POS User Guide

Contact Information

Retail Management Hero

454 West Napa Street, Unit B
Sonoma, CA 95476
[email protected]

For more information or support, contact your RMH

Partner.
Contents

About POS, Store Manager, and Central Manager 1

About Loyalty Manager 1

Common POS peripherals 1

POS integrations 2

Weights and measures regulatory compliance 2

POS Software Development Kit 2

Getting started 3

Exploring the POS window 3

Title bar 3

Transaction tab and optional Internet tab 4

Lookup field 5

Transaction list 5

Transaction summaries 5

POS mode and transaction list controls 5

Function buttons 6

Optional keyboard 6

Optional custom commands 7

Configuring POS options to support store policies 7

Identifying and defining store policies 7

Security policies 9

Register and cash drawer policies 12

Customer policies 15

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 Transaction policies 19

Inventory policies 24

Customizing the POS screen and display 32

About POS profiles 32

Activating the Internet tab 33

Setting up pole display messages 36

Setting up net display channels and displaying item pictures 39

Setting up custom POS buttons 40

Setting up custom POS task pads 42

Enabling line item details in transaction lists 44

Working with POS 47

Opening and closing 47

Entering opening cash amounts 47

Performing blind closeouts 49

Entering closing cash amounts 50

Generating X, Z, and ZZ reports 51

Managing the cash drawer 54

Performing cash drops 54

Performing "no sale" transactions 57

Performing payouts 58

Processing transactions 59

Adding items to transactions 59

Working with items in the transaction screen 61

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 Working with sales representatives 67

Working with taxes 69

Adding comments 76

Collecting bag fees 80

Collecting bag taxes 82

Tendering a sale 84

Tendering a sale using a voucher 87

Tendering a sale using sequential tendering 90

Reprinting receipts 93

Managing transactions 99

Performing a cashier override 99

Putting a transaction on hold 100

Recalling a transaction from hold 101

Canceling transactions 101

Voiding transactions 102

Working with customers 104

Looking up customers 104

Adding customer profiles 106

Editing customer profiles 110

Adding a shipping address 110

Selecting a shipping (or delivery) address 111

Looking up a customer's purchase history 112

Working with vouchers 114

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 Selling vouchers 114

Checking a voucher balance 117

Tendering a sale using a voucher 118

Reloading gift cards 121

Processing refunds to a voucher 124

Working with discounts 127

About discounts 127

Adding discounts 132

Working with bottle deposits 133

Collecting bottle deposits 133

Processing refunds of bottle deposits 134

Working with quotes and work orders 137

Looking up items 137

About quotes 140

Creating quotes 141

Processing quotes 144

About work orders 146

Creating work orders 148

Processing work orders 151

Adding a comment to an order 154

Adding a due date to an order 157

Looking up order history 159

Working with layaways 161

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 About layaways 161

Creating layaway orders 163

Adding a comment to an order 166

Adding a due date to an order 169

Looking up order history 171

Processing layaway orders 173

Working with store credit/accounts 177

About store credit/accounts 177

Tendering a sale on store credit/account 179

Processing payments to account 181

Performing returns and exchanges 185

Processing returns 185

Processing exchanges 189

Processing refunds to a voucher 191

Administration 194

Entering your work hours 194

Changing your password 194

Commands reference guide 196

Batch Commands 196

Customer Commands 199

Discount Commands 201

Cash Drawer Commands 215

Item Commands 216

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 Item Tax Commands 220

Security Commands 221

Order Commands 222

Reason Code Commands 224

Receipt Printing Commands 226

Receipt Message Commands 228

Sales Representative Commands 229

Tendering Commands 231

Time Clock Command 233

Transaction Commands 233

Web Browser Command 236

Custom Action Command 237

Glossary 240

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 About Loyalty Manager

About POS, Store Manager, and Central Manager

POS is RMH's point-of-sale app. POS is easy to use, but at the same time it provides
powerful transaction processing and customer management functionality. POS is integ-
rated with the Store Manager back office app, which you use to configure your store
operations, establish policies and rules, manage inventory, and more.

POS and Store Manager can be integrated with the Central Manager multi-store man-
agement app, which you can use to manage inventory, item pricing, discounts, sales,
and purchasing for groups of stores from a central headquarters location.

About Loyalty Manager

POS, Store Manager, and Central Manager can be integrated with RMH's Loyalty
Manager customer loyalty and rewards app, which you can use to set up and manage
customer loyalty programs with customizable point collection and redemption sched-
ules.

Common POS peripherals

POS is frequently deployed with the following peripherals:

n Touchscreen monitors

n OPOS scanners

n Windows or OPOS printers

n OPOS electronic cash drawers

n OPOS electronic scales for weighted items

n OPOS pole displays

n Net display monitors

n Keyboard and mouse

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 POS integrations

POS integrations

You can work with third-party software developers to integrate a wide range of pay-
ment platforms with POS. For more information on payment integration, refer to
https://www.rmhpos.com/payment.

You can also integrate a variety of e-commerce, mobility, accounting and ERP, and
reporting and analytics platforms with POS. For more information on these types of
integrations, refer to https://www.rmhpos.com/integrations.

Weights and measures regulatory compliance

If you operate stores in locales where weights and measures (WAM) laws apply to
retail sales, such as in the United Kingdom, you can configure POS to comply with
WAM requirements.

POS Software Development Kit

You can use the open-source POS Software Development Kit (SDK) to create custom
commands in POS, to program custom POS functionality, or to integrate third-party
platforms with POS. The POS SDK is typically stored in C:\Program Files (x86)\Retail
Hero\RMH POS\RMH POS SDK\SDK_POS.ZIP.

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 Exploring the POS window

Getting started
Exploring the POS window

Title bar

In the title bar (A), at the top of the window, you can change the size of the POS win-
dow by selecting one of the pre-defined window sizes. (You can also click and drag the
edge of the window until the window is the desired size.) You will probably want the
POS window to fill the screen so it's easy to see customer information and transaction
details.

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 Exploring the POS window

You can also use either a high-contrast dark skin or a low-contrast light skin for the win-
dow. Choose a skin that makes it easy for you to read the transaction details on the
screen.

The title bar also shows information about POS, such as the store's weights and meas-
ures (WAM) certification number (not shown in screen shot), the POS software version,
the name of the database that POS is connected to, the register number, the user
name of the cashier who is logged in, and the current time.

Transaction tab and optional Internet tab

You will notice that there are two tabs (B) to the left of the window. You will spend most
of your time on the Transaction tab.

Your store has the option to integrate a web site into POS on the Internet tab, such as
a search site like Google, the store's e-commerce site, a supplier's site, or a shipping
company's site.

Warning! Once the Internet tab is enabled, store employees can use it to
navigate to various internet sites. This can expose the store to risk.

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 Exploring the POS window

Lookup field

A common feature of the POS window is the lookup field (C). There are different kinds
of lookup fields. The item lookup field is used to look up items. There is also a customer
lookup field, a sales representative lookup field, a transaction lookup field, and so on.

Transaction list

The most important part of the POS window is the transaction list (D). This is where
you can see all of the items in a transaction, and details such as the item lookup code,
name, price, item quantity, and so on.

Transaction summaries

Another important part of the POS window is the transaction summary (E, F), below the
transaction list. This is where you can easily see the number of items in the trans-
action, any savings the customer is getting because of sales or discounts, as well as
the item subtotal, taxes, and transaction total.

POS mode and transaction list controls

Above the transaction list are three icons (G):

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 Exploring the POS window

The first icon indicates the POS mode, such as sale, return, quote, work order, lay-
away, and so on. The default POS mode is sale. The icon that displays indicates the
active POS mode.

The second icon indicates whether new items will be added to the top or bottom of the
transaction list. If the arrow is pointing up, new items will be added to the top of the
transaction list. If the arrow is pointing down, new items will be added to the bottom of
the transaction list. Click the icon to change the order.

The third icon indicates whether roll up is on or off. If roll up is on and you scan the
same item at different times during the transaction, the items are consolidated on one
line in the transaction list. If roll up is off, each item displays on a separate line in the
transaction list.

Note: Items will not roll up if any of the following conditions exist: there is a
quantity discount applied to the item, the item is sold with a tag-along item,
or the cashier must enter the item price in POS.
Function buttons

Below the transaction summary is a row of function buttons (H). You can use these but-
tons to perform specific tasks in POS, such as looking up items or customers, ten-
dering the sale, applying discounts, and so on.

Optional keyboard

Below the row of function buttons is an optional on-screen keyboard (I). You would use
the on-screen keyboard if, for example, your store uses touchscreen monitors in POS
lanes instead of regular computer keyboards. You can show and hide the keyboard by
clicking the Keyboard drop-down button.

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 Configuring POS options to support store policies

Optional custom commands

To the right of the window you may see a list of buttons in the Custom Commands pane
(J). Your store has the option to define its own custom buttons to provide shortcuts for
common tasks such as looking up customers or sales representatives, applying dollar
or percent off discounts, or tendering common cash denominations such as 20s, 50s,
or 100s.

Configuring POS options to support store policies

Identifying and defining store policies

The first step in implementing Store Manager and POS should always be identifying
your store's policies.

Your store's policies drive how you configure POS security. They also affect how you
set up cashiers, registers, and cash drawers. and they can impact how you set up cus-
tomers in the system. Store policies determine what kind of transactions are allowed in
POS, what information and commands cashiers can access during a transaction, and
what information cashiers are required to enter to complete a transaction.

Store policies you may want to identify before setting up Store Manager and POS
might include:

Area "At our store, do we want to...?"

POS security n Require passwords to log on to POS?

n Set password complexity and reset policies?

n Force cashiers to log on for each POS transaction?

n Force cashier log off if POS is idle for a period of time?

n Prevent cashiers from exiting the POS app?

Register and n Require decimal entry?

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 Configuring POS options to support store policies

Area "At our store, do we want to...?"

cash drawer n Use change calculator?

management n Require return of local currency?

n Require open/close amounts?

n Allow cashiers to enter opening/closing amounts?

n Allow cashiers to perform no sales, drops, or payouts?

n Print receipts for no sales?

n Allow cashiers to generate X, Z, and ZZ reports?

n Set over/short limits for cashiers?

Customers n Allow cashiers to add or edit new customers in POS?

n Require specific information (e.g., full name, phone

number, email address) to save customers?

n Provide percent or price level discounts to specific cus-

tomers?

n Enable accounts receivable (store credit) for specific

customers?

n Display customers' accounts receivable information in

POS?

Transactions n Always display the Customer Lookup window?

n Prompt or require customer selection for transactions?

n Prompt or require sales representative selection for

transactions?

n Prompt or require reason codes for discounts, inventory

adjustments, no sales, returns, tax changes, drops,

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 Configuring POS options to support store policies

Area "At our store, do we want to...?"

etc.?

n Allow cashiers to delete items from transactions?

n Allow cashiers to change item or transaction taxes?

n Allow cashiers to put transactions on hold?

n Allow cashiers to cancel transactions?

n Allow cashiers to sell to store employees who have dis-

counts?

n Set transaction amount limits?

n Set return amount limits?

Inventory n Display item extended descriptions, notes, or sub-

descriptions?

n Display out of stock items?

n Allow the sale of out of stock items?

n Allow back orders?

n Allow lookup of unknown items?

n Prevent the sale of inactive items?

n Allow cashiers to view or edit item cost?

n Allow cashiers to access pricing information?

n Allow serial numbers to be created (entered) in POS?

n Require unique serial numbers in POS?

n Enable random weight EAN and UPC codes?

Security policies

It is always a best practice to define your store's security policies.

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 Configuring POS options to support store policies

I want to... To set up, go to...

Require passwords to log on to POS 1. Click Setup.

2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, enter a Pass-

word.

Set password complexity and reset 1. Click Setup.

policies
2. Expand People & Security.

3. Click Password Policy.

Force cashiers to log on for each 1. Click File | Configuration.

POS transaction
2. Click Store Rules.

3. Expand POS Options.

4. Select Force logon each sale.

Automatic cashier log off if POS is 1. Click Setup.

idle for a period of time
2. Expand Hardware.

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 Configuring POS options to support store policies

I want to... To set up, go to...

3. Click POS Profiles.

4. Do one of the following:

n Click New to create a new POS

profile.

n Double-click an POS profile.

5. On the General tab, in the Idle

logoff timeout (Sec.) field, enter
how many seconds POS can be idle
before automatically logging off the
user.

Note: Assign the POS profile to

the appropriate register(s).

Prevent cashiers from exiting the 1. Click Setup.

POS app
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, clear the check mark beside
Allowed to Exit POS.

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 Configuring POS options to support store policies

Register and cash drawer policies

Stores should always have policies defined for register and cash drawer management.

I want to... To set up, go to...

Require decimal entry 1. Click File | Configuration.

2. Click Store Rules.

3. Expand General Options.

4. Select Require decimal entry.

Use change calculator 1. Click File | Configuration.

2. Click Store Rules.

3. Expand POS Options.

4. Select Use change calculator.

Require return of local currency 1. Click File | Configuration.

2. Click Store Rules.

3. Expand POS Options.

4. Select Return local currency.

Require open/close amounts 1. Click File | Configuration.

2. Click Store Rules.

3. Expand General Options.

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 Configuring POS options to support store policies

I want to... To set up, go to...

4. Select Force open/close

amounts.

Allow cashiers to enter open- 1. Click Setup.

ing/closing amounts
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select the following:

n Allowed to enter opening

amounts.

n Allowed to enter closing

amounts.

Allow cashiers to perform no sales, 1. Click Setup.

drops, or payouts
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

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 Configuring POS options to support store policies

I want to... To set up, go to...

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select the following:

n Allowed to perform no sales

n Allowed to perform drops and

pay outs

Print receipts for no sales 1. Click File | Configuration.

2. Click Store Rules.

3. Expand POS Options.

4. Select Print no sale receipt.

Allow cashiers to generate X, Z, and 1. Click Setup.

ZZ reports
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select the following:

n Allowed to generate X reports

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 Configuring POS options to support store policies

I want to... To set up, go to...

n Allowed to generate Z & ZZ

reports

Set over/short limits for cashiers 1. Click Setup.

2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in Over/Short

Limits, select one of the following:

n Limit amount

n Limit percent

Customer policies

It is important to define customer policies.

I want to... To set up, go to...

Allow cashiers to add new cus- 1. Click File | Configuration.

tomers in POS
2. Click Store Rules.

3. Expand Customer Options.

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 Configuring POS options to support store policies

I want to... To set up, go to...

4. Select Allow new customers at

POS.

Allow cashiers to edit customers in 1. Click Setup.

POS
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select Allowed to view and
edit all customers.

Require specific information (e.g., 1. Click Setup.

full name, phone number, email
2. Expand Customer.
address) to save customers

3. Click Customer Policy.

Provide percent or price level dis- In Store Manager:

counts to specific customers
1. Click Customer.

2. Click Customers.

3. Do one of the following:

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 Configuring POS options to support store policies

I want to... To set up, go to...

n Click New to create a new cus-

tomer.

n Double-click an existing cus-

tomer.

4. On the Customer Options tab,

enter discounts in the following
fields:

n Price Level

n Discount (%)

In POS:

1. Do one of the following:

n Tap Customer | New Customer

to create a new customer.

n Look up an existing customer,

then tap Customer | Edit Cus-
tomer.

2. On the Options tab, enter discounts

in the following fields:

n Price Level

n Discount (%)

Enable accounts receivable (store Before you can set up accounts receiv-
credit) able (AR) accounts in Store Manager or

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 Configuring POS options to support store policies

I want to... To set up, go to...

POS, you must define a Default

Account Group.

1. Click Setup.

2. Expand Customer.

3. Expand Accounts Receivable.

4. Click Accounting Defaults.

5. Select a Default Account Group.

Display customers' accounts receiv- 1. Click Setup.

able information in POS
2. Expand Hardware.

3. Click POS Profiles.

4. Do one of the following:

n Click New to create a new POS

profile.

n Double-click an existing POS pro-

file.

5. Select Separate tab for AR info.

Note: Assign the POS profile to

the appropriate register(s).

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 Configuring POS options to support store policies

Transaction policies

You will want to define policies for what actions are allowed - and not allowed - in POS.

I want to... To set up, go to...

Always display the Customer 1. Click File | Configuration.

Lookup window
2. Click Store Rules.

3. Expand Customer Options.

4. Select Always display 'Find' win-

dow for customers.

Prompt or require customer selec- 1. Click File | Configuration.

tion for transactions
2. Click Store Rules.

3. Expand Customer Options.

4. Select one or more of the following:

n Prompt for customer selection

n Require customer selection for

orders

n Require customer selection for

quotes

n Require customer selection for

sales

Prompt or require sales rep- 1. Click File | Configuration.

resentative selection for trans-

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 Configuring POS options to support store policies

I want to... To set up, go to...

actions 2. Click Store Rules.

3. Expand POS Options.

4. Select one or more of the following:

n Prompt for sales rep-

resentative

n Require sales representative

Prompt or require reason codes for 1. Click File | Configuration.

discounts, inventory adjustments,
2. Click Store Rules.
no sales, returns, tax changes,
drops, etc.
3. Expand Reason Code Options.

4. Select one or more of the available

options.

Prevent or allow cashiers to delete 1. Click Setup.

items from transactions
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select or clear Allowed to

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 Configuring POS options to support store policies

I want to... To set up, go to...

delete entries from transactions.

Prevent or allow cashiers to change 1. Click Setup.

item or transaction taxes
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select or clear Allowed to
change tax status.

Prevent or allow cashiers to use the 1. Click Setup.

Action button in POS
2. Expand People & Security.
Note: Transaction-related item
3. Click Users.
actions that are available
through the Action button
4. Do one of the following:
include changing item quant-
ities, deleting items, adding n Click New to create a new user.
sales representatives, chan- n Double-click an existing user.
ging tax, duplicating items,
and adding discounts 5. On the Extended Properties tab,
select or clear Do not allow to
access the Action button.

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 Configuring POS options to support store policies

I want to... To set up, go to...

Prevent or allow cashiers to put 1. Click Setup.

transactions on hold
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select or clear Allowed to
put transactions on hold.

Prevent or allow cashiers to cancel 1. Click Setup.

transactions
2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select or clear Allowed to
abort transactions.

