585.41, which is 37.2% of the total value of all inventory sitting on the shelf.

Total Sheet

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Total Sheet report.

Use the Total Sheet for Service and Retail Tax information. This is the only report to show the tax information. When printed for the quarter, you can find your quarterly retail tax liability. When printed for the year, you can find how much retail tax liability you incurred throughout the year. The tax information is found on the last page of the Total Sheet in the Summary section. 

The Total Sheet report can be printed for any day or date range, for a specific cash drawer, or a specific shift. You can choose to print for just one or more departments and/or employees by checking the appropriate boxes. If you would like the terminated employees to also show on the report, check the Show Terminated box. 

This report will print ALL information if NOTHING is checked. Checking any boxes or making changes to the popup menus will limit the report to the specified requests and therefore eliminate some of the necessary information from the report altogether. 

Click Print…

Payment List

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Payment List report.

Print the Payment List report for any day or date range, for a specific Cash Drawer, Shift #, or Payment Type and click Print… It is recommended this report be printed for the year. Selecting a specific Payment Type will allow you to see what was generated with that payment type for the year. 

For example, if you have created a Complimentary payment type, select it from the Payment Type popup menu to see what you gave in Complimentary tickets, or any other payment type you choose. If the Uses Reference field box is enabled on the payment type, the reference information will be included on the report.

Transaction Detail Cash In/Out

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Transaction Detail report.

The Transaction Detail report will give a brief synopsis of each transaction entered for the day or date range chosen. It is recommended this report be printed for the year. Use the Transaction Type popup menu to select Cash In/Out to see how much cash was either added to or removed from the drawer, as well as the explanations as to why.

The information contained on this report is helpful for your accountant to know how much cash was added or taken for the year.

Employee Tips

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Employee Tips report.

When printing the Employee Tips report, select a day or date range and the employees who received tips will automatically be checked. If you wish to include terminated employees, check the Show Terminated box and select the terminated employees you wish to print the report for. 

This report will print one employee at a time, which makes it convenient to hand out so they know what their tip totals were.

Gift List: Expiration Date

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Gift List report.

For year-end reporting, the Gift List report will be printed 2 different ways.

Print this report for Expiration between the start of the year and the end of the year. You will not check the Include gifts with zero balance, and the Order By can be whichever sorting option you choose. Once you click Print… this report will show the outstanding gifts yet to be redeemed, which expire at the end of the year. 

Your accountant might be interested in seeing the ‘outstanding’ gift certificates and gift cards for the year.

Gift List: Issued Date

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Gift List report.

Print the Gift List report for all gifts issued during the year. Set the Date Between to Issue and enter the start of the year and the end of the year. You will want to check the Include gifts with zero balance so you can see ALL gifts issued during the date range. The Order By can be whichever option you choose. Click Print…

Gift Certificates listed without a Client name are considered anonymous gifts and were ‘sold’ without including a Print As client name at the time of purchase.

Activity Comparison

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Activity Comparison report.

The Activity Comparison report is printed for a single day/date. The report includes information regarding Number Of all Clients, Tickets, Services, Products, and Gifts, as well as Dollars generated, % Clients w/Retail and # of New Clients for the date the report is printed. 

The report compares the information for the date printed to the following:

  • Date – Totals for the single date the report is printed.

  • Week to Date – The week including the date the report is printed up to the date

    the report is printed.

  • Month to Date – The month including the date the report is printed up to the

    date the report is printed.

  • Quarter to Date – The quarter including the date the report is printed up to the

    date the report is printed.

  • Year to Date – The year including the date the report is printed up to the date

    the report is printed. 

  • Year Ago – Compares the current month, quarter and year from the previous

    year.

  • % Change – Compares the difference between the current quarter to that from

    the previous year.

  • Prior Year – Totals from the previous calendar year.

  • Prior 12 Months – Totals from the 12 months prior to the date the report is

    printed.

Client Analysis by Employee

Navigate to Reporting > Reports, and click the triangle down next to the Transactions option to expand the section. Click the Client Analysis by Employee report.

The Client Analysis by Employee report can be printed for any day or date range, for all or any Department / Employee. 

Terminated employees can be selected by checking the Show Terminated checkbox.

The Client Analysis by Employee report details the following information:

  • Date – Date(s) specific for when the report is printed.

  • Client Traffic Breakdown – Includes Total number of clients, Established number of clients, number of New clients, and number of based on Referrals.

  • Rebooked – Number of clients who rebooked their appointment the same day they came for the service within the date(s) the report is printed, as long as the Prebooked checkbox is checked when scheduling the appointment.

