> This is part 1 of 6 of the full documentation (pages 1–100 of 565). > The content is paginated: fetch every part to see all of it. > Next part: https://docs.rmhpos.com/llms-full.txt/1 > Page index: https://docs.rmhpos.com/llms.txt # Welcome

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	Cover image
POS User Guide	pos.png	POS User Guide
Store Manager User Guide	Store Manager.png	Store Manager User Guide
Video Tutorials	Video Tutorials.png	Video Tutorials
New Releases	Releases.png	https://support.rmhpos.com/hc/en-us/categories/360003931693-RMH-Releases
Installation Guide	Installation.png	RMH Installation Guide
Technical Support	Support.png	https://support.rmhpos.com/hc/en-us

# POS User Guide # About POS, Store Manager, and Central Manager This topic introduces the main RMH apps and identifies common POS peripherals. It also addresses payment integrations, the POS SDK, and WAM compliance. **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 integrated 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 management 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 schedules. ## Common POS peripherals POS is frequently deployed with the following peripherals: * Touchscreen monitors * OPOS scanners * Windows or OPOS printers * OPOS electronic cash drawers * OPOS electronic scales for weighted items * OPOS pole displays * Net display monitors * Keyboard and mouse ## POS integrations You can work with third-party software developers to integrate a wide range of payment platforms with POS. For more information on payment integration, refer to . ## 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. ## 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. # Explore the POS screen This topic explores elements of the POS app screen, such as the Transaction and Internet tabs, lookup field, function buttons, keyboard, and the Custom Commands and Task Pad panes. The best way to learn about the POS screen is to see it in action! {% file src="/files/VzHPr8sd7EH6spcph0d2" %} If you are working offline or you simply prefer reading instead of videos, here is a quick introduction to the key features of the POS screen:

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

You can also use either a high-contrast dark skin or a low-contrast light skin for the screen. 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 measures (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 screen. 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. {% hint style="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. {% endhint %}

## Lookup field A common feature of the POS screen 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 screen 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 screen is the transaction summary (E, F), below the transaction list. This is where you can easily see the number of items in the transaction, 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):

The first icon indicates the POS mode, such as sale, return, quote, work order, layaway, 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. {% hint style="info" %} 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. {% endhint %} ## Function buttons Below the transaction summary is a row of function buttons (H). You can use these buttons to perform specific tasks in POS, such as looking up items or customers, tendering 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. ## Optional custom commands To the right of the screen you may see a list of buttons in the Custom Commands pane (J) or Task Pad pane. 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. # Open and close batches # Enter opening cash amounts This topic describes how cashiers and salespeople can enter opening cash amounts for a register's batch. 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. {% hint style="info" %} You must have the **Allowed to enter Opening Amounts** permission to enter opening cash amounts in POS. {% endhint %} 1. Count all cash in the cash drawer: 1. Write down how much cash you have in the various denominations. 2. 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**. {% hint style="info" %} 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**. {% endhint %} 4. Tap in the **Cash** field. 5. Do one of the following: * Enter the total cash amount; or * Tap **Calculator** and enter the total amount for each denomination.

6. Tap **OK**. The POS lane is now ready to open and perform transactions. # Perform blind closeouts This topic describes how cashiers and salespeople can perform a blind closeout for a register's batch. 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. {% hint style="info" %} You must have the **Allowed to perform Closeouts** permission to perform blind closeouts in POS. {% endhint %} 1. Tap **Operations** | **Batch** | **Blind Closeout**. 2. Tap **Yes** to confirm that you want to continue with the blind closeout. 3. Tap **Yes** to print a receipt. The cash drawer will open. Remove your cash drawer. 4. Log out of POS. 5. Follow your store's procedures for counting your cash drawer, entering closing cash amounts, and generating X reports and Z reports. # Enter closing cash amounts This topic describes how cashiers and salespeople can enter closing cash amounts for a register's batch. 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. {% hint style="info" %} You must have the **Allowed to enter Closing Amounts** permission to enter closing cash amounts in POS. {% endhint %} 1. Count all cash in the cash drawer: 1. Write down how much cash you have in the various denominations. 2. 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: * Enter the total cash amount; or * Tap **Calculator** and enter the total amount for each denomination.

5. Tap **OK**. The POS lane is now ready to close. # Generate X, Z, and ZZ reports This topic describes how cashiers and salespeople can generate X, Z, and ZZ reports for a register's batch. There are three reports available to print from POS: * **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. * **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. * **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. {% hint style="info" %} You must have the **Allowed to generate X Reports** and **Allowed to generate Z & ZZ Reports** permissions to generate reports in POS. {% endhint %} ## Viewing or printing X reports 1. Tap **Operations** | **Batch** and select one of the following: * **View X-Report** * **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.

## 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. ## 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. # Manage the cash drawer # Perform cash drops This topic describes how cashiers and salespeople can perform cash drops to skim excess cash from cash drawers. Cash drop amounts are included in the Z report. 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. {% hint style="info" %} You must have the **Allowed to perform Drops and Pay Outs** permission to perform cash drops in POS. {% endhint %} 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.

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

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.

9. Follow your store's procedures to drop the cash in the store safe or another secure location. # Perform "no sale" transactions This topic describes how cashiers and salespeople can perform no sale transactions to open an electronic cash drawer without tendering a sale. 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" transaction. 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. {% hint style="info" %} You must have the **Allowed to perform No Sales** permission to perform "no sale" transactions in POS. {% endhint %} 1. Tap **Transaction** | **Sale/Return/No Sale** | **No Sale**. 2. (Optional) If your store requires reason codes for "no sale" transactions, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**. 3. (Optional) If your store requires receipts for "no sale" transactions, tap **Yes** to print a receipt. # Perform payouts This topic describes how cashiers and salespeople can perform payouts from a register's cash drawer to pay for minor store expenses. Payouts are included in X, Z, and ZZ reports. 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. {% hint style="info" %} You must have the **Allowed to perform Drops and Pay Outs** permission to perform payouts in POS. {% endhint %} 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. 4. (Optional) If your store requires reason codes for payouts, tap the browse 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.

# Work with customers # Look up customers This topic describes how cashiers and salespeople can look up and select customer records. It also introduces the Customer pane. 1. Tap **Customers** | **Lookup Customer**.

2. Type all or part of the customer's name and press **Enter**. {% hint style="success" %} 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. {% endhint %}

3. To select the customer, do one of the following: * Tap the customer's name once and tap **Select**. * Tap the customer's name twice. The customer's information displays in the **Customer** pane at the top of the POS screen.

# Add customer records This topic describes how cashiers and salespeople can add customer records. It provides detailed explanations of fields and options on the Billing, Options, Additional, and Alias tabs. {% hint style="info" %} The **Allow new customers as POS** store rule must be enabled to allow cashiers, salespeople, or managers to add customer records in POS. {% endhint %} 1. Tap **Customers** | **New Customer**.