Prevent or allow cashiers to sell to 1. Click Setup.

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 Configuring POS options to support store policies

I want to... To set up, go to...

store employees who have dis- 2. Expand People & Security.

counts
3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, in POS User

Roles, select or clear Allowed to
sell to employees with discounts.

Set transaction amount limits 1. Click Setup.

2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, enter a dollar

amount in the Floor Limit field.

Prevent or allow cashiers to return 1. Click Setup.

or void items from a transaction
2. Expand People & Security.

3. Click Users.

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 Configuring POS options to support store policies

I want to... To set up, go to...

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the Extended Properties tab,

select or clear Do not allow to
return or void entries from trans-
action.

Set return amount limits 1. Click Setup.

2. Expand People & Security.

3. Click Users.

4. Do one of the following:

n Click New to create a new user.

n Double-click an existing user.

5. On the General tab, enter a dollar

amount in the Return Limit field.

Inventory policies

You should also consider defining policies regarding what inventory information
cashiers and floor sales can look up in POS, and what inventory-related actions are
available in POS.

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 Configuring POS options to support store policies

I want to... To set up, go to...

Display or hide item extended descriptions, 1. Click File | Con-

notes, or sub-descriptions figuration.

2. Click Store Rules.

3. Expand Item
Options.

4. Select or clear:

n Show Item Exten-

ded Description

n Show Item Notes

n Show Item SubDe-

scription

n Show previously
defined Item
SubDescription

Display or hide out of stock items 1. Click File | Con-

figuration.

2. Click Store Rules.

3. Expand Item
Options.

4. Select or clear Dis-

play out of stock.

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 Configuring POS options to support store policies

I want to... To set up, go to...

Prevent or allow the sale of out of stock items 1. Click File | Con-
figuration.

2. Click Store Rules.

3. Expand Item
Options.

4. Select or clear Do not

allow sale of items
when out of stock.

Prevent or allow cashiers to accept the return of 1. Click Setup.

out of stock items
2. Expand People &
Security.

3. Click Users.

4. Do one of the fol-

lowing:

n Click New to create

a new user.

n Double-click an
existing user.

5. On the Extended
Properties tab, select
or clearDo not allow
to accept out of

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 Configuring POS options to support store policies

I want to... To set up, go to...

stock item.

Prevent or allow back orders 1. Click File | Con-

figuration.

2. Click Store Rules.

3. Expand POS
Options.

4. Select or clearEnable
back orders.

Prevent or allow lookup of unknown items 1. Click File | Con-

figuration.

2. Click Store Rules.

3. Expand Item
Options.

4. Select or clear:

n Display unknown
item screen

n Look up unknown
items

Prevent or allow the sale of inactive items 1. Click File | Con-

figuration.

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 Configuring POS options to support store policies

I want to... To set up, go to...

2. Click Store Rules.

3. Expand POS
Options.

4. Select or clear Pre-

vent the sale of
inactive items.

Prevent or allow cashiers to view item cost 1. Click Setup.

2. Expand People &

Security.

3. Click Users.

4. Do one of the fol-

lowing:

n Click New to create

a new user.

n Double-click an
existing user.

5. On the General tab, in

POS User Roles,
select or
clearAllowed to view
cost information.

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 Configuring POS options to support store policies

I want to... To set up, go to...

Prevent or allow cashiers to edit item cost 1. Click File | Con-

figuration.

2. Click Store Rules.

3. Expand Item
Options.

4. Select or clear Do not

allow edit of item
cost.

Prevent or allow cashiers to access pricing 1. Click Setup.

information
2. Expand People &
Security.

3. Click Users.

4. Do one of the fol-

lowing:

n Click New to create

a new user.

n Double-click an
existing user.

5. On the General tab, in

POS User Roles,
select or clear
Allowed to access

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 Configuring POS options to support store policies

I want to... To set up, go to...

pricing.

Prevent or allow cashiers to use the Action but- 1. Click Setup.

ton in POS
2. Expand People &
Note: Inventory-related item actions that Security.
are available through the Action button
3. Click Users.
include changing the item price, extended
price, and description.
4. Do one of the fol-
lowing:

n Click New to create

a new user.

n Double-click an
existing user.

5. On the Extended
Properties tab, select
or clear Do not allow
to access the Action
button.

Prevent or allow cashiers to edit item description 1. Click Setup.

2. Expand People &

Security.

3. Click Users.

4. Do one of the fol-

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 Configuring POS options to support store policies

I want to... To set up, go to...

lowing:

n Click New to create

a new user.

n Double-click an
existing user.

5. On the Extended
Properties tab, select
or clear Allowed to
edit Item Descrip-
tion.

Prevent or allow serial numbers to be created 1. Click File | Con-

(entered) in POS figuration.

2. Click Store Rules.

3. Expand Serial Num-

ber Options.

4. Select or clear Allow

POS serial number
creation.

Require unique serial numbers in POS 1. Click File | Con-

figuration.

2. Click Store Rules.

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 Customizing the POS screen and display

I want to... To set up, go to...

3. Expand Serial Num-

ber Options.

4. Select Enforce
unique serial num-
bers.

Enable random weight EAN and UPC codes 1. Click File | Con-
figuration.

2. Click Store Rules.

3. Expand POS
Options.

4. Select one or more of

the following options:

n Utilize random
weight EAN codes

n Utilize random
weight UPC codes

Customizing the POS screen and display

About POS profiles

POS profiles control specific aspects of the POS display and behavior.

Some of the things that POS profiles control include:

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n How long a POS lane can be idle before the user is automatically logged off;

n The maximum number of rows to display, e.g., when you search for an item;

n Whether to display a details row for each item;

n Whether to display an integrated web browser in POS;

n Whether to enable integrated payment;

n Whether to display Weights and Measures information on the POS login screen,
and the number of decimal digits to use in measurements.

Note: POS profiles are defined in Store Manager in Setup | Hardware |

POS Profiles. You can assign a POS profile to a specific POS lane in Store
Manager in Setup | Hardware | Register List.
Activating the Internet tab

Stores have the option to activate the Internet tab, located to the left of the POS win-
dow, and set a default web site such as the store's e-commerce site, a supplier's site or
a shipping company's site.

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 Customizing the POS screen and display

Warning! Once the Internet tab is enabled, store employees can use it to
navigate to various internet sites. This can expose the store to risk.

Activating the Internet tab is a two-step process:

1. Enable the Internet tab in POS profile(s).

2. Assign the POS profile(s) to the register(s).

To enable the Internet tab in a POS profile:

1. In Store Manager, click Setup.

2. Expand Hardware.

3. Click POS Profiles.

4. Do one of the following:

n Double-click an existing POS profile to open and edit it; or

n Click New and create a new POS profile.

5. Select Enable integrated web browser and either type or paste the web site URL
into the field.

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 Customizing the POS screen and display

6. Click the Preview icon to test the web site URL. (If you entered it correctly, the web
site will open in a tab in your web browser.)

7. Click Save And Close.

To assign the POS Profile to a register:

1. Under Setup | Hardware, click Register List.

2. Do one of the following:

n Double-click an existing register to open and edit it; or

n Click New and create a new register.

3. On the General tab, from POS Profile, select the POS profile with the enabled
integrated web site.

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 Customizing the POS screen and display

4. Click Save And Close. The integrated web site it now enabled for all registers
using the POS profile.

Setting up pole display messages

Stores that have electronic pole displays connected to their registers can set up dif-
ferent messages to show on the pole display screens. Setting up pole display mes-
sages is a two-step process:

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 Customizing the POS screen and display

1. Set up the pole display message(s). Each message can contain up to two lines of
text.

2. Enable pole display for the register(s) and select the pole display message(s).

To add pole display messages at POS registers:

1. Click Setup.

2. Expand Hardware.

3. Click Pole Display Messages.

4. Do one of the following:

n Double-click an existing pole display message to open and edit it; or

n Click New and create a new pole display message.

5. In the Message Description, enter a name for the pole display message such as
Loyalty Message. This name is used to select which pole display message to dis-
play when you set up the register.

6. For either Line 1 or Line 2:

a. Enter the Message that you want to display in the line. Leave the Message
blank if you want to display the date and time in the line.

Note: The best practice is to limit the message to 100 characters.

b. For Effect, select None, Blink, or Scroll.

Note: You can only select one effect per message. If you select None, the
message remains stationary on the pole display and if the message
exceeds the display limit it will be truncated.

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 Customizing the POS screen and display

c. Use Timing to control the speed of the Blink or Scroll effect. The lower the
number, the faster the speed.

d. If you want to display the date and time in the line, ensure the Message field is
blank ad select Format as Date / Time.

7. Check the preview to confirm that the messages and effects are set up to your sat-
isfaction.

8. Click Save And Close.

9. Under Setup | Hardware, click Register List.

10. Do one of the following:

n Double-click an existing register to open and edit it; or

n Click New and create a new register.

11. On the Pole Display tab, select Pole display is enabled for this register.

12. From OPOS device name, enter the name of the pole display device.

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 Customizing the POS screen and display

13. For Pole display message, click the Search icon, select the appropriate pole dis-
play message, and click OK.

14. Click Save And Close. The pole display message is now enabled for the register.

Setting up net display channels and displaying item pictures

Net display is a second POS window that is usually displayed on a second monitor at
the register that is positioned to face the customer. You can set up net display chan-
nels to display selected web pages, such as weekly features or sales. There is also an
option to display item pictures in the net display window as they are rung up (if pictures
are available for the items).

1. Click Setup.

2. Expand Hardware.

3. Click Net Display Channels.

4. Do one of the following:

n Double-click an existing net display channel to open and edit it; or

n Click New and create a new net display channel.

5. For new net display channels, in the Channel Name field, enter a name for the
channel.

6. To add a web site to the net display channel:

a. Click New.

b. In the URL field, type or paste the web address, such as http://rmhpos.com.

c. Select the URL and click Preview to confirm that the web address is correct.

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 Customizing the POS screen and display

d. In the Seconds field, enter the number of seconds the web site should dis-
play.

7. (Optional) Repeat the previous step to add more web sites. To change the order in
which the web sites are displayed, select a web site and move it up or down in the
list using the Move Up or Move Down buttons.

8. (Optional) To display item pictures in the net display window as items are rung up
in POS, select Display each item's picture as it is rung up.

9. Click Save And Close.

10. Enable net display for the register and select the net display channel. Refer to Set-
ting up registers for more information.

Setting up custom POS buttons

Stores have the option to set up custom buttons in POS for common tasks, such as
applying dollar or percent off discounts or tendering common cash denominations such
as 20s, 50s, or 100s. Custom POS buttons display in the Custom Commands pane to
the right of the POS window:

Note: Custom POS buttons display in the Custom Commands pane only if
there is no task pad assigned to the register. If there is a task pad assigned
to the register or user, the task pad displays in the Custom Commands
pane in POS instead of the custom buttons. To save space in the POS

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 Customizing the POS screen and display

screen, click the arrow to hide the Custom Commands pane when it is not
in use.

To configure custom buttons for POS:

1. Identify the commands that contain the functionality you want to program into the
button. Refer to the Commands reference guide for more information.

2. In Store Manager, click Setup.

3. Expand Hardware.

4. Click Custom POS Buttons.

5. Click New.

6. For Number, enter a number representing the order in which the button should dis-
play in the Custom Commands pane, with 1 displaying at the top of the pane.

7. From Style, select Internal Command.

8. For Caption, enter the text that you would like to display on the button label, e.g.,
$10 Discount.

9. If desired, click Load Image, select an image to display on the button to the left of
the button label, and click Open.

10. In the Command field, enter the command (or chain of commands) and any rel-
evant command parameters.

Starting with release 3.11.0 you can program Task Pads or Custom Buttons to
execute a chain of commands when the button is clicked by adding a semicolon (;)
between commands. For example, you might create a chain of commands to dis-
count a transaction (command 1) and then automatically select a discount reason

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 Customizing the POS screen and display

code (command 2). There is no limit to the number of commands in a chain.

However, the commands should be chained together to follow a logical transaction
process.

11. If desired, enter a Description of the command. This description does not display
in POS. It is for reference only within Store Manager.

12. Click Save And Close.

Setting up custom POS task pads

Stores have the option to set up task pads with custom buttons in POS for common
tasks, such as looking up items. Task pad buttons display in the Custom Commands
pane to the right of the POS window:

Note: It is also possible to configure custom POS buttons that display in the
Custom Commands pane. Custom POS buttons only display if there is no
task pad assigned to the register or user. If there is a task pad assigned to
the register, the task pad displays in the Custom Commands pane instead
of the custom POS buttons.

To configure task pads for POS:

1. Identify the commands that contain the functionality you want to program into the
task pad buttons. Refer to the Commands reference guide for more information.

2. In Store Manager, click Setup.

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 Customizing the POS screen and display

3. Expand Hardware.

4. Click POS Task Pads.

5. Click New.

6. Enter a Name for the task pad.

7. From Layout, select a button layout for the task pad.

8. Click a button in the Preview.

9. From Button Type, select one of the following:

n Command: Select this option if you want to configure the button to execute a
command or chain of commands.

n Task Pad: Select this option if you want to configure the button to launch a task
pad. For example, if you run a convenience store and you use touch-screen mon-
itors in POS lanes, you might want to set up task pads for different types of items
like soft drinks, snacks, sandwiches, milk, and so on to make it easier to add
items to transactions.

10. If you selected Command, in the Command field, enter the command (or chain of
commands) and any relevant command parameters.

Starting with release 3.11.0 you can program Task Pads or Custom Buttons to
execute a chain of commands when the button is clicked by adding a semicolon (;)
between commands. For example, you might create a chain of commands to dis-
count a transaction (command 1) and then automatically select a discount reason
code (command 2). There is no limit to the number of commands in a chain.
However, the commands should be chained together to follow a logical transaction
process.

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 Customizing the POS screen and display

11. If you selected Task Pad, click the Browse icon next to Task Pad Name, select
the task pad that you want to launch from the button, and click OK.

12. If desired, select a custom color for the button. To do this, click the Browse icon
next to Button Color, select the button color, and click OK.

13. For Caption, enter the text that you would like to display on the button label, e.g.,
$10 Discount.

14. If desired, select a custom color for the font. To do this, click the Browse icon next
to Font Color, select the button color, and click OK.

15. If desired, select an image to display on the button to the left of the button label. To
do this, click the Browse icon next to Image, select the image, and click Open.

16. Click Save And Close.

17. Do one of the following:

n Assign the task pad to a specific user; or

n Assign the task pad to a specific register or user.

Refer to "Setting up a user account" and "Setting up registers" in the Store Man-
ager User Guide for more information.

Enabling line item details in transaction lists

Stores have the option to enable line item details in transaction lists. The line item
details offer more information about an item, such as the quantity available in the store,
the current price, whether the item is on sale, and the bin location.

If line item details are not enabled, you can only see a summary line for each item in
the transaction list:

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If line item details are enabled, however, an arrow displays on the summary line. Click
this arrow to display the item details line below the summary line:

Enabling line item details is a two-step process:

1. Enable line item details in the POS Profile.

2. Assign the POS Profile to the register(s).

To enable line item details in the POS Profile:

1. In Store Manager, click Setup.

2. Expand Hardware.

3. Click POS Profiles.

4. Do one of the following:

n Double-click an existing POS profile to open and edit it; or

n Click New and create a new POS profile.

5. Select Enable line item detail row.

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 Customizing the POS screen and display

6. Click Save And Close.

To assign the POS Profile to the register(s):

1. In Store Manager, click Setup.

2. Expand Hardware.

3. Click Register List.

4. Do one of the following:

n Double-click an existing register to open and edit it; or

n Click New and create a new register.

5. On the General tab, from POS Profile, select the POS profile with line item details
enabled.

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6. Click Save And Close. Line item details are now enabled for the register(s) using
the POS profile.

Working with POS

Opening and closing
Entering opening cash amounts

Enter the opening cash amount in the cash drawer for each POS lane at the beginning
of the day or at the beginning of your shift.

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Pre-requisites: You must have the Allowed to enter Opening Amounts per-
mission to enter opening cash amounts in POS.

1. Count all cash in the cash drawer:

a. Write down how much cash you have in the various denominations.

b. Calculate the total amount of cash in the cash drawer.

2. If necessary, restock the cash drawer with coins or smaller bills, e.g., $5, $10.

3. In POS, tap Operations | Batch | Enter Opening Amounts.

Note: If opening cash amounts have already been entered, you will be
prompted to keep or overwrite the existing opening cash amounts. To enter
new opening cash amounts, tap Yes.

4. Tap in the Cash field.

5. Do one of the following:

n Enter the total cash amount; or

n Tap Calculator and enter the total amount for each denomination.

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6. Tap OK. The POS lane is now ready to open and perform transactions.

Performing blind closeouts

For security reasons, the best practice for counting cash drawers is to remove them
from the POS lane and count them out of the sight of customers - preferably in a secure
back office. If this is the practice in your store, you will perform a blind closeout at the
end of your shift, remove your cash drawer, log out of POS, and then take your cash
drawer to a secure location to count it.

Pre-requisites: You must have the Allowed to perform Closeouts permission to

perform blind closeouts in POS.

1. Tap Operations | Batch | Blind Closeout.

2. Tap Yes to confirm that you want to continue with the blind closeout.

3. Tap Yesto print a receipt. The cash drawer will open. Remove your cash drawer.

4. Log out of POS.

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5. Follow your store's procedures for counting your cash drawer, entering closing
cash amounts, and generating X reports and Z reports.

Entering closing cash amounts

Enter the closing cash amount in the cash drawer for each POS lane at the end of the
day or at the end of your shift.

Pre-requisites: You must have the Allowed to enter Closing Amounts per-
mission to enter closing cash amounts in POS.

1. Count all cash in the cash drawer:

a. Write down how much cash you have in the various denominations.

b. Calculate the total amount of cash in the cash drawer.

2. In POS, tap Operations | Batch | Enter Closing Amounts.

3. Tap in the Cash field.

4. Do one of the following:

n Enter the total cash amount; or

n Tap Calculator and enter the total amount for each denomination.

