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Managing the Physical Inventory Count Once you have generated a list for the physical inventory count, the next step is managing the count itself. Follow these general best practices to ensure accuracy and efficiency: Best Practices for Inventory Counts: Schedule the Count: Plan the inventory count during hours when the store is closed to minimize disruptions. Third-Party Vendor: Consider hiring a third-party vendor to perform the count if necessary. Create a Zone Map: Develop a zone map of the store that identifies the sections that need to be counted. Practical Tips for a Smooth Count: Use Hand-Held Devices: Equip team members with hand-held scanners to count items. These devices allow staff to scan or input ILC codes on labels and enter the physical item count. The data can be exported into a tab-delimited or comma-delimited file, making it easy to import into Store Manager. Paper and Pencil Counting: If you must use paper and pencil for the count, print copies of the Physical Inventory Report to help with the process. Use the Reference No. of the physical inventory list to generate the report. Edit the layout to include only essential information such as bin location, department, category, item lookup code, or item description. Avoid including expected quantities. Assign Zones and Merge Results: Create copies of the physical inventory list tailored for specific team members or store zones. This is especially helpful for items displayed in multiple areas, such as Coca-Cola products that might appear in various sections like the entrance, coolers, aisles, or POS lanes. In Store Manager, you can create copies of the inventory list and merge the results for the final count. Assign a unique number to each copy and designate a different team member to handle the inventory count for each zone. By following these guidelines, you can manage your physical inventory count efficiently, ensuring accurate results and a smoother process overall.

Physical Inventory Count Best Practices Stores perform physical inventory counts periodically to determine the quantity of items on hand and to update the store's database if there is a difference between the physical count and the database. 1. Perform at Least One Full Inventory Count Each Year The frequency of a store's physical inventory counts depends on several factors. All stores should complete at least one physical inventory count each year, typically at the end of the fiscal year. Most stores complete physical inventory counts twice a year or more frequently. 2. Consider Performing Partial Inventory Counts More Frequently You can use Store Manager to perform either a full inventory count of every item in the store or a partial inventory count of the items in a section of the store, such as a department or set of aisles. Depending on the size of your store, performing a full inventory count can be time-consuming and labor-intensive. You may find it easier to perform partial inventory counts on a more frequent basis, such as quarterly. 3. Perform Inventory Counts While the Store is Closed and Hire Help if Needed The best practice is to perform a physical inventory count while the store is closed. If you cannot perform the physical inventory count during this time with your existing team members, consider contracting a third-party vendor to perform the count for you. An inventory count vendor can provide a large, trained team to perform the count, and they typically provide their own hand-held devices for scanning and counting your inventory. 4. Prepare for the Inventory Count Before you initiate a physical inventory count, make sure that all shelf and product labels are up-to-date and clearly visible. Depending on your store size, consider creating a zone map of the store that clearly identifies which sections of the store need to be counted. The zones should be small enough to be counted by one or two people without overlap, such as two separate aisles. 5. Avoid Setting Expectations About Quantities Do not provide your team members with expected item counts for the physical inventory count. This can inadvertently affect the perception of team members and result in inaccurate counts. For example, giving team members a list that includes expected quantities can lead them to think their count is complete once they have counted the expected number of items. The best practice is to provide only a list of items to count, with no information about how many items you expect to be on hand.

Procedure: Removing Damaged Stock from Retail Management Hero (RMH) Using Transfer Out to Standard This procedure outlines the steps to remove damaged stock from inventory in RMH by using the "Transfer Out" functionality. This method helps in keeping your inventory accurate and ensuring that the damaged stock is properly accounted for. Step 1: Log in to RMH Store Manager Open the RMH Manager application. Enter your Username and Password. Click Login to access the system. Step 2: Navigate to Inventory/Purchasing On the main RMH Manager screen, go to Transfer Outs. Step 3: Create a New Transfer Out Click New to create a new Transfer Out document. In the Transfer Type field, select Standard. Enter a Reference Number or Document Number in the Reference field for tracking purposes (e.g., DAMAGED-0824). In the Ship To field, type something like Damaged Goods or Damaged Stock to track where these goods are going. Step 4: Add Damaged Items to the Transfer Out Document Click on the Items tab. Click Add to add the items to the list. In the Item Search field, enter the Item Number or Barcode of the damaged product. Add the Quantity of the damaged items you want to remove. Repeat the above steps for all damaged items that need to be removed. Step 5: Release the Transfer Review and Confirm the Transfer Quantities After adding all damaged items, review the Item List for accuracy. Ensure that the Quantities and Items are correctly listed. If all information is accurate: Click Ship. Click Ship All. Click Commit. Complete the delivery and print or export the receipt for your records. This process ensures that damaged stock is properly accounted for and removed from your inventory in RMH.