2. On the **Customer** tab, enter the customer's contact information, such as: * Title * First Name * Last Name * Company (if applicable) * Email Address * Phone {% hint style="success" %} 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 record if those fields are empty. {% endhint %}

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

4. (Optional) On the **Shipping** tab, enter the customer's shipping address (or addresses). Refer to [**Add a shipping address**](/readme-1/work-with-customers/shipping-adding-address) for more information. 5. On the **Options** tab, select any of the following options that apply to the customer: * **Exempt from taxes:** Select if the customer is exempt from paying taxes on purchases. * **Employee:** Select if the customer is an employee. * **Enforce purchase limits:** This is a legacy field from the Microsoft Dynamics Retail Management System apps. It is not used. * **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. * **Discount (%):** Enter a percentage if the customer is approved for a percent discount. {% hint style="warning" %} The **Discount (%)** is applied to all items the customer purchases. {% endhint %} * **Tax ID Number:** The customer's tax identification number for taxation purposes, if applicable. 6. (Optional) On the **Additional** tab: 1. Enter any notes about the customer in the **Notes** field. 2. Enter any additional information that your store collects about customers in the fields on this tab. {% hint style="success" %} These are custom fields. Refer to [**Configure custom fields for customer records**](/store-manager/manage-customers/setting-up-custom-fields) for more information. {% endhint %} 7. (Optional) On the **Alias** tab, enter any aliases that may be used to look up the customer in POS: 1. Tap **New**. 2. Enter the alias. 3. Tap **Save**. # Edit customer records This topic describes how cashiers and salespeople can edit existing customer records. {% hint style="info" %} You must have the **Allowed to view and edit all customers** permission to edit customer records in POS. {% endhint %} 1. Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Customers** | **Edit Customer**. 3. Edit the customer's profile information as required. Refer to [**Add customer records**](/readme-1/work-with-customers/customers-adding) for more information about specific fields. 4. Tap **Save**. # Add a shipping address This topic describes how cashiers and salespeople can enter primary and secondary shipping addresses for customers. {% hint style="info" %} POS users must have the **Allowed to view and edit all customers** permission to add shipping addresses. {% endhint %} 1. Do one of the following: * [Add a new customer record](/readme-1/work-with-customers/customers-adding) * [Edit an existing customer record](/readme-1/work-with-customers/customers-editing) 2. On the **Shipping** tab, tap **New**. 3. If you are prompted **Do you want to use the existing Billing information address?**: * Select **Yes** to use the billing address as a shipping address. * 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**. # Select a shipping (or delivery) address This topic describes how cashiers and salespeople can select a customer's shipping (or delivery) address from the Transaction screen. 1. Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) 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 existing addresses. {% hint style="info" %} If the customer wants to ship their purchase to a new address, tap **New** and enter the new address. Refer to [**Add a shipping address**](/readme-1/work-with-customers/shipping-adding-address) for more information. {% endhint %} 5. (Optional) If the customer wants to change the primary shipping address to a different address, tap the address to select it and tap **Set Primary**.

6. Tap **OK**. # Look up a customer's purchase history This topic describes how cashiers and salespeople can look up a customer's purchase history at the store. Use this procedure to look up dates, transaction numbers, and ILCs for returns and exchanges. {% hint style="info" %} You must have the **Allowed to view and edit all customers** permission to look up a customer's purchase history. {% endhint %} 1. Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Customers** | **Display History**. 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 number (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.

{% hint style="success" %} 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**. {% endhint %} 4. (Optional) Tap the transaction number to view the purchase receipt in the journal. {% hint style="info" %} You must have the **Allowed to review printed Journals** permission to view journal entries. {% endhint %} 5. Tap **Cancel** to exit the Customer screen. # Process a basic transaction # Look up items This topic describes several different methods for looking up items in the store's database. 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.

## 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.

## 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.

# Add items to transactions This topic describes how cashiers and salespeople can add items to transactions. 1. While on the **Transaction** screen, scan the item(s) to add them to the transaction. If an item doesn't scan, refer to [**Look up items**](/readme-1/process-a-basic-transaction/items-looking-up) for more information. 2. Do one of the following to add the item to the transaction: * Tap the item once to select it and tap **Select**. * Tap the item twice. # Work with items in the transaction screen This topic describes how cashiers and salespeople can change item quantities and item prices, duplicate items, and delete items from a transaction. After you add items to a transaction, you may need to: * Change item quantities * Change the item price * Duplicate items * Delete items from the item list ## Change item quantities 1. Tap the **Action** button beside the item.

{% hint style="info" %} 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. To increase an item's quantity, you can scan the item again or press the + button on the keyboard. To reduce an item's quantity, you will have to ask a senior cashier or floor manager to perform a cashier override. Refer to [**Perform a cashier override**](/readme-1/advanced-transaction-tasks/performing-cashier-override) for more information. {% endhint %} 2. On the **Item Action** screen, do one of the following: * Tap the **+** or **-** buttons until the correct item quantity displays. * Manually enter the correct item quantity.

3. Tap **OK**. ## Change the item price {% hint style="info" %} You must have the **Allowed to access pricing** permission to change the item price in POS. {% endhint %} 1. Tap the **Action** button beside the item.

{% hint style="info" %} 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. To change an item's price, you will have to ask a senior cashier or floor manager to perform a cashier override. Refer to [**Perform a cashier override**](/readme-1/advanced-transaction-tasks/performing-cashier-override) for more information. {% endhint %} 2. Tap the price shown beside **Change Price**.

3. Enter the new price. 4. Tap **OK**. 5. (Optional) If your store requires reason codes for price changes, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**. 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.

## Duplicate items 1. Tap the **Action** button beside the item.

{% hint style="info" %} 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. To duplicate an item, you will have to ask a senior cashier or floor manager to perform a cashier override. Refer to [**Perform a cashier override**](/readme-1/advanced-transaction-tasks/performing-cashier-override) for more information. {% endhint %} 2. On the **Item Action** screen, tap **Duplicate**.

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

## Delete items from the item list {% hint style="info" %} You must have the **Allowed to delete entries from transactions** permission to delete items from the transaction item list in POS. {% endhint %} There are four ways to delete an item from the item list: * Tap the item once to select it and hit **Delete** on the keyboard. * Tap the **Action** button beside the item, and on the **Item Action** screen, tap **Delete**. * Tap the item once to select it and tap **Items** | **Delete Item(s)**. * Tap the item once to select it and tap **Items** | **Clear Items**. {% hint style="info" %} 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. To delete an item, you will have to ask a senior cashier or floor manager to perform a cashier override. Refer to [**Perform a cashier override**](/readme-1/advanced-transaction-tasks/performing-cashier-override) for more information. {% endhint %} # Add or remove sales representatives This topic describes how cashiers and salespeople can add or remove sales reps for specific items or for the entire transaction. 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. ## Enter a sales rep for a specific item 1. Enter all of the items in the transaction. 2. Do one of the following: * Tap the **Action** button next to the item and tap **Sales Rep**. * Tap the item once to select it and tap **Transaction** | **Sales Reps** | **Current Item Sales Rep**. {% hint style="info" %} 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. To enter a sales rep, you will have to ask a senior cashier or floor manager to perform a cashier override. Refer to [**Perform a cashier override**](/readme-1/advanced-transaction-tasks/performing-cashier-override) for more information. {% endhint %} 3. On the **Sales Rep Lookup** screen, do one of the following: * Tap the sales rep's name once to select them and tap **Add**. * Tap the sale rep's name twice. {% hint style="info" %} The sales rep's name displays next to the item. {% endhint %}

4. Tender the sale. ## Enter 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: * Tap the sales rep's name once to select them and tap **Add**. * Tap the sale rep's name twice. {% hint style="info" %} The sales rep's name displays next to the items in the transaction. {% endhint %}

4. Tender the sale. ## Remove a sales rep To remove a sales rep from a specific item, tap the item once to select it and tap **Transaction** | **Sales Reps** | **Clear Current Item Sales Rep**. To remove the sales rep from the entire transaction, tap **Transaction** | **Sales Reps** | **Clear Transaction Sales Rep**. # Add comments This topic describes how cashiers and salespeople can add comments for a specific item or for the entire transaction. You can either add a comment for a specific item in the transaction list, or you can add a comment for the entire transaction. ## Add 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: 1. Enter the **Comment**. 2. Tap **OK**.

