ENTRANCE SLIP Why did the English Civil War start? (Hint think about King Charles I and Parliament)
RMSWebApp Interactive173.233.93.145/Apps/(X(1)S(jifvgcj0skcr53... · RMSWebApp Interactive Start...
Transcript of RMSWebApp Interactive173.233.93.145/Apps/(X(1)S(jifvgcj0skcr53... · RMSWebApp Interactive Start...
RMSWebApp Interactive
Start Intro Login Create User Admin Applications How To:
START
Hint: Click on the RMSWebApp buttons to move around this presentation and use the ‘Quick’ menu at the bottom of each slide to go to a specific area of the interactive.
How to use this Guide
Start Intro Login Create User Admin Applications How To:
Click here to see how to Create your user account
Click here – let’s login and get started!
Start Intro Login Create User Admin Applications How To:
Login Page
Your user name
Your password
Let’s Go! Click here ? Having a site setup will send you to Apps. No site yet will send you to Admin.
Store a cookie of your login
Reset your password via Email if forgotten.
Don’t have an account username click here
Start Intro Login Create User Admin Applications How To:
Create Account/User
Optional: RMSWebApp RMS partner ID. May be provided by RMSWebApp
Unique name for your RMSWebApp account
RMSWebApp account password. Best to use a STRONG password.
Activation Code will be sent to this address
To reset a forgotten password create your question and answer.
Create User and Activate your new RMSWebApp account!
Start Intro Login Create User Admin Applications How To:
Administration Page (Admin)
Connect your store(s) to our RMSWebApp cloud server. Add as many sites (stores) as you like. SQL Server must be IP enabled and Port Forwarded through your router.
Add sub-users to your account. Sub-users are under your control as to what sites they can connect to and what applications they can run. Add as many as you like!
Select Site that you want to connect too. You can have multiple sites
Select Site that you want to edit the connection credentials .
Select the user/sub user that you want to edit the settings. Here you would set the POS login credentials for example.
Start Intro Login Create User Admin Applications How To:
Application Page (Apps)
Create/Edit Customers, Items, Cashiers and Suppliers
POS application requires additional setup in Edit User profile , POS Config and RMS Manager. Works in real time with your RMS! How To Setup POS Operations:
Turn any connected device into a PDC (Portable Data Collector). Take a physical inventory on your PHONE!
Drillable Sales reports by Today, Yesterday, Month, Year, 3 Years
Subscribers can upload an ‘Emergency’ copy of their DB to our server when your DB is AWOL!
Become a Subscriber!
Setup Tenders/Merchant Services and more…
Start Intro Login Create User Admin Applications How To:
Activation
Read agreement. (click on agreement to read) You will select “I Agree” and insert the code emailed to you. Click “OK” to activate your account and its off to the Admin page!
Start Intro Login Create User Admin Applications How To:
Agreement
Back
Contract and Terms
SOFTWARE AS A SERVICE (SAAS) CLICKWRAP AGREEMENT
BY DOWNLOADING, ACCESSING, INSTALLING OR USING THE SOFTWARE AND DOCUMENTATION ("SOFTWARE"), YOU AGREE TO THE TERMS OF THIS SAAS. IF YOU DO NOT AGREE TO THE TERMS OF THIS SAAS, DO NOT DOWNLOAD, INSTALL, ACCESS OR USE THE SOFTWARE. THIS SAAS CONTAINS DISCLAIMERS OF WARRANTIES AND LIMITATIONS OF LIABILITY AND EXCLUSIVE REMEDIES. THE PROVISIONS BELOW FORM THE ESSENTIAL BASIS OF OUR AGREEMENT.
The purpose of this Agreement (hereafter referred to as the "Agreement") is to set forth and define an arrangement under which Ideal Computer Solutions will provide Software as a Service (“SAAS” or “Service”) for the benefit of the Customer.
As a service, the standard SAAS Agreement with Ideal Computer Solutions is provided below. By using our SAAS you are explicitly agreeing to all of the following terms and conditions:
Subject to the following terms and conditions of this Agreement, Ideal Computer Solutions will provide SAAS for Customer:
