FoundryLogic Retail Mobile POS v4 App Demonstration Manual & Tutorial (Note: some features are not enabled in demo mode)

Transcription

1 FoundryLogic Retail Mobile POS v4 App Demonstration Manual & Tutorial (Note: some features are not enabled in demo mode) Page 1

2 Retail Mobile POS Start Application WiFi Internet connection 1. Touch Mobile POS to Start Run 2 FoundryLogic Apps on 1 Mobile Device! Mobile POS and Mobile Inventory Apps! With FoundryLogic s 2 nd App, Retail Mobile Inventory, you can Scan Barcodes (and Manually Add Item Counts) for Upload to All Types of Inventory Transactions, such as: Physical Inventory, Transfers, Receiving, etc. Splash Screen on Startup Page 2

3 Retail Mobile POS Login 1. Set User Name & Password to greg / greg 2. Touch Login Login Screen On your Store system, Login with your Retail Pro User Names and Passwords About the Settings Screen Settings default to FoundryLogic s Internet Demo Server (see above). Mobile POS running Live in your Store will connect to a FoundryLogic Service that is installed with Retail Pro in your Store. Page 3

4 Retail Mobile POS Start a Quick Sale 1. Touch New to Start a New Sales Receipt Receipts Screen Shows List of Receipts (Completed and Work In-Progress) Search for Item Data to Answer Customer Questions Search for Customer Data Start a New Sales Receipt Sale Screen 2. Touch Item File to Search Inventory Shows Items added to the Sales Receipt Search for Customers and Items Scan Barcodes with Scanner or Camera Set Receipt Details: Sale, Return, Sales Order, Comments, POS Flags, etc. Page 4

5 Retail Mobile POS Item Search 1. Search for Slacks 2. Touch Search Result 3. Touch Item 4. Touch Select to Add Item to Sales Receipt Search Inventory Scan Barcode for Quick Search Also Search by Description, UPC, ALU Filter Results by Vendor and DCS Code View Style Grid Size, Color, On Hand Qty, Price Item Details Touch On-Hand Qty to View Multiple Store On-Hand Quantities (RPro 9). View Item Image Page 5

6 Retail Mobile POS Barcode Scanning 1. Touch Checkout to add Tenders Barcode Sleds Are Available for All Sizes of Apple Devices Barcode Scanning Scan Barcodes to Add Items to Receipt Honeywell, Infinite Peripherals, and external Bluetooth Scanners Apple Camera: touch Barcode Button (Sale Screen bottom right) Page 6 Sale Screen List of Items on Sales Receipt Search and Add Customer to Receipt Customer Icon Shows Alert if No Customer on Sales Receipt

7 Retail Mobile POS Add Tender 3. Touch Done to Add Tender 2. Enter Credit Card Details. 1. Touch Credit Card Button to Add Credit Card Tender Note: this Demo shows Payment with a Non-Integrated Payment Terminal. Contact Your RPro Reseller to See EMV and Other Types of Integrated Payments. Checkout Add Cash, Credit Card (including EMV), Gift Card, and Store Credit Tenders. Create a Sales Order with a Deposit. Or, Send as a Held Receipt to Retail Pro Credit Card Tender On your Store system, Credit Card Processing is Integrated with FoundryLogic s Certified Payment Providers (contact your RPro Reseller for more information) Page 7

8 Retail Mobile POS Checkout / / Print 1. Touch Finish 2. Touch Print List of Printers 3.Touch Done to Send Receipt to Retail Pro Checkout Add and Delete Tenders Add Multiple Tenders Cash, Credit Card, Gift Card, Store Credit, & Sales Order Deposit Receipt Add Address Search & Add Customer Send Receipts from Your Server Custom Design Your Receipts Page 8 Print Receipt Select a Receipt Printer on your Store Network (or choose a Bluetooth Printer)

9 Retail Mobile POS Customer Search 2. Enter Customer Search Criteria: Touch Customer to View Details 4. Touch Select to Save Changes and Add Customer to Sales Receipt Receipts Screen List of Receipts Search Customers Search Inventory Start a New Sales Receipt 1. Touch Customer Search Icon Customer Search Search by Phone Number, Last Name, Add New Customer Quick Customer Add: Scan Drivers License Barcode (with Honeywell EasyDL optional add-on) Customer Screen Update Customer Data and Save Changes in Retail Pro Add Customer to Receipt Page 9

10 Retail Mobile POS Receipt Details 3. Return to sales receipt 2. Scroll Up and Down to View Receipt Details 1. Touch Receipt Details Icon Receipt Details Set Receipt Type (Sale, Return, or Sales Order Type) Change Other Receipt Details (with Permission): Price Level, Associate, Shipping Details, Comments, POS Flags, and Fees Page 10

11 Retail Mobile POS Change Item Detail 4. Touch Checkout Sale 3. Touch Back to Save Changes 1. Search Inventory and Add Item to Receipt, then Touch Item to View Item Details 2. Scroll Up and Down to Change Item Details on Receipt (with Permission) Change Item Details List of Items on Sales Receipt Change Item Quantity (With Permission) Add Discounts with Reason codes, Change Price Level, and Associate Page 11

12 Retail Mobile POS Hold Receipt 3. Confirm Send Receipt Yes Checkout 1. Touch Checkout Actions Hold Receipt Hold Receipt & Send to Retail Pro (Retail Pro 9) 2. Touch Send as Held Receipt Page 12

13 Retail Mobile POS Credit Cards Note: All Credit Card Processing (and these Screens) are Disabled when using FoundryLogic s Demo Server Customer Sign On Screen with Fingertip Credit Card Digital Signature Disabled in Demo Mode EMV and Encrypted Credit Card Readers are Integrated per Requirements specified by each Payment Provider Digital Signature Disabled in Demo Mode If Needed, Digital Copies of Credit Card Slips are Saved for Future Reference Page 13

14 Retail Mobile POS Purchase & Contact Retail Mobile POS is only sold through Retail Pro Business Partners (Authorized Resellers) Contact your Retail Pro Reseller to Purchase and Install a Compete System in Your Store For more information, please visit FoundryLogic s website: Thank You! Page 14