5. Tender the transaction. The comment displays below the item description on the receipt.

## Add 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: 1. Enter the **Comment**. 2. Tap **OK**.

4. Tender the transaction. The comment displays at the top of the receipt.

# Collect bag fees This topic describes one method for collecting bag fees. Your store may have different methods for collecting bag fees. Refer to your store's policies and procedures for more information. 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. {% hint style="info" %} Follow your store's policies and procedures for collecting bag fees. {% endhint %} {% hint style="warning" %} This procedure assumes that the store is using 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. {% endhint %} 1. Enter all items in the transaction. 2. If the customer requests bags for their purchase: 1. Confirm that the customer is willing to pay the applicable bag fees. 2. Add a bag item to the transaction. 3. (Optional) If the customer requires more than one bag, tap **Action** beside the bag item and change the bag quantity.

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

# Collect bag taxes This topic describes one method for collecting bag taxes. Your store may have different methods for collecting bag taxes. Refer to your store's policies and procedures for more information. Stores may collect a bag tax from customers who require bags to carry their purchases out of the store. {% hint style="warning" %} This procedure assumes that the store is using a custom command button in POS that adds a bag item/tax. There are many ways to add bag taxes to transactions. Follow your store's procedures for adding bag taxes to transactions in POS. {% endhint %} {% hint style="info" %} Follow your store's policies and procedures for collecting bag taxes. {% endhint %} 1. Enter all items in the transaction. 2. If the customer requests bags for their purchase, add the bag tax to the transaction. 1. 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. 2. (Optional) If the customer requires more than one bag, tap **Action** beside the bag item and change the bag quantity.

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

# Tender a sale (general) This topic describes how cashiers and salespeople can tender a sale using the Tender screen. 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**. You can also press **F12** or **Enter**. 2. On the **Tender** screen, enter the tender amount next to the relevant tender type. You can accept more than one tender type for a transaction. For example, a customer 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.

{% hint style="success" %} 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. {% endhint %} 3. Tap **OK**. 4. If the customer wants a receipt, tap **Yes** to print the receipt.

# Tender a sale using sequential tendering This topic describes how cashiers and salespeople can tender a sale using the Sequential Tender screen. 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**. You can also press **F12** or **Enter**. 3. On the **Sequential 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. 9. Continue to enter tender amounts next to different tender types, tap **Pay**, and process the payment until the full transaction amount is paid. {% hint style="success" %} 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. {% endhint %} 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. {% hint style="info" %} Voiding a payment during sequential tendering is different from voiding a transaction. Refer to [**Void transactions**](/readme-1/advanced-transaction-tasks/transactions-voiding) for more information. {% endhint %} 1. On the **Sequential** **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**. 4. (Optional) Repeat the steps above to void additional payments. # Reprint receipts This topic describes how cashiers and salespeople can reprint receipts and gift receipts for customers after the transaction has been tendered. 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. {% hint style="info" %} You must have the **Allowed to review printed Journals** permission to look up receipts in the Journal in POS. {% endhint %} {% hint style="warning" %} It is not possible to reprint receipts for aborted transactions or no sales from the Journal. {% endhint %} **If you have just completed the transaction:** 1. Do one of the following: * Tap **Transaction** | **Receipt** | **Reprint**. * Tap **Transaction** | **Receipt** | **Reprint Gift**. 2. If prompted, tap the printer to select it and tap **OK**.

**If the customer was selected for the transaction:** 1. Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Customers** | **Edit Customer**. 3. Tap the **Purchases** tab. 4. Tap the transaction number in the # column.

7. Do one of the following: * Tap **Print** to reprint a duplicate sales receipt. * Tap **Print Gift Receipt** to reprint a gift receipt.

8. If prompted, tap the printer to select it and tap **OK**. **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. {% hint style="success" %} 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. {% endhint %}

3. When you find the customer's transaction, do one of the following: * Tap **Print** to reprint a duplicate sales receipt. * 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**.

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: * Tap **Print** to reprint a duplicate sales receipt. * Tap **Print Gift Receipt** to reprint a gift receipt.

6. If prompted, tap the printer to select it and tap **OK**. # Advanced transaction tasks # Put transactions on hold This topic describes how cashiers and salespeople can put transactions on hold so they can be recalled and completed at a later time. When you put a transaction on hold, POS saves and then exits the incomplete transaction. 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 process transactions for other customers in line until the customer returns with their wallet and you can tender the sale. {% hint style="info" %} You must have the **Allowed to put transactions on hold** permission to put a transaction on hold in POS. {% endhint %} 1. Complete as much of the transaction as possible. 2. Tap **Transaction** | **Hold**. 3. If prompted, enter an **On Hold Comment** and tap **OK**. # Recall transactions from hold This topic describes how cashiers and salespeople can recall a transaction that was previously put on 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: * Enter the transaction number, customer name, or account number (or a combination) and press **Enter**. * 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. # Cancel transactions This topic describes how cashiers and salespeople can cancel transactions before they have been tendered. 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. {% hint style="info" %} You must have the **Allowed to abort transactions** permission to cancel a transaction. {% endhint %} 1. Do one of the following: * Press **Esc** * 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**. # Void transactions This topic describes how cashiers and salespeople can void transactions after they have been tendered. 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 transaction 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. {% hint style="info" %} You cannot void transactions if the option **Do not allow to return or void entries from transaction** is selected for your user account. 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. {% endhint %} 1. Tap **Transaction** | **Recall Transaction** | **Recall for Void**. 2. Look up the transaction by doing one of the following: * Enter the transaction number, customer name, or account number (or a combination) and press **Enter**. * Scroll through the list of transactions until you find the correct one. 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**.

# Perform a cashier override This topic describes how cashiers, salespeople, and floor managers can perform a cashier override for store employees who do not have sufficient permissions or privileges to perform a task. 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 **cashier 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 complete the task themselves or supervise you while you complete the task. 1. Tap **Operations** | **Secure** | **Cashier Override**. 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 notification displays on the screen.

4. Complete the task. 5. Tap the cashier override notification to exit cashier override mode. # Work with discounts # About discounts This topic describes the various types of discounts that cashiers, salespeople, and floor managers can apply to a customer's transaction. 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 **Discounts** | **Transaction Discount**.

Name	Description	Example
Discount from Minimum Price	Applies a percentage (%) discount to the minimum price. The item's minimum price is defined in the Lower Bound field in Store Manager. If the Lower Bound is not defined for an item, the discount is applied to the retail price.	The store sells bulk pet food. Bird seed is normally $1.25 per pound and the minimum price is $1.15. A manager agrees to offer a discount of 5% off the minimum price to a customer who agrees to buy 100 pounds of seed.
Discount from Retail Price	Applies a percentage (%) discount to the retail price. The item's retail price is defined in the Price field in Store Manager. This is the price before any sales or discounts are applied.	The store sells patio furniture and other outdoor items. The store has a policy that salespeople can offer up to 10% off retail price to customers if they agree to buy over $500 in furniture.
Markup from Cost	Sets the percentage (%) markup from cost. The item's cost is defined in the Cost field in Store Manager.	The store sells vehicle parts. The store has negotiated a contract with the local municipal government to sell them parts at 20% markup from cost for repairs to their vehicle fleet.
Set Profit Margin	Sets the percentage (%) profit margin. The item's profit margin is defined in the Profit Margin field in Store Manager.	The store sells electronics. A customer wants to purchase over $5,000 in items. The manager agrees to reduce the profit margin from 50% to 30% to clear the items from inventory.

