# Store Manager User Guide - [Configure POS & Store Manager](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager.md) - [People and security](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/people-and-security.md) - [POS user roles](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/people-and-security/setting-up-cashier-user-roles.md): This topic describes how to configure user roles for employees who use POS. User roles are groups of role-specific privileges that can be assigned to one or more employees. - [Manager user roles](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/people-and-security/setting-up-manager-user-role.md): This topic describes how to configure user roles for employees who Store Manager. User roles are groups of role-specific privileges that can be assigned to one or more employees. - [Password policy](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/people-and-security/setting-up-password-policy.md): This topic describes how to establish a password policy for the store. The password policy applies to all employees who have a user account for POS, Store Manager, or Store Loyalty. - [Store financials](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials.md) - [Sales tax rules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/setting-up-sales-tax-rules.md): This topic describes how to configure sales tax rules for the store. These include the method of taxation (e.g., tax-exclusive or tax-inclusive) and rules for automatically selecting the item tax. - [Sales taxes](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/setting-up-sales-tax.md): This topic describes how to configure sales taxes. - [Item taxes](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/setting-up-item-taxes.md): This topic describes how to configure item taxes. - [Compute tax on item cost instead of price](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/computing-tax-on-item-cost.md): This topic describes how to configure Store Manager and POS so taxes are computed on an item's cost instead of its price. - [Compute tax on item weight instead of price](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/computing-tax-on-item-weight.md): This topic describes how to configure Store Manager and POS so taxes are computed on an item's weight instead of its price. - [Currencies](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/setting-up-currencies.md): This topic describes how to configure currencies. These may be currencies that the store accepts as tender types, or the currencies used by foreign suppliers. - [Tender types](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/setting-up-tender-types.md): This topic describes how to configure tender types. You must define a tender type for every payment method the store accepts (such as cash, check, debit card, credit card, voucher, etc). - [Tender rules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/setting-up-tender-rules.md): This topic describes how to configure rules regarding the default tender type to use when providing change to customers or the period of time that store-issued vouchers remain valid. - [GL accounts](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-financials/gl-accounts.md): This topic describes how to configure general ledger (GL) accounts for register batches. - [Store information and rules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-information-and-rules.md) - [Store contact information](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-information-and-rules/setting-up-store-contact-information.md): This topic describes how to edit the store's name, address, and contact methods (such as phone and email). - [Store ID (multi-store only)](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-information-and-rules/setting-up-multiple-stores.md): This topic describes how to configure a store to operate in Central mode. You only need to follow this procedure if the store is centrally managed using Central Manager. - [Store rules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/store-information-and-rules/setting-up-store-rules.md): This topic describes how to configure store rules for Store Manager and POS. Store rules are organized by Customer, General, Item, POS, Purchase Order, Reason Code, and Serial Number. - [Registers and receipts](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/registers-and-receipts.md) - [Registers](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/registers-and-receipts/setting-up-registers.md): This topic describes how to configure registers. For example, you can select a task pad, default price level, printers, receipt formats, as well as the scale, scanner, cash drawers, etc. - [Receipt formats](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/registers-and-receipts/setting-up-receipt-formats.md): This topic describes how to configure receipt formats for sales transactions, cancelled transactions, pay outs, cash drops, quotes, work orders, layaway orders, and payments to AR account. - [Email receipts](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/registers-and-receipts/administrator-configuring-email.md): This topic describes how to configure Store Manager and POS to email transaction receipts to customers, POs to