1. Specifications.
Start Intro Login Create User Admin Applications How To:
Site Setup Tips In order to access your database via our RMSWebApp you will need to configure the following:1. You will need a static IP address to be able to connect to RMSWebApp. A static address is a number in the xxx.xxx.xxx.xxx format. i.e. 74.125.225.36 is www.google.com. Your ISP (Internet Service Provider) may be able to provide you with a static IP address. A static IP’s address, although preferred, are not required. You can continue to use a dynamic IP address from your ISP, along with a DDNS (Dynamic DNS) service. There are several of these available. Two well know DDNS services are www.no-ip.com and www.dyndns.com. These services will install a piece of software on your PC that will detect your current dynamic IP address and report it to their servers. You would then access your database server by entering the DNS address instead of the IP. i.e. http://mydatabase.no-ip.net 2. You will need to set a strong password in place for you server’s database. A strong password will help prevent those on the outside from guessing your password. A strong password should be:a. At least 8 characters longb. Combine letters, numbers and symbolsc. Changed on a regular basis*d. Significantly different than previous passwordA strong password should not:a. Be found in a dictionary
Start Intro Login Create User Admin Applications How To:
Sales Reports
Select the time period for this report
Click to select Row/Column Grouping: Department, Category, Description, Itemlookupcode, Days, None
Click to select report data type: Sales, Profits
Click “>” to run report with your selections.
Start Intro Login Create User Admin Applications How To:
3yr Report (Year/Department)
Start Intro Login Create User Admin Applications How To:
Customers
Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Accountnumber, lastname, firstname, address, city, state, zip, email, Company and Phone. i.e. Smi% returns [Smith, Smiley, Smithson, etc] i.e. %son returns [Jackson, Simpson, etc] More than one match on any field will result in a list of Customers for you to choose the desired customer to edit.
Return to Apps Run Search
Append Wildcard
Clear Search
Create a New Customer
Start Intro Login Create User Admin Applications How To:
Customer Select List
Click on the customer row to continue on the customer properties page. Clicking on the address will take you to ®MapQuest for directions Clicking on the phone number with a Cell Phone will prompt a call Clicking on the Email Address will open Email.
Start Intro Login Create User Admin Applications How To:
®MapQuest
Start Intro Login Create User Admin Applications How To:
Customer Add
Return/Cancel Clear all changes Create New Customer
Add customer to your Store RMS database. Requires Account number. Should Accountnumber field be left blank an auto-generated number will be used. Customer fields are what you will find in RMS.
Start Intro Login Create User Admin Applications How To:
Customer Add Confirm
Start Intro Login Create User Admin Applications How To:
Customer Save Confirm
Start Intro Login Create User Admin Applications How To:
Customer Properties
Customer information is retrieved from your stores RMS. Any saved changes to this form will update your RMS data. Use the above buttons to navigate to additional information for this customer.
Return/Cancel Clear any changes Save Customer Changes
Start Intro Login Create User Admin Applications How To:
Customer History
Return/Cancel Clear all changes Save Customer Changes
Start Intro Login Create User Admin Applications How To:
Customer Custom
Return/Cancel Clear form of all data Save Customer Changes
Start Intro Login Create User Admin Applications How To:
Customer Notes
Return/Cancel Clear form of all data Save Customer Changes
Place all notes here
Start Intro Login Create User Admin Applications How To:
Customer Copy
Customer information is retrieved from the customer that you clicked ‘Copy’. All that is missing is the required Accountnumber. Creating without Accountnumber will filled out will have one auto-generated.
Return/Cancel Clear form of all data Save Customer Changes
Start Intro Login Create User Admin Applications How To:
Items
Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Itemlookupcode/ Description/ Alias/ Department/ Category/ Supplier name/ Extended description/ Subdescription(1/2/3)/ Bin Location sorted in this order i.e. 12% [123, 12pk, etc] i.e. %PK [6pk, 12pk, etc] More than one match on any field will result in a list of Items for you to choose the desired customer to edit.
Return to Apps Run Search
Append Wildcard
Clear Search
Create a New Item
Start Intro Login Create User Admin Applications How To:
Item Add
Start Intro Login Create User Admin Applications How To:
Item Select List
Click on row of the item that you want to edit/view. This list was generated by entering in the Department name.
Start Intro Login Create User Admin Applications How To:
Item Properties
Item properties are nearly identical to RMS item properties. All updates are recorded in your RMS Database.
Clear any changes made Save all changes made to this item
Start Intro Login Create User Admin Applications How To:
Item Inventory
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
Start Intro Login Create User Admin Applications How To:
Item Pricing
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
Start Intro Login Create User Admin Applications How To:
Item Discount
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
Start Intro Login Create User Admin Applications How To:
Item Serial
Manage your SN’s as you would in RMS. Del/Add as needed.