## 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 **Discounts** | **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 defined in Store Manager.	The store sells building materials. The store has a policy to offer Price Level A (their best price) to construction companies that purchase over $500 in items using their company credit card.
Price Level B	Applies Price Level B, if defined in Store Manager.	The store sells building materials. 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 defined in Store Manager.	The store sells building materials. The store has a policy to offer Price Level C (their third best price) to anyone that purchases 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 Current Price	Applies a percentage (%) discount to the current price. The item's current price is the retail price minus any existing sales or discounts.	The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional 10% off any red-tagged items.
% from Retail Price	Applies a percentage (%) discount to the retail price. The item's retail price is defined in the Price field in Store Manager. This is the price before any sales or discounts are applied.	The store sells electronics. The store is having a Black Friday sale and offering 15% off selected items.
Markup from Cost	Sets the percentage (%) markup from cost. The item's cost is defined in the Cost field in Store Manager.	The store sells gravel and mulch. The store has negotiated a contract with the local municipal government to sell them gravel and mulch at 20% markup from cost for park maintenance.
Set Profit Margin	Sets the percentage (%) profit margin. The item's profit margin is defined in the Profit Margin field in Store Manager.	The store sells electronics. A customer wants to purchase an older model computer. The manager agrees to reduce the profit margin from 50% to 30% to clear the item from inventory.
$ from Current Price	Applies a dollar ($) discount to the current price. The item's current price is the retail price minus any existing sales or discounts.	The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional $10 off any 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 Current Price	Applies a percentage (%) discount to the current price.	The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional 10% off all items.
$ from Current Price	Applies a dollar ($) discount to the current price.	The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional $10 off all items.
Set Subtotal Amount	Sets the transaction subtotal amount ($) by proportionally discounting all of the items currently in the transaction.	The store sells patio furniture and other outdoor items. A customer has picked out a BBQ, 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.

# Add discounts This topic describes how cashiers, salespeople, and floor managers can apply discounts to specific items or to the entire transaction. You can add discounts to specific items in a transaction, or to entire transactions. Refer to [**About discounts**](/readme-1/work-with-discounts/about-discounts) for more information about specific types of discounts. Follow your store's policies for adding discounts. {% hint style="info" %} 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 maximum percentage or maximum dollar amount. {% endhint %} ## **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: * Tap **Action**, tap **Discount**, enter the percent discount, and tap **OK**. * Tap **Discounts** | **Current Item Discount** and select a discount option. 4. (Optional) If your store requires reason codes for discounts, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**. 5. Tender the sale. ## **Add a discount to an entire transaction** 1. Enter all of the items in the transaction. 2. Do one of the following: * Tap **Discounts** | **Transaction Discount** and select a percent discount. * Tap **Discounts** | **Transaction PriceLevel** and select a price level discount. * Tap **Discounts** | **All Items** and select a discount option. 3. (Optional) If your store requires reason codes for discounts, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**. 4. Tender the sale. # Work with taxes # Remove or change taxes This topic describes how cashiers, salespeople, and floor managers can remove or change taxes for specific items or for the entire transaction. 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. {% hint style="info" %} You must have the **Allowed to change tax status** permission to change taxes in POS. {% endhint %} ## Remove 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. (Optional) If your store requires reason codes for tax changes, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**.

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

## **Remove taxes for the entire transaction** 1. Enter all of the items in the transaction. 2. Do one of the following: * Tap **Taxes** | **Transaction Tax** | **No Tax**. * Tap **Taxes** | **Transaction Tax** | **Tax On/Off**. 3. (Optional) If your store requires reason codes for tax changes, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**.

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

## Change taxes for a specific item 1. Enter all of the items in the transaction. 2. Do one of the following: * Tap the **Action** button beside the item, and on the **Item Action** screen, tap **Tax**. * Tap the item once to select it and tap **Taxes** | **Current Item Tax** | **Set Current Item Tax**. 3. Select the tax that applies to the item.

4. (Optional) If your store requires reason codes for tax changes, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**. If you selected a reason code, it displays below the item description. The taxes are changed for the item.

## Change 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.

# Work with vouchers # Sell vouchers to customers This topic describes how cashiers and salespeople can sell vouchers, such as gift cards and gift certificates, to customers. 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: * Scan the **voucher barcode** (or enter the barcode number into the lookup field). * 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**: * Scroll through the list of serial numbers and tap the correct one to select it. * Enter the serial number printed on the voucher into the **serial number lookup field** and press **Enter**. * Click **Add New #**, enter the serial number printed on the voucher, and press **Enter**. {% hint style="info" %} 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. {% endhint %}

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

{% hint style="info" %} If your store sells vouchers for predefined amounts, e.g., $10, $25, $50, that amount displays in the Price column. {% endhint %} 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**. You can also press **F12** or **Enter**. 7. On the **Tender** screen, enter the tender amount next to the relevant tender type. {% hint style="warning" %} 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. {% endhint %} 8. Tap **OK**. 9. Tap **Yes** to print the receipt. 10. Tap **Yes** or **No** when prompted to print a gift receipt.

# Check a customer's voucher balance This topic describes how cashiers and salespeople can check a customer's voucher balance, so the customer knows the current stored value on the voucher. 1. Tap **Transaction** | **Check Voucher Balance**. 2. Tap in the **Number** field and enter the voucher number. 3. Tap **Search** or press **Enter**. The current balance of the voucher displays.

4. (Optional) Tap **Details** to see the date the voucher was purchased and the transaction number. {% hint style="success" %} If the customer has used the voucher to purchase other items in the past, tap the **Details** button to view the purchase history. {% endhint %} # Tender a sale using a voucher This topic describes how cashiers and salespeople can use a voucher, such as a gift card or gift certificate, to pay for part or all of a transaction. 1. Enter all of the items in the transaction. {% hint style="info" %} 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. {% endhint %} 2. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **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. {% hint style="info" %} 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 something else. In the example below, it's called Gift Voucher {% endhint %}

4. Tap **OK**. 5. If your store sells more than one type of voucher, tap the type of voucher the customer is presenting and tap **Select**.

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**. 9. (Optional) Print or email the customer's receipt. The receipt shows the voucher number, previous balance, and new balance.

# Reload reusable vouchers (gift cards) This topic describes how cashiers and salespeople can reload reusable vouchers, such as gift cards, with a new stored value. {% hint style="info" %} You can only reload (add money to) a gift card (voucher) that has been already sold. {% endhint %} 1. Do one of the following: * Scan the gift card. * Enter the item lookup code (ILC) into the lookup field. 2. On the **Select Serial Number** screen, tap **Show Sold Serial** to select it. 3. Do one of the following: * Enter the serial number into the **serial number lookup field** and press **Enter**. * 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.

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. 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:

# Work with bottle deposits # Collect bottle deposits This topic describes one method for collecting bottle deposits for recyclable containers. Refer to your store's policies and procedures for 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. 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. # Process refunds of bottle deposits This topic describes one method for processing refunds for bottle deposits. Refer to your store's policies and procedures for refunding 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. {% hint style="info" %} Follow your store's policies and procedures for processing refunds of bottle deposits. {% endhint %} 1. Tap **Transaction** | **Sale/Return/No Sale** | **Return**. This puts POS into return mode. 2. (Optional) If your store requires reason codes for returns, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**.

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.

5. Tender the refund. {% hint style="info" %} 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. {% endhint %}

# Work with quotes # About quotes This topic describes best practices for working with quotes. Refer to your store's policies and procedures for 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 transaction. 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. Quotes can also be converted to work orders if store employees require additional time to assemble the order for the customer. # Create quotes This topic describes how cashiers, salespeople, and floor managers can create quotes for customers. 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**. {% hint style="info" %} You will know that POS is in quote mode if you see the quote icon in the top right corner of the screen. {% endhint %} 2. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 3. Enter all of the items in the quote. 4. (Optional) Enter approved discounts or price changes.

5. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 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.

6. Tap **OK**. 7. Tap **Yes** to print the receipt. The receipt shows the total quote amount including tax, as well as any approved discounts or price changes.