  • Gross Sales – Includes Total sales with Service and Retail breakdowns, excluding refunds.

  • Per Client – Includes Total sales with Service and Retail breakdowns.

  • Man Hours – Total number of hours the employee worked. 

  • Clients / Hour – Average number of clients seen by the employee per hour.

  • Total Services – Total number of services performed by the employee.

  • Services / Client – Average number of services per client.

  • Total Products – Total number of products sold by the employee.

  • Products / Client – Average number of products purchased per client.

Client Marketing

Marketing Strategies: VIP Clients

Navigate to Client > Client Marketing to create a list of VIP Clients. Click the New Set button in the upper left-hand corner of the screen, and name the new set VIP Clients.

To find the VIP Clients for the year-end, you will first need to determine how much money a client has to have spent in the past year. It is recommended this be done after the year has ended to encompass all clients who might be eligible for VIP status. Decide how much in product spending and also how much in service spending combined would meet the criteria. In the example above, we have decided also to only include those clients with a valid email address on file.

In this example, we have chosen $500 to be the criteria for product spending throughout the year. Because this is to be generated after the start of the New Year, the Dates will be set for Last Year, which would encompass all of the year which just ended. 

We do not need to know which products the client has purchased, or which employee the client purchased the products from, as long as they spent greater than $500 for the year in products.

Feel free to enter your own value in the Amounts field.

In this example, we have chosen $1000 to be the criteria for service spending throughout the year. Because this is to be generated after the start of the New Year, the Dates will be set for Last Year, which would encompass all of year which just ended. 

We do not need to know which services the client has purchased, or which employee the client received the services from, as long as they spent greater than $1000 for the year in services.

Feel free to enter your own value in the Amounts field.

In this example, we are looking for only those clients with a Valid email address on file. 

Once all filters are in place, the clients who have spent at least $500 in products, at least $1000 in services, and have an email address on file will be selected. You will see the listing of those clients in the Matching Clients tab. 

In this example, 9 clients, or 4.0% of the entire client base matches the filter criteria. Double-click a client name and look at both the Product Log and Service Log to confirm the spending. Click Save

Marketing Strategies: House Charge Balances

Navigate to Client > Client Marketing to create a list of clients with a House Charge balance. Click the New Set button in the upper left-hand corner of the screen, and name the new set House Charge Balances.

If you use the House Charge payment type, you will want to know which clients still owe you money for year-end reporting purposes. 

The House Charge Balance filter generates clients whose Current balance is greater than $0, which means they currently owe you money. Your accountant might want you to recoup those funds prior to the year-end, if possible.

Setting the Amounts to Greater Than and typing 0.00, you will generate all clients who have a positive House Charge Balance remaining. 

It is important to remember the information gathered from this filter is only as good as the day it is generated. 

It is recommended the Include clients with missing postal codes box be checked. This will generate all clients owing you money, whether they have a complete address or not.

You will see the listing of those clients in the Matching Clients tab. Double-click a client name and look at the Billing tab. The charge account history will appear in the lower left-hand corner.

The Date, Ticket # and Amount charged/paid will show.

Marketing Strategies: Active Clients No Email

Navigate to Client > Client Marketing to create a list of active clients without a valid email address on file. Click the New Set button in the upper left-hand corner of the screen, and name the new set Active Clients No Email.

With the start of the New Year comes new opportunities to Go Green, Save a Tree, and start taking advantage of the convenience of the Internet and email. A wonderful time to start collecting email addresses would be the start of a new year. In this example, we look at how to select Active clients without an email address on file, or the Active clients whose email address is not a valid one.

It is important to have the Include clients with missing postal codes box checked, as we are not concerned with the physical addresses.

Using the Email Address filter, we can REMOVE the clients who have a valid email address on file and be left with the clients who either don’t have an email address at all, or have one that is not valid. 

Set the Operation popup menu to Remove Matching Clients. The Has Email Address popup menu will be set to Include: Valid.

The Appointment Status filter will be used twice in this example. If you are generating this after the start of the New Year and want to encompass the clients you saw last year, you will use the settings shown in this picture.

The 1st time the Appointment Status filter is used is to select clients who have had an appointment between the start of last year and today. We are not concerned with what appointment status was being used for the appointments, or with which employees the appointments were scheduled.

The 2nd time the Appointment Status filter is used is to select clients who have scheduled an appointment for the future. We are not concerned with what appointment status is being used for the appointments, or with which employees the appointments are scheduled.

Once the filters are in place, the clients who do not have a valid email address or who are missing an email address, who had appointments in the last year, and who also have a future appointment will be selected. 