suppliers, and statements to AR account holders. - [POS profiles](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/registers-and-receipts/setting-up-pos-profiles.md): This topic describes how to configure POS profiles. This includes enabling or disabling WAM functionality in POS. - [Enable pole display](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/registers-and-receipts/setting-up-pole-display-messages.md): This topic describes how to configure pole display messages. - [Extend the POS screen](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/registers-and-receipts/setting-up-net-display-channels.md): This topic describes how to configure net display channels and enable net display, which extends the POS screen to a second monitor. - [Merchandising](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising.md) - [Departments](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-departments.md): This topic describes how to configure departments. - [Categories](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-categories.md): This topic describes how to configure categories. - [Reason codes](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-reason-codes.md): This topic describes how to configure reason codes. - [Generate automatic item lookup codes](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-automatic-item-lookup-codes.md): This topic describes how to configure Store Manager to automatically generate item lookup codes (ILCs) for new items that are added to the store database. - [Item messages](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-item-messages.md): This topic describes how to configure item messages. - [Quotes](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-quotes.md): This topic describes how to configure quotes. You can set an expiration date, require customer selection, and select the receipt format for quotes. - [Work orders](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-work-orders.md): This topic describes how to configure work orders. You can set an expiration date and minimum deposit amount, require customer selection, and select the receipt format for work orders. - [Back orders](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/back-orders.md): This topic describes how to configure back orders. You can set an expiration date and minimum deposit amount, require customer selection, and select the receipt format for back orders. - [Layaways](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/merchandising/setting-up-layaways.md): This topic describes how to configure layaway orders. You can set an expiration date and minimum deposit amount and select the receipt format for layaway orders. - [Inventory and purchasing](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing.md) - [Inventory rules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-inventory-rules.md): This topic describes how to configure inventory rules. These include cost update method to use when receiving POs and whether to include landed cost in the cost calculation. - [Understanding landed cost](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/calculating-landed-cost.md): This topic describes the three cost distribution methods used by RMH to determine landed cost. - [Ordering rules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-ordering-rules.md): This topic describes how to configure ordering rules for quotes, work orders, layaway orders, and back orders. The rules control expiration date (or due date) and deposit requirements, if applicable. - [Units of measure](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/units-of-measure.md): This topic describes how to configure a unit of measure (UOM). You should define the UOM used to sell items, as well as the UOM used to order items from suppliers. - [Price rounding rules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-rounding-rules.md): This topic describes how to configure price rounding rules for items. - [Shipping methods](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-shipping-methods.md): This topic describes how to configure the shipping methods the store uses. - [Payment terms](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-payment-terms-for-purch.md): This topic describes how to configure payment terms for suppliers and POs. - [Purchasers](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-purchasers.md): This topic describes how to configure purchasers. - [Charges](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-charges.md): This topic describes how to configure charges. - [Order settings](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-order-settings.md): This topic describes how to configure PO settings, such as whether to auto-release POs, check supplier MPQ when ordering, or whether to consider child items or kit items when ordering. - [Discounts and schedules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/discounts-and-schedules.md) - [Discounts](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/discounts-and-schedules/setting-up-discounts.md): This topic describes how to configure discounts. These include Mix and Match or Buy X and Get Y for Z discounts. - [Schedules](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/discounts-and-schedules/setting-up-schedules.md): This