# Process quotes This topic describes how cashiers, salespeople, and floor managers can recall quotes and convert them to sales transactions or work orders so they can be tendered. 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) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Quote**. 3. To select the customer's quote, do one of the following: * Tap the quote once and tap **Add**. * Tap the quote twice. 4. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 5. From the **Select Order Action** screen, tap one of the following: * **Pick up Entire** * **Convert to Work Order**

{% hint style="info" %} If you selected **Convert to Work Order**, process the work order. Refer to [**Process work orders**](/readme-1/work-with-work-orders/work-orders-processing) for more information. {% endhint %} 6. Enter the amount next to the appropriate tender type. 7. Tap **OK**. 8. (Optional) Print or email the customer's receipt. # Cancel quotes This topic describes how cashiers, salespeople, and floor managers can cancel 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) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Quote**. 3. To select the customer's quote, do one of the following: * Tap the quote and tap **Add**. * Tap the quote twice. 4. Tap **Orders** | **Cancel Order**. 5. (Optional) On the **Deposit to Keep** screen: 1. Enter the amount of the customer's deposit that the store is keeping (not refunding to the customer). If the store is returning the full deposit to the customer, enter zero (0). 2. Tap **OK**. 6. Enter the refund amount next to the appropriate tender type. 7. Tap **OK**. 8. (Optional) Print or email the customer's receipt. # Work with work orders # About work orders This topic describes best practices for working with work orders. Your store may or may not offer work orders. Refer to your store's policies and procedures for 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 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.

# Create work orders This topic describes how cashiers, salespeople, and floor managers can create work orders for customers. 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**. {% hint style="info" %} 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. {% endhint %} 2. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 3. Enter all of the items in the work order. {% hint style="info" %} If your store requires customers to pay a deposit on work orders, the **Addl. deposit** field indicates the **required deposit amount**. {% endhint %}

4. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 5. Enter the amount next to the appropriate tender type. 6. Tap **OK**. 7. 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.

# Add a comment to a work order This topic describes how cashiers, salespeople, and floor managers can add comments to work orders. 1. Tap **Orders** | **Order Details** | **Order Comment**. 2. On the **Order Comment** screen: 1. (Optional) Enter a reference number in the **Ref #** field. 2. Enter the **Comment**. 3. Tap **OK**.

3. Finish creating the order. The receipt shows the order comment at the top.

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

# Add a due date to a work order This topic describes how cashiers, salespeople, and floor managers can add due dates to work orders. 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.

4. Tap **OK**. 5. Finish creating the order. The due date displays in the transaction summary on the Transaction screen.

{% hint style="success" %} It may be your store's policy to print a report of orders that are due on a specific date. 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. {% endhint %} # Look up work order history This topic describes how cashiers, salespeople, and floor managers can look up the transaction history (such as partial pick ups) for work orders. You can look up all transactions that are part of an open order (such as deposits and partial pick ups). 1. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Work Order**. 3. To select the order, do one of the following: * Tap the order once and tap **Add**. * Tap the order twice. 4. Tap **Orders** | **Order Details** | **Order History**. 5. To view the details of a specific transaction listed in the **Order History** screen, do one of the following: * Tap the transaction once and tap **Select**. * Tap the transaction twice.

{% hint style="info" %} The transaction receipt displays in the **Journal**. Tap **Close** to exit the **Journal**. {% endhint %}

7. Tap **Cancel** to exit the **Order History** screen. # Process work orders This topic describes how cashiers, salespeople, and floor managers can recall work orders and complete pick ups (partial or entire). 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) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Work Order**. 3. To select the customer's work order, do one of the following: * Tap the work order once and tap **Add**. * Tap the work order twice. 4. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 5. From the **Select Order Action** screen, tap one of the following: * **Pick up Entire** * **Pick up Partial**

6. If the customer is picking up part of their order: 1. Tap the items the customer is picking up to select them. 2. (Optional) In the **Pick Up** column, enter the quantity of the item the customer is picking up. 3. Tap **OK**. 4. 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.

7. Enter the amount next to the appropriate tender type. 8. Tap **OK**. 9. (Optional) Print or email the customer's 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. # Cancel work orders This topic describes how cashiers, salespeople, and floor managers can cancel work orders and refund deposits (partial or entire), if applicable. 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) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Work Order**. 3. To select the customer's work order, do one of the following: * Tap the work order once and tap **Add**. * Tap the work order twice. 4. Tap **Orders** | **Cancel Order**. 5. (Optional) On the **Deposit to Keep** screen: 1. Enter the amount of the customer's deposit that the store is keeping (not refunding to the customer). If the store is returning the full deposit to the customer, enter zero (0). 2. Tap **OK**. 6. Enter the refund amount next to the appropriate tender type. 7. Tap **OK**. 8. (Optional) Print or email the customer's receipt. # Work with backorders # About backorders This topic describes best practices for working with backorders. Your store may or may not offer backorders. Refer to your store's policies and procedures for backorders. A **backorder** can be created at the request of the customer if the item or items they want to purchase are temporarily out of stock. Depending on the store's policies, a percentage deposit or full payment may be required at the time the backorder is created in POS. Generally, backorders should only be created for items that are regularly in stock, or for items that the store is confident it will receive from the supplier in a reasonable amount of time. If backordered items are not available from the supplier (e.g., promotional or seasonal items), or the purchase order cannot be fulfilled by the supplier in a timely manner, the store may be required to cancel the backorder and issue a refund to the customer, if applicable. This can be disappointing for customers, and cause unnecessary administration for the store. Depending on the store's policies, backorders may only be valid for a limited period of time such as 30 days. After this period, the store may opt to cancel the backorder and issue a refund to the customer, if applicable. The best practice is to identify the expiration period for backorders on the receipt, and any other store policies relevant to backorders such as whether the store honors backorder pricing and for how long. # Create backorders This topic describes how cashiers, salespeople, and floor managers can create backorders for customers. You can add both in-stock and backordered items to a transaction and tender the sale. The customer will be required to pay for all in-stock items in the transaction and, depending on the store's policies, they may be charged a deposit or the full amount for backordered items. However, if there is a mix of in-stock and backordered items on a single receipt, it can be confusing for customers. (It can also be confusing for cashiers when the customer returns to the store to pick up backordered items.) For this reason, it is a best practice to ring up backordered items in a separate transaction. Depending on your store's policies, you may be required to select a customer to create a backorder. Selecting the customer when you create the backorder makes it easier to look up the backorder later when the customer returns to the store to pick up their items and pay the balance owing. 1. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Add the backordered item or items to the transaction. The **Item Out of Stock** screen displays.

3. Click **Back Order**. 4. (Optional) Change the quantity of the backordered item or items, if required. 5. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 6. (Optional) If the store's policy is to charge the customer a percentage deposit or the full amount for backordered items, enter the amount next to the appropriate tender type. 7. Tap **OK**. 8. (Optional) Print or email the customer's receipt. The receipt shows the backordered items, the amount including tax, the deposit amount (optional), and the balance owing. # Process backorders This topic describes how cashiers, salespeople, and floor managers can recall backorders and complete pick ups (partial or entire). If you look up the customer when you recall the backorder, POS only displays backorders belonging to the selected customer. If you do not look up the customer, when you recall the backorder, POS displays all open backorders and you will have to search for the customer's backorder. 1. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Back Order**. 3. To select the customer's backorder, do one of the following: * Tap the backorder once and tap **Add**. * Tap the backorder twice.

4. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 5. From the **Select Order Action** screen, tap one of the following: * **Pick up Entire** * **Pick up Partial**

6. If the customer is picking up part of their order: 1. Tap the items the customer is picking up to select them. 2. (Optional) In the **Pick Up** column, enter the quantity of the item the customer is picking up. 3. Tap **OK**. 4. If the customer paid a deposit on the backorder, tap **OK** to confirm the amount of the deposit that is being applied to the pick up.

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 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 layaway 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 layaway order minus any deposits or amounts paid previously. # Create layaway orders This topic describes how cashiers, salespeople, and floor managers can create layaway orders for customers. 1. Tap **Orders** | **Layaway**. {% hint style="info" %} You will know that POS is in layaway mode if you see the layaway icon in the top right corner of the screen. {% endhint %} 2. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 3. Enter all of the items in the layaway order. {% hint style="info" %} 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. {% endhint %}

4. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 5. Enter the amount next to the appropriate tender type. {% hint style="info" %} Follow your store's policies regarding what tender types are accepted for layaway deposits. For example, many stores only accept cash, direct deposit, or check for layaway deposits. {% endhint %} 6. Tap **OK**. 7. (Optional) Print or email the customer's receipt. The receipt shows the total layaway amount including tax, the deposit amount, and the balance owing on the layaway order.

# Process layaway orders This topic describes how cashiers, salespeople, and floor managers can recall layaway orders and complete pick ups (partial or entire). 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 customer's layaway order. 1. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Layaway**. 3. To select the customer's layaway order, do one of the following: * Tap the layaway order once and tap **Add**. * Tap the layaway order twice. 4. If the customer is making a payment: 1. Tap **Orders** | **Payments** | **Payment on Layaway**. 2. On the **Layaway Payment** screen, enter the payment amount. 3. Tap **OK**.

6. If the customer is picking up all or part of their layaway order: 1. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 2. From the **Select Order Action** screen, tap one of the following: * **Pick up Entire** * **Pick up Partial**

7. If the customer is picking up part of the layaway order: 1. Tap the items the customer is picking up to select them. 2. (Optional) In the **Pick Up** column, enter the quantity of the item the customer is picking up. 3. Tap **OK**. 4. 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.

8. Enter the amount next to the appropriate tender type. 9. Tap **OK**. 10. Tap **Yes** to print the receipt. # Cancel layaway orders This topic describes how cashiers, salespeople, and floor managers can cancel layaway orders and refund deposits (partial or entire), if applicable. If you look up the customer, when you recall the layaway order, POS only displays layaway orders belonging to the selected customer. If you do not look up the customer, when you recall the layaway order, POS displays all open layaway orders and you will have to search for the customer's layaway order. 1. (Optional) Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Orders** | **Recalls** | **Recall a Layaway**. 3. To select the customer's layaway order, do one of the following: * Tap the layaway order once and tap **Add**. * Tap the layaway order twice. 4. Tap **Orders** | **Cancel Order**. 5. (Optional) On the **Deposit to Keep** screen: 1. Enter the amount of the customer's deposit that the store is keeping (not refunding to the customer). If the store is returning the full deposit to the customer, enter zero (0). 2. Tap **OK**. 6. Enter the refund amount next to the appropriate tender type. 7. Tap **OK**. 8. (Optional) Print or email the customer's receipt. 9. Follow your store's policies for restocking layaway items. # Work with SNAP and EBT # About SNAP, EBT, and food stamps This topic describes best practices for working with SNAP-eligible items and processing EBT transactions. Your store may or may not sell SNAP-eligible items or accept EBT payments. **SNAP (the Supplemental Nutrition Assitance Program)** is a federal program in the United States that helps low-income individuals and families pay for food items such as fruits, vegetables, meat, dairy, and bread. In general, SNAP benefits cannot be used to pay for vitamins or supplements, prepared foods, or nonfood items. SNAP benefits are loaded onto an **EBT (Electronic Benefits Transfer) card** that people can use to pay for SNAP-eligible food items. An EBT card looks and functions like a debit card. An EBT card may be used with other government assistance programs in addition to SNAP. In the past, before the EBT card was introduced as a payment method, SNAP benefits were provided through **food stamps** that could be redeemed in stores like vouchers. RMH apps use the term food stamps when referring to SNAP-eligible items and EBT card payments. # Tender a sale using an EBT card This topic describes how cashiers and salespeople can use an EBT card to pay for part or all of a transaction. 1. Enter all of the items in the transaction. {% hint style="info" %} You can ring up SNAP-eligible and non-SNAP items in the same transaction. You do not need to ring up SNAP-eligible items separately from non-SNAP items. {% endhint %} 2. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 3. On the **Tender** screen, enter the amount the customer wants to pay using their SNAP benefits next to the **EBT tender type**.

{% hint style="info" %} The name of the EBT tender type (e.g., EBT Card) is configurable and may be different in your store. Ensure that you are enter an amount next to the EBT tender type that is equal to or lower than the SNAP-eligible item subtotal, which is identified at the top of the Tender screen. If the amount entered next to the EBT tender type exceeds the SNAP-eligible item subtotal, the error message "You can't enter food stamp tender that is over limit of food stamps item amount" displays. {% endhint %} 4. (Optional) If there is a balance remaining for the transaction, do one of the following: * Enter the balance next to another tender type. * Split the balance between two or more other tender types. 5. Tap **OK**. 6. (Optional) Print or email the customer's receipt.

# Work with accounts # About accounts This topic describes best practices for working with accounts receivable (AR) accounts. Your store may or may not offer AR accounts. Refer to your store's policies and procedures for AR accounts. Some stores offer **store accounts** to approved people or companies. With store accounts, a person or company can make purchases up to their credit limit and pay for those purchases at a later date, like a credit card. They also agree to payment terms such as payment due dates and minimum payment amounts. Store accounts are 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 account, the person or company must: * Be a customer in POS. * Have an AR account. 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:

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 account 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. # Tender a sale to account This topic describes how cashiers, salespeople, and floor managers can charge (tender) sales transactions to AR accounts. 1. Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Enter all of the items in the transaction. 3. Tap **Transaction** | **Tender Sale**. You can also press **F12** or **Enter**. 4. On the **Tender** screen, enter the tender amount next to the account tender type. {% hint style="info" %} The name of the account 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. {% endhint %}

5. Tap **OK**. {% hint style="info" %} 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. {% endhint %} 6. Tap **Finish**. 7. (Optional) Print or email the customer's receipt.

# Process payments to account This topic describes how cashiers, salespeople, and floor managers can accept payments to AR accounts. Refer to your store's policies and procedures for accepting payments to account. 1. Look up the customer. Refer to [**Look up customers**](/readme-1/work-with-customers/customers-looking-up) for more information. 2. Tap **Customers** | **Payment to Account**. On the right of the Payment to Account screen, you can see the following account information: * **Total Balance** shows the total amount of all open (unpaid) invoices. * **Total Credit** shows the total amount of any unapplied (available) credit memos. * **Balance Due** shows the difference between Total Balance and Total Credit (e.g., Total Balance - Total Credit = Balance Due). {% hint style="info" %} A credit memo is created if the customer returns an item (or items) that were purchased on account, or if the customer has accidentally overpaid an invoice. Credit memos can only be applied to open invoices. {% endhint %} 3. Do one of the following: * If the customer wants to pay for specific open invoices, tap the invoices to select them. * If the customer wants to pay for all open invoices, tap the **Pay all** button. 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. {% hint style="info" %} If you do not select **Apply Credit**, the credit memos will remain available to apply to open invoices in the future. {% endhint %} 5. (Optional) Tap in the **Payment Received** field and enter a different payment amount. {% hint style="info" %} 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 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. {% endhint %} 6. (Optional) Tap in the **Description** field and enter any comments about the payment. 7. Tap **OK**. 8. On the **Payment** screen, enter the enter the payment amount next to the relevant tender type. {% hint style="warning" %} A customer cannot make a payment to account using the account 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. {% endhint %}

9. Tap **OK**. 10. Tap **Yes** to print the receipt. {% hint style="info" %} 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. {% endhint %}

# Perform returns and exchanges # Process returns This topic describes two methods that cashiers, salespeople, and floor managers can use to process 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. {% hint style="info" %} Follow your store's policies and procedures for processing returns. {% endhint %} 1. In POS, do one of the following: * Tap **Transaction** | **Recall Transaction** | **Recall for Return**. * Tap **Tranaction** | **Sale/Return/No Sale** | **Return**. 2. On the **Recall for Return** screen, do one of the following: * Enter the **transaction number** from the customer's receipt into the lookup field and press **Enter**. * Enter the **customer's name**, **phone number**, or any combination and press **Enter** to search for the customer's list of transactions.

