1. Manuals
  2. Brands
  3. RT7 Manuals
  4. Touch terminals
  5. V2POS
  6. User manual

RT7 V2POS User Manual

Hide thumbs
Table of Contents

Advertisement

Quick Links

Download this manual
V2POS
USER MANUAL
1-855-340-7292

Advertisement

Table of Contents
loading
Need help?

Need help?

Do you have a question about the V2POS and is the answer not in the manual?

Questions and answers

Summary of Contents for RT7 V2POS

  • Page 1 V2POS USER MANUAL 1-855-340-7292...

  • Page 2: Table Of Contents

    TABLE OF CONTENTS Topic Page # 1. OVERVIEW 2. SIGN IN 3. SALE TRANSACTIONS a. ECR mode b. SCAN mode c. Menu Mode 4.PRE AUTHORIZATION SALE (US ONLY) 5. PRE AUTHORIZATION COMPLETE (US ONLY) 6. REFUND TRANSACTIONS 7. VOID SALE 8.

  • Page 3: Overview

    In 2002, Tony Comparelli decided it was time to realize his vision of the connected retail enterprise and started RT7 Incorporated and the development of V1-POS. The connected retail enterprise is a retail management system that could be accessed and utilized by retailers of all sizes from any device connected to the Internet.
  • Page 4 * Additional Equipment Required. Additional Fees May Apply. V2POS is the second generation of RT7′s Cloud Based Point of Sale System. Version 1.0 was released in May 2004 and was one of the world’s first complete Point of Sale Systems available in the Cloud.
  • Page 5 It is important that you have a working Internet connection at all times. However, in the event your Internet connection is down or not stable, V2POS will operate for up to 10 days in the Off Line mode. When the Internet connection is re-established, all of your data will be synchronized with the...

  • Page 6: Sign In

    1. SIGN IN To access your version of the RT7 V2POS system, simply double click the V2POS icon on the desktop. This will launch the program and display the System Sign On Screen. Upon startup of V2POS, the (below) initial screen will appear.
  • Page 7 To log in by username, enter the username and password provided by the store manager or other designated person and select LOGIN. Once logged in, the default screen (pictured below) will display. Store number Store name and and Register Time of day connection status number Date...
  • Page 8 On the top left side of the screen is the Transaction Summary where all of the transaction entries will be displayed. Below the transaction summary is the total section where the quantity, discounts, subtotals, applicable taxes, and total of transactions and cash change to the customer are displayed.
  • Page 9 In the middle of the screen are the main entry options: VOID SALE, SCAN MODE, MENU MODE, ECR MODE, DISCOUNT, DELETE ITEM, QUANTITY, and RECALL. On the right of the entry options are the Menu buttons where specific options can be selected for each of the menu headers: Menu Buttons Menu Headers...

  • Page 10: Sale Transactions

    2. SALE TRANSACTIONS a. ECR Mode What is ECR Mode? When signed in to the default screen after log in, the ECR MODE is located in the middle of the screen below MENU MODE as a blue button. After selecting ECR MODE a number pad will display on the right side as well as the option to apply tax rates or to use the NO TAX option.
  • Page 11 There are up to four options for categories. If items are not categorized, they will appear in the Transaction Summary labeled as ECR. See page 27 for Tarepack use. 4. Apply the tax rate necessary by selecting the appropriate tax rate using the navy coloured buttons on the right side of the screen.
  • Page 12 Discounts in ECR Mode: To enter a discount in this menu, select the item in the transaction summary by tapping it until it is highlighted blue and select the yellow DISCOUNT button below the ECR MODE in the middle of the screen. See Discounts on page 22. Repeating Items: To add the exact same items as the last entry, simply select the REPEAT...

  • Page 13: Scan Mode

    b. Scan Mode To use the scan menu select it from the middle of the screen using the SCAN MODE button. Use the scanner to scan the item or manually input by using the number pad to enter the SKU and pressing enter. Otherwise use the scanning feature and scan the item automatically.
  • Page 14 Adding new SKU: If an SKU was entered that does not exist a new window will open to try again by choosing Retry or Add to add the SKU. Retry will re direct back to the original sales screen. If add is selected, a new window will display allowing entry of the applicable information for the item.