topic describes how to configure schedules, which can be used in connection with discounts, sales, and other types of promotional events. Schedules can also be used to block sales of items. - [Accounts receivable](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable.md) - [Account managers](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-account-managers.md): This topic describes how to configure account managers for AR accounts. - [Finance charges](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-finance-charges.md): This topic describes how to configure finance charges. Stores can configure RMH to apply finance charges to unpaid balances on AR accounts. - [AR payment terms](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-payment-terms-for-ar.md): This topic describes how to configure payment terms for AR accounts. - [AR reason codes](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-reason-codes.md): This topic describes how to configure reason codes to apply for changes to AR account ledger items (such as adjustments and reversals of finance charges). - [Statement types](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-statement-types.md): This topic describes how to configure the statement template for AR account billing statements. - [Number series](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-a-number-series.md): This topic describes how to configure RMH to automatically generate AR account numbers for new AR accounts. - [Account groups](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-account-groups.md): This topic describes how to configure AR account groups. - [Accounting defaults](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-accounting-defaults.md): This topic describes how to configure AR accounting defaults. - [Email message](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-email-message.md): This topic describes how to configure a default email message for emailed AR account billing statements. - [Offline database](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/offline-database.md) - [About the offline database](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/offline-database/administrator-about-offline-db.md): This topic describes the best practices for configuring and managing an offline database, which stores can use to process sales transactions if POS loses its connection to the store database. - [Configure the offline database](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/offline-database/administrator-configuring-offline-db.md): This topic describes how to configure the offline database. - [Restore the connection to the store database](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/offline-database/administrator-synchronizing-offline.md): This topic describes the procedure to restore the POS app's connection to the store database after it has been operating in offline mode. - [Manage employees](https://docs.rmhpos.com/store-manager/manage-employees.md) - [Add user accounts](https://docs.rmhpos.com/store-manager/manage-employees/setting-up-user-account.md): This topic describes how to add new user accounts for store employees. You can assign POS user roles for POS users, and manager user roles for Store Manager and Store Loyalty users. - [Manage commission sales](https://docs.rmhpos.com/store-manager/manage-employees/manage-commission-sales.md) - [Create sales representatives](https://docs.rmhpos.com/store-manager/manage-employees/manage-commission-sales/setting-up-sales-representatives.md): This topic describes how to add sales reps and define their individual commision sales schedules, if applicable. You can also define commission sales schedules for items. - [Set up commission schedules for items](https://docs.rmhpos.com/store-manager/manage-employees/manage-commission-sales/setting-up-commission-sales-items.md): This topic describes how to define commision sales schedules for items. You can also define commission sales schedules for individual sales reps. - [Assign sales representatives to customers](https://docs.rmhpos.com/store-manager/manage-employees/manage-commission-sales/setting-up-commission-sales-customers.md): This topic describes how to assign a specific sales rep to a customer. - [Generate the commission sales report](https://docs.rmhpos.com/store-manager/manage-employees/manage-commission-sales/generating-sales-commission-report.md): This topic describes how to generate the Sales Commission Report to track and calculate commission sales by sales reps. - [Manage employee discounts](https://docs.rmhpos.com/store-manager/manage-employees/manage-employee-discounts.md) - [Best practices for employee discounts](https://docs.rmhpos.com/store-manager/manage-employees/manage-employee-discounts/employee-discount-best-practices.md): This topic describes best practices for managing employee discounts. - [Track transactions with employee discounts](https://docs.rmhpos.com/store-manager/manage-employees/manage-employee-discounts/tracking-employee-discounts.md): This topic describes how to generate the Detailed Sales Report to track employee purchases and discounts. - [Manage empoyee time](https://docs.rmhpos.com/store-manager/manage-employees/manage-empoyee-time.md) - [Add