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 Opening and closing

5. Tap OK. The POS lane is now ready to close.

Generating X, Z, and ZZ reports

There are three reports available to print from POS:

n X report: Displays up-to-the-minute sales for the POS lane. Generating an X

report does not close the current batch. It is typically generated throughout the
day to check on sales.

n Z report: Similar to the X report, the Z report displays up-to-the-minute sales for
the POS lane. It is typically generated at the end of a shift or daily at closing time.
Generating a Z report closes the current batch and opens a new batch.

n ZZ report: Similar to the Z report, the ZZ report displays sales for the POS lane.
However, it includes sales from all of the Z reports generated since the last ZZ
report. Printing the ZZ report closes the current batch number and opens the
next available batch number.

Pre-requisites: You must have the Allowed to generate X Reports and Allowed
to generate Z & ZZ Reports permissions to generate reports in POS.

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Viewing or printing X reports

1. Tap Operations | Batch and select one of the following:

n View X-Report

n Print X-Report

2. If you are viewing the X report, review the relevant sections of the report and then
tap Close.

3. If you are printing the X report, tap Yes to print the report.

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 Opening and closing

Printing Z reports

It is best practice to enter opening and closing amounts before printing Z reports. This
includes all forms of payment, including debit cards and credit cards. These amounts
are available from the X report.

1. Tap Operations | Batch | Print Z-Report.

2. Tap Yes to print the report.

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 Managing the cash drawer

Printing ZZ reports

If is best practice to enter opening and closing amounts before printing ZZ reports.

1. Tap Operations | Batch | Print ZZ-Report.

2. Tap Yes to print the report.

Managing the cash drawer

Performing cash drops

You should skim excess cash from your cash drawer throughout your shift and perform
cash drops to the store safe or another secure location. This reduces the store's risk of
theft. When you perform a cash drop, the amount is included in your total sales for the
day and will display on your Z report.

Pre-requisites: You must have the Allowed to perform Drops and Pay Outs per-
mission to perform cash drops in POS.

1. Tap Operations | Cash | Cash drop.

2. Tap in the Amount field and enter the total amount that you want to drop, e.g.,
$1500.

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 Managing the cash drawer

3. (Optional) If your store requires reason codes for cash drops, tap the Search icon
next to the Reason Code field, tap the appropriate reason code to select it, and tap
OK.

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 Managing the cash drawer

4. (Optional) Tap in the Comment field and enter a comment, e.g., Cash drop $1500
to store safe.

5. Tap OK.

6. Tap in the Cash field and enter the total amount that you want to drop, e.g., $1500.

7. Tap OK.

8. Tap Yes to print a receipt.

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 Managing the cash drawer

9. Follow your store's procedures to drop the cash in the store safe or another secure
location.

Performing "no sale" transactions

In retail terminology, a "no sale" transaction refers to opening the cash drawer without
actually tendering a sale. There are many reasons for performing a "no sale" trans-
action. For example, if you are getting low on a particular type of coin in your cash
drawer, you might ask a senior cashier or a manager to bring out a roll of coins for you.
You would open the cash drawer using a "no sale" transaction and "buy out" the roll of
coins using cash from your drawer.

Pre-requisites: You must have the Allowed to perform No Sales permission to

perform "no sale" transactions in POS.

1. Tap Transaction | Sale/Return/No Sale | No Sale.

2. (Optional) If your store requires reason codes for "no sale" transaction, tap the
applicable reason code to select it and tap OK.

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 Managing the cash drawer

3. (Optional) If your store requires receipts for "no sale" transactions, tap Yes to print
a receipt.

Performing payouts

In retail terminology, a payout transaction is used to remove money from the cash
drawer to pay for minor store expenses (such as a courier delivery fee or a small
invoice for locksmith services). Payout transactions are included in X, Z, and ZZ
reports.

Pre-requisites: You must have the Allowed to perform Drops and Pay Outs per-
mission to perform payouts in POS.

1. Tap Operations | Cash | Payout.

2. Tap in the Amount field and enter the exact amount of the payout, e.g., $59.55.

3. Tap in the To field and enter the name of the person or company being given the
payout, e.g., Stan's Locksmith Services.

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4. (Optional) If your store requires reason codes for payouts, tap the Search icon next
to the Reason Code field, tap the appropriate reason code to select it, and tap OK.

5. (Optional) Tap in the Comment field and enter a comment, e.g., Replace office
door lock.

6. Tap OK.

7. Tap in the Cash field and enter the exact amount of the payout, e.g., $59.55.

8. Tap OK.

9. Tap Yes to print a receipt.

Processing transactions
Adding items to transactions

1. While on the Transaction screen, scan the item(s) to add them to the transaction.

2. If an item doesn't scan, do one or both the following:

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n Enter the item lookup code (ILC) in the lookup field.

n Tap Items | Lookup Item. On the Item Lookup screen, search for the item by
entering all or part of the ILC, item description, item alias, department, or cat-
egory.

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3. Do one of the following to add the item to the transaction:

n Tap the item once to select it and tap Select.

n Tap the item twice.

Working with items in the transaction screen

After you add items to a transaction, you may need to:

n Change item quantities

n Change the item price

n Duplicate items

n Delete items from the item list

Changing item quantities

1. Tap the Action button beside the item.

Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button. If you cannot

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access the Action button, you can press the + button on the keyboard to
increase the quantity, or enter the item again.

2. On the Item Action screen, do one of the following:

n Tap the + or - buttons until the correct item quantity displays.

n Manually enter the correct item quantity.

3. Tap OK.

Changing the item price

Pre-requisites: You must have the Allowed to access pricing permission to

change the item price in POS.

1. Tap the Action button beside the item.

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Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button.

2. Tap the price shown beside Change Price.

3. Enter the new price.

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4. Tap OK.

5. If prompted, select a reason code that explains why you changed the price (e.g., to
match a competitor's price) and tap OK.

Note: Reason codes are optional and may not be configured for your store.

A flag displays beside the item price to indicate that the price has been changed. If
you selected a reason code, it displays below the item description.

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Duplicating items

1. Tap the Action button beside the item.

Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button.

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2. On the Item Action screen, tap Duplicate.

3. Tap OK. The duplicate item is added to the transaction screen.

Deleting items from the item list

Pre-requisites: You must have the Allowed to delete entries from transactions
permission to delete items from the transaction item list in POS.

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There are four ways to delete an item from the item list:

n Tap the item once to select it and hit Delete on the keyboard.

n Tap the Action button beside the item, and on the Item Action screen, tap
Delete.

n Tap the item once to select it and tap Items | Delete Item(s).

n Tap the item once to select it and tap Items | Clear Items.

Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button.
Working with sales representatives

Depending on your store's policies, you may need to enter sales representatives for
specific items, or enter one sales representative for the entire transaction.

Entering sales reps for specific items

1. Enter all of the items in the transaction.

2. Do one of the following:

n Tap the Action button next to the item and tap Sales Rep.

n Tap the item once to select it and tap Transaction | Sales Reps | Current Item
Sales Rep.

Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button.

3. On the Sales Rep Lookup screen, do one of the following:

n Tap the sales rep's name once to select them and tap Add.

n Tap the sale rep's name twice.

The sales rep's name displays next to the item.

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 Processing transactions

4. Tender the sale.

Entering a sales rep for the entire transaction

1. Enter all of the items in the transaction.

2. Tap Transaction | Sales Reps | Transaction Sales Rep.

3. On the Sales Rep Lookup screen, do one of the following:

n Tap the sales rep's name once to select them and tap Add.

n Tap the sale rep's name twice.

The sales rep's name displays next to the items in the transaction.

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4. Tender the sale.

Deleting sales reps

To delete a sales rep from a specific item, tap the item once to select it and tap Trans-
action | Sales Reps | Clear Current Item Sales Rep.

To delete the sales rep from the entire transaction, tap Transaction | Sales Reps |
Clear Transaction Sales Rep.

Working with taxes

You can remove taxes for specific items in the transaction, or you can remove taxes for
the entire transaction. You can also change taxes for specific items or for the entire
transaction. Follow the store's policies when removing or changing taxes.

Pre-requisites: You must have the Allowed to change tax status permission to
change taxes in POS.

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Removing taxes for a specific item

1. Enter all of the items in the transaction.

2. Tap the item once to select it and tap Taxes | Current Item Tax | Current Item
Tax On/Off.

3. If prompted, select a reason code that explains why you removed the tax (e.g., a
tax exempt government purchase) and tap OK.

Note: Reason codes are optional and may not be configured for your store.

If you selected a reason code, it displays below the item description. The taxes are
removed for the item.

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Removing taxes for the entire transaction

1. Enter all of the items in the transaction.

2. Do one of the following:

n Tap Taxes | Transaction Tax | No Tax.

n Tap Taxes | Transaction Tax | Tax On/Off.

3. If prompted, select a reason code that explains why you removed the tax (e.g., a
tax exempt government purchase) and tap OK.

Note: Reason codes are optional and may not be configured for your store.

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If you selected a reason code, it displays below the item description. The taxes are
removed for the transaction.

Changing taxes for specific items

1. Enter all of the items in the transaction.

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2. Do one of the following:

n Tap the Action button beside the item, and on the Item Action screen, tap Tax.

n Tap the item once to select it and tap Taxes | Current Item Tax | Set Current
Item Tax.

Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button.

3. Select the tax that applies to the item.

4. If prompted, select a reason code that explains why you changed the tax (e.g., ship-
ping to another tax jurisdiction) and tap OK.

Note: Reason codes are optional and may not be configured for your store.

If you selected a reason code, it displays below the item description. The taxes are
changed for the item.

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Changing taxes for the entire transaction

1. Enter all of the items in the transaction.

2. Tap Taxes | Transaction Tax | Set Transaction Tax.

3. Select the tax that applies to the transaction.

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4. If prompted, select a reason code that explains why you changed the tax (e.g., ship-
ping to another tax jurisdiction) and tap OK.

Note: Reason codes are optional and may not be configured for your store.

If you selected a reason code, it displays below the item description. The taxes are
changed for the transaction.

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Adding comments

You can either add a comment for a specific item in the transaction list, or you can add
a comment for the entire transaction.

Adding a comment to a specific item

1. Enter all of the items in the transaction.

2. Tap the item once to select it.

3. Tap Items | Item Comment.

4. On the Item Comment screen:

a. Enter the Comment.

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b. Tap OK.

5. Tender the transaction.

The comment displays below the item description on the receipt.

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Adding a comment to the entire transaction

1. Enter all of the items in the transaction.

2. Tap Transaction | Transaction Comment.

3. On the Transaction Comment screen:

a. Enter the Comment.

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b. Tap OK.

4. Tender the transaction.

The comment displays at the top of the receipt.

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Collecting bag fees

Stores may collect bag fees from customers who require bags to carry their purchases
out of the store. You must inform customers of any applicable bag fees and get their
consent to pay the fees before adding bag fees to a transaction.

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Note: Follow your store's policies and procedures for collecting bag fees.

1. Enter all items in the transaction.

2. If the customer requests bags for their purchase:

a. Confirm that the customer is willing to pay the applicable bag fees.

b. Add a bag item to the transaction.

Note: The image shows a custom command button in POS that adds a
bag item. There are many ways to add bag items to transactions. Follow
your store's procedures for adding bag items to transactions in POS.

c. If the customer requires more than one bag, tap Action beside the bag item
and change the bag quantity.

Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button. If you cannot
access the Action button, you can press the + button on the keyboard to
increase the quantity, or enter the bag item again.

3. Tender the transaction.

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The bag item (and the associated bag fees) display on the receipt.

Collecting bag taxes

Stores may collect a bag tax from customers who require bags to carry their purchases
out of the store.

Note: Follow your store's policies and procedures for collecting bag taxes.

1. Enter all items in the transaction.

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2. If the customer requests bags for their purchase, add the bag tax to the transaction.

a. Add a bag item to the transaction.

The bag item typically has no cost. However, when you add the bag item, the
bag tax is included in the transaction along with any other applicable taxes.

Note: The image shows a custom command button in POS that adds a
bag item. There are many ways to add bag items to transactions. Follow
your store's procedures for adding bag items to transactions in POS.

b. If the customer requires more than one bag, tap Action beside the bag item
and change the bag quantity.

Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button. If you cannot
access the Action button, you can press the + button on the keyboard to
increase the quantity, or enter the bag item again.

3. Tender the transaction.

The bag item (and the associated bag tax) display on the receipt.

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Tendering a sale

After you have entered all of the items in the transaction and the customer is ready to
pay, you can tender the sale (also known as accepting payment).

1. Tap Transaction | Tender Sale or press F12 or Enter.

2. On the Tender screen, enter the tender amount next to the relevant tender type.

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You can accept more than one tender type for a transaction. For example, a cus-
tomer may want to pay for a larger purchase using a combination of cash and credit
card.

You may also be able to accept two or more forms of the same tender type. For
example, a customer may want to split a purchase between two different credit
cards. If your store allows multiple entries for tender types, tap the green + icon
next to the tender type to add a new row.

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Tip: If the customer is paying the entire amount using one tender type, you
do not have to enter the amount. Instead, tap in the amount field next to the
appropriate tender type and press + on the keyboard. POS automatically
enters the full amount of the transaction for that tender type.

3. Tap OK.

4. If the customer wants a receipt, tap Yes to print the receipt.

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Tendering a sale using a voucher

1. Enter all of the items in the transaction.

Note: In POS, a voucher cannot be used to purchase another voucher. If

the customer is purchasing a voucher, they must use a different tender
type, such as cash, debit card, credit card, or check.

2. Tap Transaction | Tender Sale or press F12or Enter.

3. On the Tender screen, enter the amount the customer wants to redeem from the
voucher next to the voucher tender type. The customer can redeem a portion of the
voucher balance or the full voucher balance.

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Note: The name of the voucher tender type is customizable and will vary
by store. Your store may call it Voucher, Gift Card, Gift Certificate, or some-
thing else. In the example below, it's called Gift Voucher

4. Tap OK.

5. If your store sells more than one type of voucher, tap the type of voucher the cus-
tomer is presenting and tap Select.

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6. On the Voucher Verification screen, tap in the Number field and enter the
voucher number.

7. Tap Search or press Enter.

8. Tap Select.

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9. Tap Yes to print the receipt.

The receipt shows the voucher number, previous balance, and new balance.

Tendering a sale using sequential tendering

If sequential tendering is enabled for the register, you can process payments for a
transaction using a variety of tender types. Each payment is processed separately, in a
sequence, until the full transaction amount is paid.

To process payments using sequential tendering:

1. Enter all of the items to the transaction.

2. Tap Transaction | Tender Sale or press F12 or Enter.

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3. On the Tender screen, enter the tender amount next to the first tender type, e.g.,
credit card.

4. Tap Pay.

5. Process the payment, e.g., follow the prompts on the POS terminal.

6. On the Tender screen, enter the tender amount next to the second tender type,
e.g., debit card.

7. Tap Pay.

8. Process the payment, e.g., follow the prompts on the POS terminal.

When the payment has been successfully processed, a green check mark displays
beside the tender type and amount.

If the payment cannot be processed, a green check mark will not display and you
will not be able to complete the transaction until that amount is paid, either by using
a different credit card, debit card, or gift card, or by using a different tender type.

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9. Continue to enter tender amounts next to different tender types, tap Pay, and pro-
cess the payment until the full transaction amount is paid.

Tip: If the customer is paying the remaining amount, click in the amount
field next to the appropriate tender type and press + on the keyboard. POS
automatically enters the remaining amount of the transaction for that tender
type.

10. Tap Yes to print the receipt.

To void payments using sequential tendering:

Sometimes you will need to void a payment after it has been processed. For example,
you might void a payment during sequential tendering if the customer realizes they
used the wrong credit card or debit card.

Voiding a payment during sequential tendering is different from voiding a transaction.

Refer to Voiding transactions for more information.

1. On the Tender screen, tap the payment you want to void to select it.

2. Tap Void. A void request is sent to the payment processor.

When the payment is voided, the green check mark and the amount are deleted
from beside the tender type. You should not have to do anything else to void the
payment.

3. Tap OK.

Tip: You can repeat the steps above to void all payments and cancel out of
sequential tendering. For example, you might do this if the customer wants
to add an item to the transaction at the last minute.

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Reprinting receipts

Sometimes a customer will say they do not want a receipt and then change their mind
and ask for a receipt. You can reprint the sales receipt or a gift receipt. This topic
describes several ways to reprint receipts.

Pre-requisites: You must have the Allowed to review printed Journals per-
mission to look up receipts in the Journal in POS.

If you have just completed the transaction:

1. Do one of the following:

n Tap Transaction | Receipt | Reprint.

n Tap Transaction | Receipt | Reprint Gift.

2. If prompted, tap the printer to select it and tap OK.

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If the transaction was completed for a specific customer:

1. Tap Customers | Lookup Customer.

2. Type all or part of the customer's name and press Enter.

3. To select the customer, do one of the following:

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

4. Tap Customers | Edit Customer.

5. Tap the Purchases tab.

6. Tap the transaction number in the # column.

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7. Do one of the following:

n Tap Print to reprint a duplicate sales receipt.

n Tap Print Gift Receipt to reprint a gift receipt.

8. If prompted, tap the printer to select it and tap OK.

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If the transaction was completed earlier in the day (e.g., in the current open
batch):

1. Tap Transaction | Receipt | Journal.

The journal contains all transactions for the store. Transactions in the journal are
organized into batches. A unique batch number is assigned to each register when it
is opened. This batch remains open until a Z report is generated to close the
register.

2. Use the navigation options to find the transaction.

For example, if the transaction was completed within the previous 30 minutes, you
might tap Previous Receipt to search through the most recent transactions.
However, if the transaction was completed at the beginning of your shift, you might
tap First Receipt to jump to your first transaction of the day and then tap Next
Receipt to search through the earliest transactions.

3. When you find the customer's transaction, do one of the following:

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n Tap Print to reprint a duplicate sales receipt.

n Tap Print Gift Receipt to reprint a gift receipt.

4. If prompted, tap the printer to select it and tap OK.

If the transaction was completed on a different shift or date (e.g., in a closed

batch):

1. Tap Transaction | Receipt | Journal.

The journal contains all transactions for the store. Transactions in the journal are
organized into batches. A unique batch number is assigned to each register when it
is opened. This batch remains open until a Z report is generated to close the
register.