RMH - Setting Up Reason Codes Overview: Reason codes identify specific actions performed at the register such as No Sales, Discounts, or Returns. While optional, they are highly recommended for tracking and reporting purposes. Steps to Set Up Reason Codes: Click Setup. Expand Merchandising. Click Reason Codes. To add a new reason code, click New. Enter the following details: FieldDescriptionCodeA unique identifier, such as a number or abbreviation, for the reason code.DescriptionA brief explanation of the reason code.TypeThe type of reason code (e.g., No Sale).Start Date(Optional) Select a start date, or leave blank for immediate activation.End Date(Optional) Select an end date, or leave blank for no expiration. To copy an existing reason code: Select the desired code and click Copy. Enter a new Code (all other values will be copied). To edit an existing reason code: Select it and click Edit. Click Save and Close to apply your changes.

Copying or Merging Physical Inventory Count Files You can create copies of physical inventory count files and merge the results to create a master inventory count file. For example, if you have a zone map of the store for the physical inventory count and the same item, like Coca-Cola, is displayed in multiple zones, you might count 40 items in Zone 1, 10 items in Zone 3, and 20 items in Zone 5. When you merge the results, Store Manager will recognize that these are the same products and adjust the total count to 70. Pre-requisites: You have generated a physical inventory file and saved it under a unique reference number (e.g., Year End 2021). Copying Physical Inventory Count Files Repeat this procedure to create enough copies for your team members to complete the physical inventory count. In the Physical Inventory window, select the physical inventory file you want to copy. Click Copy. Click Yes to confirm the copy of the selected file. In the Ref. Number field, enter a unique reference number (e.g., YE 2021 Zone 1). In the Description field, enter a description as required. Click Save. Merging Physical Inventory Count Results Pre-requisites: Import or enter the results of each team member’s physical inventory count. In the Physical Inventory window, press and hold the Ctrl key and select the physical inventory results you want to merge. Click Merge. Click Yes to merge the results into a single file. Warning!: The original physical inventory counts you selected will be deleted after the merge file is created. This process cannot be undone.

RMH Operating in Offline Mode – Step-by-Step Guide 1. When the POS loses connection to the main database: The POS will freeze momentarily. An error message will appear: "Connection is lost, application terminated." Click "OK" to close the message. 2. Restart the POS: Double-click the POS icon on the desktop, or Go to the Start Menu and select the POS application. 3. Enter Offline Mode: The POS will load and display a message indicating it is now operating in Offline Mode. Log in using your ID and password. The word "OFFLINE" will appear in the top status bar with a red background. 4. When the connection is restored: Manually close the POS program. Reopen the POS application. A pop-up will appear stating the primary database is back online. Click "Yes" to proceed. 5. Syncing Transactions: Upon logging in, all transactions made in offline mode will automatically sync with the main database. 6. At the end of the shift (or when register is free): Close the POS software. Open Store Manager. 7. Generate the Z Report: Go to the Journal section. Click "Update Batch Info". If you know the batch number, enter it in the Value field. If not, just click "Apply" to load all available batches. Find the batch labeled "Blind Closed" – this shows the total for the blind close. Select the batch. From the top menu, click "Z" to generate the Z report. Click "Yes" to confirm. Print the report.