time entries](https://docs.rmhpos.com/store-manager/manage-employees/manage-empoyee-time/adding-editing-time-entries.md): This topic describes how to manually add employee time entries to the Time Clock in Store Manager. This may be necessary if an employee forgot to punch in/out in POS. - [View time entries](https://docs.rmhpos.com/store-manager/manage-employees/manage-empoyee-time/viewing-employee-time.md): This topic describes how to view employee time entries. - [Edit time entries](https://docs.rmhpos.com/store-manager/manage-employees/manage-empoyee-time/edit-time-entries.md): This topic describes how to edit employee time entries in Store Manager. - [Generate the time entry report](https://docs.rmhpos.com/store-manager/manage-employees/manage-empoyee-time/generating-time-clock-report.md): This topic describes how to generate the Cashier Time Clock reports to track employee time entries in the Time Clock. - [Deactivate user accounts](https://docs.rmhpos.com/store-manager/manage-employees/deactivating-user-accounts.md): This topic describes how to deactivate user accounts when a person's employment ends. - [Manage customers](https://docs.rmhpos.com/store-manager/manage-customers.md) - [Legal limits on collecting customer information](https://docs.rmhpos.com/store-manager/manage-customers/legal-limits-on-collecting-customer-info.md): This topic describes best practices and legal limits for collecting customer information. - [Advantages of collecting customer information](https://docs.rmhpos.com/store-manager/manage-customers/advantages-collecting-customer-info.md): This topic describes best practices for collecting customer information in RMH. - [Create a customer policy](https://docs.rmhpos.com/store-manager/manage-customers/setting-up-customer-policy.md): This topic describes how to configure a customer policy. It controls which fields in the customer record are required. You can also define a mask, or number format, for telephone numbers. - [Configure custom fields for customer records](https://docs.rmhpos.com/store-manager/manage-customers/setting-up-custom-fields.md): This topic describes how to configure custom fields for customer records. You can configure up to five custom text, number, and date fields for customers. - [Create customer records](https://docs.rmhpos.com/store-manager/manage-customers/setting-up-customer-accounts.md): This topic describes how to add new customer records to the store database. In addition to billing and shipping information, you can select options such as - [Ship items to customers](https://docs.rmhpos.com/store-manager/manage-customers/customers-shipping.md): This topic describes how to configure shipping to automatically select the item tax based on the shipping destination, and how to select a customer's shipping address in POS. - [Deactivate customer records](https://docs.rmhpos.com/store-manager/manage-customers/deactivating-customer-accounts.md): This topic describes how to deactivate customer records. - [Manage items](https://docs.rmhpos.com/store-manager/manage-items.md) - [Standard items](https://docs.rmhpos.com/store-manager/manage-items/standard-items.md) - [Add standard items](https://docs.rmhpos.com/store-manager/manage-items/standard-items/setting-up-standard-items.md): This topic describes how to manually add standard items to the store database. - [Provide tag along items with purchase](https://docs.rmhpos.com/store-manager/manage-items/standard-items/providing-gift-with-purchase.md): This topic describes best practices for tag along items, and how to assign tag along items to parent items. - [Configure custom fields for items](https://docs.rmhpos.com/store-manager/manage-items/standard-items/setting-up-custom-fields.md): This topic describes how to configure custom fields for items. You can configure up to three custom text fields (Sub Description 1, Sub Description 2, and Subdescription 3) for items. - [Matrix items](https://docs.rmhpos.com/store-manager/manage-items/matrix-items.md) - [About matrix items](https://docs.rmhpos.com/store-manager/manage-items/matrix-items/understanding-matrix-items.md): This topic describes best practices for matrix items. It introduces the concepts of dimensions, attributes, component items, and dimension sets. - [Add matrix items](https://docs.rmhpos.com/store-manager/manage-items/matrix-items/setting-up-matrix-items.md): This topic describes how to manually add matrix items to the store database. - [Kits and assembly items](https://docs.rmhpos.com/store-manager/manage-items/kits-and-assembly-items.md) - [About kits and assembly items](https://docs.rmhpos.com/store-manager/manage-items/kits-and-assembly-items/understanding-kits-assembly-items.md): This topic describes best practices for kits and assembly items. - [Configure and add kits](https://docs.rmhpos.com/store-manager/manage-items/kits-and-assembly-items/setting-up-kits.md): This topic describes how to configure store rules and ordering options for kits. It also describes how to add, build, and break kits. - [Add assembly items](https://docs.rmhpos.com/store-manager/manage-items/kits-and-assembly-items/setting-up-assembly-items.md): This topic describes how to add assembly items to the store database. - [Lot matrix