2. Tap Batch.

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3. Scroll through the list of batches until you find the correct batch.

4. Use the navigation options to find the transaction in the batch.

5. When you find the customer's transaction, do one of the following:

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n Tap Print to reprint a duplicate sales receipt.

n Tap Print Gift Receipt to reprint a gift receipt.

6. If prompted, tap the printer to select it and tap OK.

Managing transactions
Performing a cashier override

Depending on your user permissions, you may not be able to perform certain tasks in
POS. For example, you may not have permission to perform advanced cash drawer
management tasks like "no sale" transactions, cash drops, or payouts.

If you do not have permission to perform a task in POS, you can ask someone with
more permissions than you - usually a senior cashier or a manager - to perform a cash-
ier override so you can complete the task. During a cashier override, the other
employee will temporarily log in to POS using their login credentials and either com-
plete the task themselves or supervise you while you complete the task.

1. Tap Operations | Secure | Cashier Override.

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2. The senior cashier or manager enters their User ID and Password.

3. Tap Login.

POS is now operating in cashier override mode, which means that you have all of
the permissions assigned to the person who logged in. A cashier override noti-
fication displays on the screen.

4. Complete the task.

5. Tap the cashier override notification to exit cashier override mode.

Putting a transaction on hold

When you put a transaction on hold, POS saves and then exits the incomplete trans-
action. You have the option to recall the transaction at a later date to complete it and
tender the sale. For example, you might put a transaction on hold if a customer forgot
their wallet in their car and has to run to their car to retrieve it. You can continue to pro-
cess transactions for other customers in line until the customer returns with their wallet
and you can tender the sale.

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Pre-requisites: You must have the Allowed to put transactions on hold per-
mission to put a transaction on hold in POS.

1. Complete as much of the transaction as possible.

2. Tap Transaction | Hold.

3. If prompted, enter an On Hold Comment and tap OK.

Recalling a transaction from hold

If a transaction was previously put on hold, you can recall it to complete it and tender
the sale.

1. Tap Transaction | Recall Transaction | Recall from hold.

2. Look up the transaction by doing one of the following:

n Enter the transaction number, customer name, or account number (or a com-
bination) and press Enter.

n Scroll through the list of transactions until you find the correct one.

3. Tap the transaction to select it and tap Add.

4. Complete the transaction, as required.

5. Tender the sale.

Canceling transactions

You can cancel transactions at any time up to the point of tendering. You cannot cancel
a transaction if you have already tendered the sale. (If you have already tendered the
sale, you need to void the sale instead.) Follow your store's policies and procedures for
canceling transactions.

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Pre-requisites: You must have the Allowed to abort transactions permission to

cancel a transaction.

1. Do one of the following:

n Press Esc

n Press F8

2. Tap Yes to confirm you want to cancel the transaction.

3. If prompted, tap the appropriate reason code to select it and tap OK.

Voiding transactions

Sometimes you will need to void a transaction after you tender it. For example, you
might void a transaction if the customer realizes they used the wrong credit card to pay
for the purchase and they want to put the purchase on a different card. Follow your
store's policies and procedures for voiding transactions.

You cannot void part of a transaction. When you void a transaction, the entire trans-
action is voided. If you need to refund part of a transaction (for example, to remove
items or change quantities), you should recall the transaction for return.

Note: You cannot void transactions if the option Do not allow to return or
void entries from transaction is selected for your user account.

1. Tap Transaction | Recall Transaction | Recall for Void.

2. Look up the transaction by doing one of the following:

n Enter the transaction number, customer name, or account number (or a com-
bination) and press Enter.

n Scroll through the list of transactions until you find the correct one.

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3. Tap the transaction to select it and tap Add.

4. If prompted, tap the appropriate reason code to select it and tap OK.

5. Confirm that the tender amounts and tender types match the original transaction.

The tender amounts appear as negative amounts (with parentheses around the
amount).

6. Tap OK.

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Note: Voided debit card transactions are processed as returns. This is

because the funds have already been deducted from the customer’s bank
account and cannot be voided.

Working with customers

Looking up customers

You may need to look up customers for sales transactions, quotes, and work orders.
You may also need to look up customers for specialized transactions like payments on
account, layaways, exchanges, and returns.

1. Tap Customers | Lookup Customer.

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2. Type all or part of the customer's name and press Enter.

Note: If there are multiple ways to spell a customer's name, you can either
ask them to spell out their name or you can try entering part of the name.
For example, if the customer says their name is Bobbie-Jo Blackbird, you
could try entering just Bob or Black.

3. To select the customer, do one of the following:

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n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS
screen.

Adding customer profiles

Pre-requisites: The Allow new customers as POS store rule must be enabled to
allow cashiers, salespeople, or managers to add customer profiles in POS.

1. Tap Customers | New Customer.

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2. On the Customer tab, enter the customer's contact information, such as:

n Title

n First Name

n Last Name

n Company (if applicable)

n Email Address

n Phone

Note: If the field label is bold, it means the store has defined a customer
policy requiring you to enter information into those fields. You cannot save
the customer profile if those fields are empty.

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n (Optional) Select Create A/R Account if you also want to create an accounts
receivable (AR) account for the customer. Refer to About store cred-
it/accounts for more information.

Warning! Creating an AR account allows the customer to charge pur-

chases to store credit, which exposes the store to financial risk. You should
only create AR accounts for customers if you are authorized to do so, and if
the customer has been approved for store credit by a store manager.

3. (Optional) On the Billing tab, enter the customer's billing address. This is only
necessary if they will be billed for purchases.

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4. (Optional) On the Shipping tab, enter the customer's shipping address (or
addresses). Refer to Adding a shipping address for more information.

5. On the Options tab, select any of the following options that apply to the customer:

n Exempt from taxes: Select if the customer is exempt from paying taxes on pur-
chases.

n Employee: Select if the customer is an employee.

n Enforce purchase limits: This is a legacy field from the Microsoft Dynamics
Retail Management System apps. It is not used.

n Price Level: Select Price A, Price B, or Price C if the customer is approved for
a price level discount. Select Standard if the customer is not approved for a
price level discount.

n Discount (%): Enter a percentage if the customer is approved for a percent dis-
count.

Warning! This percent discount is applied to all items the customer pur-
chases.

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n Tax ID Number: The customer's tax identification number for taxation purposes,
if applicable.

6. (Optional) On the Additional tab:

a. Enter any notes about the customer in the Notes field.

b. Enter any additional information that your store collects about customers in
the other fields on this tab. These are custom fields.

7. (Optional) On the Alias tab, enter any aliases that may be used to look up the cus-
tomer in POS:

a. Tap New.

b. Enter the alias.

c. Tap Save.

Editing customer profiles

Pre-requisites: You must have the Allowed to view and edit all customers per-
mission to edit customer profiles in POS.

1. Look up the customer. Refer to Looking up customers for more information.

2. Tap Customers | Edit Customer.

3. Edit the customer's profile information as required. Refer to Adding customer pro-
files for more information about specific fields.

4. Tap Save.

Adding a shipping address

Pre-requisites: POS users must have the Allowed to view and edit all cus-
tomers permission to add shipping addresses.

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1. Do one of the following:

n Add a new customer profile.

n Edit an existing customer profile.

2. On the Shipping tab, tap New.

3. If you are prompted Do you want to use the existing Billing information
address?:

n Select Yes to use the billing address as a shipping address.

n Select No to enter a new shipping address.

4. Enter the shipping address.

5. (Optional) If the customer wants the address to be their primary shipping address,
select This is the primary shipping address for this customer.

6. Tap Save.

7. Tap OK.

Selecting a shipping (or delivery) address

1. Look up the customer. Refer to Looking up customers for more information.

2. Enter all of the items in the transaction.

3. Tap Customers | Select Shipping Address.

4. On the Select Shipping Address screen, select an address from the list of exist-
ing addresses.

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Most customers will want to ship to their primary shipping address. However,
sometimes customers will want to ship to another address.

Note: If the customer wants to ship their purchase to a new address, tap
New and enter the new address. Refer to Adding a shipping address for
more information.

5. (Optional) If the customer wants to change the primary shipping address to a dif-
ferent address, tap the address to select it and tap Set Primary.

6. Tap OK.

Looking up a customer's purchase history

Pre-requisites: You must have the Allowed to view and edit all customers per-
mission to look up a customer's purchase history.

1. Look up the customer. Refer to Looking up customers for more information.

2. Tap Customers | Display History.

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3. On the Purchases tab, review the customer's purchases.

Items that have been purchased by the customer are listed on separate lines. Items
that were purchased together in one transaction share the same transaction num-
ber (shown in the # column).

A summary of the customer's purchase history displays at the top of the screen. It
shows the date of the customer's last purchase, the total number of visits (where
they made a purchase), the total of all purchases made at the store, any savings
from sales or discounts, and any vouchers they have redeemed.

Tip: Click on the heading of any column to sort the purchases by the
column. For example, it might be helpful to sort purchases by Date, by
transaction number (#), or by Description.

4. (Optional) Tap the transaction number to view the purchase receipt in the journal.

Note: You must have the Allowed to review printed Journals permission
to view journal entries.

5. Tap Cancel to exit the Customer screen.

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Working with vouchers

Selling vouchers

Vouchers can include gift certificates and gift cards. Gift certificates are typically
printed on paper or card stock. Gift cards are typically plastic cards that have a bar
code or magnetic stripe. Customers purchase vouchers as a form of prepayment for
items or services. Customers typically purchase vouchers as gifts and give them to
other people to use.

1. Do one of the following:

n Scan the voucher barcode (or enter the barcode number into the lookup field).

n Enter the voucher item lookup code (ILC) into the lookup field.

2. If prompted, do one of the following to select or enter the voucher Serial Number:

n Scroll through the list of serial numbers and tap the correct one to select it.

n Enter the serial number printed on the voucher into the serial number lookup
field and press Enter.

n Click Add New #, enter the serial number printed on the voucher, and press
Enter.

Note: Partial lookup does not work for voucher serial numbers. For
example, if the serial number ends with 150, and you type 150 into the
serial number lookup field, POS will display a message "Voucher number
150 was not found." You must type the full voucher serial number into the
serial number lookup field.

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3. Tap Select. The voucher is listed as an item on the POS transaction screen.

Note: If your store sells vouchers for predefined amounts, e.g., $10, $25,
$50, that amount displays in the Price column.

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4. If prompted, enter the Price and tap OK or press Enter. This is the prepaid amount
the customer wants to load on the voucher.

5. Add other items to the transaction as required.

6. Tap Transaction | Tender Sale or press F12.

7. On the Tender screen, enter the tender amount next to the relevant tender type.

Note: In POS, a voucher cannot be used to purchase another voucher. If

the customer is purchasing a voucher, they must use a different tender
type, such as cash, debit card, credit card, or check.

8. Tap OK.

9. Tap Yes to print the receipt.

10. Tap Yes or No when prompted to print a gift receipt.

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Checking a voucher balance

1. Tap Transaction | Check Voucher Balance.

2. Tap in the Number field and enter the voucher number.

3. Tap the Search icon or press Enter. The current balance of the voucher displays.

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4. (Optional) Tap Details to see the date the voucher was purchased and the trans-
action number.

Tip: If the customer has used the voucher to purchase other items in the
past, tap the Details button to view the purchase history.
Tendering a sale using a voucher

1. Enter all of the items in the transaction.

Note: In POS, a voucher cannot be used to purchase another voucher. If

the customer is purchasing a voucher, they must use a different tender
type, such as cash, debit card, credit card, or check.

2. Tap Transaction | Tender Sale or press F12or Enter.

3. On the Tender screen, enter the amount the customer wants to redeem from the
voucher next to the voucher tender type. The customer can redeem a portion of the
voucher balance or the full voucher balance.

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Note: The name of the voucher tender type is customizable and will vary
by store. Your store may call it Voucher, Gift Card, Gift Certificate, or some-
thing else. In the example below, it's called Gift Voucher

4. Tap OK.

5. If your store sells more than one type of voucher, tap the type of voucher the cus-
tomer is presenting and tap Select.

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6. On the Voucher Verification screen, tap in the Number field and enter the
voucher number.

7. Tap Search or press Enter.

8. Tap Select.

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9. Tap Yes to print the receipt.

The receipt shows the voucher number, previous balance, and new balance.

Reloading gift cards

Note: You can only reload (add money to) a gift card (voucher) that has
been already sold.

1. Do one of the following:

n Scan the gift card.

n Enter the item lookup code (ILC) into the lookup field.

2. On the Select Serial Number screen, tap Show Sold Serial to select it.

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3. Do one of the following:

n Enter the serial number into the serial number lookup field and press Enter.

n Scroll through the list of serial numbers and tap the correct one to select it.

4. Tap Select.

5. Tap Yes to confirm you want to add money to the gift card.

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6. On the Enter Price screen, enter the amount of money you want to add to the gift
card.

7. Tap OK.

8. Add other items to the transaction, as required.

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9. Tap Transaction | Tender Sale or press F12.

10. On the Tender screen, enter the tender amount next to the relevant tender type.

11. Tap OK.

12. Tap Yes to print the receipt.

The receipt shows the new balance:

Processing refunds to a voucher

Some stores have a policy of refunding to a voucher when a customer returns an item.
You can refund to a new voucher or to an existing voucher.

1. Process the return up to the point of tendering the sale.

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2. Enter the refund amount next to the Voucher tender type.

You can enter the full refund amount in the Voucher tender type or a portion of the
refund amount. Follow your store's policies and procedures for refunds. The name
of the Voucher tender type is customizable and may vary by store. Your store may
call it Gift Voucher, Gift Card, Gift Certificate, or something else. In the example
below, it's called Gift Voucher.

3. Tap OK.

4. If your store sells more than one type of voucher, on the Select Voucher Item
screen tap the type of voucher and tap Select.

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5. On the Voucher Refund Verification screen, do one of the following:

n Tap Create new to load the refund amount on a new voucher.

n Tap Refund to existing to load the refund amount on an existing voucher.

6. If you are refunding to a new voucher, if prompted, enter the voucher number

7. If you are refunding to an existing voucher, tap in the Existing Number field and
enter the voucher number.

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 Working with discounts

8. Tap Search or press Enter.

9. Tap Select.

10. Tap Yes to print the receipt.

The receipt shows the new balance.

Working with discounts

About discounts

You can add discounts to an entire transaction or to specific items in a transaction.

There are several different types of discounts available in POS.

Transaction discounts

Transaction discounts apply to all items in the transaction, including items added after
the discount is selected. These discounts are available in POS when you tap Dis-
counts | Transaction Discount.

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Name Description Example

Discount Applies a percentage (%) dis- The store sells bulk pet food.
from Min- count to the minimum price. Bird seed is normally $1.25 per
imum Price The item's minimum price is pound and the minimum price
defined in the Lower Bound is $1.15. A manager agrees to
field in Store Manager. If the offer a discount of 5% off the
Lower Bound is not defined for minimum price to a customer
an item, the discount is applied who agrees to buy 100 pounds
to the retail price. of seed.

Discount Applies a percentage (%) dis- The store sells patio furniture
from Retail count to the retail price. The and other outdoor items. The
Price item's retail price is defined in store has a policy that
the Price field in Store Man- salespeople can offer up to
ager. This is the price before 10% off retail price to cus-
any sales or discounts are tomers if they agree to buy
applied. over $500 in furniture.

Markup from Sets the percentage (%) The store sells vehicle parts.
Cost markup from cost. The item's The store has negotiated a con-
cost is defined in the Cost field tract with the local municipal
in Store Manager. government to sell them parts
at 20% markup from cost for
repairs to their vehicle fleet.

Set Profit Sets the percentage (%) profit The store sells electronics. A
Margin margin. The item's profit mar- customer wants to purchase
gin is defined in the Profit Mar- over $5,000 in items. The man-
gin field in Store Manager. ager agrees to reduce the
profit margin from 50% to 30%

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Name Description Example

to clear the items from invent-

ory.

Price level discounts

Price level discounts apply to all items in the transaction, including items added after
the discount is selected. These discounts are available in POS when you tap Dis-
counts | Transaction PriceLevel. If the price level is not defined for item(s) in Store
Manager, the discount is not applied.

Name Description Example

Price Level A Applies Price Level A, if The store sells building mater-
defined in Store Manager. ials. The store has a policy to
offer Price Level A (their best
price) to construction com-
panies that purchase over
$500 in items using their com-
pany credit card.

Price Level B Applies Price Level B, if The store sells building mater-
defined in Store Manager. ials. The store has a policy to
offer Price Level B (their
second best price) to anyone
that purchases over $300 in
items.

Price Level C Applies Price Level C, if The store sells building mater-
defined in Store Manager. ials. The store has a policy to

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Name Description Example

offer Price Level C (their third

best price) to anyone that pur-
chases over $200 in items.

Current item discounts

Current item discounts apply to the selected item only. The following discounts are
available in POS when you tap Discounts | Current Item Discount.

Name Description Example

% from Cur- Applies a percentage (%) dis- The store sells kids clothing.
rent Price count to the current price. The To make room for new "back to
item's current price is the retail school" stock, the store is offer-
price minus any existing sales ing an additional 10% off any
or discounts. red-tagged items.

% from Retail Applies a percentage (%) dis- The store sells electronics. The
Price count to the retail price. The store is having a Black Friday
item's retail price is defined in sale and offering 15% off selec-
the Price field in Store Man- ted items.
ager. This is the price before
any sales or discounts are
applied.

Markup from Sets the percentage (%) The store sells gravel and
Cost markup from cost. The item's mulch. The store has nego-
cost is defined in the Cost field tiated a contract with the local
in Store Manager. municipal government to sell

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 Working with discounts

Name Description Example

them gravel and mulch at 20%

markup from cost for park main-
tenance.

Set Profit Sets the percentage (%) profit The store sells electronics. A
Margin margin. The item's profit mar- customer wants to purchase an
gin is defined in the Profit Mar- older model computer. The
gin field in Store Manager. manager agrees to reduce the
profit margin from 50% to 30%
to clear the item from invent-
ory.

$ from Cur- Applies a dollar ($) discount to The store sells kids clothing.
rent Price the current price. The item's To make room for new "back to
current price is the retail price school" stock, the store is offer-
minus any existing sales or dis- ing an additional $10 off any
counts. red-tagged items.