Start Intro Login Create User Admin Applications How To:
Item Serial Delete
Start Intro Login Create User Admin Applications How To:
Item Serial Add
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
Start Intro Login Create User Admin Applications How To:
Item Misc
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
Start Intro Login Create User Admin Applications How To:
Suppliers
Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Code, Suppliername, Contact, Address1, City, State, Zip, Emailaddress, WebAddress, Accountnumber i.e. Smi% returns [Smith,Smiley, Smithson,etc] i.e. %son returns [Jackson, Simpson, etc] More than one match on any field will result in a list of Suppliers for you to choose the desired customer to edit.
Return to Apps Run Search
Append Wildcard
Clear Search
Start Intro Login Create User Admin Applications How To:
Cashiers
Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Number, Name, Emaladdress, Telephone i.e. Smi% returns [Smith, Smiley, Smithson, etc] i.e. %son returns [Jackson, Simpson, etc] More than one match on any field will result in a list of Cashiers for you to choose the desired customer to edit.
Return to Apps Run Search
Append Wildcard
Clear Search
Start Intro Login Create User Admin Applications How To:
Site Setup
Free static IP addresses (requires monthly emails approvals)
Your name given for this particular site
The Static IP address where your RMS SQL Server exists
Your RMS SQL Server Login
Your RMS SQL Server Password Your RMS Database Name
Step by Step
Return to Admin
Start Intro Login Create User Admin Applications How To:
Site Edit
Free static IP addresses (requires monthly emails approvals)
Your name given for this particular site
The Static IP address where your RMS SQL Server exists
Your RMS SQL Server Login
Your RMS SQL Server Password Your RMS Database Name
Step by Step
Return to Admin
Start Intro Login Create User Admin Applications How To:
Edit User
General Information
RMSWebApp Approved Reseller ID
RMS Cashier Name to use for POS RMS Station Number to use for POS operations
Eprint email address for an Eprinter; local IP address for local browser based Receipt Printer.
Start Intro Login Create User Admin Applications How To:
Sub User setup RMSWebApp unique username Choose site(s) that this sub user is
permitted to connect to.
Choose Apps that the user is permitted to use
Fill out RMSWebApp User information: Password; Password Hints; Email; RMS Station; RMS Cashiername; Printers; Create User Steps
Return to Admin
Create User Return to Admin
Start Intro Login Create User Admin Applications How To:
POS (login)
Enter in your RMS LOGIN (not password, we don’t decrypt RMS passwords)
The Cashiername shown here is recorded in the Users settings along with the RMS register number they are assigned to use. How to setup POS operations.
Click “OK” to login to the POS!
Start Intro Login Create User Admin Applications How To:
POS
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
Preset Qty. Blank = 1.
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry
Add button works with the “ENTER” key (default key)
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
Start Intro Login Create User Admin Applications How To:
POS with item added
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
Preset Qty. Blank = 1.
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry
Edit this item. Delete, Discount, price and comment
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
Start Intro Login Create User Admin Applications How To:
POS “Return” with item added
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
Preset Qty. Blank = 1.
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry
Edit this item. Delete, Discount, price and comment
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
Start Intro Login Create User Admin Applications How To:
POS “Work Order” with item added
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
Preset Qty. Blank = 1.
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry
Edit this item. Delete, Discount, price and comment
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
Start Intro Login Create User Admin Applications How To:
POS “Quote” with item added
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
Preset Qty. Blank = 1.
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry
Edit this item. Delete, Discount, price and comment
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
Start Intro Login Create User Admin Applications How To:
POS “Hold” with item added
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
Preset Qty. Blank = 1.
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry
Edit this item. Delete, Discount, price and comment
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
Start Intro Login Create User Admin Applications How To:
POS with Customer
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
Preset Qty. Blank = 1.
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry
Edit item, Price, Quantity, Comments
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
Customer is selected on this transaction. Many cell phones can click on the phone number and call the customer.
Start Intro Login Create User Admin Applications How To:
Physical Inventories List
Click from a list of ‘inventories’ that have been already created in RMS and begin collecting data! Multiple users can collect data on the inventory then consolidation and final import into your RMS Physical Inventory from RMSWebApp. Should no items be in the list you will need to Create them in RMS/Manager/Inventory/Physical Inventory
Start Intro Login Create User Admin Applications How To:
RMS Manager New Inventory
Start Intro Login Create User Admin Applications How To:
Stock Take Form
Check here for auto quantity of 1 for each item entered.
Click to enter your item into the inventory counts. Default Key
Your can use your keypad or this numpad provided.
Check here for Editing of this Physical Inventory
Quick pick list of 5 closest matches
Scan or manually enter Itemlookupcode or alias /Qty
Start Intro Login Create User Admin Applications How To:
Inventory Edit
Select inventory count sheet from all open inventories. Default is the current inventory
Filter counts from the list of users working with this inventory
Filter items that were found on the initial inventory or choose those not found. Default All
Select Open or Closed inventories.