3. Select the transaction and tap **Add**. 4. (Optional) If your store requires reason codes for returns, tap the browse icon next to the **Reason Code** field, tap the appropriate reason code to select it, and tap **OK**.

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

* 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.

* 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 ending in 1234 as the tender you must use the same card when tendering the return. {% hint style="success" %} 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 the appropriate tender type and press + on the keyboard. POS automatically enters the full amount of the transaction for that tender type. {% endhint %} 8. Tap **OK**. 9. Tap **Yes** to print a receipt.

# Process exchanges This topic describes two methods that cashiers, salespeople, and floor managers can use to process 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. {% hint style="info" %} Follow your store's policies and procedures for processing exchanges. {% endhint %} There are two methods for entering exchanges at the point-of-sale: * **In sales mode:** With this method, enter the exchange item with a positive quantity and the returned item as a negative quantity. The return item must be a negative because, in sales mode, POS assumes every entry is a sale.

* **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 negative 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.

# Process a refund to a voucher This topic describes how cashiers, salespeople, and floor managers can issue refunds to the voucher tender type. 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.

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: * Tap **Create new** to load the refund amount on a new voucher. * 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. # Administrative tasks # Change your password This topic describes how cashiers, salespeople, and floor managers can change their passwords. 1. On the **Login** screen, enter your **User ID**.

2. Tap **Change**. 3. On the **Change Password** screen: 1. Enter your current password in the **Password** field. 2. Enter your new password in the **New password** and **Confirm password** fields. 3. Tap **OK**.

4. On the **Login** screen, enter your **User ID** and your new **Password** to log in to POS. # Enter your work hours This topic describes how cashiers, salespeople, and floor managers can enter their work hours by punching in/out using the Time Clock. 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. ## **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. ## **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. # Configure POS to support store policies # Identify store policies Use this topic to identify store policies that you want to manage or enforce by configuring options and permissions for POS and Store Manager. 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 customers 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	Require passwords to log on to POS? Set password complexity and reset policies? Force cashiers to log on for each POS transaction? Force cashier log off if POS is idle for a period of time? Prevent cashiers from exiting the POS app?
Register and cash drawer management	Require decimal entry? Use change calculator? Require return of local currency? Require open/close amounts? Allow cashiers to enter opening/closing amounts? Allow cashiers to perform no sales, drops, or payouts? Print receipts for no sales? Allow cashiers to generate X, Z, and ZZ reports? Set over/short limits for cashiers?
Transactions	Always display the Customer Lookup window? Prompt or require customer selection for transactions? Prompt or require sales representative selection for transactions? Prompt or require reason codes for discounts, inventory adjustments, no sales, returns, tax changes, drops, etc.? Allow cashiers to delete items from transactions? Allow cashiers to change item or transaction taxes? Allow cashiers to put transactions on hold? Allow cashiers to cancel transactions? Allow cashiers to sell to store employees who have discounts? Set transaction amount limits? Set return amount limits?
Inventory	Display item extended descriptions, notes, or sub-descriptions? Display out of stock items? Allow the sale of out of stock items? Allow back orders? Allow lookup of unknown items? Prevent the sale of inactive items? Allow cashiers to view or edit item cost? Allow cashiers to access pricing information? Allow serial numbers to be created (entered) in POS? Require unique serial numbers in POS? Enable random weight EAN and UPC codes?

# Configure security policies Use this topic to identify security policies that you want to manage or enforce by configuring options and permissions for POS and Store Manager. It is always a best practice to define your store's security policies.

I want to...	To configure, go to...
Require passwords to log on to POS	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, enter a Password.
Set password complexity and reset policies	Click Setup. Expand People & Security. Click Password Policy.
Force cashiers to log on for each POS transaction	Click File \| Configuration. Click Store Rules. Expand POS Options. Select Force logon each sale.
Automatic cashier log off if POS is idle for a period of time	Click Setup. Expand Hardware. Click POS Profiles. Do one of the following: Click New to create a new POS profile. Double-click an POS profile. 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. Assign the POS profile to the appropriate register(s).
Prevent cashiers from exiting the POS app	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, clear the check mark beside Allowed to Exit POS.

# Configure register and cash drawer policies Use this topic to identify register and cash drawer policies that you want to manage or enforce by configuring options and permissions for POS. Stores should always have policies defined for register and cash drawer management.

I want to...	To set up, go to...
Require decimal entry	Click File \| Configuration. Click Store Rules. Expand General Options. Select Require decimal entry.
Use change calculator	Click File \| Configuration. Click Store Rules. Expand POS Options. Select Use change calculator.
Require return of local currency	Click File \| Configuration. Click Store Rules. Expand POS Options. Select Return local currency.
Require open/close amounts	Click File \| Configuration. Click Store Rules. Expand POS Options. Select Force open/close amounts.
Allow cashiers to enter opening/closing amounts	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select the following: Allowed to enter opening amounts Allowed to enter closing amounts
Allow cashiers to perform no sales, drops, or payouts	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select the following: Allowed to perform no sales Allowed to perform drops and pay outs
Print receipts for no sales	Click File \| Configuration. Click Store Rules. Expand POS Options. Select Print no sale receipt.
Allow cashiers to generate X, Z, and ZZ reports	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select the following: Allowed to generate X reports Allowed to generate Z & ZZ reports
Set over/short limits for cashiers	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in Over/Short Limits, select the following: Limit amount Limit percent

# Configure customer policies Use this topic to identify customer policies that you want to manage or enforce by configuring options and permissions for POS and Store Manager. It is important to define customer policies.

I want to...	To set up, go to...
Allow cashiers to add new customers in POS	Click File \| Configuration. Click Store Rules. Expand Customer Options. Select Allow new customers at POS.
Allow cashiers to edit customers in POS	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select Allowed to view and edit all customers.
Require specific information (e.g., full name, phone number, email address) to save customers	Click Setup. Expand Customer. Click Customer Policy.
Provide percent or price level discounts to specific customers	In Store Manager: Click Customer. Click Customers. Do one of the following: Click New to create a new customer. Double-click an existing customer. On the Customer Options tab, enter a discount in one of the following fields: Price Level Discount (%) In POS: Do one of the following: Tap Customer \| New Customer to create a new customer. Look up an existing customer, then tap Customer \| Edit Customer. On the Options tab, enter a discount in one of the following fields: Price Level Discount (%)
Enable accounts receivable (store credit)	Before you can set up accounts receivable (AR) accounts in Store Manager or POS, you must define a Default Account Group. Click Setup. Expand Customer. Expand Accounts Receivable. Click Accounting Defaults. Select a Default Account Group.
Display customers' accounts receivable information in POS	Click Setup. Expand Hardware. Click POS Profiles. Do one of the following: Click New to create a new POS profile. Double-click an existing POS profile. Select Separate tab for AR info. Assign the POS profile to the appropriate register(s).