All items discounts

These discounts are applied to all items in the transaction at the time the discount is
selected, but not to items added after the discount is selected. These discounts are
available in POS when you tap Discounts | All items.

Name Description Example

% from Cur- Applies a percentage (%) dis- The store sells kids clothing.
rent Price count to the current price. To make room for new "back to
school" stock, the store is offer-

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Name Description Example

ing an additional 10% off all

items.

$ from Cur- Applies a dollar ($) discount to The store sells kids clothing.
rent Price the current price. To make room for new "back to
school" stock, the store is offer-
ing an additional $10 off all
items.

Set Subtotal Sets the transaction subtotal The store sells patio furniture
Amount amount ($) by proportionally and other outdoor items. A cus-
discounting all of the items cur- tomer has picked out a BBQ,
rently in the transaction. patio furniture, and gazebo but
is hesitating about spending
over $8,000. The manager
offers to sell all of the items to
the customer for $7,000 before
tax.

Adding discounts

You can add discounts to entire transactions or to specific items in a transaction. Refer
to About discounts for more information about specific types of discounts. Follow your
store's policies for adding discounts.

Pre-requisites: You must have the Allowed to access Pricing permission to add
discounts in POS. You may only have permission to add discounts up to a max-
imum percentage or maximum dollar amount.

To add a discount to the entire transaction:

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1. Enter all of the items in the transaction.

2. Do one of the following:

n Tap Discounts | Transaction Discount and select a percent discount.

n Tap Discounts | Transaction PriceLevel and select a price level discount.

n Tap Discounts | All Items and select a discount option.

3. If prompted, tap the appropriate discount reason code to select it and tap OK.

4. Tender the sale.

To add a discount to a specific item:

1. Enter the item in the transaction.

2. Tap the item to select it.

3. Do one of the following:

n Tap Action, tap Discount, enter the percent discount, and tap OK.

n Tap Discounts | Current Item Discount and select a discount option.

4. If prompted, tap the appropriate discount reason code to select it and tap OK.

5. Tender the sale.

Working with bottle deposits

Collecting bottle deposits

Stores may collect bottle deposits from customers who purchase items with recyclable
containers. Bottle deposits should be automatically added to the transaction when the
item with a recyclable container is added to the transaction.

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1. Scan or enter the item with the recyclable container.

The bottle deposit should be automatically added:

2. Finish adding items to the transaction.

3. Tender the transaction.

Processing refunds of bottle deposits

Stores that collect bottle deposits on recyclable containers may be required to refund
those deposits when customers return eligible containers to the store.

Note: Follow your store's policies and procedures for processing refunds of
bottle deposits.

1. Tap Transaction | Sale/Return/No Sale | Return. This puts POS into return mode.

2. If your store requires reason codes for refunds, select the bottle deposit reason
code.

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3. Enter the relevant bottle deposit item lookup code (ILC).

4. If necessary, tap Action and change the quantity. The quantity should always be a
negative (-) for refunds.

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Note: If Do not allow to access the Action button is selected in your

user profile you will not be able to use the Action button. If you cannot
access the Action button, you can press the + button on the keyboard to
increase the quantity, or enter the bottle deposit ILC again.

5. Tender the refund.

Note: Follow your store's policies regarding what tender type to select.
Most stores refund bottle deposits in cash, but some stores may refund
bottle deposits to vouchers.

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 Working with quotes and work orders

Working with quotes and work orders

Looking up items

The easiest way to look up items is to scan them, However, if scanning doesn't work,
there are other ways to look up items in POS.

Entering the item lookup code

Every item has a unique item lookup code (ILC). It is usually printed on the price tag
or shelf tag. If you have the ILC, type it into the lookup field and press Enter to see
matching items.

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Entering an item name or alias

If you don't have the ILC, or the ILC you have doesn't work, tap Items | Lookup Item or
press F2 to display the Item Lookup screen. From this screen you can try looking up
the item by item name or alias. An alias is a unique nickname for an item. Aliases are
optional and may not be defined for every item.

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Entering a department or category name

If you don't have the ILC, and weren't able to look up the item by item name or alias,
you can also try looking up the item by department or category name.

Entering a combination of item name, alias, description, and category

If the item lookup produces too many results and you don't have time to scroll through
all of the results to find the item, try narrowing the results by entering a combination of
item name, alias, description, and category.

Entering a partial item name, alias, description, or category

You don't have to type the full item name, alias, description, or category into the lookup
field. You can save time by entering just part of the word.

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About quotes

Generally, quotes are created if customers are researching costs for a purchase, or if
they are comparing the costs of purchasing the same or similar items at different stores
(comparison shopping).

Quotes may include discounts or price changes that the customer has negotiated with
a salesperson or manager. Depending on the store's policies, quotes may only be valid
for a limited period of time, such as 30 days. After this period, the store is no longer
obligated to sell the items to the customer at the prices identified in the quote.

For quotes, you enter all of the items in the quote, but you don't collect any payment
when you tender the sale. The customer has the option to return to the store at a later
date to complete the transaction. They may also choose not to complete the trans-
action.

If some items from the quote are available immediately, customers have the option to
pick up those items and return at a later time to pick up the remaining items. However,
customers must pay the total amount for all items they pick up. Quote can also be con-

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 Working with quotes and work orders

verted to work orders if store employees require additional time to assemble the order
for the customer.

Creating quotes

Depending on your store's policies, you may be required to select a customer to create
a quote. Selecting the customer when you create the quote makes it easier to look up
the quote later when the customer returns to the store to complete the transaction.

1. Tap Orders | Quote.

You will know that POS is in quote mode if you see the quote icon in the top right
corner of the screen.

2. (Optional) Tap Customers | Lookup Customer or press F7.

3. (Optional) To select the customer, do one of the following:

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

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The customer's information displays in the Customer pane at the top of the POS
screen.

4. Enter all of the items in the quote.

5. (Optional) Enter approved discounts or price changes.

6. Tap Transaction | Tender Sale or press F12.

On the Tender screen, the Total Due is $0.00 because you are creating a quote
and no money is collected when you tender the sale.

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 Working with quotes and work orders

7. Tap OK.

8. Tap Yes to print the receipt.

The receipt shows the total quote amount including tax, as well as any approved
discounts or price changes.

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Processing quotes

If you look up the customer, when you recall the quote, POS only displays quotes
belonging to the selected customer. If you do not look up the customer, when you recall
the quote, POS displays all open quotes and you will have to search for the customer's
quote.

1. (Optional) Tap Customers | Lookup Customer or press F7.

2. (Optional) To select the customer, do one of the following:

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 Working with quotes and work orders

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS
screen.

3. Tap Orders | Recalls | Recall a Quote.

4. To select the customer's quote, do one of the following:

n Tap the quote once and tap Add.

n Tap the quote twice.

5. Tap Transaction | Tender Sale or press F12.

6. From the Select Order Action screen, tap one of the following:

n Pick up Entire

n Convert to Work Order

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 Working with quotes and work orders

7. Enter the amount next to the appropriate tender type.

8. Tap OK.

9. Tap Yes to print the receipt.

About work orders

Generally, work orders are created if store employees require additional time to
assemble the order for the customer or to pull items from inventory. For example, large
items may need to be collected from a nearby warehouse and brought to the store for
pick up.

Depending on your store's policies, customers may be required pay a deposit on work
orders. If the customer pays a deposit, when they return to pick up the work order you
will need to collect the balance owing.

If some items in the work order are available immediately, customers have the option
to pick up those items and return at a later time to pick up the remaining items.
However, customers must pay the total amount for all items they pick up. If the

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customer previously paid a deposit, POS calculates how much of the deposit applies to
the items the customer is picking up, and the amount due is the total amount minus the
applicable deposit.

If the customer has already picked up part of the order, you will see the quantity picked
up in the R.T.D. (received to date) column. You will see the quantity remaining to be
picked up in the On Order column. The Balance owing is the total amount of the work
order minus any deposits or amounts paid previously.

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 Working with quotes and work orders

Creating work orders

Depending on your store's policies, you may be required to select a customer to create
a work order. Selecting the customer when you create the work order makes it easier
to look up the work order later when the customer returns to the store to pick up their
order and pay the balance owing.

1. Tap Orders | Work Order.

You will know that POS is in work order mode if you see the work order icon in the
top right corner of the screen.

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 Working with quotes and work orders

2. (Optional) Tap Customers | Lookup Customer or press F7.

3. (Optional) To select the customer, do one of the following:

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS
screen.

4. Enter all of the items in the work order.

If your store requires customers to pay a deposit on work orders, the Addl. deposit
field indicates the required deposit amount.

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5. Tap Transaction | Tender Sale or press F12.

6. Enter the amount next to the appropriate tender type.

7. Tap OK.

8. Tap Yes to print the receipt.

The receipt shows the total work order amount including tax, the deposit amount,
and the balance owing on the work order.

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Processing work orders

If you look up the customer, when you recall the work order, POS only displays work
orders belonging to the selected customer. If you do not look up the customer, when
you recall the work order, POS displays all open work orders and you will have to
search for the customer's work order.

1. (Optional) Tap Customers | Lookup Customer or press F7.

2. (Optional) To select the customer, do one of the following:

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n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS
screen.

3. Tap Orders | Recalls | Recall a Work Order.

4. To select the customer's work order, do one of the following:

n Tap the work order once and tap Add.

n Tap the work order twice.

5. Tap Transaction | Tender Sale or press F12.

6. From the Select Order Action screen, tap one of the following:

n Pick up Entire

n Pick up Partial

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7. If the customer is picking up part of their order:

a. Tap the items the customer is picking up to select them.

b. (Optional) In the Pick Up column, enter the quantity of the item the customer
is picking up.

c. Tap OK.

d. If the customer paid a deposit on the work order, tap OK to confirm the
amount of the deposit that is being applied to the pick up.

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8. Enter the amount next to the appropriate tender type.

9. Tap OK.

10. Tap Yes to print the receipt.

The receipt shows how many items were picked up by the customer, any additional
payments made, and the remaining balance on the work order if applicable.

Adding a comment to an order

1. Tap Orders | Order Details | Order Comment.

2. On the Order Comment screen:

a. (Optional) Enter a reference number in the Ref # field.

b. Enter the Comment.

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c. Tap OK.

3. Finish creating the order.

The receipt shows the order comment at the top.

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 Working with quotes and work orders

When you recall the work order, you can also see the order comment at the top of
the Transaction screen.

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Adding a due date to an order

1. Create a new order or recall an existing order.

2. Tap Orders | Order Details | Order Due.

3. On the Order Due screen, enter the date on which the order should be ready for
pick up.

You can enter the date manually or click the calendar icon and select a date.

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4. Tap OK.

5. Finish creating the order.

The due date displays in the transaction summary on the Transaction screen.

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 Working with quotes and work orders

It may also be your store's policy to print a report of orders that are due on a spe-
cific date.

Note: The Order (Detailed) Report, located under Reports | Active

Reports | Custom | Orders in Store Manager, can be used to print out a list
of orders that need to be fulfilled on the current or next business day.
Looking up order history

You can look up all transactions that are part of an open order (such as deposits and
partial pick ups).

1. (Optional) Tap Customers | Lookup Customer or press F7.

2. (Optional) To select the customer, do one of the following:

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS
screen.

3. Tap Orders | Recalls and select one of the following:

n Recall a Work Order

n Recall a Layaway

4. To select the order, do one of the following:

n Tap the order once and tap Add.

n Tap the order twice.

5. Tap Orders | Order Details | Order History.

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6. To view the details of a specific transaction listed in the Order History screen, do
one of the following:

n Tap the transaction once and tap Select.

n Tap the transaction twice.

The transaction receipt displays in the Journal.

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7. Tap Close to exit the Journal.

8. View the details of other transactions listed in the Order History screen, as
required.

9. Tap Cancel to exit the Order History screen.

Working with layaways

About layaways

Layaways are a specialized type of transaction where a store agrees to hold (or "lay
away") items for a customer until the customer is able to pay for them.

Depending on your store's policies, customers may be required pay a deposit on lay-
ways. The customer may also return to the store to make incremental payments on lay-
aways. The customer cannot take layaway items home until the total amount owing on
the items is fully paid.

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For layaways, you must create a layaway order and, if required by your store's policies,
tender the initial deposit. The customer can then return to the store at a later date to
make additional payments or pay off the entire order.

Customers have the option to pick up some items from a layaway order and return at a
later time to pick up the remaining items. However, customers must pay the total
amount for all items they pick up. If the customer previously paid a deposit, POS cal-
culates how much of the deposit applies to the items the customer is picking up, and
the amount due is the total amount minus the applicable deposit.

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If the customer has already picked up part of the layaway order, you will see the quant-
ity picked up in the R.T.D. (received to date) column. You will see the quantity remain-
ing to be picked up in the On Order column. The Balance owing is the total amount of
the layaway order minus any deposits or amounts paid previously.

Creating layaway orders

1. Tap Orders | Layaway.

You will know that POS is in layaway mode if you see the layaway icon in the top
right corner of the screen.

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2. Tap Customers | Lookup Customer or press F7.

3. To select the customer, do one of the following:

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS
screen.

4. Enter all of the items in the layaway order.

If your store requires customers to pay a deposit on layaways, the Addl. deposit
field indicates the minimum deposit amount. The customer has the option to pay
more than the amount shown in the Addl. deposit field.

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5. Tap Transaction | Tender Sale or press F12.

6. Enter the amount next to the appropriate tender type.

Note: Follow your store's policies regarding what tender types are accep-
ted for layaway deposits. For example, many stores only accept cash, dir-
ect deposit, or check for layaway deposits.

7. Tap OK.

8. Tap Yes to print the receipt.

The receipt shows the total layaway amount including tax, the deposit amount, and
the balance owing on the layaway order.

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Adding a comment to an order

1. Tap Orders | Order Details | Order Comment.

2. On the Order Comment screen:

a. (Optional) Enter a reference number in the Ref # field.

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b. Enter the Comment.

c. Tap OK.

3. Finish creating the order.

The receipt shows the order comment at the top.

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When you recall the work order, you can also see the order comment at the top of
the Transaction screen.

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Adding a due date to an order

1. Create a new order or recall an existing order.

2. Tap Orders | Order Details | Order Due.

3. On the Order Due screen, enter the date on which the order should be ready for
pick up.

You can enter the date manually or click the calendar icon and select a date.

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4. Tap OK.

5. Finish creating the order.

The due date displays in the transaction summary on the Transaction screen.

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It may also be your store's policy to print a report of orders that are due on a spe-
cific date.

Note: The Order (Detailed) Report, located under Reports | Active

Reports | Custom | Orders in Store Manager, can be used to print out a list
of orders that need to be fulfilled on the current or next business day.
Looking up order history

You can look up all transactions that are part of an open order (such as deposits and
partial pick ups).

1. (Optional) Tap Customers | Lookup Customer or press F7.

2. (Optional) To select the customer, do one of the following:

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS
screen.

3. Tap Orders | Recalls and select one of the following:

n Recall a Work Order

n Recall a Layaway

4. To select the order, do one of the following:

n Tap the order once and tap Add.

n Tap the order twice.

5. Tap Orders | Order Details | Order History.

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6. To view the details of a specific transaction listed in the Order History screen, do
one of the following:

n Tap the transaction once and tap Select.

n Tap the transaction twice.

The transaction receipt displays in the Journal.

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7. Tap Close to exit the Journal.

8. View the details of other transactions listed in the Order History screen, as
required.

9. Tap Cancel to exit the Order History screen.

Processing layaway orders

If you look up the customer, when you recall the layaway, POS only displays layaways
belonging to the selected customer. If you do not look up the customer, when you recall
the layaway, POS displays all open layaways and you will have to search for the cus-
tomer's layaway order.

1. Tap Customers | Lookup Customer or press F7.

2. To select the customer, do one of the following:

n Tap the customer's name once and tap Select.

n Tap the customer's name twice.

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The customer's information displays in the Customer pane at the top of the POS
screen.

3. Tap Orders | Recalls | Recall a Layaway.

4. To select the customer's layaway order, do one of the following:

n Tap the layaway order once and tap Add.

n Tap the layaway order twice.

5. If the customer is making a payment:

a. Tap Orders | Payments | Payment on Layaway.

b. On the Layaway Payment screen, enter the payment amount.

c. Tap OK.

6. If the customer is picking up all or part of their layaway order:

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a. Tap Transaction | Tender Sale or press F12.

b. From the Select Order Action screen, tap one of the following:

o
Pick up Entire

o
Pick up Partial

7. If the customer is picking up part of the layaway order:

a. Tap the items the customer is picking up to select them.

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 Working with layaways

b. (Optional) In the Pick Up column, enter the quantity of the item the customer
is picking up.

c. Tap OK.

d. If the customer paid a deposit on the layaway order, tap OK to confirm the
amount of the deposit that is being applied to the pick up.

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 Working with store credit/accounts

8. Enter the amount next to the appropriate tender type.

9. Tap OK.

10. Tap Yes to print the receipt.

Working with store credit/accounts

About store credit/accounts

Some stores offer store credit to approved people or companies. With store credit, a
person or company can make purchases up to their credit limit and pay for those pur-
chases at a later date, like a credit card. They also agree to payment terms such as
payment due dates and minimum payment amounts.

Store credit is also called accounts receivable (AR), because the customer is making
purchases on account and the payment for those purchases is will be received in the
future. In most stores, only managers can set up AR accounts for customers. However,
in some stores senior cashiers or salespeople are also allowed to set up AR accounts.

To make a purchase on store credit, the person or company must:

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 Working with store credit/accounts

n Be a customer in POS.

n Have an AR account in POS.

You can add a customer and create their AR account at the same time. In POS, on the
Customer screen, simply select Create A/R Account on the Customer tab. When
you tap Save, the customer's AR account is automatically created. (The payment due
dates, minimum payment, and other account terms are set up in Store Manager.)

The customer record and the AR account record are linked. When a cashier looks up a
customer with a linked AR account, they can see both their customer information and
their AR information at the top of the screen:

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 Working with store credit/accounts

To process a purchase on store credit, the cashier adds items to the transaction and
tenders the sale just like a normal purchase. However, on the Tender screen, they
enter the tender amount next to the Store Credit tender type (or a similar tender type
set up by the store). When the sale is completed, the customer does not have to pay
anything. Instead, the tender amount is added to the customer's AR account balance.