Generating the Physical Inventory Count File Click Inventory/Purchasing. Click Physical Inventory. The Physical Inventory screen will display. Click New. The option you select under General Selection determines how you include items in the inventory count: Generate for all items in the selected Group Select one of the following: All items Only items in selected department Only items in selected categories Only items from selected suppliers Only items from selected primary suppliers Select the appropriate departments, categories, and suppliers as required. Create a new blank physical inventory count for manual entry Select this option if you want to create a blank physical inventory count file. For example, you might use hand-held devices for the physical inventory count and import the count results as a tab-delimited or comma-delimited file. Generate for all items in the specified Filter Click Set Filter and use the filter to select the items you want to include in the physical inventory count file. Generate for all items with a Last Counted date older than the specified date Enter a date. Any items with a Last Counted date older than the specified date will be included in the physical inventory count file. Click OK. Store Manager will generate the physical inventory count file. In the Ref. Number field, enter a reference number for the physical inventory count file, such as Year End 2021. Note: A reference number is required. If you do not specify one, Store Manager can automatically generate it for you. In the Description field, enter a description as required. Click Save. The physical inventory count file is created.

Assigning Discounts to Items Pre-requisites: Define discounts in Merchandising | Discounts. There are two ways to assign discounts to items: Assign Discounts to Individual Items Assign Discounts to Multiple Items Using the Inventory Wizard 1. Assigning Discounts to Individual Items Click Merchandising. Click Items. Double-click the item to open it. Click the Discounts tab. Select one of the following options: There is no discount scheme for this item: Select this option if no discount scheme applies to the item, or if you wish to stop using a discount scheme for this item. Use a Mix and Match discount scheme: From the Discount scheme drop-down, select the appropriate discount scheme for this item. Use a Buy X and Get Y for Z discount scheme: From the Discount scheme drop-down, select the appropriate discount scheme for this item. Use a quantity discount pricing table: In the Pricing table, enter the Quantity, Price, and price levels as appropriate. Click Save and Close. 2. Assigning Discounts to Multiple Items Using the Inventory Wizard Click Merchandising. Under Wizards, click Inventory Wizard. Click Next. From the Tasks drop-down, select TASK5020: Set Item Discount. Click Next. From the Select the items to update drop-down, select one of the following options: Items from these departments Items from these categories Items from these suppliers Items from this filter If you selected departments, categories, or suppliers, do one of the following: Select specific departments, categories, or suppliers. Click All to select all. If you selected filter: a. Click Filter. b. Use the Filter options to identify the items. c. Click OK. Click Next. Click Finish. Select one of the following options: There is no discount scheme for this item: Select this option if no discount scheme applies to this item, or if you wish to stop using a discount scheme for this item. Use a Mix and Match discount scheme: From the Discount scheme drop-down, select the appropriate discount scheme for this item. Use a Buy X and Get Y for Z discount scheme: From the Discount scheme drop-down, select the appropriate discount scheme for this item. Use a quantity discount pricing table: In the Pricing table, enter the Quantity, Price, and price levels as appropriate. Use Add or Delete to add or remove items from the list. If desired, select a different discount scheme for an item from the New Quantity Discount column. Click OK. Click Yes to confirm you want to update the database. Click OK.