items](https://docs.rmhpos.com/store-manager/manage-items/lot-matrix-items.md) - [About lot matrix items](https://docs.rmhpos.com/store-manager/manage-items/lot-matrix-items/understanding-lot-matrix-items.md): This topic describes best practices for lot matrix items. - [Add lot matrix items](https://docs.rmhpos.com/store-manager/manage-items/lot-matrix-items/setting-up-lot-matrix-items.md): This topic describes how to add lot matrix items to the store database. - [Weighed items](https://docs.rmhpos.com/store-manager/manage-items/weighed-items.md) - [About random weight barcodes](https://docs.rmhpos.com/store-manager/manage-items/weighed-items/understanding-random-weight-barcodes.md): This topic describes the two types of random weight barcodes that you can use with RMH (UPC-A and EAN-13). - [Configure and add weighed items](https://docs.rmhpos.com/store-manager/manage-items/weighed-items/setting-up-weighed-items.md): This topic describes how to configure POS to read random weight barcodes and how to add weighed items to the store database. - [Configure custom EAN-13 barcode formats](https://docs.rmhpos.com/store-manager/manage-items/weighed-items/setting-up-ean-13-barcodes.md): This topic describes how to configure custom EAN-13 barcodes for item prices greater than $999.99. - [Serialized items](https://docs.rmhpos.com/store-manager/manage-items/serialized-items.md) - [About serialized items](https://docs.rmhpos.com/store-manager/manage-items/serialized-items/understanding-serialized-items.md): This topic describes best practices for serialized items. - [Configure and add serialized items](https://docs.rmhpos.com/store-manager/manage-items/serialized-items/setting-up-serialized-items.md): This topic describes how to configure store rules for serial numbers and how to manually add serialized items to the store database. - [Vouchers](https://docs.rmhpos.com/store-manager/manage-items/vouchers.md) - [About vouchers](https://docs.rmhpos.com/store-manager/manage-items/vouchers/understanding-vouchers.md): This topic describes best practices for vouchers such as gift cards and gift certificates. - [Configure and add vouchers](https://docs.rmhpos.com/store-manager/manage-items/vouchers/setting-up-vouchers.md): This topic describes how to configure the voucher expiration period, store rules for vouchers, and a voucher tender type. It also describes how to manually add vouchers to the store database. - [Bag fees and bag taxes](https://docs.rmhpos.com/store-manager/manage-items/bag-fees-and-bag-taxes.md) - [About bag fees and bag taxes](https://docs.rmhpos.com/store-manager/manage-items/bag-fees-and-bag-taxes/understanding-bag-fees-bag-taxes.md): This topic describes best practices for bag fees and bag taxes. - [Configure bag fees](https://docs.rmhpos.com/store-manager/manage-items/bag-fees-and-bag-taxes/setting-up-bag-fees.md): This topic describes one method for configuring bag fees in RMH. - [Configure bag taxes](https://docs.rmhpos.com/store-manager/manage-items/bag-fees-and-bag-taxes/setting-up-bag-taxes.md): This topic describes one method for configuring bag taxes in RMH. - [Bottle deposits](https://docs.rmhpos.com/store-manager/manage-items/bottle-deposits.md) - [About bottle deposits](https://docs.rmhpos.com/store-manager/manage-items/bottle-deposits/understanding-bottle-deposits.md): This topic describes best practices for bottle deposits. - [Configure bottle deposits](https://docs.rmhpos.com/store-manager/manage-items/bottle-deposits/setting-up-bottle-deposits.md): This topic describes one method for configuring bottle deposits in RMH. - [Use the Advanced Item Wizard to update items](https://docs.rmhpos.com/store-manager/manage-items/use-the-advanced-item-wizard-to-update-items.md) - [Use the Advanced Item Wizard](https://docs.rmhpos.com/store-manager/manage-items/use-the-advanced-item-wizard-to-update-items/advanced-item-wizard.md): This topic describes how to use the Advanced Item Wizard to update item attributes using a range of pre-defined tasks. - [Add or remove items from the grid view](https://docs.rmhpos.com/store-manager/manage-items/use-the-advanced-item-wizard-to-update-items/advanced-item-wizard-adding-removing.md): This topic describes how to add or remove items from the grid view in the Advanced Item Wizard. - [Change the grid layout](https://docs.rmhpos.com/store-manager/manage-items/use-the-advanced-item-wizard-to-update-items/advanced-item-wizard-layout.md): This topic describes how to change the grid layout in the Advanced Item Wizard. - [Update item information](https://docs.rmhpos.com/store-manager/manage-items/use-the-advanced-item-wizard-to-update-items/advanced-item-wizard-editable-fields.md): This topic describes different methods for updating information in the grid view of the Advanced Item Wizard. - [Task reference list for the Advanced Item Wizard](https://docs.rmhpos.com/store-manager/manage-items/use-the-advanced-item-wizard-to-update-items/advanced-item-wizard-tasks.md): This topic describes all of the tasks available in the Advanced Item Wizard. - [Use the Import Utility to add and update items](https://docs.rmhpos.com/store-manager/manage-items/use-the-import-utility-to-add-and-update-items.md) - [Use the Import