Import your inventory counts into RMS for FINALIZATION. Sub Users are blocked from this feature.
Click on any item in the list to Edit the inventory item such as quantity or to remove
Start Intro Login Create User Admin Applications How To:
Inventory Import Closed
Select inventory count sheet from all open inventories. Default is the current inventory
Filter counts from the list of users working with this inventory
Filter items that were found on the initial inventory or choose those not found. Default All
Select Open or Closed inventories.
Import your inventory counts into RMS for FINALIZATION. Sub Users are blocked from this feature.
Click on any item in the list to Edit the inventory item such as quantity or to remove
Start Intro Login Create User Admin Applications How To:
Inventory Item Edit Saved
Select inventory count sheet from all open inventories. Default is the current inventory
Filter counts from the list of users working with this inventory
Filter items that were found on the initial inventory or choose those not found. Default All
Select Open or Closed inventories.
Import your inventory counts into RMS for FINALIZATION. Sub Users are blocked from this feature.
Click on any item in the list to Edit the inventory item such as quantity or to remove
Start Intro Login Create User Admin Applications How To:
Inventory Item Edit
Exit editing without changes
Delete this count from sheet Edit count quantity
Exit and save edited quantity
Start Intro Login Create User Admin Applications How To:
Inventory Item Edit Save
Exit editing without changes Exit and save edited quantity
Start Intro Login Create User Admin Applications How To:
Inventory Import Options
Import by default will import counts on items that only MATCH those defined in the inventory sheet at creation. Checking Add Non-Items will add to the sheet any item that is not on the original but item exists in database.
Import by default will import counts adding to the count quantities that already exist on the sheet. Checking Replace Counts will replace the current quantities with the ones on this sheet. Including zero counts.
Works the same as Physical Inventory Import Options in RMS Manager
Start Intro Login Create User Admin Applications How To:
Inventory Import Confirmation
Confirmation box will read as your options where set. i.e. Add all MATCHING items, adding to the existing counts.
Start import process to RMS! Cancel import and return
Start Intro Login Create User Admin Applications How To:
Inventory Import Complete
Import has completed. You can open the sheet to review .
Start Intro Login Create User Admin Applications How To:
RMS Manager Import Options
Start Intro Login Create User Admin Applications How To:
Sign Up!
All subscribers are enrolled as auto-recurring requiring a 15 day cancellation notice. Your Credit Card information is stored with Triple Des encryption. Should you prefer to pay otherwise please contact [email protected].
Start Intro Login Create User Admin Applications How To:
Emergency Database
Subscribers can keep an Emergency Database on our Cloud server. Should any reason RMSWebApp cannot connect to your site then ant if the Emergency Database is available you will be connected to it. Allowing sales to continue till such time that your site comes back online. Once online you can allow RMSWebApp to push your Emergency Sales data back down to your site in a Blind Close batch.
Click to Create your Emergency Database
Click to Sync (Update) your Emergency database to your site
Click to Use your Emergency Database when your site is down
Start Intro Login Create User Admin Applications How To:
POS Configuration/Tenders
Tenders from Store RMS. Excluded are credit card types marked ‘EDC’
Tenders that are type Credit Card but not marked ‘EDC’ in RMS. Mark ‘EDC’ here to process with your Merchant account with RMSWebApp
Save settings to RMSWebApp server
v v
Return to Apps
Start Intro Login Create User Admin Applications How To:
POS Configuration
Choose from differing configuration areas i.e. Tender, Merchant Services
Go to Merchant Services sign up page to start taking credit cards with RMSWebApp How To: Merchant Services Setup
Start Intro Login Create User Admin Applications How To:
POS Configuration/Merchant Services
Setup your account information for credit card acceptance in RMSWebApp. How To setup Merchant Services
Enter your account number
Enter your account password
Save your settings in RMSWebApp Triple_DES encrypted
Start Intro Login Create User Admin Applications How To:
POS Customer
Enter either Account, Company, Last name, First name, Phone, City, State, Zip or email address. Use wildcard % with a partial entry to create a list of customers that ‘contains’ your criteria. GO - is the default button (Enter). % - place % at end of criteria Clear - will clear the transaction of any customer selection Reset - will reset the criteria window to blank New - will take you to the “New” Customer form Cancel - will take you back to the POS unchanged
Start Intro Login Create User Admin Applications How To:
POS Discounting
Discounting works on same principles as your RMS!