  • Page 15: Menu Mode

    c. Menu Mode What is Menu Mode? In the Menu Mode, Items are displayed by Menu Headers and each menu header contains a menu button. The menu button will contain a modifier if it is set up in the modifier options. Edit these menus by consulting the Menu Options on page 38 of this manual.

  • Page 16: Preauthorization Sale (Us) Only

    3. Similar to the ECR mode, delete items, or change the quantity. See directions on page 9. See page 27 to use Tarepacks. 4. After the selections are made, use the Tender Payment button to pay for the transaction. See Tendering Payments on page 17.

  • Page 17: Void Sale

    3. Select the Tender Payment button. Refund the transaction using debit, credit, or cash refund (see payment tender instructions on page 17). To refund a sale with cash, simply choose the yellow REFUND button on the bottom right, this will open the cash drawer. Otherwise, use the green CREDIT CARD, or DEBIT buttons on the top right and swipe or insert the customer’s card into the pin pad to complete...

  • Page 18: Tendering Payment

    8. TENDERING PAYMENT a. Cash 1. Once all applicable transactions for a sale have been entered, select the TENDER PAYMENT button. 2. Choose either $5, $10, or $20 preset amounts on the right hand side. If a specific cash amount is required, enter it on the number pad and select cash.

  • Page 19: Credit

    Credit 1. To use the credit card payment option, choose TENDER PAYMENT, then select Credit card. 2. A window will display with 3 possible options: PINPAD, MANUAL, and CANCEL. Pick PINPAD to send the payment information to the pin pad itself. 3.

  • Page 20: Voucher/Gift/Loyalty Card

    Notes: Once first payment method is completed, the Cash card will appear in the area beneath AMOUNT DUE on the right hand side. Proceed to pay the balance with any other form of payment listed above. If using a card that does not coincide with the payment method selected, an error message will appear indicating the card is invalid.

  • Page 21: Other

    f. Other To use the other method of payment, simply select this button and accept the payment from the customer. The sale will be completed. The display will be redirected to a new sale screen to continue processing new transactions. 9.
  • Page 22 To add new customer: 1. Select orders from the main screen after log in (red button on bottom left of screen). 2. Select card number from top of screen and click the radio button. 3. Enter card number to assign to a new customer.

  • Page 23: Discounting A Sale

    Notes: Another method of checking the card balance can be seen when selecting the rewards option upon tendering payment. Once the card is swiped or entered, the customer name and card balance will be displayed. 10. DISCOUNTING A SALE Enter the items that the customer wishes to purchase. Then follow the below procedures based on the type of discount to offer: a.
  • Page 24 Select CLEAR to remove the entered discount, or EXIT to exit the percent discount screen. Once the selection is made, the display will return to the sale screen and the discounted dollar amount appears in the Totals area on the bottom left of the screen above the Subtotal amount. Dollar discount: 1.

  • Page 25: Discounting The Total Sale

    the actual price for the item instead of subtracting a set discount from the item itself. 3. The new price will be reflected in the Totals section of the screen. b. Discounting the Total Sale 1. To discount a total sale, enter all of the items for sale, select TENDER PAYMENT, and select the DISCOUNT button.

  • Page 26: Suspending A Transaction

    11. SUSPENDING A TRANSACTION 1. To suspend a current transaction select the TENDER PAYMENT button. 2. The SUSPEND button will appear in the bottom middle of the screen. Select this button. 3. A screen with each table and its status is displayed. This screen displays all other suspended transactions.

  • Page 27: Recalling A Suspended Transaction

    12. RECALLING A SUSPENDED TRANSACTION 1. To recall a transaction first select the big green Recall button on a new sales screen. It can be used in any of the sales modes. This will display the Suspend screen. 2. Select the transaction from the list. The transaction is displayed with date, time, transaction #, recall ID, cashier number and total.

