RT7 V2POS Manual de usuario
V2POS
USER MANUAL
1-855-340-7292
1
TABLE OF CONTENTS
Topic
Page #
1. OVERVIEW
2
2. SIGN IN
5
3. SALE TRANSACTIONS
a. ECR mode
9
b. SCAN mode
12
c. Menu Mode
14
4.PRE AUTHORIZATION SALE (US ONLY)
15
5. PRE AUTHORIZATION COMPLETE (US ONLY)
15
6. REFUND TRANSACTIONS
15
7. VOID SALE
16
8. TENDERING PAYMENT
a. Cash
17
b. Credit
18
c. Debit
18
d. Split Tender
18
e. Voucher/Gift/Loyalty Card
19
f. Other
20
9. REWARDS
20
10. DISCOUNTING A SALE
a. Specific Item Discount
22
b. Discounting the Total Sale
24
11. SUSPENDING A TRANSACTION
25
12. RECALLING A SUSPENDED TRANSACTION
26
13. SCALE INTERFACE
27
14. CASH OUT
29
15. ORDERS
31
16. REPRINT LAST TRANSACTION
33
17. OPTIONS AT POS
a. Overview
33
b. Configuration
34
c. Reports
43
d. Transactions
49
e. Inventory
50
f. Synchronization
50
g. Clock In/Out
51
h. Cash out History
52
i. Payout
52
j. Voucher/Card Balance
53
k. Employee Access Cards
53
18. CLOSINGTHE POINT OF SALE
54
2
OVERVIEW
Point of Sale is our Passion.
In the spring of 1983, RT7 Incorporated’s founder Tony Comparelli designed, developed,
programmed, and installed one of the world’s first PC based Point of Sale Systems. It was a simple
program that allowed the retailer to enter their daily cash receipts and generate simple inventory sold
reports in a batch at the end of day. It ran on a Radio Shack TRS-80 Model II Computer utilizing the
CP/M Operating System. After installing the system in about 60 stores
in the Toronto area, Tony decided to take the business from his
parent’s basement into a small office and incorporated his first
company. By the fall of 1984, his POS application had evolved into
an actual counter top transaction processing system
complete with perpetual inventory. It operated on the DOS
based IBM PC Model 5150 and included a cash drawer.
Between 1984 and 1990 the company sold more than 20,000 of its PC based POS units in 7 countries.
In 1990 the product continued to evolve into a complete retail management solution with full
inventory control, back office reporting, accounting, and payment processing. In 1991 The Retail
Council of Canada selected the system as the platform for its retail automation strategy and American
Express licensed the platform for its ‘At Your Service’ Retail Benefits Program. These relationships
furthered the expansion of the user base to over 50,000 Counter Tops. In 1996 the company had
grown to more than 200 employees and was eventually purchased by a leading hardware and
software manufacturer.
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. In other words POS in
the ‘CLOUD’. 11 years ago this was an almost
inconceivable vision. Retailing is referred to as a Mission
Critical application; it must work all of the time and it
must work even if the Internet is not available! It took
several years of development before a commercial test
of V1-POS could occur and in August 2004, the first V1-
POS hosted Point of Sale Systems in the ‘CLOUD’ were
installed in a chain of 70 locations. Several more years of
development and refinement had to occur in order to
perfect the hosted POS application. Not until 2007 was V1-POS ready for commercial use and between
2007 and 2010 over 2,000 stores processed millions of transactions on the V1-POS Platform.
3
Over 25 years of experience, knowledge, feedback, input, countless hours of actual use, and
hundreds of millions of transactions processed in the field has provided the foundation for our new
product V2-POS-The next generation of the hosted POS System. A well thought out, tested and proven
application for your retail business.
Key Features:
• Sell in three modes, Menu, Scan and ECR Mode
• Full QSR Menu Support with Modifiers
• Access to over 3 million SKU’s for Scan Mode (no need to build your own inventory database)
• Special Order Management with Customer Database
• Real Time Reporting at POS
• Real Time Reporting and Stats from Back Office
• Full Remote Access 24/7 from any Internet Connection
• Franchise Management and Reporting
• Transaction Set Management (Sale, Refund, Payout, Void, Discount, etc.)
• Online Video Tutorials
• Deal Voucher and Gift Card Management
• Works in Offline mode with Auto-Sync Technology
• Automated Program Updates
• Scale Interface*
• Multiple Kitchen or Station Printing*
* 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.
Hundreds of retailers managed their day to day retail operations, generated reports, controlled
inventory, and processed millions of transactions on the V1 Platform. V2POS is RT7′s next generation
of Point of Sale in the Cloud.
4
Over the years retail users of V1 were key to the development of our next generation V2POS. They
provided feedback, ideas, retail use scenarios, data and other important information that we
combined with emerging technical ideas and concepts to create something special. A Cloud based
POS system that actually works!
What every retailer should know is that nothing can replace the experience and knowledge that is
created by actual users over many years and when it comes to mission critical applications like POS
you can’t afford down time. Don’t let your store become a test site!
Knowledge + Experience = V2POS
The RT7 V2POS System is a ‘CLOUD’ based POS system, which means all of the data is securely
stored on remote servers. The main advantages of ‘CLOUD’ based POS system are:
1. You can access your entire retail information 24/7 from any Internet connected device.
2. You can generate reports and manage your retail business in real time from any Internet
connected device
3. You don’t have to worry about backing up your data
4. You don’t have to worry about installing and maintaining program updates
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
servers automatically.
5
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. Store name and Terminal ID should
be already input by default in the appropriate fields. If these fields are not pre-filled, consult the store
manager or designated person for this information.
Log in by using an access card, or username and password.
To log in with an access card, select the option from the start screen and type in the access card
number or swipe the card on the card reader on the Point of Sale.
Make sure status is
online
6
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.
Date
Time of day
Store name and
connection status
Store number
and Register
number
7
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.
On the bottom left of the screen there are 7
buttons: CLOSE, CASH OUT, SALE, REFUND,
ORDERS, REPRINT LAST, and OPTIONS. Each will
be described in detail later in this manual.
The system information is displayed here
including the software version.
8
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:
Allmodes of entry can be used in the same sale by switching between them using their respective
buttons.
Menu Buttons
Menu Headers
9
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.
When to use this mode:
Select ECR MODE to manually enter sales
prices and taxes.
How to use this mode:
1. Select the ECR MODE button by touching it on the screen. It will become a darker shade than
the other modes, indicating this mode is now active.
2. Enter the price to charge for the item on the number pad to the right. Note there is no need to
enter a decimal between the dollars and cents.
3. Select the button on the far right (green buttons located below
the Load Card button) to classify the purchase under the
applicable category if necessary.
This step is NOT mandatory. If purchases are categorized,
they will appear named as such in the Transaction Summary
menu.
Tabla de contenidos