Start Intro Login Create User Admin Applications How To:
POS Discounting (Item)
Discount form is preselected for item and will not affect other items. Works the same as RMS item discounts.
Start Intro Login Create User Admin Applications How To:
POS Functions
Set transaction type here
View/Recall/Return/Void transactions from here
Blind Close/finish in RMS Manager Set transaction details here
Set Shipping here requires customer selection
Return to POS
Customer selected, pull up a list of previously purchased items
Start Intro Login Create User Admin Applications How To:
POS Cancel
Abort Cancel – Return to POS
Logout of RMSWebApp. NA when items are on transaction
Exit POS and Return to Apps page. NA when items are on transaction
Clear transaction and return to POS (if transaction is not clear this must be completed first before exit or Logout) Default button.
Start Intro Login Create User Admin Applications How To:
POS Tender
Preset Cash Tenders
Return to POS screen
Approved tenders from your RMS tender list. You can approve your tenders in POS Configuration for your RMSWebApp.
Click for EXACT Amount: “+”
Enter in tender amount for split tender transactions OR amount of tender to calculate change to be given.
Click for Change or Split tender(s) How to: Split Tender
Start Intro Login Create User Admin Applications How To:
POS Item Edit
Adjust quantity Adjust Price Adjust Total Price Item Discounting Toggle Tax
Enter your item comments here…
Remove item from transaction
Cancel editing and return to transaction
Save changes and return to transaction
Start Intro Login Create User Admin Applications How To:
POS NumPad
Preset Tenders
Backspace tender entry
Return to POS (Cancel)
Tender (default button)
Tender Amount entry
Use onscreen keyboard or your keypad
Start Intro Login Create User Admin Applications How To:
POS Change
Check/Uncheck
Separate emails with a comma for more than one recipient. Selected customers will auto load email address if one exists.
Internet Printer – eprinters that have an email address i.e. HP-Eprinters
Local Printer – any printer setup within Window Printer residing on the Local Network you are in.
IP Printer – Local Network Printer that has an IP address and can receive HTML. i.e. Star WebPrint
Comment or an attachment with this receipt
Kick cash drawer from IP printer Printers are setup in the user profile via Admin\User Edit. *Check marks are maintained from transaction to transaction.
Start Intro Login Create User Admin Applications How To:
POS Change (4.41)
Check/Uncheck
Separate emails with a comma for more than one recipient. Selected customers will auto load email address if one exists.
Internet Printer – eprinters that have an email address i.e. HP-Eprinters
Local Printer – any printer setup within Window Printer residing on the Local Network you are in.
IP Printer – Local Network Printer that has an IP address and can receive HTML. i.e. Star WebPrint
Comment/attachment with this receipt
Kick cash drawer from IP printer How To: Setup Printers *Check marks are maintained from transaction to transaction.
Start Intro Login Create User Admin Applications How To:
POS Change ($0.00)
Check/Uncheck
Separate emails with a comma for more than one recipient. Selected customers will auto load email address if one exists.
Internet Printer – eprinters that have an email address i.e. HP-Eprinters
Local Printer – any printer setup within Window Printer residing on the Local Network you are in.
IP Printer – Local Network Printer that has an IP address and can receive HTML. i.e. Star WebPrint
Comment or an attachment with this receipt
Kick cash drawer from IP printer Printers are setup in the user profile via Admin\User Edit. *Check marks are maintained from transaction to transaction.
Start Intro Login Create User Admin Applications How To:
POS Change…Comment/Attachment
Open File Dialog box to search or enter the file to attach
Enter in comment you want to send with the receipt
Start Intro Login Create User Admin Apps POS Items Customers Suppliers Inventory POS Config Sign Up Emergency DB
Start Intro Login Create User Admin Applications How To:
POS Customer Selection
Select the customer for this transaction by clicking the row. When Clicking on the Address and you will go to ®MapQuest for directions and more. With a Cell Phone, click on the Phone Number and call that customer!
Start Intro Login Create User Admin Applications How To:
POS Item Select
Search criteria used here is ‘ball’. You can find matching items with only partial information. The search includes itemlookupcode, description, alias and department name. Select row or Cancel to return to POS
Start Intro Login Create User Admin Applications How To:
POS Details
Your reference identifier for this Transaction
Any comment you want associated with this Transaction
No changes to details return to POS Save any changes go to POS. Default key.
Start Intro Login Create User Admin Applications How To:
Work Order Options
Save changes to work order and close
Unavailable on Work Order options
Save any changes and convert Work Order into a transaction then go to tender
Start Intro Login Create User Admin Applications How To:
Subscriber VS Free
• Subscribers
– Journaled receipts to RMS
– Emergency DB on our Cloud Server allowing access when your store down
– No Ads
• Free Users
– Free access with ads
• Sign up!