  • Page 28: Scale Interface

    13. SCALE INTERFACE/TAREPACK The scale menu buttons can be seen on the main screen after log-in. This is the default mode to display. Change the scale options in the appropriate sections of the options menu (see Scale Configuration on page 35). Using the Scale Interface (ECR Mode): 1.
  • Page 29 Using the Scale Interface (Menu Mode): 1. Place item on scale. Select appropriate menu item from the right side of the screen. 2. Note that the price per weight of the item should already be programmed through the Scale Configuration (see page 35).

  • Page 30: Cash Out

    Using the Scale Interface (Scan Mode): 1. In Scan Mode, place the item on the scale, select SCALE READ and scan the item. 2. The transaction summary area will be updated with the new item and the user can continue with finalizing the transaction as per usual.
  • Page 31 select CANCEL to return to the cash out window. Select Windows to shut down the POS and the system (for example at the end of a work day). Notes: You can perform more than one Cash Out per day. Simply follow the steps as above.

  • Page 32: Orders

    15. ORDERS To take an order, select the dark red ORDERS button on bottom left of the screen. The Customer Order page will display. Ordering with Existing Customer: 1. To use an existing customer, search for the customer by selecting which radio button apply i.e.
  • Page 33 5. View the Last Transaction the customer selected has made to duplicate their last order. Select Last Transaction from the Customer orders screen after selecting the customer. This will return the display to the sales screen with prefilled items in the transaction summary. 6.

  • Page 34: Reprint Last Transaction

    16. REPRINT LAST TRANSACTION To reprint the last transaction, select the dark red REPRINT LAST button on the bottom left of the screen. This will generate a receipt of the last successful transaction. 17. OPTIONS AT POS a. Overview The POS options may be accessed by authorized users by selecting the dark red OPTIONS button on the bottom left of the main screen after log-in.

  • Page 35: Configuration

    b. Configuration Selecting the Configuration option will show the following screen (see left). This option window allows changes to the Local Printer Settings, the Kitchen Printer, the Scale, the Payment Process, the Departments, the Payment Service, the Menus, the Modifiers and the general Store Settings.
  • Page 36 Kitchen Printer The Kitchen Printer is the printer which will print items ordered on the Point of Sale to the kitchen printer to be collected by staff. There can be up to 3 Kitchen Printers. Navigate between them by selecting the appropriate tabs on the top of the screen.
  • Page 37 Tarepack Management In this Configure Scale screen, manage the Tarepack options by selecting Tarepack Mgt. button. The Tarepack option will allow change s to the Tarepack name, Weight, and Description up to a maximum of 10 Tarepack options. Payment Process Selecting the Payment Process option will allow acceptance of credit or...
  • Page 38 Departments By selecting the Departments button, the name of the department buttons can be edited. These are the buttons located in ECR mode that allows the user to classify transactions under 4 different departments. Type in any changes. Select SAVE to save entered changes, and EXIT to return to the option screen.
  • Page 39 Menus By selecting the Menus option, the below screen can be seen. Modify the names and options of all of the menu headers and menu buttons used in Menu mode in this screen. Change the menu button options, by selecting the item from the screen that to edit.
  • Page 40 (1) Change the colour that the item will display in by selecting the button named Color and select from the various colour options via swatches, HSB, and RGB. A preview of the colour and text will display below. Select OK to save and return, Cancel or Reset to return to previously saved colour.
  • Page 41 PrintinKitchen – item will be generated on the kitchen receipt and sent to kitchen printer 1, 2, 3 or all of the above. The kitchen printer settings can be changed on page 35 . Scale Read - item will require a scale reading. Scale settings can be modified on page 35. No Discount –...
  • Page 42 Modifiers When Modifiers option is selected a screen will appear listing all of the modifiers currently present under the menu headers. This is the same screen that is shown in the Menu options when modifiers are added (see above). Add additional modifiers in this screen by selecting Add. Delete existing modifiers by selecting which one to delete and select Delete.
  • Page 43 Store Settings If Store Settings option is selected, the information attached to the POS, as well as, the information that will be printed on the receipts can be changed. In this section, change the Store Number, Name, Phone Numbers, Address, Contact Information, Preset Tax Rates, and Tax Numbers.