You will see the listing of those clients in the Matching Clients tab. 

In this example, 128 clients, or 56.6% of the entire client base matches the filter criteria. Email addresses listed in RED indicate an Invalid email address. Double-click a client name to view the client card and enter a valid email address.

Marketing Strategies: Making Clients Inactive

The end of the year holds a wonderful opportunity to clean up your client file. Clients who have not been in since before the beginning of the current year can be flagged as Inactive on a mass basis. In this example, we are looking for currently Active clients who have not had a visit since before the start of this year and who do not have a future appointment.

Navigate to Client > Client Marketing to create a list of clients who haven’t been in for an extended period of time. Click the New Set button in the upper left-hand corner of the screen, and name the new set Mark Clients Inactive.

It is important to have the Include clients with missing postal codes box checked, as we are not concerned the physical addresses.

Using the Active Client filter, we are searching for only the active clients in the file. 

Set the Operation popup menu to Keep Matching Clients. The Active popup menu will be set to Include: Active.

Using the Last Service Visit filter, we are searching for clients who have not had a visit since before the start of this year.

Select the Dates option of Before and Start of This Year from the appropriate popup menu.

If you are generating the clients after the end of the current year, you will use the Start of Last Year option.

The Service Appointment filter is used is to select clients who have an appointment on or after today. We are not concerned with what services the client is receiving or with which employees the appointments were scheduled.

Set the Operation popup menu to Remove Matching Clients. We can REMOVE the clients who have an appointment in the future. 

Select the Dates option of On or After and Today from the appropriate popup menu. 

In this example, 78 clients, or 37.9% of the entire client base matches the filter criteria. Email addresses listed in RED indicate an Invalid email address. Double-click a client name to view the client card to view service and appointment history to verify the client has not had a visit since before start of this year, and that they do not have a future appointment.

Using the Action popup menu, select the Mark Clients Inactive and click Go. A progress bar will appear.

After the process is complete, all listed clients will be flagged as an Inactive client.

Go to Client: Client Cards to verify the Inactive clients. Search for one of the clients you just flagged as Inactive

Check the Show Inactive checkbox to see the inactive client. Double-click to open the client’s record. Check the Active checkbox to the left of the client’s name to flag the client as an Active client again. 

When entering an Inactive client for a new appointment and/or client visit ticket transaction, the Show Inactive checkbox will allow you to find the Inactive client. 

Selecting the Inactive client to use will automatically flag the client as an Active client again. 

Removing Inactive Clients from a Marketing Set

When creating a marketing set under Client: Client Marketing, it is not necessary to always include clients flagged as Inactive

When sending an email marketing campaign via Online Services, two filters should always be present, no matter which other filters you plan to put into place.

The Active Client filter will be used to select only those clients flagged as Active clients. 

The Active options should be set to Include Active.

The Email Address filter will be used to select only those clients with a valid email address on file.

The Has Email Address should be set to Include Valid.

With this example, only Active clients with a Valid email address on file will be selected. Add other filters to the marketing set to create your target client list.

STX General Maintenance

It is important to keep your STX version up to date. 

While in STX, go to the STX menu and select About STX

The version of STX you are currently using will show. STX Version 3.1 (300) is the latest version available. 

NOTE: The latest version of STX will only run on macOS 10.9.5 or later on all computers running STX. Older computers must be upgraded to MacOS 10.9.5 or later before installing this upgrade. 

If you need to update your STX version, please contact the Support department for an update link. Please note: you must have a current Update Subscription in order to obtain some newer versions of STX.

IMPORTANT Credit Card Processing Information:

EFSNet merchant accounts are no longer compatible with the latest STX and macOS versions. For integrated credit card processing to function properly, you must switch to our preferred merchant services provider.

DO NOT update to macOS 10.13 (High Sierra) if you are using a MagTek credit card reader; credit card processing will stop functioning. You must use an Ingenico EMV credit card reader to process cards on High Sierra. Additionally, you must be on the latest version of STX for Ingenico compatibility.

Please contact STX Support for more information.

If you need to update your STX version, and have received the update link:

  • Go to www.STXSoftware.com

  • Click the Resources > Desktop Resources tab across the top of the page

  • Go to the Documents list

  • Click to download the following documents:

• What’s New

• Upgrade STX

macOS General Maintenance

Updates

It is important to keep your macOS version up to date. 

IMPORTANT Credit Card Processing Information:

DO NOT update to macOS 10.13 (High Sierra) if you are using a MagTek credit card reader; credit card processing will stop functioning.

