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d. Transactions

By selecting the

Transactions

option, search by any date (by selecting the appropriate date

range), view transactions completed Today, or by Transaction Number.

When the Date option is selected, enter the appropriate date range in the From and To fields

and select Go.

Or select search by transaction, enter the Date or enter the Transaction Number. Select search

to display the results.

Select the specific transaction and then select Screen Recall to display the transaction in the sales
screen. Select Re-Print to print a receipt for that transaction.

Select Close to return to the Options screen.

Содержание V2POS

Страница 1: ...V2POS USER MANUAL 1 855 340 7292...

Страница 2: ...alty Card 19 f Other 20 9 REWARDS 20 10 DISCOUNTING A SALE a Specific Item Discount 22 b Discounting the Total Sale 24 11 SUSPENDING A TRANSACTION 25 12 RECALLING A SUSPENDED TRANSACTION 26 13 SCALE I...

Страница 3: ...latform for its retail automation strategy and American Express licensed the platform for its At Your Service Retail Benefits Program These relationships furthered the expansion of the user base to ov...

Страница 4: ...ffice Full Remote Access 24 7 from any Internet Connection Franchise Management and Reporting Transaction Set Management Sale Refund Payout Void Discount etc Online Video Tutorials Deal Voucher and Gi...

Страница 5: ...The RT7 V2POS System is a CLOUD based POS system which means all of the data is securely stored on remote servers The main advantages of CLOUD based POS system are 1 You can access your entire retail...

Страница 6: ...tore name and Terminal ID should be already input by default in the appropriate fields If these fields are not pre filled consult the store manager or designated person for this information Log in by...

Страница 7: ...rname and password provided by the store manager or other designated person and select LOGIN Once logged in the default screen pictured below will display Date Time of day Store name and connection st...

Страница 8: ...n where the quantity discounts subtotals applicable taxes and total of transactions and cash change to the customer are displayed On the bottom left of the screen there are 7 buttons CLOSE CASH OUT SA...

Страница 9: ...DISCOUNT DELETE ITEM QUANTITY and RECALL On the right of the entry options are the Menu buttons where specific options can be selected for each of the menu headers All modes of entry can be used in t...

Страница 10: ...and taxes How to use this mode 1 Select the ECR MODE button by touching it on the screen It will become a darker shade than the other modes indicating this mode is now active 2 Enter the price to cha...

Страница 11: ...e bottom below this is the grand total owed by the customer If discounts were applied they will be located there above the subtotal amount Deleting Entered Items To delete an item already in the Trans...

Страница 12: ...the numbers but keep all entries already made in the transaction summary To restart the sale or to remove all previously entered items select the red VOID SALE button located on the top middle of the...

Страница 13: ...dow will display to enter the SKU Select Enter after entry Use search in the number pad window when entering manually and a new window will display to enter the description of the item generally the n...

Страница 14: ...new window will display allowing entry of the applicable information for the item Type in applicable name in the description field select enter Then input all applicable price tax parameters and other...

Страница 15: ...n preprogrammed menu selections This mode is best when there are set prices for each item or have many menu items preprogrammed How to use this mode 1 Select the blue MENU MODE button from the middle...

Страница 16: ...ormation A new sale must be displayed to do this as the button will be greyed out once items have been entered into the transaction summary If items are already entered select VOID see page 16 to ente...

Страница 17: ...the pin pad to complete the refund 4 Void the refund in the same way as voiding a sale See directions below 7 VOID SALE When a transaction has already been entered and needs to be voided use the foll...

Страница 18: ...f a specific cash amount is required enter it on the number pad and select cash Tender the payment partially in cash and partially in other forms of payment see Split Tender instructions below 3 To re...

Страница 19: ...processing the debit card or the transaction times out a message will display indicating so Simply choose OK and try again d Split Tender 1 If the customer wishes to use more than one payment method e...

Страница 20: ...new balance will appear 3 If the voucher number provided is not valid a message will display indicating that the system cannot locate the voucher Choose OK to return back to the Tender Payment screen...

Страница 21: ...ewards card 1 Complete the transaction as normal then select Tender Payment 2 Select the teal Rewards button and enter the card number or swipe the card The rewards will automatically apply to the car...

Страница 22: ...ppear titled Customer Profile The customer name and phone number are mandatory fields 6 Select save Check balance of the card To check the balance of the card there are several methods available 1 In...

Страница 23: ...n located in the middle of the screen A window will appear to select one of five options Percentage discount Dollar discount Set Actual Price Clear Discount and Cancel Percentage discount 1 By selecti...

Страница 24: ...enter them manually on the number pad and select ENTER 2 Similar to the percentage discount select CLEAR to clear number pad entries and EXIT to exit discount screen The discount appears under the dis...

Страница 25: ...s area above the Subtotal amount 3 Enter amount select the or symbols to apply discounts Enter the value on the new number pad select the type of discount or and select ENTER to apply 4 Use the CLEAR...

Страница 26: ...atus is displayed This screen displays all other suspended transactions 4 Enter a re call ID for the transaction so that it can be recalled at a later time Choose Enter Enter the cashier ID when promp...