Setting Up Discounts Your store may offer common discounts such as Mix and Match or Buy X and Get Y for Z. Use this setup screen to define discounts that your store offers. Click Merchandising. Click Discounts. To add a new discount, click New. In the Description field, enter the name of the discount. Select the discount option and the parameters of the discount. For example: Mix and Match: Unit Price Mix and Match: Percent Off Buy X and Get Y for Z: Unit Price Buy X and Get Y for Z: Percent Off Discount Options: Mix and Match: Unit Price Select this option if you want to offer a lower unit price for an item if the customer buys the specified quantity. For example, the item is regularly $0.79/ea., but you offer a discount of $0.50/ea. if the customer buys 3 of the same item. Pricing Schedule: Quantity: The quantity of the item the customer must buy to qualify for the lower unit price. Reg. Price: The price for the specified quantity, i.e., the discounted price times the number of items. Level: The price for the specified quantity, i.e., the discounted price times the number of items, if the customer buys additional items in the specified quantity. For example, 3 for $0.50 (Reg. Price $1.50) and 6 for $0.45 (Level A $2.70). Discount odd items: Select this option to extend the discounted unit price to items above the quantity that do not meet the next level discount. For instance, if the customer buys 4 of the same item, they pay the discount unit price of $0.50/ea. for the 4 items. Mix and Match: Percent Off Select this option if you want to offer a percentage reduction on the price of the item if the customer buys the specified quantity. For example, offer a 30% discount if the customer buys 3 of the same item. Pricing Schedule: Quantity: The quantity of the item the customer must buy to qualify for the percent reduction in price. Reg. Price: The percentage discount on price for the specified quantity. Level: The percentage discount for the specified quantity if the customer buys additional items in the specified quantity. For example, 30% off for 3 items and 35% off for 6 items. Discount odd items: Select this option to extend the percent reduction on the price to items above the quantity that do not meet the next level of discount. For example, if the customer buys 4 of the same item, they get 30% off the price for all 4 items. Buy X and Get Y for Z: Unit Price Select this option if you want to offer items for free or at a lower unit price if the customer buys the specified quantity of items at full price. For example, buy one t-shirt at full price ($29.99), get a second t-shirt for $15.99. Pricing Schedule: Quantity to Buy at full price: The quantity of the item the customer must buy at full price to qualify for the discount. Quantity to Get at discount: The quantity of the item the customer will receive at a discount. Discount Price: The unit price for the discounted item(s). Buy X and Get Y for Z: Percent Off Select this option if you want to offer items for free or at a percent reduction on price if the customer buys the specified quantity of items at full price. For example, buy one t-shirt at full price ($29.99), get a second t-shirt at 50% off. Pricing Schedule: Quantity to Buy at full price: The quantity of the item the customer must buy at full price to qualify for the discount. Quantity to Get at discount: The quantity of the item the customer will receive at a discount. Discount Percent: The percentage that will be deducted from the price of the discounted item(s). To copy an existing discount, select it and click Copy. You must enter a new description, but all other values are copied. To edit an existing discount, select it and click Edit. Click Save And Close.

Steps to Cancel a Layaway and Retain the Deposit on the Customer's Account: From Orders, recall the layaway. Select the layaway and add it to the transaction screen. Click Action on the item to be canceled. Change the quantity to "0" and click OK. Click Tender to tender the sale. Click Pick up Entire. In the Deposit To Keep, enter "0" and click OK. In the Tender menu, select Store Account and enter the amount to be returned. In the Register Transaction, click NEXT and then FINISH. Please see the video below for a visual walkthrough.

Q: How do I create a quote in the POS system? A: Tap Orders | Quote. You’ll know you’re in quote mode when you see the quote icon in the top right corner. (Optional) Tap Customers | Lookup Customer or press F7. (Optional) To select a customer: Tap the customer’s name once and tap Select, or Tap the customer’s name twice. The selected customer will display in the Customer pane at the top of the screen. Enter the items to be included in the quote. (Optional) Apply any approved discounts or price changes. Tap Transaction | Tender Sale or press F12. The total will show $0.00 since quotes don’t involve payment. Tap OK. Tap Yes to print the quote receipt. The receipt shows the quote total, including tax and any discounts. Q: How do I process a quote when the customer returns? A: (Optional) Tap Customers | Lookup Customer or press F7. (Optional) Select the customer by: Tapping the name once and then Select, or Tapping the name twice. Tap Orders | Recalls | Recall a Quote. Select the customer’s quote by: Tapping the quote once and then Add, or Tapping the quote twice. Tap Transaction | Tender Sale or press F12. On the Select Order Action screen, choose: Pick up Entire, or Convert to Work Order. Enter the payment amount using the appropriate tender type. Tap OK. Tap Yes to print the receipt.