Tendering a sale on store credit/account

1. Look up the customer. Refer to Looking up customers for more information.

2. Enter all of the items in the transaction.

3. Tap Transaction | Tender Sale or press F12 or Enter.

4. On the Tender screen, enter the tender amount next to the Store Credit tender
type.

The name of the Store Credit tender type is customizable and may vary by store.
Your store may call it Account, Store Charge, Charge Account, Credit Line, or
something else. In the example below, it's called Store Charge.

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 Working with store credit/accounts

5. Tap OK.

6. On the Register Transaction screen, you can see the customer's next payment
due date, their current balance due, and their available credit. Follow your store's
policies regarding sharing this information with the customer.

7. Tap Finish.

8. Tap Yes to print the receipt.

The receipt shows the tender type used for this purchase (in this case, it was Store
Charge), the previous balance on the AR account, and the new balance (including
this purchase).

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 Working with store credit/accounts

Processing payments to account

Most stores mail or email monthly invoices to customers who have store credit
(accounts). These invoices identify the total balance owing on the account on the
invoice date. They also specify payment terms such as the payment due date and the
minimum payment amount. This topic describes how to process payments against
open invoices.

1. Look up the customer. Refer to Looking up customers for more information.

2. Tap Customers | Payment to Account.

In the top right of the Payment to Account screen:

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 Working with store credit/accounts

n Total Balance shows the total amount of all open (unpaid) invoices.

n Total Credit shows the total amount of any unapplied (available) credit memos.

A credit memo is created if the customer returns an item (or items) that were pur-
chased on store credit, or if the customer has accidentally overpaid an invoice.
Credit memos can only be applied to open invoices.

n Balance Due shows the difference between Total Balance and Total Credit
(e.g., Total Balance - Total Credit = Balance Due).

3. Do one of the following:

n If the customer wants to pay for specific open invoices, tap the invoices to select
them.

n If the customer wants to pay for all open invoices, tap the Pay all button.

Note: If the customer's account is set up so they are required to pay older
invoices first, you may have to select the older invoices before you can
select newer invoices.

4. (Optional) Select Apply Credit to apply any available credit memos to the selected
invoices. The total amount of the applied credit memos displays in the Applied
Credit field.

Note: If you do not select Apply Credit, any unapplied credit memos will
not be applied to the selected invoices. Instead, the credit memos will
remain available to apply to open invoices in the future.

5. (Optional) Tap in the Payment Received field and enter a different payment
amount.

The amount shown in the Payment Received field defaults to the total amount of
all selected open invoices. However, if Apply Credit is selected, the amount

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 Working with store credit/accounts

shown is the difference between the selected open invoices and the applied credit
memos. You can edit the amount in this field if the customer is giving you a different
amount, e.g., they are making a minimum or partial payment on the selected
invoices.

6. (Optional) Tap in the Reference field and enter the statement number.

7. (Optional) Tap in the Description field and enter any comments about the pay-
ment.

8. Tap OK.

9. On the Payment screen, enter the enter the payment amount next to the relevant
tender type.

Note: A customer cannot make a payment to account using a Store Credit

tender type. Follow your store's policies regarding what tender types are
accepted for payments to account. For example, many stores do not accept
payments to account by debit card or credit card because they are charged
transaction fees on those tender types.

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 Working with store credit/accounts

10. Tap OK.

11. Tap Yes to print the receipt.

The receipt shows which invoices the customer paid for, how much they paid, and
the remaining balance on those invoices (if applicable). The receipt also shows any
unpaid invoices and the new balance owing on the account.

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 Performing returns and exchanges

Performing returns and exchanges

Processing returns

Sometimes you will need to process a return on all or part of a transaction. For
example, you might realize that the wrong item was added or the quantity of an item
was wrong.

Note: Follow your store's policies and procedures for processing returns.

1. On the POS transaction screen, do one of the following:

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 Performing returns and exchanges

n Tap Transaction | Recall Transaction | Recall for Return.

n Tap Tranaction | Sale/Return/No Sale | Return or press Ctrl-F4.

If you select Transaction | Sale/Return/No Sale | Return, it puts POS into return
mode. All items that you enter are considered returns.

2. On the Recall for Return screen, do one of the following:

n If the transaction was completed recently, scroll down and select the transaction
number from the list; or

n If the transaction was not completed recently, do one of the following:

n Enter the transaction number from the customer's receipt into the lookup
field and press Enter; or

n Enter the customer's name, phone number, or any combination and press
Enter to search for the customer's list of transactions.

3. Tap Add.

4. If you are prompted for a reason code, on the Select Reason Code screen, select
the appropriate reason for the return and tap OK.

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 Performing returns and exchanges

5. On the POS transaction screen, the items that were purchased in the recalled trans-
action are listed in red. Do one of the following:

n If the customer wants to return a specific item or items, click the check box next
to the items. It there are multiple items in the transaction, scroll through the entire
list to confirm that you have selected the correct item or items.

n If the customer wants to return all items, click the check box at the top of the
check box column. This will automatically select all items in the transaction.

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 Performing returns and exchanges

n If the customer purchased a quantity of a specific item, e.g., four packs of beer,
and wants to return a portion of that quantity, click the check box beside the item
and click Action. Use the + and - keys to indicate what quantity the customer
wants to return and click OK.

6. Tap Transaction | Tender Sale.

7. On the Tender screen, enter the tender amount next to the relevant tender type.

Follow your store policy about tendering returns. In most stores, you must use the
original transaction tender for returns, e.g., if the customer used a VISA card end-
ing in 1234 as the tender you must use the same card when tendering the return.

Tip: If the customer is paying the entire amount using one tender type, you
do not have to type the amount out. Instead, click in the amount field next to

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 Performing returns and exchanges

the appropriate tender type and press + on the keyboard. POS auto-
matically enters the full amount of the transaction for that tender type.

8. Tap OK.

9. Tap Yes to print a receipt.

Processing exchanges

Sometimes a customer will bring an item back to the store to exchange it for the same
item or a similar item. Examples include items that are not working properly or were
damaged when the customer opened the packaging.

Pre-requisites: Follow your store's policies and procedures for processing

returns.

There are two methods for entering exchanges at the point-of-sale:

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 Performing returns and exchanges

n In sales mode: With this method, enter the exchange item with a positive quant-
ity and the returned item as a negative quantity. The return item must be a neg-
ative because, in sales mode, POS assumes every entry is a sale.

n In return mode: With this method, you click Transaction | Sale/Return/No

Sale | Return to put POS into return mode, enter the exchange item with a neg-
ative quantity and enter the returned item as a positive quantity. The exchange
(outgoing) item must be negative because, in return mode, POS assumes every
entry is a return.

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 Performing returns and exchanges

Processing refunds to a voucher

Some stores have a policy of refunding to a voucher when a customer returns an item.
You can refund to a new voucher or to an existing voucher.

1. Process the return up to the point of tendering the sale.

2. Enter the refund amount next to the Voucher tender type.

You can enter the full refund amount in the Voucher tender type or a portion of the
refund amount. Follow your store's policies and procedures for refunds. The name
of the Voucher tender type is customizable and may vary by store. Your store may
call it Gift Voucher, Gift Card, Gift Certificate, or something else. In the example
below, it's called Gift Voucher.

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 Performing returns and exchanges

3. Tap OK.

4. If your store sells more than one type of voucher, on the Select Voucher Item
screen tap the type of voucher and tap Select.

5. On the Voucher Refund Verification screen, do one of the following:

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 Performing returns and exchanges

n Tap Create new to load the refund amount on a new voucher.

n Tap Refund to existing to load the refund amount on an existing voucher.

6. If you are refunding to a new voucher, if prompted, enter the voucher number

7. If you are refunding to an existing voucher, tap in the Existing Number field and
enter the voucher number.

8. Tap Search or press Enter.

9. Tap Select.

10. Tap Yes to print the receipt.

The receipt shows the new balance.

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 Entering your work hours

Administration
Entering your work hours

Your store may require you to enter your work hours in POS. You can enter the time
you start your shift (when you "punch in") and the time you end your shift (when you
"punch out") using the time clock in POS.

To punch in:

1. Tap Operations | Time Clock.

2. Enter your User ID and Password and press Enter.

3. Tap Punch In. The system automatically records your start time.

To punch out:

1. Tap Operations | Time Clock.

2. Enter your User ID and Password and press Enter.

3. Tap Punch Out. The system automatically records your end time.

Changing your password

To change your password in POS:

1. If necessary, tap Operations | Secure | Login/Logout or press F9 to log out of

POS.

2. On the Login screen, enter your User ID.

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 Changing your password

3. Tap Change.

4. On the Change Password screen:

a. Enter your current password in the Password field.

b. Enter your new password in the New password and Confirm password
fields.

c. Tap OK.

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 Batch Commands

5. On the Login screen, enter your User ID and your new Password to log in to POS.

Commands reference guide

The following commands can be used to program the functionality of both POS Task
Pads and Custom POS Buttons. You must configure Task Pads and Custom Buttons in
Store Manager.

Starting with release 3.11.0 you can program Task Pads or Custom Buttons to execute
a chain of commands when the button is clicked by adding a semicolon (;) between
commands. For example, you might create a chain of commands to discount a trans-
action (command 1) and then automatically select a discount reason code (command
2). There is no limit to the number of commands in a chain. However, the commands
should be chained together to follow a logical transaction process.

Batch Commands

Use batch commands to perform various batch operations, such as entering opening
and closing amounts, viewing the X report, printing X, Z, and ZZ reports, and per-
forming a blind closeout.

Command Description

Batch_CloseCommand Closes the current batch. This is the

same as a blind closeout. No para-
meters.

Batch_EnterClosingAmountsCommand Invokes the Closing Amounts dialog.

No parameters.

Batch_Enter- Invokes the Opening Amounts dialog.

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 Batch Commands

Command Description

OpeningAmountsCommand No parameters.

Batch_PerformBlindCloseoutCommand Performs a blind closeout. No para-

meters.

Batch_ViewXReportCommand Displays the X report. No parameters.

Charge Commands

Use charge commands to add charges to POS transactions.

Command Description

Charge_AddNoTemplateCommand Adds a charge without using a charge

template (defined in Store Manager
under Setup | Inventory/Purchasing |
Charges).

The command takes an optional para-

meter of the charge code and price, sep-
arated by a pipe (|): {Charge Code}|
{Price}.

If a parameter is not provided, the com-

mand invokes the Charge Lookup dia-
log and prompts for the price.

Example:

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 Batch Commands

Command Description

Adds charge code and price:

Charge_AddNoTemplateCommand
"CH|15.10"

Charge_AddCommand Adds a charge to the transaction using

a charge template (defined in Store
Manager under Setup | Invent-
ory/Purchasing | Charges).

The command takes an optional para-

meter of the charge code and price, sep-
arated by a pipe (|): {Charge Code}|
{Price}.

If a parameter is not provided, the com-

mand invokes the Charge Lookup dia-
log and prompts for the price.

Example:

Adds charge code and price:

Charge_AddCommand
"CHARG1|15.10"

Adds charge code but prompts for the

price:

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 Customer Commands

Command Description

Charge_AddCommand "CHARG1"

Customer Commands

Use customer commands are used to perform various customer-related operations.

Command Description

Customer_AddCommand Adds a customer to the transaction.

Requires the mandatory parameter
{Customer Account Number}.

Example:

Customer_AddCommand "000005"

Customer_ClearCommand Clears the current customer from the

transaction. No parameters.

Customer_DisplayHistoryCommand Displays a dialog with the current cus-

tomer's purchase history. No para-
meters.

Customer_EditCommand Invokes the Customer dialog where

you can edit the customer. No para-
meters.

Customer_LookupCommand Adds a customer to the transaction.

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 Customer Commands

Command Description

The command takes an optional para-

meter of {Customer Account Number}.

If a parameter is not provided, or the

customer account number is not found,
the command invokes the Customer
Lookup dialog with a list of customers
fitting the search criteria.

Example:

Adds a customer with account number

“000005” to the transaction:

Customer_LookupCommand
"000005"

Invokes the Customer Lookup dialog

with the search criteria "Jon":

Customer_LookupCommand "Jon"

Customer_NewCommand Invokes the Create New Customer

Wizard dialog where you can create a
new customer. No parameters.

Customer_Pay- Invokes the Account Payment dialog

mentOnAccountCommand for the selected accounts receivable
customer. No parameters.

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 Discount Commands

Command Description

Customer_SelectShip- Invokes the Select Shipping Address

pingAddressCommand dialog where you can add a shipping
address for the selected customer. No
parameters.

Discount Commands

Use discount commands to apply various discounts and price levels on the selected
item, all items in the transaction, or the entire transaction.

Command Description

Discount_InvokeDis- Invokes the Discount Menu dialog. No

countMenuCommand parameters.

The following commands apply a discount to all items that are currently in the trans-
action.

Note: Discounts are not applied to items that are added after an all
items command is used.

DiscountAllItems_SetNoDis- Removes any discount applied to all items

countCommand currently in the transaction. No para-
meters.

DiscountAllItems_SetA- Applies a dollar amount discount from the

mountFromCurrentPriceCommand current price to all items currently in the
transaction.

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 Discount Commands

Command Description

The command takes an optional para-

meter {Discount Amount}. If a parameter
is not provided, the command invokes the
Discount dialog and prompts for the dol-
lar amount.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Discount Amount} and
{Reason Code} must be separated by a
pipe (|).

Example:

Apply a discount of $10 dollars to the cur-

rent price for all items currently in the
transaction:

DiscountAllItems_SetA-
mountFromCurrentPriceCommand
"10"

Apply the RC01 reason code:

DiscountAllItems_SetA-

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 Discount Commands

Command Description

mountFromCurrentPriceCommand
"10|RC01"

DiscountAllItems_SetPer- Applies a percentage discount from the

centFromCurrentPriceCommand current price to all items currently in the
transaction.

The command takes an optional para-

meter {Percentage Discount}. If a para-
meter is not provided, the command
invokes the Discount dialog and prompts
for the percentage.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Percentage Discount} and
{Reason Code} must be separated by a
pipe (|).

Example:

Apply a 10% discount to the current price

for all items currently in the transaction:

DiscountAllItems_SetPer-

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 Discount Commands

Command Description

centFromCurrentPriceCommand
"10"

Apply the RC01 reason code:

DiscountAllItems_SetPer-
centFromCurrentPriceCommand
"10|RC01"

DiscountAllItems_SetSub- Sets the transaction subtotal amount by

totalAmountCommand proportionally discounting the transaction
items.

The command takes an optional para-

meter {Target Subtotal Amount}. If a para-
meter is not provided, the command
invokes the Discount dialog and prompts
for the dollar amount.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Target Subtotal Amount} and
{Reason Code} must be separated by a
pipe (|).

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 Discount Commands

Command Description

Example:

Set the subtotal amount to $20 by dis-

counting all items proportionally:

DiscountAllItems_SetSub-
totalAmountCommand "20"

Apply the RC01 reason code:

DiscountAllItems_SetSub-
totalAmountCommand "20|RC01"

DiscountAllItems_ Applies Price Level A to all items currently

SetPriceLevelACommand in the transaction. No parameters.

DiscountAllItems_ Applies Price Level B to all items currently

SetPriceLevelBCommand in the transaction. No parameters.

DiscountAllItems_ Applies Price Level C to all items currently

SetPriceLevelCCommand in the transaction. No parameters.

DiscountAllItems_SetPriceLevelDe- Removes the price level from all items cur-

faultCommand rently in the transaction. No parameters.

The following commands apply a discount to the currently selected item.

DiscountCurrentItem_SetA- Applies a dollar amount discount to the

mountFromCurrentPriceCommand current price for the currently selected

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 Discount Commands

Command Description

item.

The command takes an optional para-

meter {Discount Amount}. If a parameter
is not provided, the command invokes the
Discount dialog and prompts for the dol-
lar amount.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Discount Amount} and
{Reason Code} must be separated by a
pipe (|).

Example:

Apply a discount of $10 dollars to the cur-

rent price for the currently selected item:

DiscountCurrentItem_SetA-
mountFromCurrentPriceCommand
"10"

Apply the RC01 reason code:

DiscountCurrentItem_SetA-

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 Discount Commands

Command Description

mountFromCurrentPriceCommand
"10|RC01"

DiscountCurrentItem_SetNoDis- Removes any applied discount from the

countCommand selected item. No parameters.

DiscountCurrentItem_SetPer- Applies a percentage discount to the cur-

centFromCurrentPriceCommand rent price for the currently selected item.

The command takes an optional para-

meter {Discount Percentage}. If a para-
meter is not provided, the command
invokes the Discount dialog.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Discount Percentage} and
{Reason Code} must be separated by a
pipe (|).

Example:

Apply a 10% discount to the current price

for the currently selected item:

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 Discount Commands

Command Description

DiscountCurrentItem_SetPer-
centFromCurrentPriceCommand
"10"

Apply the RC01 reason code:

DiscountCurrentItem_SetPer-
centFromCurrentPriceCommand
"10|RC01"

DiscountCurrentItem_SetPer- Applies a percentage discount to the retail

centFromRetailPriceCommand price for currently selected item.

The commend takes an optional para-

meter {Discount Percentage}. If a para-
meter is not provided, the command
invokes the Discount dialog.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Discount Percentage} and
{Reason Code} must be separated by a
pipe (|).

Example:

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 Discount Commands

Command Description

Apply a 10% discount to the retail price for

the currently selected item:

DiscountCurrentItem_SetPer-
centFromRetailPriceCommand
"10"

Apply the RC01 reason code:

DiscountCurrentItem_SetPer-
centFromRetailPriceCommand
"10|RC01"

DiscountCurrentItem_SetProfitMar- Sets the profit margin for the currently

ginCommand selected item.

The command takes an optional para-

meter {Profit Margin Percentage}. If a
parameter is not provided, the command
invokes the Discount dialog.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Profit Margin Percentage}
and {Reason Code} must be separated by

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 Discount Commands

Command Description

a pipe (|).