Utility](https://docs.rmhpos.com/store-manager/manage-items/use-the-import-utility-to-add-and-update-items/importing-items-import-utility.md): This topic describes how to use the Import Utility to add or update items in the store database using a Microsoft Excel spreadsheet in CSV, XLS, or XLSX format. - [Mapping rules for the Import Utility Wizard](https://docs.rmhpos.com/store-manager/manage-items/use-the-import-utility-to-add-and-update-items/importing-items-import-utility-mapping-rules.md): This topic describes the mapping rules for the Import Utility. - [Use the Inventory Wizard to update item information](https://docs.rmhpos.com/store-manager/manage-items/inventory-wizard.md): This topic describes how to use the Inventory Wizard. The Inventory Wizard will be deprecated in a future release. - [Manage suppliers](https://docs.rmhpos.com/store-manager/manage-suppliers.md) - [Suppliers best practices](https://docs.rmhpos.com/store-manager/manage-suppliers/suppliers-best-practices.md): This topic describes best practices for suppliers. - [Add store suppliers](https://docs.rmhpos.com/store-manager/manage-suppliers/setting-up-store-suppliers.md): This topic describes how to add suppliers to the store database. - [Add supplier information on the Purchase tab of the Item record](https://docs.rmhpos.com/store-manager/manage-suppliers/setting-up-suppliers-purchase-tab.md): This topic describes how to add supplier information on the Purchase tab of the Item record. - [Configure custom fields for suppliers](https://docs.rmhpos.com/store-manager/manage-suppliers/setting-up-custom-fields.md): This topic describes how to configure custom fields for suppliers. You can configure up to five custom text, number, and date fields for suppliers. - [Use the Supplier Worksheet to update supplier information](https://docs.rmhpos.com/store-manager/manage-suppliers/using-supplier-wizard.md): This topic describes how to use the Supplier Worksheet to deactivate suppliers, mark suppliers as tax exempt, and to set the minimum order amount for suppliers. - [Enter supplier invoices](https://docs.rmhpos.com/store-manager/manage-suppliers/entering-supplier-invoices.md): This topic describes how to enter supplier invoices. - [View supplier invoices](https://docs.rmhpos.com/store-manager/manage-suppliers/viewing-supplier-invoices.md): This topic describes how to view supplier invoices. - [Generate supplier reports](https://docs.rmhpos.com/store-manager/manage-suppliers/generating-supplier-reports.md): This topic describes how to generate the Daily Sales by Supplier and Top Suppliers reports. - [Deactivate store suppliers](https://docs.rmhpos.com/store-manager/manage-suppliers/deactivating-suppliers.md): This topic describes how to deactivate store suppliers. - [Manage inventory](https://docs.rmhpos.com/store-manager/manage-inventory.md) - [Inventory best practices](https://docs.rmhpos.com/store-manager/manage-inventory/merchandising-best-practices.md): This topic describes best practices for the item lookup code, item description, and custom fields in the item record. - [Privileges required to manage inventory](https://docs.rmhpos.com/store-manager/manage-inventory/inventory-permissions.md): This topic describes the privileges or permissios required to manage inventory. - [Manage discounts and sales](https://docs.rmhpos.com/store-manager/manage-inventory/manage-discounts-and-sales.md) - [Assign discounts to items](https://docs.rmhpos.com/store-manager/manage-inventory/manage-discounts-and-sales/assigning-discounts-to-items.md): This topic describes two methods for assigning discounts to items. - [Temporarily block Item sales](https://docs.rmhpos.com/store-manager/manage-inventory/manage-discounts-and-sales/blocking-sales.md): This topic describes how to temporarily block sales for an item. - [Inventory management with parent-child relationships](https://docs.rmhpos.com/store-manager/manage-inventory/update-on-hand-quantities-with-parent-child-relationships.md) - [About parent-child inventory control](https://docs.rmhpos.com/store-manager/manage-inventory/update-on-hand-quantities-with-parent-child-relationships/understanding-parent-child-items.md): This topic describes best practices for using parent-child inventory control in RMH. - [Configure parent-child relationships between items](https://docs.rmhpos.com/store-manager/manage-inventory/update-on-hand-quantities-with-parent-child-relationships/setting-up-parent-child-relationships.md): This topic describes how to configure parent-child relationships between items. - [Create and print labels](https://docs.rmhpos.com/store-manager/manage-inventory/create-and-print-labels.md) - [Create new labels using Label Designer](https://docs.rmhpos.com/store-manager/manage-inventory/create-and-print-labels/label-designer-select-label-format.md): This topic describes how to create custom store labels using the Label Designer. - [Insert fields into custom labels](https://docs.rmhpos.com/store-manager/manage-inventory/create-and-print-labels/label-designer-inserting-field-objects.md): This topic describes how to insert fields into custom labels using the Label Designer. - [Insert text boxes into custom labels](https://docs.rmhpos.com/store-manager/manage-inventory/create-and-print-labels/label-designer-inserting-text-objects.md): This topic describes how to insert text