Start Intro Login Create User Admin Applications How To:
Transaction Viewer
List of latest Holds, Trans, WO’s and Quotes. Click on transaction to recall or reprint.
Should more transactions be available of a type, Click on More… to search the database
From this viewer you can recall/ return/reprint or email recent transactions and search for older transactions.
Start Intro Login Create User Admin Applications How To:
Recall Options
Create a new transaction from items recalled from the selected transaction
Create a Return transaction from items recalled from the selected transaction
See the receipt in HTML from the selected transaction
Send HTML Receipt to a printer or email.
Return to POS
Start Intro Login Create User Admin Applications How To:
Recall Work Order Options
Recall Work Order for editing or Selling purposes
N/A See the Work Order in HTML from the selected transaction
Send HTML Work Order to a printer or email.
Return to POS
Start Intro Login Create User Admin Applications How To:
Transaction Search
Return to POS
Enter Transaction Number in search box for a direct result or see all transactions by a date range from Start date (left) to End date (right) to search from.
Start Intro Login Create User Admin Applications How To:
POS Viewer search results
Return to POS
Select your transaction to recall from the list generated from your date range.
Start Intro Login Create User Admin Applications How To:
POS Transaction View
Return to POS Send as Email or to Printer
Start Intro Login Create User Admin Applications How To:
POS Send/Email
Return to POS
Send as Email or to selected Printer(s)
Select Printer to send receipt to Printers are setup in User Edit here. Eprinters /Local Printers/IP Receipt Printers
Send a personal Message with Receipt here
With Customer selection their email will auto populate here. Manually you can input addresses separated by a comma.
Start Intro Login Create User Admin Applications How To:
POS Customer Reorder
Return to POS
Select item to be reordered for this customer from list of previously ordered items.
Start Intro Login Create User Admin Applications How To:
POS Shipping
Return to POS without saving any changes
Notes to be recorded with charges
Tracking number to be recorded with charges
Choose carrier from your list of carriers
Choose desired service from selected carrier
Set: Weight; Total Value; Overwrite Charges
Save Shipping settings and return to POS
Start Intro Login Create User Admin Applications How To:
POS Ship To:
This Feature will be coming in a future release. ‘Like’ us on Facebook to keep up with all announcements! www.facebook.com/rmswebapp
Start Intro Login Create User Admin Applications How To:
Setup Emergency Database • Subscribers can upload to our Cloud server an abbreviated copy of
your RMS data. All data that is necessary to create POS transactions are copied but no transactional data including journal entries is copied.
• Should your RMS Data not be available for any reason then RMSWebApp will revert to your ‘Emergency DB’ if available. Then you will be able to continue to due POS sales until such time your RMS data is back online. RMSWebApp will then push your Emergency data back down to your store as a ‘Blind Close’.
• You will be responsible for ‘syncing’ (updating) your ‘Emergency data’ with your store on a regular basis.
• Click on Emergency Database on the Apps page. • Click on ‘Create’ button on the Emergency Database page and then
confirm with ‘OK’. This may take several minutes to finish. • Click on ‘Sync’ to update your Emergency data with your current RMS
data
Start Intro Login Create User Admin Applications How To:
Blind Close
RMSWebApp uses the ‘Blind Close’ feature of RMS.
• From the Func: menu of the POS page click on ‘Blind Close’ at bottom left.
• In RMS Manager follow the RMS procedure for Blind Closing.
Start Intro Login Create User Admin Applications How To:
RMS Blind Closing • Closing open and blind closed batches • After you perform a blind closeout from the point-of-sale, you can use the Manager program to
enter closing amounts and/or generate X and Z reports. This way, you do not have to count your drawer in front of the public.
• To close a batch • 1. On the Journal menu, click Update Batch Info. • 2. Specify the applicable filter criteria, and then click OK. The Open and Blind Closed Batches
report appears. • 3. In the Batch List report window, move your mouse over the entries in the Batch column until
the cursor changes to a magnifying glass. • 4. Select the batch you want to close, and then double-click your mouse. The Batch Number
window appears. • 5. Using your arrow keys, select the desired task (such as Enter Opening Amount), and then click
OK. • 6. If you selected the Enter Opening Amount or Enter Closing Amount option, enter the register
amount in the applicable tenders, and then click OK. • Tip: To update the Open and Blind Closed Batches report, click the Refresh button. • If you selected the Generate X Report or Generate Z Report option, Store Operations will print the
applicable report. • After you close your batches, you can go to the Reports menu, click Miscellaneous, and then click
Batch List to view all your open and closed batches.