RMH - Setting Up Layaways Overview Layaway is a service that allows customers to pay a deposit for items they wish to purchase. The store then holds these items in a secure back office or storage area until the outstanding balance is fully paid. Typical Layaway Terms: Customers must pay the balance within a specified time frame (e.g., 30 days). Cancellations: Depending on store policy and local laws, customers may cancel a layaway and receive a partial or full refund of their deposit. Inventory Status: Layaway items appear as Committed on the Inventory tab of the Items screen. Step 1: Set Expiration Date and Minimum Deposit Amount Go to File → Configuration. Click on Ordering Rules. In the Layaway section: a. In the Expiration field, enter the maximum number of days a customer has to complete the payment. b. In the Deposit field, enter the required deposit percentage (e.g., 20%). Tip: Set the expiration to 30 days to encourage timely payments and reduce storage issues. A 20% deposit is a common requirement. To minimize transaction fees, consider accepting cash, check, or direct deposit only for layaway payments. Click Save And Close. Step 2: Select the Layaway Receipt Format Go to Setup. Expand the Hardware section. Click Receipt Formats. Double-click the store's general receipt format. Confirm that a Layaway template is selected. If not: a. Click the Browse icon. b. Navigate to your saved templates folder and select a template (.xml file only). c. Click Open. d. (Optional) Click Properties to make adjustments. Click Save And Close.

RMH POS - About Layaways Layaways are a specialized type of transaction where a store agrees to hold (or "lay away") items for a customer until they are able to pay in full. Key Features of Layaways: Deposit Requirement: Depending on store policy, a deposit may be required at the time of creating the layaway. Incremental Payments: Customers can return to make partial payments toward the layaway over time. Item Pickup Restriction: Items cannot be taken home until they are fully paid for. Creating a Layaway Order To initiate a layaway: Create a layaway order in the POS system. If applicable, tender the required deposit. The customer can return later to: Make additional payments, or Pay off the entire balance. Partial Item Pickup from Layaways Customers may choose to pick up some items from a layaway and return later for the rest. Customers must pay the full amount for the items they are picking up. The POS system will calculate: How much of the deposit applies to the picked-up items The remaining amount due, after applying the deposit Layaway Order Status in POS R.T.D. (Received to Date): Shows the quantity of items already picked up by the customer. On Order: Displays the quantity of items still on layaway and not yet picked up. Balance Owing: Reflects the total amount remaining on the layaway order after deducting all deposits and previous payments.

Performing Blind Closeouts For security reasons, it is best practice to count cash drawers away from customer view—ideally in a secure back office. If your store follows this procedure, you will complete a blind closeout at the end of your shift, remove your cash drawer, log out of the POS system, and then take the drawer to a secure location for counting. Prerequisites: You must have the "Allowed to Perform Closeouts" permission enabled to complete a blind closeout in POS. Steps to Perform a Blind Closeout: Navigate to Operations > Batch > Blind Closeout in the POS system. Select Yes to confirm the blind closeout process. Select Yes to print a receipt. The cash drawer will open—remove it. Log out of the POS system. Follow your store’s procedures for counting the cash drawer. Entering Closing Amounts and Generating Reports: Log into Store Manager. Click on Journal. Click on Update Batch Info. Enter the Batch Number in the Value field, then click Add, followed by Apply. With the Blind Close selected, click Closing at the top of the screen. Enter the closing amounts. Click Z at the top of the screen to generate the Z report. You can print the report if needed.