boxes into custom labels using the Label Designer. - [Insert barcodes into custom labels](https://docs.rmhpos.com/store-manager/manage-inventory/create-and-print-labels/label-designer-inserting-barcodes.md): This topic describes how to insert barcodes into custom labels using the Label Designer. - [Print labels from the Label Wizard](https://docs.rmhpos.com/store-manager/manage-inventory/create-and-print-labels/label-wizard-printing-labels.md): This topic describes how to print labels using the Label Wizard. - [Perform a physical inventory count](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count.md) - [Physical inventory count best practices](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/physical-inventory-count-best-practices.md): This topic describes best practice for conducting a physical inventory count in a store. - [Manage the physical inventory count](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/managing-the-physical-inventory-count.md): This topic describes best practices for managing a physical inventory count in a store. - [Generate the physical inventory count file](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/physical-inventory-count-generating-file.md): This topic describes how to generate a count file in RMH for a physical inventory count. - [Copy or merge physical inventory count files](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/physical-inventory-count-copying-or-merging.md): This topic describes how to copy or merge count files. - [Import physical inventory count results](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/physical-inventory-count-importing-results.md): This topic describes how to import physical inventory count results into a count sheet in RMH. - [Calculate and commit physical inventory count results](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/physical-inventory-count-calculating-results.md): This topic describes how to calculate discrepancies between the count quantity and the expected quantity in the store database, initiate a recount, and how to commit changes to the store database. - [Generate physical inventory reports](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/generating-physical-inventory-reports.md): This topic describes how to generate the Physical Inventory reports. - [Manage offline inventory](https://docs.rmhpos.com/store-manager/manage-inventory/manage-offline-inventory.md) - [Manage offline inventory](https://docs.rmhpos.com/store-manager/manage-inventory/manage-offline-inventory/managing-offline-inventory.md): This topic describes best practices for managing offline inventory. - [Move an item to offline inventory](https://docs.rmhpos.com/store-manager/manage-inventory/manage-offline-inventory/moving-item-to-offline-inventory.md): This topic describes how to move an item to offline inventory. - [Transfer an item out of offline inventory](https://docs.rmhpos.com/store-manager/manage-inventory/manage-offline-inventory/transferring-item-from-offline-inventory-out-store.md): This topic describes how to transfer an item out of offline inventory. - [Generate the offline inventory report](https://docs.rmhpos.com/store-manager/manage-inventory/manage-offline-inventory/generating-offline-inventory-report.md): This topic describes how to generate the Offline Inventory List report. - [Manage purchase orders and transfers out](https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out.md) - [Purchase order best practices](https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out/purchase-order-best-practices.md): This topic describes best practices for purchase orders (POs), such as setting up the reorder point and restock level, the sale and purchase units of measure, and the manufacturer pack quantity (MPQ). - [Create purchase orders from purchase order requisitions](https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out/creating-purchase-order-requisitions.md): This topic describes how to automatically add items to purchase orders by creating a purchase order requisition and converting it to a purchase order. - [Create purchase orders manually](https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out/creating-purchase-order.md): This topic describes how to create a purchase order and add items to it manually. - [Receive purchase orders](https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out/receiving-purchase-orders.md): This topic describes how to receive purchase orders from suppliers. - [Create a transfer out](https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out/creating-transfer-order.md): This topic describes how to create a transfer out and add items to it manually. - [Manage accounts receivable](https://docs.rmhpos.com/store-manager/manage-accounts-receivable.md) - [Accounts receivable best practices](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/accounts-receivable-best-practices.md): This topic describes best practices for accounts receivable (AR), such as ensuring credit worthiness, setting credit limits, issuing statements in a timely manner, and enforcing payment terms. - [About company and person AR account types](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/accounts-receivable-understanding-account-types.md): This topic describes