Go to the Apple menu and select About This Mac.

The version of macOS currently installed on the computer will show. 

If you are not sure if the version you have installed is the latest version of macOS available, click the Software Update… button or go to the App Store. 

After checking for new software, a listing of all available Apple updates will appear in the App Store window.

Click Update All Items to install the necessary Apple updates. If you are installing an updated macOS version, it could take a while for the update to complete.

System Preferences

Found either under the Apple menu or in the Dock, the System Preferences is where you control the settings and some functionality of your computer. 

This area has nothing to do with the STX software, although some settings will affect the performance of the STX software.

Energy Saver - Use these settings for optimal computer performance.

  • Put the computer to sleep when it is inactive for:  should be set to NEVER.

  • Put the display(s) to sleep when the computer is inactive for: can be set to

    whatever you choose.

  • Put the hard disk(s) to sleep when possible should NOT be checked.

  • Enable Power Nap should NOT be checked.

Date & Time - Use these settings to ensure each computer / iOS device running STX on your network are in synch with each other.

  • Date & Time tab: Make sure the current date and time are set correctly on each computer and iOS device running STX. The best solution would be to check the Set date & time automatically box and let the Internet keep up with the correct settings.

  • Time Zone tab: The Set time zone automatically using current location checkbox should be unchecked. Make sure the correct time zone and closest city for your company are showing on each computer and iOS device running STX.  If you need to make changes, either click on the Map image, or use the Closest City:  popup menu to make a selection.

When using more than one computer / iOS device on a network, it is imperative each computer and iOS device be set to the EXACT same Time Zone and Closest City. They must all also show the EXACT same Date, and be as close as possible to the same Time

Making sure the Date & Time settings are consistent between each computer / iOS Device on the network will help tremendously when sharing important data.

Supported Versions

As of March 1, 2017 we no longer support the STXAdminTool, and will only support the following:

• STX 2.9 v262 and above

• macOS 10.8 and above

Older versions of macOS are periodically sun-setted by Apple and are no longer supported. Check with Apple to see if your version of macOS is still supported. 

Check with STX Support to see if your version of STX is still supported, or to find out which version of macOS works with your version of STX.

Can you update your computer(s) to macOS High Sierra?

Use this guide to determine whether or not it is safe to update your computer(s) to macOS High Sierra.

Final Backup (For Non-Online Services Subscribers Only)

PLEASE NOTE: If you are currently subscribing to STX Online Services, you will NOT be taking your own backups at any time. Your Online Services subscription includes automated Remote Backup, so up-to-the-minute backups are done automatically. Please ignore the rest of this document if you are subscribing to STX Online Services. 

If you are NOT currently subscribing to STX Online Services, it is recommended that a final, year-end backup be taken in addition to the daily backups you usually perform.

STX Backups (for use with STX 2.8 v243 or later)

The Backups option can be found in the STX Menu after logging into STX.

A new backup is automatically created on a weekly basis as long as the STX Server computer is left on. However, a new backup can be created at any time by going to the Backups option in the STX Menu from any computer using the STX software. Only one backup file can be created at any given time.

  • Click Backup Now to create a new backup. When the backup is complete, highlight the new backup and click Save To… to save the new backup to an external media and take it offsite for safety. 

  • Navigate to where you would like to save the backup copy and click Save.

Saved copies of the backups must be created from the STX Server computer only. You need to maintain saved copies of backups off-site to protect against fire, theft or act of nature. Keeping a flash drive on your keychain is a simple solution. Saving a copy of the backups to an external server or hard drive is another option.

*The ultimate backup solution is to subscribe to STX Online Services, which includes automatic remote backup services. The remote online backup server updates all transactions (data entries) so that when necessary, current, up-to-the-minute data can be restored to your server. If you would like more information, please contact our Online Services Sales Team at 800.766.4778.

STXAdminTool (for use with STX 2.6 v225 or earlier)

Backing up with and using the STXAdminTool is essential to maintaining the integrity of your data. Launch the STXAdminTool application. 

  • Click New Backup to create a new backup. 

  • Once the final backup is successfully taken, click Save As… to save it to an external media and take off-site for safety. 

You need to maintain saved copies of backups off-site to protect against fire, theft or act of nature. Keeping a flash drive on your keychain is a simple solution. Backing up to an external server or hard drive is another option. 

*The ultimate backup solution is to subscribe to STX Online Services, which includes automatic remote backup services. The remote online backup server updates all transactions (data entries) so that when necessary, current, up-to-the-minute data can be restored to your server. If you would like more information, please contact our Online Services Sales Team at 800.766.4778.

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