# Configure transaction policies Use this topic to identify transaction policies that you want to manage or enforce by configuring options and permissions for POS and Store Manager. 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 Lookup window	Click File \| Configuration. Click Store Rules. Expand Customer Options. Select Always display 'Find' window for customers.
Prompt or require customer selection for transactions	Click File \| Configuration. Click Store Rules. Expand Customer Options. Select one or more of the following: Prompt for customer selection Require customer selection for orders Require customer selection for quotes Require customer selection for sales
Prompt or require sales representative selection for transactions	Click File \| Configuration. Click Store Rules. Expand POS Options. Select one or more of the following: Prompt for sales representative Require sales representative
Prompt or require reason codes for discounts, inventory adjustments, no sales, returns, tax changes, drops, etc.	Click File \| Configuration. Click Store Rules. Expand Reason Code Options. Select one or more of the following options: Prompt for reason code on account adjustments Prompt for reason code on discounts Prompt for reason code on manual inventory adjustments Prompt for reason code on no sales Prompt for reason code on returns Prompt for reason code on tax changes Reason code required on account adjustments Reason code required on discounts Reason code required on drops Reason code required on manual inventory adjustments Reason code required on no sales Reason code required on payouts Reason code required on physical inventory count adjustments Reason code required on returns Reason code required on tax changes
Prevent or allow cashiers to delete items from transactions	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to delete entries from transactions.
Prevent or allow cashiers to change item or transaction taxes	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to change tax status.
Prevent or allow cashiers to use the Action button in POS	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the Extended Properties tab, select or clear Do not allow to access the Action button.
Prevent or allow cashiers to put transactions on hold	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to put transactions on hold.
Prevent or allow cashiers to cancel transactions	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to abort transactions.
Prevent or allow cashiers to sell to store employees who have discounts	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to sell to employees with discounts.
Set transaction amount limits	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, enter a dollar amount in the Floor Limit field.
Prevent or allow cashiers to return or void items from a transaction	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the Extended Properties tab, select or clear Do not allow to return or void entries from transaction.
Set return amount limits	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, enter a dollar amount in the Return Limit field.

# Configure inventory policies Use this topic to identify inventory policies that you want to manage or enforce by configuring options and permissions for POS and Store Manager. 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.

I want to...	To set up, go to...
Display or hide item extended descriptions, notes, or sub-descriptions	Click File \| Configuration. Click Store Rules. Expand Item Options. Select or clear: Show Item Extended Description Show Item SubDescription Show previously defined Item SubDescription
Display or hide out of stock items	Click File \| Configuration. Click Store Rules. Expand Item Options. Select or clear Display out of stock.
Prevent or allow the sale of out of stock items	Click File \| Configuration. Click Store Rules. Expand Item Options. Select or clear Do not allow sale of items when out of stock.
Prevent or allow cashiers to accept the return of out of stock items	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the Extended Properties tab, select or clear Do not allow to accept out of stock item.
Prevent or allow back orders	Click File \| Configuration. Click Store Rules. Expand POS Options. Select or clear Enable back orders.
Prevent or allow lookup of unknown items	Click File \| Configuration. Click Store Rules. Expand Item Options. Select or clear: Display unknown item screen Look up unknown items
Prevent or allow the sale of inactive items	Click File \| Configuration. Click Store Rules. Expand POS Options. Select or clear Prevent sale of inactive items.
Prevent or allow cashiers to view item cost	Click File \| Configuration. Click Store Rules. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to view cost information.
Prevent or allow cashiers to edit item cost	Click File \| Configuration. Click Store Rules. Expand Item Options. Select or clear Do not allow to edit item cost.
Prevent or allow cashiers to access pricing information	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to access pricing.
Prevent or allow cashiers to use the Action button in POS	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the Extended Properties tab, select or clear Do not allow to access the Action button.
Prevent or allow cashiers to edit item description	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the Extended Properties tab, select or clear Allowed to edit Item Description.
Prevent or allow serial numbers to be created (entered) in POS	Click File \| Configuration. Click Store Rules. Expand Serial Number Options. Select or clear Allow POS serial number creation.
Require unique serial numbers in POS	Click File \| Configuration. Click Store Rules. Expand Serial Number Options. Select or clear Enforce unique serial numbers.
Enable random weight EAN and UPC codes	Click File \| Configuration. Click Store Rules. Expand POS Options. Select or clear: Utilize random weight EAN codes Utilize random weight UPC codes

# Customize the POS screen # About POS profiles This topic explains how POS profiles can be used to manage functionality for specific registers. **POS profiles** control specific aspects of the POS display and behavior. Some of the things that POS profiles control include: * How long a POS lane can be idle before the user is automatically logged off; * The maximum number of rows to display, e.g., when you search for an item; * Whether to display a details row for each item; * Whether to display an integrated web browser in POS;

* Whether to enable integrated payment; * Whether to display Weights and Measures information on the POS login screen, and the number of decimal digits to use in measurements. {% hint style="info" %} 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**. {% endhint %} # Enable the Internet tab This topic describes how to enable the optional Internet tab in POS. Stores have the option to activate the **Internet** tab, located to the left of the POS window, and set a default web site such as the store's e-commerce site, a supplier's site or a shipping company's site. {% hint style="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. {% endhint %} Activating the Internet tab is a two-step process: 1. Enable the Internet tab in a POS profile. 2. Assign the POS profile to the register(s). ## **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: * Double-click an existing POS profile to open and edit it. * 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.

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**. ## **Assign the POS profile to the register** 1. Click **Setup**. 2. Expand **Hardware**. 3. Click **Register List**. 4. Do one of the following: * Double-click an existing register to open and edit it. * Click **New** and create a new register. 5. On the **General** tab, from **POS Profile**, select the POS profile with the enabled integrated web site.

6. Click **Save And Close**. The integrated web site it now enabled for all registers using the POS profile. # Enable line item details in transaction lists This topic describes how to enable the line item details row in the Transaction tab in POS. 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:

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). ## **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: * Double-click an existing POS profile to open and edit it. * Click **New** and create a new POS profile. 5. Select **Enable line item detail row**. 6. Click **Save And Close**. ## **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: * Double-click an existing register to open and edit it. * Click **New** and create a new register. 5. On the **General** tab, from **POS Profile**, select the POS profile with line item details enabled.

6. Click **Save And Close**. Line item details are now enabled for the register(s) using the POS profile. # Configure custom POS buttons This topic describes how to configure custom buttons for the Custom Commands pane in POS. 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:

{% hint style="info" %} 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 screen, click the arrow to hide the Custom Commands pane when it is not in use. {% endhint %} 1. Identify the commands that contain the functionality you want to program into the button. Refer to the [**Commands reference guide**](/readme-1/customize-the-pos-screen/reference-commands) 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 display 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. (Optional) 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 relevant command parameters. {% hint style="info" %} 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 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. {% endhint %} 11. (Optional) 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**. # Configure custom POS task pads This topic describes how to configure custom buttons and task pads, which display in the Task Pads pane in POS. 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:

{% hint style="info" %} 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. {% endhint %} 1. Identify the commands that contain the functionality you want to program into the task pad buttons. Refer to the [**Commands reference guide**](/readme-1/customize-the-pos-screen/reference-commands) for more information. 2. In Store Manager, click **Setup**. 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: * **Command:** Select this option if you want to configure the button to execute a command or chain of commands. * **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 monitors 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. {% hint style="info" %} 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 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. {% endhint %} 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. (Optional) 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. (Optional) 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. (Optional) 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: * Assign the task pad to a specific user. * Assign the task pad to a specific register. --- [Next Page](https://docs.rmhpos.com/llms-full.txt/1)