the two types of AR accounts in RMH: company accounts and person accounts. This topic also describes links between AR accounts and customer records, and links between AR accounts. - [AR permissions](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/accounts-receivable-permissions.md): This topic describes the privileges (permissions) required to configure or administer AR accounts in Store Manager. - [Add an AR tender type](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/setting-up-store-account-tender-type.md): This topic describes the function of the AR tender type and why you need to configure an AR tender type in RMH if your store uses AR accounts. - [Add AR accounts](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/setting-up-accounts.md): This topic describes how to add AR accounts (company or person) in Store Manager. - [Link customer records to AR accounts](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/accounts-receivable-linking-customer-record.md): This topic describes how to link customer records to AR accounts to facilitate purchases on AR account in POS. - [Link an AR account to a master billing account](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/accounts-receivable-linking-accounts.md): This topic describes how to link an AR account (company or person) to a master AR account for billing purposes. - [Block purchases on account](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/blocking-purchases-on-account.md): This topic describes two methods for blocking purchases on an AR account. - [View ledger entries](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/viewing-ledger-entries.md): This topic describes two methods for viewing the ledger entries for specific AR accounts. - [Enter adjustments on account](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/entering-adjustments-on-accounts.md): This topic describes how to enter adjustments on AR accounts. - [Close the billing cycle](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/closing-the-billing-cycle.md): This topic describes two methods for closing the billing cycle for AR accounts. You must close the billing cycle before you print or email statements. - [Print or email statements](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/printing-or-emailing-statements.md): This topic describes how to print or email statements for AR accounts after you close the billing cycle. - [Look up previous statements](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/looking-up-previous-statements.md): This topic describes how to look up previous statements for an AR account. - [Generate AR reports](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/generating-accounts-receivable-reports.md): This topic describes how to generate AR reports so you can track purchases on AR accounts, identify AR accounts with unpaid balances, track payments to account, and more. - [Deactivate AR accounts](https://docs.rmhpos.com/store-manager/manage-accounts-receivable/accounts-receivable-deactivating-accounts.md): This topic describes how to deactivate AR accounts. - [Generate reports](https://docs.rmhpos.com/store-manager/generate-reports.md) - [About active reports](https://docs.rmhpos.com/store-manager/generate-reports/understanding-active-reports.md): This topic describes the different types of active reports available in RMH and where reports are saved on the local computer if you do not configure a shared network folder in Store Administrator. - [Add filters](https://docs.rmhpos.com/store-manager/generate-reports/reports-using-filters.md): This topic describes how to use filter options to control what data is included in reports. - [Change report layouts](https://docs.rmhpos.com/store-manager/generate-reports/reports-changing-layouts.md): This topic describes how to change the default layout of active reports. You can show or hide columns, move or resize columns, group or ungroup columns, and set record limits. - [Add search, filters, or summaries](https://docs.rmhpos.com/store-manager/generate-reports/reports-adding-search-filters-summaries.md): This topic describes how to add a search/find field to reports and enable filters or summaries for column data. - [Export or print reports](https://docs.rmhpos.com/store-manager/generate-reports/reports-exporting-printing.md): This topic describes how to export or print reports. You can export reports as spreadsheets (e.g., Microsoft Excel) or PDF. - [Save reports](https://docs.rmhpos.com/store-manager/generate-reports/reports-saving.md): This topic describes two methods for saving reports. - [Administration](https://docs.rmhpos.com/store-manager/administration.md) - [Change the POS user interface language](https://docs.rmhpos.com/store-manager/administration/administrator-changing-interface-language.md): This topic describes how to change the POS user interface from English to one of the available languages, such as Spanish, French, or German. - [Back up the store database](https://docs.rmhpos.com/store-manager/administration/backing-up-store-database.md): This topic describes how to back up the store database using Store Manager. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.rmhpos.com/store-manager.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.