Start Intro Login Create User Admin Applications How To:
Create User Steps
• Click on Create User link
• Complete User form
• Get activation code sent to your email
• Read and select “I Agree” agreement.
• Enter your activation code and click “OK”
• You will then proceed to the Admin Page
• Create a site (connect your store)
• Setup POS Operations
Start Intro Login Create User Admin Apps How To:
Start Intro Login Create User Admin Applications How To:
How to setup POS operations in RMSWebApp and RMS
• Create a new Register in the you RMS Manager.
• Best to use a register number at 90 or higher.
• Do not use an existing register that may be in use at store level.
• For Journaled receipts (subscribers only) Assign Receipt1 and or Receipt2 with standard 40/80 column RMS Receipt formats with the journal option checked.
• Edit User account and complete station information and corresponding RMS Cashier Name.
• Setup Printer(s)
Start Intro Login Create User Admin Apps POS Items Customers Suppliers Inventory POS Config Sign Up Emergency DB
Start Intro Login Create User Admin Applications How To:
RMS New Register
Start Intro Login Create User Admin Applications How To:
Setup Printers • Local Printers (connected via local network)
– Available from most devices
• Eprinters (internet with email address) – Available from any device. Generally a slow print job however. – www.hp.com/go/eprintcenter
• Browser Printer(IP address/HTML) – Available from any device on the same local network as the Printer – http://www.starmicronics.com/printer/thermal_printers/tsp650iiwebprnt For Journaled receipts (subscribers only) Assign Receipt1 and or Receipt2 with standard 40/80 column RMS Receipt formats with the journal option checked. Setup printer in the User profile with Edit User from the Admin page.
Start Intro Login Create User Admin Applications How To:
RMS New Register/Printers
Start Intro Login Create User Admin Applications How To:
RMS New Tender
Start Intro Login Create User Admin Applications How To:
Get Connected! • Verify SQL Server is 2008 or higher • Verify static IP address to SQL Server • Allow TCP/IP connection to SQL Server • Port forward IP address in your router • At Admin page click on Add Site button • Complete Site setup form in RMSWebApp with your credentials • Detailed instructions…
Start Intro Login Create User Admin Applications How To:
Merchant Services Setup
• Sign up for you Mercury Payment account from POS Configuration Mercury Payment Systems link – MPS is currently the only option for RMSWebApp. Store Merchant Service is
not affiliated with RMSWebApp Merchant Services.
• RMSWebApp will email you with your MPS password for your newly created account.
• Enter your MPS account number and emailed password in Merchant Services at POS Configuration/Merchant Services page
• Create proper tenders in RMS Manager to use for Credit Cards in RMSWebApp – Tender(s) need to be of type ‘Credit Card’ with the EDC unchecked. – At POS Configuration/Tenders, select EDC for the Credit Card accounts you
created for RMSWebApp. – Batching Credit Cards: This is auto-batch each day @4:30am MT
Start Intro Login Create User Admin Applications How To:
Split Tendering • At the tender page choose the right most column
of the first tender • You’ll proceed to the NumPad page. Enter by
keyboard or numpad your split tender amount for this tender
• You’ll then be taken back to the tender page for the remaining balance. Continue as above for more split tenders or choose the middle column of the last tender for the remaining amount
• Setup Tenders
Start Intro Login Create User Admin Applications How To:
Setup Tenders • RMSWebApp uses the tenders setup already in your RMS
Stores data. • Exceptions being any Credit Cards with the ‘EDC’ checked. • Create desired Credit Card tenders to work with your
RMSWebApp Merchant Account. These tenders must have the ‘EDC’ Unchecked and be of type ‘Credit Card’ within RMS.
• In POS Configuration from your Apps Page choose Tenders and select ‘EDC’ for your RMSWebApp credit card tenders and a check mark for any tender you wish to accept in RMSWebApp
• See also: – Merchant Setup – POS operations setup
Start Intro Login Create User Admin Applications How To:
Tender to Credit Card • Upon selecting a Credit Card tender you will be taken to the Merchant
Service Hosted page. • FYI: RMSWebApp doesn’t take any swipe or manual card information. This
is all done from the Merchant Services hosted page located within an iframe enclosure.
• Depending on the device you are using at the time you may need to place the focus inside the Card Number textbox by clicking or touching it.
• Once the focus is in the Card Number textbox, swipe the credit card. • For Manual entry. Select ‘Manual enter’ above textbox.