Working with Vouchers Vouchers can include gift certificates and gift cards. Gift certificates are typically printed on paper or card stock. Gift cards are usually plastic cards with a barcode or magnetic stripe. Customers purchase vouchers as a form of prepayment for goods or services, often as gifts. A customer with a valid voucher can spend up to the voucher’s full balance. When a gift certificate is fully redeemed, it is typically collected and disposed of. Gift cards can be reused by reloading them with additional funds. ⚠️ Note: Before setting expiration dates for vouchers, check local laws. In some regions, it is illegal to set expiration dates. Voucher expiration settings are configured in Store Manager: File → Configuration → Tender In Store Manager and POS, vouchers are both: An item to sell A tender type to accept Add vouchers as an item in: Merchandising → Items Set up vouchers as a tender type in: Setup → Financial → Tender Types Vouchers are generally not taxable at the time of sale. Taxes are usually applied when the voucher is used to purchase items. Selling Vouchers Enter the lookup code into the lookup field. ✅ You can enter multiple vouchers in one transaction. If the voucher has a serial number: Enter it into the lookup field and press Enter, or Scroll through the list and select it. Click Select. The voucher appears in the transaction list. 💡 If selling vouchers with predefined amounts (e.g., $10, $25, $50), the amount will appear automatically. If prompted, enter the voucher amount. Add other items to the transaction as needed. Click Transaction → Tender Sale or press F12. On the Tender screen, enter the amount next to the voucher tender type. Click OK. Click Yes to print the receipt. Click Yes or No to print a gift receipt. Click Close. Checking a Voucher Balance Choose one: Transaction → Check Voucher Balance Press Ctrl + Shift + F3 Enter the voucher number in the Number field. 💡 The voucher number is printed on the sales receipt. Click the Search icon or press Enter. The current balance will be displayed. (Optional) Click Details to view transaction number and purchase date. Redeeming a Voucher Add purchase items to the POS transaction screen. Click Transaction → Tender Sale or press F12. On the Tender screen, enter the voucher amount under the voucher tender type. ✔️ Full or partial redemption is allowed. Click OK. If multiple voucher types exist, choose the correct one and click Select. On the Voucher Verification screen, enter the voucher number. Click Search or press Enter. Click Select. Click Yes to print the receipt. Click Yes or No for the gift receipt. Click Close. The receipt will show the previous and new balance. Reloading a Gift Card Voucher 🔒 Only vouchers that have been sold can be reloaded. On the POS screen: Scan the barcode, or Enter the lookup code. On the Select Serial Number screen, enable Show Sold Serial. Choose a method: Enter the serial number and press Enter, or Scroll and select it. Click Select. Confirm the reload by clicking Yes. On the Enter Price screen, input the reload amount and click OK. Add other items if needed. Click Transaction → Tender Sale or press F12. On the Tender screen, enter the amount. Click OK. Click Yes to print the receipt. Click Yes or No for the gift receipt. Click Close. The receipt will show the new balance. Refunding to a Voucher Some stores may issue refunds to a voucher (new or existing). Process the return up to the tender stage. Refer to "Processing returns" in Performing Sales Transactions. Enter the refund amount under the voucher tender type. ✅ Can be partial or full, based on store policy. Click OK. If multiple voucher types exist, select the type and click Select. On the Voucher Refund Verification screen, choose: Create new – to refund to a new voucher Refund to existing – to refund to an existing voucher If refunding to a new voucher, enter the new voucher number when prompted. If refunding to an existing voucher, enter the existing voucher number and click Search. Click Select. Click Yes to print the receipt. Click Yes or No for the gift receipt. Click Close. The new balance will be shown.

Performing a Cash Drop It is best practice to skim excess cash from cash drawers and perform cash drops to the store safe or another secure location as needed throughout the day. This reduces the store's exposure to the risk of theft. When a cash drop is performed, the amount is included in your total sales for the day and will appear on your Z Report. Note: To perform cash drops, the cashier or salesperson must have the "Allowed to perform Drops and Pay Outs" permission. This right is set in Store Manager under: Setup → People & Security → POS User Roles. Steps to Perform a Cash Drop On the POS transaction screen, go to: Operations → Cash → Cash Drop. In the Amount field, enter the amount of cash being skimmed from the drawer. Click the Search icon next to the Reason Code field. Select the appropriate reason code and click OK. In the Comment field, enter a note (e.g., Cash drop $1500). Click OK. Enter the drop denominations: Click in the Cash field. Do one of the following: Enter the total cash amount; or Click Calculator and input the amount for each denomination. Click OK. Click Close. The cash drawer will open—remove the specified amount using the denominations you entered. Click Yes to print the receipt. Follow your store’s operating procedures to drop the cash in the store safe or secure location. Performing a Blind Closeout For security reasons, it is best practice to remove the cash drawer from the POS lane and count it in a secure location—preferably away from customer view (e.g., in a back office). If this is your store’s policy, you will perform a blind closeout at the end of your shift. This involves removing the cash drawer, logging out of POS, and taking the drawer to a secure location for counting. Steps to Perform a Blind Closeout On the POS transaction screen, go to: Operations → Batch → Blind Closeout. Click Yes to confirm you want to proceed with the blind closeout. Click Close. The cash drawer will open—remove your cash drawer. Log out of POS. Follow your store’s procedures for: Counting the cash drawer, Entering closing cash amounts, Generating X Reports and Z Reports.

