Revonu Retail Revonu Retail Manual

Transcription

1 Revonu Retail Revonu Retail Manual 2015 Version 2.1 All Rights Reserved

2 1.Main Screen... 3 A. Revenu Retail...3 a. Creating a New Sale... 4 b. Item Discount & Item Price Change... 4 c. Transaction D/C... 5 d. Remove item & Qty control... 6 e. No tax... 7 f. No Sale... 8 g. Switch Cashier... 9 h. Hold i. Creating New Customer j. Linking an Existing Membership Customer k. Applying Coupon l. Tendering a Sale B. Cash Drawer C. Recall D. Pay In E. Pay Out F. Gift Card a. Gift Card Issue (FlexGift ) b. E-Gift (FlexGift ) G. Time Card H. Cashier In I. Cashier Out J. Operations a. Basic Setting > App Setting b. Enable Sending Receipt via K. Device Setting > Printer a. [USB_Printer] b. [Bluetooth_Printer]

3 1.Main Screen Upon application launch the Main Screen menu will appear The following functions are available: UP Retail, Cashier In, Cashier Out, Recall, Pay In, Pay Out, Tender, Time Card, Gift Card (FlexGift ) Issue, Cash Drawer and Operations A. Revenu Retail Press the Revenu Retail button from the Main Screen to access the ordering screen 3

4 a. Creating a New Sale Select category of items Select item b. Item Discount & Item Price Change Issuing an item discount or item price change is done with the F.Menu button located to the right of the Total Due button Select an item from the order list and press the F.Menu button. Then button name will change to Item Press the Discount button to apply a pre-defined discount value 4

5 Select the Price Change button to manually enter a new sale price for the item Press OK then the Back button to return to the menu item screen c. Transaction D/C Press the Transaction D/C button right Barcode Search field 5

6 Select the Discount type: Percentage (%) or Cash button Input the value to be applied and press OK d. Remove item & Qty control Void All: Remove All Item on the list Void Line: Remove selected item on the list +, -: Add or Subtract Qty of item 6

7 Qty: Input number into Qty field to change Qty of item e. No tax Select item Select an item from the order list and press the F.Menu button. Then button name will change to Item Press the No tax(trans/item) button or No Tax button bottom on Up Retail screen 7

8 f. No Sale Select item Select an item from the order list and press the F.Menu button. Then button name will change to Item Press the Nosale button 8

9 g. Switch Cashier Press the F.Menu button. Then button name will change to Item Press Switch cashier button or Employee name button on right top of screen Select Employee on Select Employee window and Press OK button 9

10 h. Hold Select an item from the order list and press the F.Menu button. Then button name will change to Item Press Hold button on bottom of Up Retail Screen Select an item from the order list is hold then Press Hold button again Press the button of hold item list and press Select button to reload hold item list 10

11 i. Creating New Customer Press New button located on the top right corner to proceed Input information of new customer into each field Press the OK button located down Memo field 11

12 j. Linking an Existing Membership Customer Link an existing customer to the sale ticket for order history tracking and membership rewards points (FlexGift required) Press the Customer button within the Up Retail screen to bring up the Customer Search window Press the All button to select a search by type filter (All, Customer Name, Mobile Number or Membership Card #) Type the customer s information to perform the search After 3 characters are entered, the program will perform the search Additional characters can be entered to refine the search results 12

13 Select the desired customer from the list Press the Select button located on the top right corner to proceed The customer s information is now displayed with their last visit date, their average bill amount and remaining rewards points 13

14 k. Applying Coupon Once you have items selected into the order list, press the item button from the bottom of the order list Press Coupon button on right grid of function1 of the Up Retail screen to bring up the Coupon window 14

15 Input the coupon number using the onscreen keyboard or a barcode scanner Press the blue button with the icon of a card with the down arrow to validate the coupon Once the e-coupon number has been entered and validated, the discount will automatically take effect View the discounted amount located under the customer 15

16 l. Tendering a Sale To tender by cash, press the green Cash shortcut button located near the bottom right corner of the screen Complete the Cash sale by inputting the amount tendered by the customer 16

17 To tender by credit card, press the blue Credit shortcut button located at the bottom right corner of the screen Swipe the card through the MSR Or perform a manual key-in sale by entering the card number, expiration date, CVC code and pressing OK 17

18 To tender a sale with payment options other than Cash or Credit, press the Tender button From the right hand side of the Check Out window the following payment tender options are available: Cash, Credit, Offline Credit Card, Check, Gift Card, Point and Package Coupon To tender by Flexgift membership points, press the Point button Swipe the membership card through the MSR or key in the membership card # and press the magnifying glass button to see the customer s point balance Press the Received line and input the amount of Points to be applied to the balance 18