Страница 27: ...screen 2 Select the transaction from the list The transaction is displayed with date time transaction recall ID cashier number and total 3 Select the table by number if applicable Once a selection is...

Страница 28: ...e of the screen A new window will display with up to 10 Tarepack options as set up in the options of the POS Select appropriate Tarepack size by tapping the icon Select Close to return without applyin...

Страница 29: ...with regular transaction processing 6 If the menu item is programmed to use the Tarepack option a new window will display with up to 10 Tarepack options as set up in the options of the POS Select app...

Страница 30: ...to the sale screen or select CONTINUE to proceed with the cash out 3 Once CASH OUT has been selected the cash drawer will open upon which time manually count the cash in the till After doing so enter...

Страница 31: ...tions performed in a previous day after a cash out a message will display after log in the following day It will indicate that there were transactions found and whether the user would like to cash out...

Страница 32: ...he radio button has been selected enter the information applicable and select Search 3 If the customer exists the name number card number if the customer has a rewards card see page 20 for more info o...

Страница 33: ...ns a message will display indicating so 7 If the customer has been located select it from the List of Customers and select OK This will return the display to the sales screen Or select Cancel order to...

Страница 34: ...een This will generate a receipt of the last successful transaction 17 OPTIONS AT POS a Overview The POS options may be accessed by authorized users by selecting the dark red OPTIONS button on the bot...

Страница 35: ...redirect to a new screen This is the printer which will print receipts at the Point of Sale In this screen enable the local printer by selecting on off in the printer status field Then choose the nam...

Страница 36: ...checkmark appears Scale By selecting the Configure Scale option change the scale description by entering the desired name into the Description fields There are 3 different scale pricing options that c...

Страница 37: ...n will allow acceptance of credit or debit payments Prompt to add Tip when the customer is paying Enable Contactless payment Tap and allow customer to Pay at the Table Simply select which option to en...

Страница 38: ...hanges and EXIT to return to the option screen Payment Service Selecting Payment Service will allow the set up of details for the payment processor used to process debit and credit transactions Enter...

Страница 39: ...Price Modifier ID and various other options Make the item active or inactive by selecting or de selecting the appropriate box Add a menu modifier attached to the item 2 The other options can be selec...

Страница 40: ...sure it is active Uncheck this box if to make the modifier inactive Select Add to create the modifier Enter a modifier ID when prompted and choose Enter If the modifier ID already exists an error mess...

Страница 41: ...s Variable Price item can have variable prices When item is scanned user will be prompted to input a price Tax included in price item price will display with calculated tax already included in the net...

Страница 42: ...will appear on the right of the green box screen 3 Add the description names choose a colour and a price See more on colours above 4 Select the radio button beside Active to use the modifier or desel...

Страница 43: ...accepted by most retailers this will allow the totals of transactions to be rounded to the appropriate amount to avoid the use of pennies In addition to this the following options can also now be add...

Страница 44: ...re Any changes made to the fields must be saved by selecting the Save button Once completed select Close to return to the Options screen For more information on Customer orders and Cash outs please se...

Страница 45: ...oose the date range to report by selecting the date in the From and To fields And selecting Go This will generate a report which will display the Total sales activity and number of sale transactions f...

Страница 46: ...ct the time period by choosing the appropriate dates in the From and To fields and select Go The report will display the date the transaction was cancelled the time the transaction number and the amou...

Страница 47: ...Sales per category and of Total Sales for each category Beneath this the sales for each Scale option are displayed again with the Qty Total Sales and of Total Sales The ECR category which displays unc...

Страница 48: ...nsaction occurred TOTAL SALE BY TAX the DISCOUNT AMOUNT or DISCOUNT based on the selected date range Choose the dates applicable to view and select Go to display the report Select Close to return to t...

Страница 49: ...reated Clock In Out Report By selecting the Clock In Out report the card Card or Alias Name Clock in Clock out times and Total Hours worked can be seen View this report either by date range or by ente...

Страница 50: ...ted enter the appropriate date range in the From and To fields and select Go Or select search by transaction enter the Date or enter the Transaction Number Select search to display the results Select...

Страница 51: ...redetermined category Apply the tax rate a tax exemption classify as lottery or allow the item to be weighed on the scale Select Save to save changes and Close to return to the Options screen f Synchr...

Страница 52: ...y indicating employee has clocked in successfully with the time that the clock in was completed To clock out return to the same options page and select Clock Out again enter alias or access card numbe...

Страница 53: ...shown Select which cash out transaction needed to be viewed and click Reprint to view the details Select Close to return to the Options screen i Payout By selecting the payout option money from the t...

Страница 54: ...oyee access card to a particular employee Enter the Access Card number to assign to a new user in the Access Card field Then enter the first name last name Alias E mail and Phone of the employee Selec...

Страница 55: ...eassign and swipe the new access card when prompted The alias user will not have any permissions by default Permissions will need to be enabled in the same manner as above 18 CLOSING POINT OF SALE To...

Страница 56: ...als select the HELP button on the lower left of the main screen after log in Serial Numbers of the unit Tutorials and Resources buttons are displayed on the top right Contact numbers are also availabl...

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