Generating X, Z, and ZZ Reports There are three types of reports you can generate and print from the POS system: X Report Shows up-to-the-minute sales for the POS lane. Does not close the current batch. Typically used throughout the day to check sales activity. Z Report Similar to the X report but used at the end of a shift or at closing. Closes the current batch and opens a new one. ZZ Report Summarizes all Z reports generated since the last ZZ report. Closes the current batch number and opens the next available one. Troubleshooting If you are unable to view or print reports: Ensure your user account has the correct permissions to generate reports. Verify that the XReport.xml report template is defined in the receipt format assigned to the register. Viewing or Printing X Reports On the POS transaction screen, click: Operations → Batch → View X-Report or Print X-Report If viewing the report, scroll to review all sections, then click Close. If printing, click Yes to confirm. Click Close after printing and review the printed report. Printing Z Reports Note: It's best practice to enter both opening and closing amounts before printing the Z report. This includes all payment types (cash, debit cards, credit cards). These amounts can be obtained from the X report. On the POS transaction screen, click: Operations → Batch → Print Z-Report Click Yes to print the report. Click Close. Printing ZZ Reports Note: As with Z reports, enter opening and closing amounts before printing the ZZ report. On the POS transaction screen, click: Operations → Batch → Print ZZ-Report Click Yes to print the report. Click Close.

RMH POS – Removing Tax from Sales for Tax-Free Day To process tax-free sales in RMH POS, a user with the appropriate permissions can disable tax on a transaction. Follow the steps below: Add items to the transaction as usual. Before tendering the sale, click on "Taxes" from the menu. Select "Transaction Tax". Note: The cashier must have permission to change tax status. Choose "No Tax". Tender the transaction as normal. 📽️ See attached video for a step-by-step demonstration.

Adding Items to a Transaction Depending on the equipment used in your store, you can add items to a transaction by: Using the barcode scanner Entering a lookup code into the lookup field Entering a search term into the lookup field and selecting an item or items from the results 💡 Tip: Press F12 to display a list of all items in the store’s database. This allows you to scroll through and select an item. Note that this method may not be practical for stores with large inventories. Tendering a Sale After entering all items, you can tender the sale (accept payment): Click Transaction | Tender Sale or press F12 or Enter On the Tender screen, enter the amount next to the relevant tender type You can accept multiple tender types (e.g., cash and credit card) If the customer is paying the full amount with one tender type, click in the field and press + to auto-fill the total 💡 Tip: To allow multiple entries for the same tender type (e.g., two credit cards), enable Allow multiple entries in Setup | Financial | Tender Types. Then click the green + icon to add another row. Click OK Click Yes to print the receipt 💡 Customers may prefer e-receipts. Set this up in Store Administrator | Configuration | SMTP, and select Use E-Receipt. Click Yes or No to print a gift receipt 🔧 Gift receipt settings are found in Store Manager | Setup | Hardware | Register List under the Receipt Printer tabs. Click Close Canceling a Transaction You can cancel a transaction at any time during the process (before tendering). 🔐 Pre-requisite: The user must have the Allowed to abort transactions right. Set this in Store Manager | Setup | People & Security | POS User Roles. Do one of the following: Press Esc Press F8 Click Yes to confirm the cancellation If prompted, select a reason code and click OK Click Yes or No to print a receipt Click Close ❗ If the transaction has already been tendered, you must void it instead. Voiding a Transaction Used when a transaction has already been completed. 🔐 Pre-requisite: Follow your store’s policies and procedures for voiding transactions. On the POS transaction screen, click Transaction | Recall Transaction | Recall for Void Select the transaction to void on the Recall for Void screen Click Add Select the appropriate reason code and click OK Enter the tender amounts that were originally used 🔒 Transactions cannot be edited during a void. The entire transaction is voided as-is. 💸 Tender amounts appear as negative values (e.g., -50.00 or (50.00)) Click OK Click Yes to print the receipt Click Close 🧾 Note: Voided debit card transactions are processed as returns, since funds have already been withdrawn from the customer’s account. Processing Returns Used for correcting errors (e.g., wrong item, incorrect quantity). 🔐 Pre-requisite: Follow your store’s policies and procedures for returns. On the POS transaction screen, do one of the following: Click Transaction | Recall Transaction | Recall for Return Click Transaction | Sale/Return/No Sale | Return or press Ctrl+F4 📝 Using Return mode makes POS treat all items as returns. On the Recall for Return screen, do one of the following: Select a recent transaction from the list Enter the transaction number or customer info (name/phone) in the lookup field to search Click Add If prompted, select a reason code and click OK On the transaction screen, items from the recalled transaction appear in red To return specific items, check the boxes next to them To return all items, check the box at the top of the column To return part of a quantity, check the box, click Action, adjust quantity with + or -, then click OK Click Transaction | Tender Sale On the Tender screen, enter the amount next to the correct tender type 🛡 Follow store policy—typically, returns must be tendered using the original payment method Click OK Click Yes to print a receipt Click Close Processing Exchanges Used when a customer wants to exchange an item. 🔐 Pre-requisite: Follow your store’s policies and procedures for exchanges. You can process exchanges in two ways: Option 1: Sales Mode Enter the exchange item with a positive quantity Enter the returned item with a negative quantity POS assumes entries in Sales Mode are sales. Option 2: Return Mode Click Transaction | Sale/Return/No Sale | Return to enter Return Mode Enter the exchange item with a negative quantity Enter the returned item with a positive quantity POS assumes entries in Return Mode are returns.