19 To tender by FlexGift prepaid gift card, press the Gift Card button Swipe the prepaid FlexGift card through the MSR or key in the card number and press the magnifying glass button to view the available balance To change the amount to be applied from the prepaid gift card balance, press the Received line button and adjust the amount using the onscreen numeric keypad and press OK B. Cash Drawer [Main Screen] Press Cash Drawer button on right side of main screen 19

20 Select Menu and press OK button to open cash drawer [Up Retail Screen] Press Cash Drawer button on right side of Function menu on Up Retail Screen 20

21 Select Menu and press OK button to open cash drawer C. Recall Last Receipt: Prints the receipt of the very last transaction Reprint: Upon selecting a closed ticket from the list, allows you to reprint the receipt Void: Allows you to void a closed ticket Refund: Allows you to issue a refund for a closed ticket 21

22 D. Pay In Allows you to record any cash added to the cash drawer during the course of a business day in order maintain accurate figures for the cashier s report E. Pay Out Allows you to record any cash removed from the cash drawer during the course of a business day for reasons such as expenses in order to maintain accurate figures for the cashier s report 22

23 F. Gift Card a. Gift Card Issue (FlexGift ) You can activate/issue a prepaid FlexGift card or check the status of an existing FlexGift card To activate and issue a new FlexGift membership card, swipe the card through the MSR or input the number in the Card No. field Input the gift card balance to be issued within the Issue Amount field Select a payment tender method: Cash, Credit or Check to complete b. E-Gift (FlexGift ) Allows you to issue a digital gift card via Toggle the E-Gift check box, enter an Issue Amount, input the customer s name and address and select a payment tender method to complete 23

24 G. Time Card Allows each employee to utilize the clock in and out functions for timesheet tracking Press the Time Card button from the Main Screen and input the employee s password Press the Clock In button to begin 24

25 Access the Time Card button again with an employee already clocked in to Clock Out or to start a break by pressing Break In The option to Break Out will be available by accessing the Time Card button again with the same employee s password if she/he had performed the Break In function H. Cashier In The first step required to use the POS system is to initiate a Cashier In process Press the Cashier In button from the Main Screen menu Input the cashier s password 25

26 Select a Cash Drawer and press OK Input the starting cash amount by inputting each denomination count or press the User Input button to manually key in the starting balance Press OK to proceed I. Cashier Out After making sure all tip adjustments have been made, press the Cashier Out button to end the cashier s shift Input the password of the cashier employee that started the day 26

27 Input the ending cash amount in the Cash column The Credit Card column will list all credit card transaction amounts pending settlement Toggle the Settlement button to prepare the system for batching out Toggle the End of Day button if you are the last cashier of the day (There can be multiple cashier shifts in a day. Enabling the End of Day button and proceeding will allow you to print a final cashier out report which includes sales figures from all cashier shifts from one business day.) Press OK to complete the cashier out process The Cashier Out Report summary will be displayed onscreen Press OK to proceed 27

28 Confirm that you wish to settle the pending credit card transactions If you accidentally press No you can still perform a settlement by performing the Cashier Out process again with the Settlement button toggled which will trigger all pending credit card transactions from the UCharge gateway for batching out The options to print the Cashier Out Report and the End of Day Cashier Out Report will be prompted to conclude the Cashier Out process 28

29 J. Operations a. Basic Setting > App Setting Software language can be changed Theme color can be changed Merchant s database ID can be viewed Enable E-Signature can be enabled or disabled Enable Sending Receipt via can be enabled or disabled 29

30 b. Enable Sending Receipt via Check an option of Enable Sending Receipt via on App setting to send Receipt to customer by [Customer] If Customer ring up on Up Retail, address of customer input into Send window automatically 30

31 [Walk-in] Input the customer address into Send window K. Device Setting > Printer a. [USB_Printer] The built-in printer for the All in One system uses the following printer settings: Model: AiO built-in Type: USB_Printer Vendor ID = 1027 Product ID = Baud Rate = Reprint EOD button allows you to reprint the End of Day Cashier Out Report 31

32 b. [Bluetooth_Printer] The built-in printer for the All in One system uses the following printer settings: Model: TP-700 Type: BT_Printer Reprint EOD button allows you to reprint the End of Day Cashier Out Report Bluetooth: Press Bluetooth Connect button under Bluetooth field Press Scan Button on Paired Devices window then click device 32

33 Press Not Connected button to connect device completely 33