– Enter Credit Card Number, Expiration date, CVV three digit number on back of card and zip code(optional)
• Hit Done when completed or to Cancel without entering card info. • See Also:
– Merchant Setup – Tender Setup
Start Intro Login Create User Admin Applications How To:
Hosted Checkout Swipe
Start Intro Login Create User Admin Applications How To:
Hosted Checkout Manual
Start Intro Login Create User Admin Applications How To:
Interactive Guide overview
• button - go to the Introduction page and start the interactive process by logging in (click the login button). Read what each button does and click on the buttons to see what happens next. Interactively use the program without having an account or store connection to see how it works and what RMSWebApp can do.
• Quick Menu at the bottom of each page - jump to different sections of RMSWebApp to start that interactive process
• How To: get more instructional detail on different processes without looking for them on the interactive trail.
START
Start Intro Login Create User Admin Applications How To:
Utilizing RMSWebApp • Think of RMSWebApp as a virtual REAL time POS station for your store on the web.
• Line Busting – Take care of customers anytime anywhere!
• Great Emergency/Disaster Plan (Yeah you need one)
– Station down ? Use any web device, yours, customers any web device! – System crash? Use your Emergency database and do sales from your data with our server!
• Great for any offsite needs: – POS Sales
• Sales Reps in the field • Trade Shows • Sidewalk sales
– Work orders/Quotes/Holds – Customer creation/editing
• Call customer number from Cell phone with just a click • Get Directions from ®MapQuest • See Sales History • More…
– Item price checking • Check/update your price or costs anytime anywhere
– Sales reporting • Drillable Sales/Profits Today, Yesterday, This Month, Last Month, This Year, Last Year, Last 3 Years
• Turn your web device into a portable data collector for taking Physical Inventories for RMS
Start Intro Login Create User Admin Applications How To:
Credit Card Batching
• Credit Card Batching through Mercury Payment System is done automatically each day at 4:30 AM CST.
Start Intro Login Create User Admin Applications How To:
RMSWebApp Versions
• No need to ever download the latest version of RMSWebApp! When you connect to www.RMSWebApp.com you are getting the latest available version
• If you are using a Short Cut to www.RMSWebApp.com you may need to refresh the page occasionally so as not to use your cached version.
Start Intro Login Create User Admin Applications How To:
Working with Receipts • Previous transactions can be recalled with
Transaction Viewer from the Functions page in POS.
• Note: Transaction Viewer recalls ALL transactions from your RMS for recall.
• At the Recall options page Click on
• Email address may be auto populated from the selection of a customer or manually inputted with a comma separating each email address.
Start Intro Login Create User Admin Applications How To:
Working with Ads • RMSWebApp adds help in bringing you a free version of RMSWebApp
– Please support our sponsors
• Click at bottom when add appears to skip and move on
• Ads will run
– entering an App from the Apps page
– completion of a POS transaction
– creating or editing a database item
– after entering 50 inventory count items
– editing a inventory count item
• Ads pause for 2 sec’s and graduate to 6 sec’s
• Exiting RMSWebApp will reset pause time
• Clicking on an add image may take you to that another website for additional information
• To no longer see adds. Become a subscriber!
Start Intro Login Create User Admin Applications How To:
POS Customer Reorder
• Scroll through a customers list of items ordered.
• Select item to re-order by clicking on that row
• From the Functions menu on the POS page click on REORDER button.
– (This button will only appear when a customer has been preselected for the transaction.)
Start Intro Login Create User Admin Applications How To:
RMSWebApp Tips and Tricks
• Use the navigation on RMSWebApp and NOT your browsers back button as this will likely cause errors and unexpected results.
• On smaller devices try both horizontal and vertical screens.
• Get the proper peripherals for your device(s)
• Use Free users along with your Subscriber license(s)
• Create Shortcut on your desktop for quick access to www.RMSWebApp.com
• Looks best in most browsers other that I.E.
• Cannot drill through reports in Mozilla
• Search with wild card % to bring back a list of matches
Start Intro Login Create User Admin Applications How To:
How to: • Utilize RMSWebApp to your behalf • RMSWebApp Tricks and tips • Create User • Connect to your store via RMSWebApp • Setup POS Operations • Setup Tenders • Setup Merchant Services/Batching • Setup Printers • Station Close/Blind Closing • Setup Emergency Database (Subscriber feature) • Split tender • Credit Card tendering • Credit Card Batching • Email/Reprint Receipts • Customer Reorder • Manage Adds • Get latest version of RMSWebApp • Report generation