Example:

Sets a 10% profit margin for the currently

selected item:

DiscountCurrentItem_
SetProfitMarginCommand "10"

Apply the RC01 reason code:

DiscountCurrentItem_
SetProfitMarginCommand
"10|RC01"

DiscountCurrentItem_ Applies Price Level A to the currently

SetPriceLevelACommand selected item. No parameters.

DiscountCurrentItem_ Applies Price Level B to the currently

SetPriceLevelBCommand selected item. No parameters.

DiscountCurrentItem_ Applies Price Level C to the currently

SetPriceLevelCCommand selected item. No parameters.

DiscountCurrentItem_ Removes any Price Level from the cur-

SetPriceLevelDefaultCommand rently selected item. No parameters.

Use following commands to apply a discount to all items that are currently in the

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 Discount Commands

Command Description

transaction or will be added later.

DiscountTransaction_SetNoDis- Removes the transaction discount. No

countCommand parameters.

DiscountTransaction_SetFromMin- Applies a percentage discount to the min-

imumPriceCommand imum price for the transaction.

The command takes an optional para-

meter {Discount Percentage}. If a para-
meter is not provided, the command
invokes the Discount dialog.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Discount Percentage} and
{Reason Code} must be separated by a
pipe (|).

Example:

Apply a 10% discount to the minimum

price for the transaction:

DiscountTransaction_SetFromMin-

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 Discount Commands

Command Description

imumPriceCommand "10"

Apply the RC01 reason code:

DiscountTransaction_SetFromMin-
imumPriceCommand "10|RC01"

DiscountTransaction_SetFromRe- Applies a percentage discount to the retail

tailPriceCommand price for the transaction.

The command takes an optional para-

meter {Discount Percentage}. If a para-
meter is not provided, the command
invokes the Discount dialog.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Discount Percentage} and
{Reason Code} must be separated by a
pipe (|).

Example:

Apply a 10% discount to the retail price for

the transaction:

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 Discount Commands

Command Description

DiscountTransaction_SetFromRe-
tailPriceCommand "10"

Apply the RC01 reason code:

DiscountTransaction_SetFromRe-
tailPriceCommand "10|RC01"

DiscountTransaction_ Sets the transaction markup from cost.

SetMarkupFromCostCommand
The command takes an optional para-
meter{Markup Percentage}. If a para-
meter is not provided, the command
invokes the Discount dialog.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Markup Percentage} and
{Reason Code} must be separated by a
pipe (|).

Example:

DiscountTransaction_
SetMarkupFromCostCommand "10"

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 Discount Commands

Command Description

Apply the RC01 reason code:

DiscountTransaction_
SetMarkupFromCostCommand
"10|RC01"

DiscountTransaction_SetProfitMar- Sets the transaction profit margin.

ginCommand
The command takes an optional para-
meter {Profit Margin Percentage}. If a
parameter is not provided, the command
invokes the Discount dialog.

Starting with release 3.11.12, the com-

mand also takes an optional parameter
{Reason Code}. If the {Reason Code}
parameter is provided the reason code is
applied automatically to the item or trans-
action. The {Profit Margin Percentage}
and {Reason Code} must be separated by
a pipe (|).

Example:

DiscountTransaction_
SetProfitMarginCommand "10"

Apply the RC01 reason code:

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 Cash Drawer Commands

Command Description

DiscountTransaction_
SetProfitMarginCommand
"10|RC01"

DiscountTransaction_ Sets the transaction price level to Price

SetPriceLevelACommand Level A. No parameters.

DiscountTransaction_ Sets the transaction price level to Price

SetPriceLevelBCommand Level B. No parameters.

DiscountTransaction_ Sets the transaction price level to Price

SetPriceLevelCCommand Level C. No parameters.

DiscountTransaction_ Removes the transaction price level. No

SetPriceLevelDefaultCommand parameters.

Cash Drawer Commands

Use the cash drawer commands to perform cash drops and pay outs from the cash
drawer.

Command Description

Drawer_CashDropCommand Initiates a cash drop and invokes the

Drop dialog. No parameters.

Drawer_CashPayOutCommand Performs a pay out and invokes the Pay

Out dialog. No parameters.

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 Item Commands

Item Commands

Use item commands to perform various item functions, such as adding an item to a
transaction, deleting an item from a transaction, and so on.

Item_AddCommand Adds an item to a transaction.

The command takes a parameter {Item

Lookup Code}.

Example:

Adds an item with the item lookup code

12345678 to the transaction:

Item_AddCommand "12345678"

Item_AddCommentCommand Adds a comment to the currently selected

item.

The command takes an optional para-

meter {Comment Text}.

If a parameter is not provided, the com-

mand invokes the Item Comment dialog.

Example:

Item_AddCommentCommand "My com-

ment on this item"

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 Item Commands

Item_ClearAllCommand Clears all items in the transaction. No

parameters.

Item_DeleteCommand Deletes an item from the transaction.

The command takes a parameter {Item

Lookup Code}.

If a parameter is not provided, the com-

mand deletes the selected item(s).

Example:

Deletes item 12345678 from the trans-

action, if found:

Item_DeleteCommand "12345678"

Deletes the currently selected item(s)

from the transaction:

Item_DeleteCommand

Item_DuplicateCommand Duplicates an item in the transaction.

The command takes a parameter {Item

Lookup Code}.

If a parameter is not provided, the

commnd duplicates the selected item.

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 Item Commands

Example:

Duplicates item 12345678 in the trans-

action, if found:

Item_DuplicateCommand
"12345678"

Duplicates the currently selected item in

the transaction:

Item_DuplicateCommand

Item_InvokeItemAc- Invokes the Item Action dialog for the

tionsDialogCommand selected item. No parameters.

Item_InvokeItemPriceCheck- Invokes the Item Price Checker dialog in

erDialogCommand POS.

Note: The Item Price Checker dia-

log can only be used to check
prices for standard items. It cannot
be used to check prices for matrix,
lot matrix, or assembly items.

The command takes an optional para-

meter {ON}.

If the parameter is provided, the Item

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 Item Commands

Price Checker dialog will display on net

display if net display is enabled for the
register. If the parameter is not provided,
the dialog will not display on net display.

Example:

Displays the dialog on net display if net dis-

play is enabled for the register:

Item_InvokeItemPriceCheck-
erDialogCommand ON

Item_LookupCommand Invokes the Item Lookup dialog.

The command takes an optional para-

meter{Search Criteria}, which may be a
combination of item lookup code, descrip-
tion etc.

If a parameter is not provided, the com-

mand invokes the Item Lookup dialog
without any search criteria.

Example:

Invokes the Item Lookup dialog with

search criteria "123 My":

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 Item Tax Commands

Item_LookupCommand "123 My"

Item_LookupDepCatCommand Initiates item department or category

lookup.

The command takes an optional para-

meter {Search Criteria} which may be a
department or category name, or a com-
bination of both.

If both a department and category name

are in search criteria, separate them with
a forward slash (/).

Example:

Initiates item search for department or cat-

egory "Camping":

Item_LookupDepCatCommand "Camp-
ing"

Initiates item search by department and

category "Clothing/Boys":

Item_LookupDepCatCommand "Cloth-
ing/Boys"

Item Tax Commands

Use item tax commands to change item taxes.

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 Security Commands

Command Description

ItemTax_SetDestinationTaxCommand Applies the destination tax based

on the shipping address. No para-
meters.

ItemTax_SetNoItemTaxForTrans- Makes the transaction tax free. No

actionCommand parameters.

ItemTax_SetForCurrentItemCommand Invokes the Select Tax dialog for

the currently selected item. No para-
meters.

ItemTax_SetForTransactionCommand Invokes the Select Tax for the trans-

action. No parameters.

ItemTax_ToggleForItemCommand Toggles item tax on/off for the selec-

ted item(s). No parameters.

ItemTax_ToggleForTransactionCommand Toggles the transaction item tax

on/off. No parameters.

Security Commands

Use the security command to invoke perform a cashier override.

Command Description

Security_CashierOverrideCommand Invokes the Login dialog and initiates a

cashier override. Takes no parameter.

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 Order Commands

Command Description

Security_ChangeUserCommand Logs out the current user and Invokes

the Login dialog. Takes no parameter.

Order Commands

Use the order commands for functionality related to work orders, back orders, lay-
aways, and quotes.

Command Description

Order_AddCommentCommand Adds a comment to an order.

The command takes an optional para-

meter {Comment Text}.

If a parameter is not provided, the com-

mend invokes the Order Comment dia-
log.

Example:

Order_AddCommentCommand "Order
comment"

Order_DepositCommand Invokes the Enter Deposit dialog. No

parameters.

Order_Over- Overrides the order deposit with a per-

rideDepositPercentageCommand centage of the order total.

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 Order Commands

Command Description

The command takes a parameter {Deposit

Percentage}.

Usage:

Override the order deposit with 10% of

order total:

Order_Over-
rideDepositPercentageCommand
"10"

Order_Over- Overrides the order deposit with an

rideDepositAmounCommand amount.

The command takes a parameter {Deposit

Amount}.

Example:

Override the order deposit with an amount

of $100:

Order_Over-
rideDepositAmountCommand "100"

Order_ChangDueDateCommand Invokes the Order Due Date dialog. No

parameters.

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 Reason Code Commands

Command Description

WorkOrder_RecallCommand Invokes the Recall Work Order dialog

where you can select a work order. No
parameters.

Quote_RecallCommand Invokes the Recall Quote dialog where

you can select a quote. No parameters.

BackOrder_RecallCommand Invokes the Recall Back Order dialog

where you can select a back order. No
parameters.

Layaway_RecallCommand Invokes the Recall Layaway dialog

where you can select a layaway. No para-
meters.

Layaway_PaymentCommand Initiates the payment on layaway process.

No parameters.

Reason Code Commands

Use the reason code commands to apply reason codes to items and transactions.

Command Description

ReasonCode_ Applies a reason code to the currently

SetReasonCodeForCur- selected item.
rentItemCommand
The command takes a parameter
{Reason Code}.

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 Reason Code Commands

Command Description

Example:

Apply the RMI01 reason code to the

selected item:

ReasonCode_SetReasonCodeForCur-
rentItemCommand "RMI01"

ReasonCode_ Applies a reason code to an item, using

SetReasonCodeForItemCommand the transaction item key and the reason
code.

Example:

Apply the RC01 reason code to an item

with the item key "2":

ReasonCode_
SetReasonCodeForItemCommand
"2|RC01"

ReasonCode_ Applies a reason code to the transaction.

SetReasonCodeForTrans-
The command takes a parameter
actionCommand
{Reason Code}.

Example:

Apply the RMI01 reason code to the trans-

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 Receipt Printing Commands

Command Description

action:

ReasonCode_
SetReasonCodeForTrans-
actionCommand "RMI01"

ReasonCode_ Applies a reason code to all items in the

SetReasonCodeForAllItem- transaction.
sCommand
The command takes a parameter
{Reason Code}.

Example:

Apply the RMI01 reason code to all items

in the transaction:

ReasonCode_
SetReasonCodeForAllItem-
sCommand "RMI01"

Receipt Printing Commands

Use these commands for receipt printing.

Command Description

Receipt_PrintXReportCommand Prints the X report. No parameters.

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 Receipt Printing Commands

Command Description

Receipt_PrintZReportCommand Prints the Z report. No parameters.

Receipt_PrintZZReportCommand Prints the ZZ report. No parameters.

Receipt_ReprintCommand Reprints the last receipt. No para-

meters.

Receipt_ReprintGiftCommand Reprints the last receipt as a gift

receipt. The receipt template must be
configured to contain a gift receipt sec-
tion. No parameters.

Receipt_ReprintWithTem- Initiates the process of reprinting the

plateCommand last receipt using a different template.
No parameters.

Receipt_PreviewCommand Previews the receipt.

The command takes a parameter

{"Printer1"} or {"Printer2"} to select
which printer to preview. The specified
printer to be configured to use a receipt
template.

Example:

Preview the receipt for Printer1:

Receipt_PreviewCommand

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 Receipt Message Commands

Command Description

"Printer1"

Receipt Message Commands

Use receipt message commands to set or clear custom session variables used in the
receipt template to print custom messages. Requires a customized receipt template
which takes advantage of these functions.

Command Description

ReceiptMessage_RemoveCus- Clears custom message from a receipt

tomMessageCommand session variable.

The command takes a parameter {Ses-

sion Variable Number.}

Example:

Clears session variable1:

ReceiptMessage_RemoveCus-
tomMessageCommand "1"

ReceiptMessage_SetCus- Sets a custom message to a session

tomMessageCommand variable for printing on the receipt.

The command takes the parameters

{Session Variable Number} and a
{Value} separated by a pipe (|).

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 Sales Representative Commands

Command Description

Example:

Sets session variable 1 to "My Mes-

sage":

ReceiptMessage_SetCus-
tomMessageCommand "1|My mes-
sage"

Sales Representative Commands

Use sales representative commands to set (or clear) sales representatives for items or
transactions.

Command Description

SalesRep_SetForCur- Applies a sales representative to the

rentItemCommand currently selected item.

The command takes an optional para-

meter {Sales Representative Number}.

If a parameter is not provided, or the

number is not found, the command
Invokes the Sales Rep Lookup dialog
where you can select a sales rep-
resentative.

Example:

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 Sales Representative Commands

Command Description

Apply the sales representative “001” to

the currently selected item:

SalesRep_SetForCur-
rentItemCommand "001"

SalesRep_SetForTrans- Applies a sales representative to the

actionCommand transaction.

The command takes an optional para-

meter {Sales Representative Number}.

If a parameter is not provided, or the

number is not found, the command
Invokes the Sales Rep Lookup dialog
where you can select a sales rep-
resentative.

Example:

Apply the sales representative “002” to

the transaction:

SalesRep_SetForTrans-
actionCommand "002"

SalesRep_ClearFromCur- Removes the assigned sales rep-

rentItemCommand resentative from the currently selected
item. No parameters.

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 Tendering Commands

Command Description

SalesRep_ClearFromTrans- Removes the assigned sales rep-

actionCommand resentative from the transaction. No
parameters.

Tendering Commands

Use the tendering commands to initiate functions related to transaction tendering. Is

used in the same way as Transaction_InvokeTenderDialogCommand.

Command Description

Tender_BeginCommand Initiates the tendering process.

Tender_FixedAmountCommand Tenders a specific tender type (by

tender code) with a specified amount.

The command takes two parameters

{Tender Code} and {Decimal Amount}
separated by a pipe (|).

Example:

Tender a transaction using tender type

CSH with an amount $10.25;

Tender_FixedAmountCommand
"CSH|10.25"

Starting with release 3.11.20, this com-

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 Tendering Commands

Command Description

mand executes the Loyalty program, if

applicable, so customers can earn or
redeem points on the transaction. The
command also opens the Tender Dialog
because, at the time the command is
executed, the amount of the Loyalty dis-
count is not known.

Transaction_ExactTender- Tenders a specific tender type (by

AmountCommand tender code) with the exact total
amount.

The command takes a parameter

{TenderCode}.

Example:

Tenders a transaction for the exact total

amount using tender type CSH:

Transaction_ExactTender-
AmountCommand "CSH"

Starting with release 3.11.20, this com-

mand executes the Loyalty program, if
applicable, so customers can earn or
redeem points on the transaction.

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 Time Clock Command

Time Clock Command

Use this command to display the Time Clock screen.

Command Description

TimeClock_InvokeDialogCommand Displays the Time Clock screen. No

parameters.

Transaction Commands

Use these commands to manage the transaction flow.

Command Description

Transaction_CancelTrans- Cancels the transaction and controls

actionCommand whether the application is closed or not.

The command takes the optional para-

meters {True} or {False} or blank.

Example:

Cancel the transaction and close the

application:

Transaction_CancelTrans-
actionCommand "True"

Or:

Transaction_CancelTrans-

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 Transaction Commands

Command Description

actionCommand

Cancel the transaction and do not close

the application:

Transaction_CancelTrans-
actionCommand "False"

Transaction_ChangeToLay- Changes the transaction to a layaway.

awayCommand No parameters.

Transaction_ChangeToQuoteCom- Changes the transaction to quote. No

mand parameters.

Transaction_ChangeToWorkOrder- Changes the transaction to work order.

Command No parameters.

Transaction_AddCommentCommand Adds a comment to the transaction .

The command takes an optional para-

meter {Comment Text}.

If a parameter is not provided, the com-

mand invokes the Transaction Com-
ment dialog.

Example:

Transaction_AddCommentCommand

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 Transaction Commands

Command Description

"Comment text"

Transaction_SetReturnModeCommand Changes the transaction to return trans-

action. No parameters.

Transaction_SetSalesModeCommand Changes the transaction from return to

sale. No parameters.

Transaction_SetOnHoldCommand Puts the current transaction on hold. No

parameters.

Transaction_InvokeTender- Invokes the Tender dialog and initiates

DialogCommand the tendering process. No parameters.
Similar to Tender_BeginCommand.

Transaction_NetDisplayCommand Toggles net display on/off. Net display

must be enabled in Store Manager.

The command takes the parameters

{ON} or {OFF}.

If a parameter is not provided, the com-

mand toggles the net display on/off.

Example:

Turn on net display:

Transaction_NetDisplayCommand

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 Web Browser Command

Command Description

"ON"

Turn off net display:

Transaction_NetDisplayCommand
"OFF"

Toggle net display on/off:

Transaction_NetDisplayCommand

Transaction_NoSaleCommand Performs a no sale transaction. No para-

meters.

Transaction_RecallForReturnCom- Initiates the recall for return process. No

mand parameters.

Transaction_RecallForVoidCommand Initiates the recall for void process. No

parameters.

Transaction_RecallFromHoldCom- Recalls a transaction from hold. No

mand parameters.

Transaction_ToggleReturnModeCom- Toggles the transaction return mode

mand on/ff. No parameters.

Transaction_ViewJournalCommand Displays the journal. No parameters.

Web Browser Command

Use this command to display a URL in the built-in web browser.

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 Custom Action Command

Command Description

WebBrowser_NavigateCommand Displays a URL (web page) in the built-

in browser.

The command takes a parameter

{URL}.