  • Page 44: Reports

    If Order Terminal is unchecked and Local Master Server IP is empty, the terminal will work like a regular POS terminal. In this screen select a Default mode for the menu to start with: ECR, Menu, or Scan. The time for the screen to shut down automatically can also be selected here.
  • Page 45 How are we doing today? By selecting the How are we doing today? Report, see the daily summary of transactions performed on the POS. The date will be preselected under the Today field. Select Go to display the information. The report will show Total Net Sales for the day, the Total Tax charged separated by tax type, the total terminal Sales, the total Terminal refunds, Sale Activity, Number of...
  • Page 46 Hourly Report By selecting the Hourly Report, the Sales, # of transactions, and % of total sales will be displayed by each hour. Select the time period by choosing the appropriate date range in the From and To fields, and selecting Go. Cancelled Transactions By selecting the Cancelled Transactions report, transactions based on time period are displayed.
  • Page 47 In the SCAN SALES tab, the UPC code of the item scanned, the description, the Quantity sold (Qty), the Totals Sales, and % Of Scan Sales total is shown. In the MENU SALES tab, the Description, Quantity sold (Qty), Total Sales, and % of Menu Sales total. The Total Sales are displayed at the bottom of the screen.
  • Page 48 Transaction History By selecting the Transaction History report, and choosing the date range, the Date, Time, Transaction Number, Transaction Type, Pay Type, And Total Value of Sale for each transaction processed in the selected date range will be displayed. Select Close to return to reports screen. Discount Report Selecting the Discount Report, displays the transaction (TRANS #) number, DATE transaction occurred, TOTAL SALE...
  • Page 49 Tip Report By selecting the report, the Total Gratuities are displayed, beneath that the gratuity amounts are split by credit and debit transactions. Name, Sale, and Gratuity amounts are displayed in detail if any were created. Clock In/Out Report By selecting the Clock In/Out report the card #, Card or Alias, Name, Clock in, Clock out times, and Total Hours worked can be seen.

  • Page 50: Transactions

    d. Transactions By selecting the Transactions option, search by any date (by selecting the appropriate date range), view transactions completed Today, or by Transaction Number. When the Date option is selected, enter the appropriate date range in the From and To fields and select Go.

  • Page 51: Inventory

    e. Inventory The inventory option allows user to enter or scan the UPC code then select Search to view the inventory item details. Change the Description, Standard Cost, enter a New Selling Price (current selling price will be displayed in the applicable field), and select a predetermined category.

  • Page 52: Clock In/Out

    g. Clock In/Out The clock in/out option allows employees to use their employee access cards to clock in/out when their shift ends or begins or when they are taking breaks. When clock in is selected, enter alias or access card number and select enter. A message will display indicating employee has clocked in successfully with the time that the clock in was completed.

  • Page 53: Cash Out History

    h. Cash Out History Select the Cash Out History store setting to view the cash outs that have been completed successfully by selecting the appropriate date in the Select specific date field and then select Go. The Terminal, Date, Time and who the transaction was Processed By is shown.

  • Page 54: Voucher/Card Balance

    j. Voucher Balance By selecting the Voucher Balance option, look up a specific voucher by entering the number in the Voucher ID field and select Search. The information on the Balance, Name On Voucher, and Voucher Type will be displayed if the voucher id coincides with an existing voucher.

  • Page 55: Closingthe Point Of Sale

    Reassigning Card Numbers To reassign an existing card to another employee, select the card number from the list in the same screen and make any changes necessary like name and access parameters. Then select Reassign. When prompted to do so, complete the change.
  • Page 56 Still Need Help? For additional resources, and tutorials select the HELP button on the lower left of the main screen after log-in. Serial Numbers of the unit, Tutorials and Resources buttons are displayed on the top right. Contact numbers are also available in this section for any hardware or software issues.

Table of Contents