Entering Opening and Closing Cash Amounts Entering Opening Cash Amounts Use this process to enter the opening cash amount in your cash drawer at the beginning of the day or at the start of your shift. Steps: Count all cash in the cash drawer and ensure it matches the required opening amount in the correct denominations to make change. On the POS Transaction Screen, go to: Operations → Batch → Enter Opening Amounts. Note: If opening amounts have already been entered, you will be prompted to keep or overwrite them. Click Yes to enter new amounts. Enter the opening cash amounts: Click in the Cash field. Do one of the following: Enter the total cash amount; or Click Calculator and enter amounts by denomination. Note: Denominations are configured when setting up Tender Types in Store Manager under: Setup → Financial → Tender Types. Click OK. The POS lane is now ready for transactions. Entering Closing Cash Amounts Use this process to enter the closing cash amount for each POS lane at the end of the day or at the end of a cashier’s shift. Steps: Count all cash in the drawer: Write down how much cash is available in each denomination. Calculate the total cash amount. On the POS Transaction Screen, go to: Operations → Batch → Enter Closing Amounts. Enter the closing cash amounts: Click in the Cash field. Do one of the following: Enter the total cash amount; or Click Calculator and enter amounts by denomination. Click OK. The POS lane is now ready to close. Note: You can set up over/short limits (by amount or percentage) in Store Manager to calculate discrepancies. Configure this under: Setup → People & Security → Users. If a user is over or short, an error will display when printing the Z Report.

RMH POS – Processing Layaway Orders Overview When recalling a layaway: If you look up the customer first, POS only displays layaways belonging to that customer. If you do not look up the customer, POS displays all open layaways, and you will have to manually search for the correct order. Steps to Process a Layaway Order 1. Look Up the Customer Tap Customers > Lookup Customer or press F7. Select the customer by either: Tapping the customer's name once and then tapping Select, or Double-tapping the customer’s name. The customer's information will appear in the Customer pane at the top of the POS screen. 2. Recall the Layaway Order Tap Orders > Recalls > Recall a Layaway. Select the layaway order by either: Tapping the layaway order once and then tapping Add, or Double-tapping the layaway order. If the Customer is Making a Payment Tap Orders > Payments > Payment on Layaway. On the Layaway Payment screen, enter the payment amount. Tap OK. If the Customer is Picking Up the Layaway Order Full Pickup Tap Transaction > Tender Sale or press F12. From the Select Order Action screen, choose: Pick up Entire. Partial Pickup Tap Transaction > Tender Sale or press F12. From the Select Order Action screen, choose: Pick up Partial. Select the items the customer is picking up. (Optional) In the Pick Up column, enter the quantity being picked up. Tap OK. If a deposit was made, tap OK to confirm the amount being applied to the pickup. Finalize the Transaction Enter the amount under the appropriate tender type (e.g., cash, card). Tap OK. Tap Yes to print the recei