Example:

WebBrowser_NavigateCommand
"http://www.retailhero.com"

Custom Action Command

Use this command to enable custom functionality in a POS Extension using a custom
button (or a task pad button).

Command Description

CustomActionCommand Example:

CustomActionCommand "para-
m1|param2|param3"

Essentially, this command fires up an

event in the POS, and passes a para-
meter to it. Your extension will listen to
that event, and when it is fired, check the
parameter to see if it is the "own" para-
meter (which will be processed) or a "for-

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 Custom Action Command

Command Description

eign" one (which will be ignored). The

command/event is available equally to all
extensions, so it is important for the
extension to distinguish by looking at the
parameter.

Please review the demo project in the

SDK:

C:\Program Files (x86)\Retail Hero\RMH

POS\RMH POS SDK\RMHDe-
moExtension-Nat-
ive\RMHDemoExtension

(or the Telerik version of the same).

Check the area "Custom Button Hand-

ling". The comment in the project reads:

// The custom buttons could use any

string parameter (but only one per com-
mand - XAML allows only one command
parameter)

// Multiple parameters could be passed

as a single string with separators, such
as: "para-
meter1|parameter2|parameter3"

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 Custom Action Command

Command Description

// It is recommended to use GUIDs as

parameter. That will make sure that dif-
ferent extensions don't mix-up handling

// the same custom action event.

// In the CustomPanel xaml, the Custom

Action 1 and 2 buttons use guids as para-
meters

// Each custom button raises the same

even, but passes a different parameter

// That's how multiple extensions know

which event is "their" and ignore all oth-
ers.

//Guid for Custom Action 1 button:

DEDE0403-5C7A-4A84-BB75-
F1DD0D914F4D

//Guid for Custom Action 2 button:

71D09398-1A5C-4CB4-9738-
1584B61483F1

Although this explanation is a bit out-

dated (it talks about CustomPanel.xaml
while since RMH version 3.2 we handle
the custom buttons by creating them in

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 Custom Action Command

Command Description

Store Manager, not via the XAML modi-

fication), it still applies in principle no mat-
ter how the button is created.

In fact, in your custom button you can

use any "string" parameter with your com-
mand, but we recommend using gen-
erated GUIDs as that would prevent the
possible extension "clash" if two or more
extensions happen to use the same
string parameter.

See also p.19 in RMH_SDKProjects_v1_

CL.pdf (in the POS SDK folder).

Glossary

A
accelerators
A mechanism for multiplying collected loyalty points.

alias
Aliases are like nicknames. You can define one or more aliases for an item. Ali-
ases are a useful way to search for an item in POS or Store Manager. Each alias
must be unique and cannot be the same at the item lookup code.

AR
The accounts receivable (AR) is money that is owed to a company by a customer
who received products and services that were provided on credit.

assembly item
An assembly item is composed of items that are bundled or assembled into a pack-
age and sold under a separate lookup code, e.g., a gaming package with a con-
troller, console, and game, or a cell phone contract that includes a specific cell

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 Custom Action Command

phone. When a customer purchases an assembly item, the in-stock quantity of the
individual assembly components is updated in the store database. More import-
antly, the cashier can change the quantity, price, or taxes of individual assembly
components, e.g., the cashier can add or remove components and both the in-
stock quantity of the components and the price of the assembly item are auto-
matically adjusted.

B
back office
In a retail store, the back office usually refers to office space at the back of the
store where managers and other team members perform tasks like counting cash,
running reports, or reordering inventory out of sight of customers. This area may
or may not be secured to prevent unauthorized entry. At Retail Management Hero,
sometimes the Store Manager application is referred to as the Back Office Man-
ager (BOM).

back order
An order for an item that is currently out-of-stock.

backup
A copy of a file, such as the store database, that is created in case the original file
is damaged or deleted. Stores should backup their database every day.

bar code
A code that can be read by a scanning device. The bars that make up the barcode
represent a series of numbers.

batch
Store Manager uses batches to export data to external accounting software applic-
ations. A unique batch number is assigned to each register when it is opened. This
batch remains open until you run a Z report to close the register. You can then
post the information in the closed batch to an external file that can be imported into
your accounting software.

billing cycle
The period of time between billings for products or services, e.g., a month.

bin location
The location in the store where an item is stored.

blind closeout
A blind closeout is the process of closing a batch at a register without running a Z
report. Typically, cashiers will perform a blind closeout at the register at the end of
their shift and then take their cash drawer to the back office where they can bal-
ance their cash drawer and complete the closing process out of sight of cus-
tomers.

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 Custom Action Command

block sale
You can block sales of items according to a schedule or starting or ending on a
specific date.

buy X and get Y for Z

A type of discount where a customer buys a specified quantity of items ("X") at full
price and then gets a specified number of items ("Y") for free or at a discounted
price, e.g., BOGO or "buy one get one" free discounts.

C
cash drawer
A electronic cash drawer is a cash drawer that is connected to the register via a
cable. Typically, electronic cash drawers open automatically at the end of a trans-
action.

child item
A child item is an item that can either be sold singly or in a specific quantity within
a parent item, e.g., 24 single bottles of water (child) in a case (parent). When the
on-hand quantity of the single item is depleted, the parent item can be opened up
to add the single items to the quantity on-hand.

collection schedule
A set of rules which determines how the points are collected.

committed
A value that represents the quantity of an item that has been back ordered or work
ordered. This value does not represent what is currently in-stock.

conversion rate
The ratio between two currencies, e.g., 1:2, which indicates how much of one cur-
rency is needed to exchange for the equivalent value of another currency. Store
Manager uses the conversion rate to convert the local currency used by the store
to a foreign currency.

custom commands
You can define custom commands that display on the right side of the POS
screen. You might use custom commands to provide access to third party integ-
rations or any custom POS functions that you have built using the POS Software
Development Kit (SDK). At Retail Management Hero, these custom commands
are sometimes referred to as shortcut keys that allow cashiers to access a func-
tion quickly. You can use custom commands with custom keys and task pads.

customer group
A group of customers to which collection or redemption apply. Consists of indi-
vidual customer accounts.

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 Custom Action Command

D
database
A structured set of data that is stored and accessed by a computer software applic-
ation. In relational databases, data is organized into tables that can be linked
(related) based on a value that is common to each, e.g., a lookup ID or customer
ID.

denomination
Denomination refers to the recognized face value of specific units of a currency,
usually in the form of coins and bank notes. For example, in the U.S. the most
recognized denominations for coins are pennies ($0.01), nickels ($0.05), dimes
($0.10), and quarters ($0.25). The most recognized denominations for bank notes
are $1.00, $2.00, $5.00, $10.00, $20.00, $50.00, and $100.00.

device
In Retail Management Hero, a device refers to any electronic device such as a key-
board, monitor, cash drawer, scale, scanner, printer, etc.

drop
Excess cash that is removed from a cash drawer and put in the store's safe until
the register is reconciled at the end of the cashier's shift.

E
EAN
The European Article Number (EAN) is an international numbering and barcode
standard used to identify a specific item that is sold in a specific packaging con-
figuration by a specific manufacturer.

exchange rate
The rate, e.g., 1.35, at which one country's currency can be exchanged for
another currency. Store Manager uses the exchange rate to convert any amounts
tendered in foreign currencies to the local currency.

F
field
A field in a computer software application is a drop-down, checkbox, or text box
where you can select pre-defined values (drop-down or checkbox) or enter text
(text box). Field data is stored in a database record.

function button
In the POS user interface, there are a number of function buttons at the bottom of
the screen: Items, Customers, Taxes, Transaction, Orders, Discounts, and Oper-
ations. Use these button to access related functions.

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 Custom Action Command

G
gift card
There are two types of gift cards: (1) A voucher generated by the store in the form
of a gift card, which may have a magnetic strip or barcode; and (2) A gift card from
Visa, Amex, or another company that is processed through the payment system.

gift certificate
A type of voucher, usually printed on heavy card stock. The voucher number and
prepaid dollar amount can be preprinted on the certificate or written on the cer-
tificate by the cashier. The gift certificate holder can use the certificate to purchase
goods or services up to the total dollar amount specified on the certificate.

GL
The general ledger (GL) is a book that summarizes all of a company's financial
transactions through offsetting debit and credit accounts.

GST
Goods and Services Tax (GST) is a value added tax. Countries that charge GST
include Canada, the UK, France, Spain, Italy, Vietnam, Singapore, South Korea,
and India.

I
incentive group
A group of items to which collection or redemption may apply. An incentive group
may contain individual items, or entire departments and categories.

inventory
In a retail store, inventory refers to a list of items sold by the store and the quantity
of each item that the store has on hand.

Inventory Wizard
In Store Manager, the Inventory Wizard is a tool you can use to make bulk
changes to items in your store database, e.g., change the item price, cost, reorder
information, or sales tax, or apply discounts.

item
In Retail Management Hero, items are specific goods or services sold by the
store. Every item must have a unique item lookup code.

J
journal
The journal contains all transactions in the store's database.

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 Custom Action Command

K
kit item
Kit items contain other items that are in the store database but are only sold as
one item, e.g., a first aid kit. Kit items are sold as standard items. Kit items and
assembly items are not the same. When a customer purchases a kit item, the in-
stock quantity of the individual kit components do not change in the store data-
base. In addition, the cashier cannot change the quantity, price, or taxes of indi-
vidual kit components.

L
Label Designer
In Store Manager, the Label Designer is a tool you can use to create templates for
your own labels, e.g., add graphics and custom text.

Label Wizard
In Store Manager, the Label Wizard is a tool that you can use to select a template,
enter filter criteria to select items, and then print the required number of labels for
those items.

landed cost
Store Manager can automatically calculate the landed cost for each item received
through purchase orders and inventory transfers. The landed cost of an item is the
sum of the item's cost, tax, shipping, and other fees. You can specify the default
cost distribution method that RMH Store Manager uses when items are received:
Quantity, Value, or Manual.

lane
In a retail store, a lane refers to a checkout lane where a customer takes the items
they wish to purchase so the cashier can add the items to a transaction in POS
and collect payment. A lane may be configured as an actual lane, or it may simply
be a counter or desk.

layaway
Layaway is a process where a customer pays for an item (or items) in increments.
The customer only receives the item when it has been fully paid for. The customer
typically pays a minimum deposit on the item to place it on layaway.

lookup code
A unique set of alphanumeric characters used to identify an item, e.g., barcode
numbers if an item has a barcode.

lot matrix item

A lot matrix item is composed of items that are packaged in different quantities
and have different prices based on the quantity purchases, e.g., a can of beer that

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 Custom Action Command

may be sold individually, or in 6-pack, 12-pack, or 24-pack quantities. Lot matrix

items typically have the same lookup code but have different prices that cor-
respond to the lot size (e.g., package quantity).

loyalty batch
A complete set of the loyalty transactions - between the first instance of collecting
the points, and redemption (full or partial).

loyalty points
A mechanism of collecting loyalty value. Depending on the collection, type may be
awarded based on the purchased items price, quantity, or on the transaction sub-
total.

loyalty program
A combination of the collection schedule and redemption schedule with some
optional parameters (such as effective dates).

M
matrix item
A matrix item is composed of items that are essentially the same, e.g., t-shirts or
pants, but vary in one or two ways like size or color. These items, or components,
typically have the same lookup code, description, and price as the matrix item.
However, you have the option of setting up unique lookup codes, descriptions,
and prices for each component. You can define up to three dimensions, e.g., size
or color, to differentiate between components in the matrix. Within each dimension
you can define several attributes, e.g., XS, S, M, L, XL, XXL, XXXL.

merchant account
A merchant account is a special business account set up to process debit and
credit card transactions. It is not a normal bank account. Its sole purpose is to pro-
cess debit and credit card transactions and deposit those funds into the store's
checking account, minus any transaction fees.

mix and match

A type of discount where the customer can buy a specified quantity of items (the
same item or similar items) for a discounted price, e.g., you have candy bars A, B,
and C that you normally sell for $.85/ea. but you set up a mix and match discount
where the customer can buy three of those candy bars, in any combination, for
$1.99.

N
net display
A net display is a monitor, usually connected to a register, where you can display
product photos, multimedia advertisements, or websites.

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New Item Wizard

The New Item Wizard is a tool that you can use to add items and their components
to the store database. The New Item Wizard is particularly useful for adding mat-
rix, lot matrix, and assembly items to the store database.

no sale
In POS, a no sale is a type of transaction that allows the cashier to open the cash
drawer without completing a sale. In Store Manager, you can control whether
cashiers are allowed to enter a no sale. If they are allowed to enter a no sale, you
can require a reason code and printed receipt.

O
offline database
You can set up POS to use an offline database if the network connection to the
main database is disrupted.

offline inventory
Offline inventory are items that are not for sale, such as items that are damaged,
have been returned, or that you plan to transfer out of the store. Note: Do not con-
fuse offline inventory with items that are blocked for sale.

on hold
An on hold transaction is on that has not been completed. It has been saved for
retrieval and completion at a later time. When an on hold transaction is retrieved, it
appears in the state it was in when it was saved.

open up
When the on-hand quantity of a single (child) item is depleted, you can use Store
Manager to open up the parent item and add the quantity of child items to the on-
hand quantity for the single item, e.g, you open up a case of 24 bottles of water so
you can sell the 24 bottles of water individually as single items. This is also known
as breaking. It is a useful way to extract single items from carton or case invent-
ories.

OPOS
OLE for Point of Sale (OPOS) is a standard that ensures that hardware and soft-
ware is compatible. You can connect OPOS compatible hardware or peripherals,
e.g., printers, pole displays, cash drawers, scales, and scanners, to registers run-
ning POS.

P
parent item
A parent item contains a set quantity of a single item, e.g., a case (parent item) of
24 bottles of water (single or child items). When the on-hand quantity of the single

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 Custom Action Command

item is depleted, the parent item can be opened up to add the single items to the
quantity on-hand.

payment provider
A payment provider is responsible for collecting cash from authorized debit or
credit card transactions and depositing it into the merchant account according to
the settlement transactions submitted by the store.

peripheral
A peripheral is a device, e.g., printer, scale, scanner, that is plugged in to a com-
puter.

PO
A purchase order (PO) is an order for specific items that is placed with a supplier.

R
reason code
A reason code is a pre-defined list of explanations for a specific action, e.g., price
correction, cancelled sale, staff discount, etc.

redemption schedule
A set of rules which determines how the points are redeemed.

register
A register refers to the computer running POS in a lane. A number of devices may
be connected to the register, such as a monitor, keyboard, mouse, electronic cash
drawer, scanner, or scale.

reorder point
The reorder point is the mimimum number of items you can have on-hand before
you should place a PO with the supplier to reorder the item.

restock level
The restock level is the quantity of an item that you want to have in stock. Store
Manager uses the restock level to computer the quantity of the item to order when
you generate a PO for the item.

return
A return is a transaction in which a customer returns an item they purchased. They
may return the item for exchange with the same or a similar item, or for a full or par-
tial refund on the purchase price.

reward transaction
A sales transaction in which the collected loyalty value is being redeemed.

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 Custom Action Command

role
In Store Manager, you create roles for different employee functions in the store
(e.g., manager, cashier, sales representative) and assign specific privileges or
rights to the role. When you create a user account for a new employee you assign
a role to the user account, and then customize their privileges or rights as
required.

S
sales quote
A sales quote contains a list of items that the store or sales representative is will-
ing to sell for the price specified in the quote. A sales quote is typically only valid
for a limited period of time, e.g., two weeks.

serial number
A serial number is a unique identifier assigned to an item. It is typically a sequen-
tial or incremented number, e.g., 1, 2, 3, 4.

serialized item
A serialized item has a unique serial number assigned to it. Store Manager can
track the purchase of serialized items by serial number.

settlement
Settlement is a process where the store sends authorized debit or credit card
transactions to the acquiring bank to be processed. The acquiring bank then "pur-
chases" the transactions and deposits cash in the store's bank account.

T
tag along item
A tag along item is sold along with another item. When the other item is rung up at
the register, the tag along item is automatically added to the sale.

tare weight
The tare weight is the extra weight accompanying an item that is not included in
the item's weight when the sale price of the weighted item is calculated, e.g., pack-
aging.

tender type
The tender type is a monetary classification, e.g., cash, debit, credit.

transaction
A transaction is any action at the register (using POS) that involves the entry of
items from the store database, e.g., sales, returns.

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 Custom Action Command

U
UPC
A universal product code (UPC) is a type of code printed on item packaging that
identifies the item. The code has two parts: a scannable barcode and a 12-digit
number located beneath the barcode.

URL
A universal resource locator (URL) is a website address, e.g., http://www.rmh-
pos.com

user account
A user account is required to log in to Central Manager, Store Manager, Loyalty,
or POS. Every employee should have their own unique user account.

V
VAT
Value added tax (VAT) is a type of tax that is levied on the price of a product or ser-
vice. It is typically applied to items when they are rung up at the register (the point-
of-sale). Stores that charge VAT must have a VAT account with the government
so they can both submit VAT that they collected from customers and request
credit for VAT they paid for products and services.

void
You may opt to void a transaction if, for example, the customer paid for the trans-
action using the wrong credit card or debit card. When a transaction is voided, it is
as if it never happened. Inventory is not affected, and the sale method is cancelled
(for example, their card will not be charged). You can only void a transaction if the
batch is still open. You cannot void transactions in closed batches.

voucher
A voucher is an item that acts as a gift card or gift certificate.

W
weighted item
A weighted item is an item whose sale price at the register (the point-of-sale) is
determined by its weight. The cashier must input the weight of the item manually
or through an electronic scale. The item may have an associated tare weight.

work order
A work order is a type of transaction that is saved so it can be retrieved and com-
pleted at a later time. A deposit is typically collected from the customer for work
orders.

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 Custom Action Command

X
X report
An X report is a report that displays current sales statistics for a register. Running
an X report does not close the batch; it only displays sales information.

XML
Extensible markup language (XML) is a way of formatting data so it is easy to dis-
tribute across networks or between computer software applications.

Z
Z report
A Z report is similar to an X report because it displays current sales statistics for a
register. However, running a Z report closes the batch. You should only run a Z
report once a day. Most stores run a Z report at store closing.

ZZ report
A ZZ report is similar to a Z report. However, it is a report on all of the Z reports
that were generated since the last ZZ report.

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